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Despite that, this is a lower-risk fund with high returns. Year-to-date performance:-11.40%. Five-year performance: 3.84%. ... Average mutual fund returns vary based on the mutual fund type. The ...
For the past 10 years, the underperformance figure grows to nearly 85% of these funds. Perhaps even worse, the leaders of the five-year stretch aren't the same leaders of the 10-year stretch.
Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9
Over three-year and five-year periods, the percentages of underperforming active funds rose to 79% to 80%. Over 10 and 15 years, between 87% and 88% of active funds underperformed.
Peter Lynch (born January 19, 1944) [1] is an American investor, mutual fund manager, author and philanthropist.As the manager of the Magellan Fund [2] at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, [3] consistently more than double the S&P 500 stock market index and making it the best-performing mutual fund in the world.
Explore the best mutual funds for Roth IRAs to grow your retirement savings tax-free. ... Three-year return rate: 5.08%. ... rated 5 stars by Morningstar, is one of the best. Understanding Mutual ...
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