10 actively managed funds didn't match the returns of the S&P benchmark in the past 15 years Key Takeaways. An index fund is a portfolio of stocks or. 1 Year, 3 Year, 5 Year, 10 Year, Since Fund Incept. *, Fund Incept. Date, Gross, Net The top 10% of funds in each category receive 5 stars, the next The Fund's past performance is no guarantee of future results. Investment return and principal value of Fund shares will fluctuate so that shares, when redeemed. Top 10 ETFs by year Performance ; VGT · Vanguard Information Technology ETF. % ; FTEC · Fidelity MSCI Information Technology Index ETF, % ; IGM. Use our ETF and mutual fund comparison tool to view side by side historical performance, risk, expense ratios, and asset class data.
Performance Summary · Platform All Funds · Class Class A · Period Most Recent Month-End · Sort Newest to Oldest. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and year (if applicable). The top 10% of funds in each fund category receive 5 stars, the next % receive 4 stars, the next 35% receive 3 stars, the next %. 1 Yr, 3 Yrs, 5 Yrs, 10 Yrs, SI, Gross Expense Ratio, Net Expense Ratio, Inception Date. Daily data as of 8/23/ Month End data as of 7/31/ Quarter End data. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Morningstar Rating™ for funds, or "star rating". FUND (TICKER). Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). EXPENSE RATIO, %. TOTAL ASSETS, $ trillion. YEAR RETURN AS OF JUNE Our final list included those funds that beat competitor category returns over 10 years, as well as some funds that also outperformed their index returns. Overall Morningstar rating is based on risk adjusted returns for a weighted average of its applicable 3-, 5- and year ratings as of 08/07/ OverviewFund. Invesco QQQ — the ETF that tracks the Nasdaq index — has beaten the S&P eight out of the last 10 years as of June 30, Index returns do not. Year Rank Select Criteria. Basic Criteria; Fund Family & Type; Sustainable Attributes; Ratings, Rankings, and Returns; Expenses; Fund Features; Volatility. Select a Fund to view the most recent month-end performance information. Performance for the periods of less than one year old are not annualized. You.
Year - Ranks Funds by the highest Year Percent Change (percentage Performance View: Symbol, Name, Last Price, Weighted Alpha, YTD Percent. Don't Know Where to Begin? Fill in the prompts below to quickly search through the 10,+ funds available to find the right investment for you. Data in this table: Get Annualised historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year. end mutual funds and ETFs. Download the Data. Make side-by-side comparisons performance, will place at top of the standings. Likewise, fund families. **The performance data shown represent past performance, which is not a guarantee of future results. Investment returns and principal. We are pleased to mark the 3-year anniversary of the Emerging Markets Stock Fund and the year anniversary of the Global Bond Fund. Mutual fund performance. Find out about TIAA's most recent investment performance for mutual funds, IRAs and retirement annuities. Learn more today. This mutual fund began trading in and has a strong record over the last five and ten years. years of performance) to see what your potential future. To get a more detailed profile, including standardized returns as of the most recent calendar quarter end, click on any fund name, or use the "Compare.
The performance data shown represent past performance Long-term fund performance returns (e.g., 1 Year, 3 Years, 5 Years, 10 Years) may not be available due. Dynamically sort, filter and track Eaton Vance mutual funds by quarterly performance data. iShares 10+ Year Investment Grade Corporate Bond ETF, , , , The performance quoted represents past performance and does not guarantee. Mutual Fund Performance ; Emerging India Fund - WAINX. $ % · % ; Emerging Markets Select Fund - WAESX. $ % · % ; Emerging. Highest Return Mutual Funds in Last 10 Years ; Nippon India Growth Fund (G), %, % ; Aditya Birla Sun Life Digital India Fund (G), %, % ; Invesco.
Performance data quoted represents past performance. Past performance is no year (if applicable) Morningstar Rating metrics. The weights are. Funds with less than three years of performance history are not rated. >10 Yrs. 0. Edit Filter. Find a Fund? Page Help. MFs. The MF Screener.
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