Average return on mutual funds 2018

    • [PDF File]Mutual Fund Risk/Return Summary Taxonomy

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      Mar 12, 2018 · Mutual Fund Risk/Return Summary Taxonomy Preparers Guide 2018-03-12 1 Mutual Fund Risk/Return Summary Taxonomy Preparers Guide March 12, 2018 1 Goal This Preparers Guide is intended to assist preparers to use the XBRL US Mutual Fund Risk/Return Summary Taxonomy for submission of the Risk/Return Summary section of mutual …

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    • [PDF File]Factsheet Total Return Fund Class Inst USD

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      Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure …

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    • [PDF File]Total Return Chart MonthlyReturns - Vanguard

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      Vanguard Total Return Chart Average Annual Total Returns* for Periods Ended March31, 2020 Vanguard Fund Name Fund No. Ticker Symbol Inception Date Fees Expense Ratio Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** Stock Funds …

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    • 2018 Investment Funds Report - IFIC

      Net Assets of Mutual Funds and ETFs IFIC | 2018 INVESTMENT FUNDS REPORT 3 At the end of 2018, Canadian investment fund assets totalled $1.58 trillion. Mutual funds accounted for $1.42 trillion, or 90.1% of the total, and ETFs accounted for $156.7 billion, or 9.9% of the total. While there was a decline in 2018…

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    • [PDF File]Money Market Fund Statistics

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      TOPIC 12/31/2018 Change 11/30/2018 Page Number of Money Market Funds Reporting (Not Including Feeder Funds) 370 -9 379 3 Assets (in billions) Total Money Market Funds $3,297.9 $44.7 $3,253.2 4 Prime Funds $764.2 -$7.5 $771.7 ... Weighted Average …

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    • [PDF File]2018 QAIB Report Advisor Edition 5724

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      The Average Asset Allocation Fund Investor earned a return of 10.08 in 2017. Just about splitting the difference between the Average Equity Fund Investor return (20.64%) and the Average Fixed Income Fund Investor return (1.52%). When examining funds by capitalization and style, the Average …

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