Best mutual funds return charts

    • [PDF File]FUND FACTS - TD Mutual Funds & Portfolios Solutions

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      Return 3 months ending If you invested $1,000 at the beginning of the period Best return 9.5% November 30, 2017 Your investment would rise to $1,095. Worst return -4.8% December 31, 2018 Your investment would drop to $952. Average return As of May 31, 2019, the annual compounded return of D-Series securities of the fund was 8.1% since inception.

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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 All values displayed as %

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    • [PDF File]Madoff tops charts; skeptics ask how - RealClearMarkets

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      The best known entity using a similar strategy, a publicly traded mutual fund dating from 1978 called Gateway, has experienced far greater volatility and lower returns during the same period.

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    • [PDF File]AGF American Growth Class -Mutual Fund Series - Fund Facts

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      Return 3 months ending If you invested $1,000 at the beginning of the period Best return 18.1% November 30, 2010 Your investment would rise to $1,181 Worst return -13.7% December 31, 2018 Your investment would drop to $863 Average Return The annual compounded return of Mutual Fund Series shares of the fund was 14.5% over the past 10 years.

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    • [PDF File]Mutual Funds: Understanding NAV, Yield, and Total Return

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      Mutual Funds: Understanding NAV, Yield, and Total Return . Mutual fund investors will commonly encounter three key metrics: the NAV, the yield, and the total return. Comprehending the differences and inter -relationships of these metrics is critical to understanding how well (or poorly) you have done with your mutual fund selection. Calculating ...

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    • Sustainable, Responsible and Impact Mutual Fund and ETF Chart

      Mutual Funds Description: Ariel offers four publicly traded, no-load, socially responsible mutual funds: Ariel Fund, Ariel Appreciation Fund, Ariel Focus Fund and Ariel Discovery Fund. The Funds do not invest in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns ...

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