Mutual fund 5 year returns
[PDF File]Mutual Funds: Understanding Costs
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Year-by-year returns This chart shows how the Series A units of t he Fund have perfo rmed in each of the past 5 cal endar years. The Fund dr opped in value in 0 of the 5 years. The range of returns and change from year t o year can help you assess how risky the Fund has been in the past. It do es not tell you how the Fund will perform in the ...
[PDF File]MD Dividend Growth Fund - Series A
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Like most mutual funds, this Fund does not have any guarantees. You may not get back the amount of money you invest. Page 1 of 3. MD Dividend Growth Fund - Series A How has the Fund performed? This section tells you how Series A units of the Fund have performed over the past 10 years. Returns are after expenses have been deducted. These expenses reduce the Fund's returns. Year-by-year returns ...
[PDF File]FUND FACTS - TD Mutual Funds & Portfolios Solutions
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TD Balanced Index Fund – Investor Series Year-by-year returns This chart shows how Investor Series securities of the fund performed in each of the past 10 completed calendar years. The fund dropped in value in 1 of the 10 years. The range of returns and change from year to year can help you assess how risky the fund has been in the past. It does not tell you how the fund will perform in the ...
[PDF File]AGF American Growth Class - Mutual Fund Series
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These expenses reduce the fund's returns. Year-by-year returns This chart shows how Mutual Fund Series shares of the fund have performed in each of the past 10 years. The fund dropped in value in 1 of the last 10 years. The range of returns and change from year to year can help you assess how risky the fund has been in the past. It does not tell you how the fund will perform in the future ...
[PDF File]FOR ADVISOR USE ONLY Understanding Mutual Fund Rates of …
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Understanding Mutual Fund Rates of Return This document outlines the two primary methods for calculating the rate of return on an investment: time-weighted rate of return and money-weighted rate of return. It will help you understand the key differences between these two methods and answer any questions that your clients may have. 1. Time-weighted rate of return (TWRR) considers only the ...
[PDF File]Understanding mutual funds - Ontario Securities Commission
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look at how much its returns change from year to year. If the fund’s returns vary a lot, it may be considered higher risk because its performance can change quickly in either direction. For example, if a fund lost 5% two years ago, gained 17% last year and gained 2% this year, it …
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