Mutual funds 10 year performance
On Persistence in Mutual Fund Performance
mutual fund performance. My analysis indicates that Jegadeesh and Titman's (1993) one-year momen- tum in stock returns accounts for Hendricks, Patel, and Zeckhauser's (1993) hot hands effect in mutual fund performance. However, funds that earn higher * School of Business Administration, University of Southern California. I have benefited from
[PDF File]A Guide for Investors
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can lose money investing in mutual funds or ETFs. Past performance is not a reliable indicator of future per-formance, so don’t be dazzled by last year’s high returns. But past performance can help you assess a fund’s volatility over time.
[PDF File]Visual Analysis of Mutual Fund Performance
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Visual Analysis of Mutual Fund Performance Jamal Alsakran Department of Computer Science Kent State University ... (U.S. stock fund data during the year 2006), all the funds. ... standing of mutual funds performance. However, to argue the reliability of this tool, and its superiority as mutual funds ...
[PDF File]FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE …
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Current performance may be higher or lower than the performance stated. To learn more or to ... plan, select "Investment Choices & Research," and then pick investment option). Fund ID Name 3 Month YTD 1 Year 3 Year 5 Year 10 Year Life of Fund Fund Inception Short-Term Trading Fee (%/ Days) Expense ... FIDELITY INVESTMENTS (R) MUTUAL FUNDS ...
[PDF File]FIDELITY MUTUAL FUND PERFORMANCE - Fidelity Investments
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FIDELITY MUTUAL FUND PERFORMANCE Quarter ending June 30, 2012 Domestic Stock Funds Cumulative Average Annual Total Return % Trading Fund Date of Total Return % (as of 6/30/12) Expense Expense Turnover Redemption Fund Name Symbol No. Inception Notes: (YTD as of 6/30/12) 1 Year 5 Year 10 Year/Life Ratio %13 Cap % Rate %8 Fee (%/days)
[PDF File]Stock Index Fund Fact Sheet - Northern Trust
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weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Stock Index Fund received 4 stars for the 3-year rating among 1203 Large Blend funds, 4 stars for the 5-year rating among 1058 funds and 4 stars for the 10-year rating among 808 funds.
[PDF File]Investor BulletIn How to read A Mutual Fund shareholder report
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§ table showing the fund’s returns for 1-, 5-, and 10-year (or for the life of the fund, if shorter) periods. Note: Although performance information is required for the annual report only, many funds include performance information in their semiannual report as well.
[PDF File]Performance as of December 31, 2019
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Dec 31, 2019 · Performance as of December 31, 2019 FUND Quarter YTD 1 Year 3 Year* 5 Year* 10 Year* Since Inception* Trillium P21 Global Equity Fund (I) PORIX 9.30 28.55 28.55 15.33 10.26 8.82 5.94
[PDF File]Performance Persistence Among .S. utual Funds
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two-, three-, four-, five-, and 10-year periods. Each of these sorting periods represents a separate analysis. We track the average returns of the funds in each quintile over the same period after the sorting date. For example, for the three-year performance sorting period, funds are ranked according
[PDF File]The GLOBAL EQUITY FUND Our ... - Trillium Mutual Funds
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stars for the five-year period & 3 stars for the ten-year period among 727 funds, 727 funds, 599 funds, and 368 funds respectively within the World Large Stock category. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity
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