- 1 What is the performance of mutual funds?
- 2 How do you analyze mutual fund performance?
- 3 What is the best performing mutual fund?
- 4 What affects the performance of a mutual fund?
- 5 What is a good rate of return for a mutual fund?
- 6 What is the average mutual fund return?
- 7 What mutual fund averaged 12 for the 5 years?
- 8 Which mutual fund is best for 1 year?
What is the performance of mutual funds?
The benchmark acts as a standard for funds’ performance. If your fund is outperforming the benchmark consistently, it is a sign that the fund is doing well. You can also compare the average return during a specific time frame with its peer funds in the same category.
How do you analyze mutual fund performance?
Step 1: Determine the sector weights for both the fund and the index. Step 2: Calculate the contribution of each sector for the fund by multiplying the sector weight by the sector return. Repeat for the index. Step 3: Calculate the rate of return for the fund by adding the contribution of each sector together.
What is the best performing mutual fund?
Best-performing U.S. equity mutual funds as of April 2021
|Symbol||Fund||Fund performance (5-year return)|
|DFSVX||DFA US Small Cap Value I||12.44%|
|MSVZX||MassMutual Select Small Company Val I||14.34%|
|ASVDX||American Century Small Cap Value R6||17.28%|
|SCYVX||AB Small Cap Value Advisor||13.26%|
What affects the performance of a mutual fund?
This performance is affected by the decisions that the fund management team takes, as well as twists and turns in the market, either equity or debt. Fund management teams make best efforts to take the right decisions based on price, quality, risk, financials, news flows and economic developments.
What is a good rate of return for a mutual fund?
For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8%-10%. For bond mutual funds, a good long-term return would be 4%-5%.
What is the average mutual fund return?
If you’re looking into investing in mutual funds, you’ll want a sense of the average return before making any moves. In 2020, mutual funds in seven broad categories have averaged a return of roughly 10%, almost double the average annual return over the past 15 years.
What mutual fund averaged 12 for the 5 years?
A few examples are the AB Growth Fund, the Alger Capital Appreciation Fund, and the American Funds Growth Fund of America.
Which mutual fund is best for 1 year?
Top Performing Funds (based on one year returns)
|Category||Top Performer||1 yr|
|Childrens||HDFC RSF – Equity Plan – DP (G)||70.80|
|Conservative Hybrid||ABSL Regular Savings Fund (G)||28.40|
|Contra||SBI Contra Fund – Direct (G)||90.70|
|Dynamic Bond||SBI Dynamic Asset Allocation Fund-DP (D)||31.10|