4.67%
Investors earned an average of 4.67% on mutual funds over the last 20 years. This is 3.52% less than the average S&P 500 index return.
In which mutual fund should I invest for 5 years?
The table below shows the best equity funds:
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| ICICI Prudential Technology Fund | 28.87% | 36.02% |
| Aditya Birla Sun Life Digital India Fund – Growth-Direct Plan | 29.51% | 34.66% |
| Mirae Asset Healthcare Fund – Direct Plan – Growth | — | 34.19% |
| Quant Small Cap Fund – Direct Plan-Growth | 21.18% | 33.35% |
What’s the rate of return on a$ 10, 000 investment?
This translates to a 11.23% annualized rate of return with dividends. Making the assumption of an expense ratio of 0.2% on your index fund, which has steadily been going down over the years, this means that a $10,000 investment would have turned into just over $800,000 as of March 1, 2018.
When was the first S & P 500 index fund created?
Before I address this, let’s first look at how it all began. On August 31st, 1976, John C. Bogle created the first ever S&P 500 index fund, called the First Index Investment Trust, by the Vanguard Group. Thus, passive index funds have been around for over 40 years now.
Which is the largest mutual fund company in the world?
As of today, Vanguard manages more than $4.5 trillion in assets. That makes it the largest mutual fund company in the world. For those who haven’t read it, I recommend the classic, John Bogle on Investing: The First 50 Years,to understand the entire history of Vanguard by the man who revolutionized the industry himself.
Which is the best index fund to invest in?
Speaking of Warren Buffett, he says that the S&P 500 index fundis the best investment the average American investor can make today. When he passes away, he has stated that all of his wife’s investments should be in the Vanguard 500. How much would investing $10,000 into the S&P 500 in 1976 be worth today?
