What is a good rate of return on mutual funds?
What is a good rate of return on mutual funds?
For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8% to 10%. For bond mutual funds, a good long-term return would be 4% to 5%.
What is a good 10 year return on a mutual fund?
Equity Funds with Best Returns in a 10 Years
| Equity Funds | 10-year Return |
|---|---|
| HDFC Equity Fund | 14.76% |
| Reliance Multi Cap Fund | 17.33% |
| Franklin India Prima Fund | 18.25% |
| ICICI Prudential Midcap Fund | 15.91% |
How much does the average mutual fund make?
According to the U.S. Securities and Exchange Commission, the stock market has an average historical return of about 10% per year. However, that only tells what type of return you might expect if you invested in a total market mutual fund.
Can you live off mutual funds?
You cannot live off portfolio income until you have accumulated a portfolio large enough to generate the amount of income you want or need. That depends on both the rate of return you could earn and your income requirements. As of 2013, investing in conservative government bonds would earn you 1 to 3 percent.
What is the average mutual fund return over the last 20 years?
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.
Do mutual funds make you rich?
Benefits of mutual funds High returns: Mutual funds are known to generate high returns since there’s no cap on earnings. Depending on the performance of the security where the money is invested, returns are generated. Since financial experts invest money on your behalf, returns are generally high.
How fast can mutual funds grow?
Many experts project that between 8 and 10 percent average growth is normal and attainable. According to Kiplinger magazine, three growth stock mutual funds that stand out with good returns over the last 10 years are Fidelity Contrafund, Fidelity Low-Price Stock Fund and T-Rowe Price Small Cap Value.
