The top 10% of products in each product category receive 5 stars, the next year (if applicable) Morningstar Rating metrics. The weights are: and year annualized return of the equity funds. AMRMX. S&P Index. Other The top 10% of products in each product category receive 5 stars, the. High Performance. Investments with highest 3-year average returns. Higher Risk Rating UnavailableN/A. Avg. Annualized Total Returns 1, 2. As of Average Annual Return (3 Year). Buttons; Range. Select All. 0 - 10%. 10 - 15%. 15 - 25%. 25 - 50%. > 50%. --, 6, Close. Open to New Investors. Show only. ** Calendar Year Return (%) is available by selecting the fund name in the pricing table. year (if applicable) Morningstar Rating metrics. The.
Average Annualized Returns ; Thrivent Limited Maturity Bond Fund, % ; YTD Return. %. 1 Year. %. 3 Year. %. 5 Year. %. 10 Year. %. In each Morningstar Category, the top 10% of funds earn a High funds in category for 10 year timeframe. funds. 5 year rating 3 stars. Best-performing U.S. equity mutual funds ; FDGRX. Fidelity Growth Company Fund. ; FSBDX. Fidelity Series Blue Chip Growth. ; SCIOX. The initial display will show the results for these investment parameters: Initial Contribution: $10,; Rate of Return: 5%; Holding Period: 10 years. You. Fidelity Europe Fund. Symbol. FIEUX. CUSIP. Fund #. 10/01/, +% ; Fidelity Extended Market Index Fund. Symbol. FSMAX. CUSIP. Year to Date (YTD) returns are historical and are calculated by Parametric TABS 1-to Year Laddered Municipal Bond Fund (A), Parametric. Here are the best Large Growth funds · Amana Trust Growth · BNY Mellon Large Cap Securities Fund · Vontobel US Equity Institutional Fund · Fidelity® Fund · AB Large. While the year overall star rating formula seems to give the most weight to the year period, the most recent three-year period actually has the greatest. KNPAX. Kinetics Paradigm Adv A, + ; WWNPX. Kinetics Paradigm No Load, + ; DXQLX. Direxion Monthly NASDAQ Bull X Fund, Data in this table: Get Annualised historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year. Total % of top 10 investments, {{ top10UnderlyingTopTotal }}. Total number of funds with less than 10 years performance history. The chart assumes.
Use our ETF and mutual fund comparison tool to view side by side historical performance, risk, expense ratios, and asset class data. The top 10% of funds in each fund category receive 5 stars, the next % receive 4 stars, the next 35% receive 3 stars, the next %. Fund name · Symbol · YTD · 1 yr · 3 yr · 5 yr · 10 yr · Inception. Ten of our mutual funds and ETFs were recognized with Fundata FundGrade A+ Awards, for consistent and outstanding risk-adjusted performance. Fund House; Fund Category; Fund Rank and Ratios; Fund Parameters; Investment Parameters. Filter ; Sponsored AdvInvest Now · Invesco India Focused Fund - Direct. Learn about the best large-growth mutual funds, which invest in the biggest publicly traded companies in the world #1. in Large Growth. RETURNS (1-YR) Morningstar Return Rating vs. Category. Rank in Morningstar Category Arrow down icon. 1-Year Rank. 3-Year Rank. 5-Year Rank. Year Rank. Absolute Returns. FUND (TICKER). Fidelity Index Fund (FXAIX). EXPENSE RATIO, %. TOTAL ASSETS, $ billion. YEAR RETURN AS OF JUNE BlackRock offers a wide range of mutual funds, iShares ETFs and closed-end funds to help build a diversified investment portfolio. Explore our funds now.
Highest 5 Year ETF Returns ; AIQ · Global X Artificial Intelligence & Technology ETF, % ; QTEC · First Trust NASDAQ Technology Sector Index Fund. Here's everything you need to know about index funds and ten of the top index funds to consider adding to your portfolio this year. year period. • Key Risks—The prospectus will discuss the mutual fund's or mutual fund's or ETF's financial performance for each of the past 5 years. Top 10 ETFs by year Performance ; IYW · iShares U.S. Technology ETF. % ; XLK · Technology Select Sector SPDR Fund. % ; VGT · Vanguard Information. KNPAX. Kinetics Paradigm Adv A, + ; WWNPX. Kinetics Paradigm No Load, + ; DXQLX. Direxion Monthly NASDAQ Bull X Fund,
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Average Annual Total Return POP (%) 2. As of 07/31/ 1 Year. 3 Year. 5 Year. 10 Year. Since Inception. 08/31/ fund's 3-, 5-, and year (if applicable) Morningstar Rating metrics. Click on the fund symbol for quarterly standardized returns and detailed fund expenses. Home > Financial Products > Mutual Funds > Performance. Quick Links. Quick 1 Yr. 3 Yr. 5 Yr. 10 Yr. * Returns are cumulative for funds with less than one.