Do any mutual funds beat the S&P 500?
Each award-winning fund has beat its benchmark — the S&P 500 for stock funds — for the past one, three, five and 10 years, showing it outperformed in recent market conditions as well as over the longer term. Among funds at least 10 years old, that's a feat only 18% of funds achieved.
Fidelity ZERO Large Cap Index Fund
Investing in S&P 500 index funds is perhaps the closest thing to a guaranteed way to build wealth over time. The Fidelity ZERO Large Cap Index Fund (NASDAQMUTFUND:FNILX), which tracks an index of just over 500 U.S. large-cap stocks, performs very similarly to an S&P 500 index fund.
Just 26% of all actively managed funds beat the returns of their index-fund rivals over the decade through December 2021, according to a separate report published last month by Morningstar.
...
Best-performing U.S. equity mutual funds.
| Ticker | Fund Name | 5-Year Return |
|---|---|---|
| PAXLX | Pax Large Cap Fund Individual Investor | 14.35% |
| FLCEX | Fidelity Large Cap Core Enhanced Index | 13.41% |
| JEQIX | Johnson Equity Income | 13.4% |
| SSAQX | State Street US Core Equity Fund | 13.22% |
Fidelity Select Software & IT Services (FSCSX, $18.45) has not only survived the Crash of 1987, the Tech Wreck of 2000-02 and the Great Recession, but it has emerged as the top-performing fund since inception.
Where Does the Idea of a 12% Average Return Come From? When Dave Ramsey says you can make a 12% return on your investments, he's using a real number that's based on the historical average annual return of the S&P 500.
- Axis Bluechip Fund.
- Mirae Asset Large Cap Fund.
- Parag Parikh Long Term Equity Fund.
- UTI Flexi Cap Fund.
- Axis Midcap Fund.
- Kotak Emerging Equity Fund.
- Axis Small Cap Fund.
- SBI Small Cap Fund.
The S&P Indices versus Active (SPIVA) scorecard, which tracks the performance of actively managed funds against their respective category benchmarks, recently showed 79% of fund managers underperformed the S&P last year. It reflects an 86% jump over the past 10 years.
Fastest growing Vanguard funds worldwide in May 2022, by one year return. The fastest growing investment fund managed by U.S. asset management company Vanguard is the Vanguard Energy Index Fund. Over the year to May 1, 2022, the mutual fund generated an annual return of 60.64 percent.
Total stock market index funds are only slightly more diversified than S&P 500 index funds. Since both types of indexes are heavily weighted toward large-cap stocks, the performance of the two funds is highly correlated (similar).
What index fund has the highest return?
- Market Value: $757 billion.
- Yield to Date Return: 17.99%
- Expense Ratio: 0.04%
Student investors in the University of Delaware's Blue Hen Investment Club (BHIC) at the Alfred Lerner College of Business and Economics were unfazed by the challenge and beat the S&P 500 Index again in 2021, continuing their three-year streak.
- ICICI Prudential Technology Fund.
- TATA Digital India Fund.
- Aditya Birla Sun Life Digital India Fund.
- SBI Technology Opportunities Fund.
- Franklin India Technology Fund.
- Principal Emerging Bluechip Fund.
- SBI Small Cap Fund.
- PGIM India Midcap Opportunities Fund.
However, most active fund managers failed to capitalize on the opportunity, with just 20% of core and 15% of growth mutual funds outperforming their benchmarks, the analysts including David Kostin said in a report.
- Fidelity Diversified International Commingled Pool (Foreign Large Growth)
- Vanguard Emerging Markets Index Fund Institutional Plus Shares (I think of this as more aggressive growth)
- American Funds The Growth Fund of America® Class R-6 (RGAGX) (Growth)
- Aditya Birla Sun Life Tax Relief 96.
- 2.Reliance Small Cap Fund.
- L&T Midcap Fund.
- Mirae Asset India Equity Fund.
- Axis Midcap Fund.
PPFAS MF is the fastest growing major mutual fund house in India. Among the top 30 AMCs, PPFAS registered the highest AUM growth at 178% in FY 2021. Its AUM went up from Rs 3,138 crore to Rs 8,720 crore during the financial year.
- Tax-free Bonds. Initially tax- free bonds were issued only in specific periods. ...
- Kisan Vikas Patra (KVP) ...
- Corporate Deposits/Non-Convertible Debentures (NCD) ...
- National Savings Certificates. ...
- Bank Fixed Deposits. ...
- Public Provident Fund (PPF) ...
- Mutual Funds (MFs) ...
- Gold ETFs.
Good Average Annual Return for a Mutual Fund
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%.
| FUND NAME | SYMBOL | 5-YR RETURN |
|---|---|---|
| Fidelity OTC Portfolio | FOCPX | 13.85% |
| Fidelity Growth Company** | FDGRX | 15.83 |
| Shelton Capital Nasdaq-100 Index Direct | NASDX | 15.58 |
| USAA Nasdaq-100 Index | USNQX | 15.87 |
What are the 4 types of mutual funds Dave Ramsey?
Dave divides his mutual fund investments equally between four types of funds: Growth and income, growth, aggressive growth, and international. This lowers your investment risk because now you're invested in hundreds of different companies all over the world in a whole bunch of different industries.
According to Standard and Poor's, the average annualized return of the S&P index, which later became the S&P 500, from 1926 to 2020 was 10%. At 10%, you could double your initial investment every seven years (72 divided by 10).
How to Guarantee a 25% Return on Investment in Real Estate - YouTube
Unless you are very well versed with the markets and have expert knowledge about mutual funds, a good rule of thumb would be to own: Large cap mutual funds: Up to 2. Maybe 3 at best. Beyond that, it doesn't make sense as there will be a great overlap in the shares owned by your mutual funds.
| Fund Name | Category | 3 Year Returns |
|---|---|---|
| Axis Bluechip Fund | Large-Cap Equity | 23.50% |
| Mirae Asset Large Cap Fund | Large-Cap Equity | 22.30% |
| Parag Parikh Flexi Cap fund | Diversified | 31.40% |
| Invesco India Growth Opportunities Fund | Diversified | 19.9% |
- Goals. This is the basic. ...
- Risk. Risk comes from not knowing what you are getting into. ...
- Fund Performance. Fund performance matters. ...
- Expense Ratio. ...
- Entry And Exit Load. ...
- Taxes. ...
- Direct Plans.
The latest SPIVA report is typical: Just 17% of US large-cap stock pickers beat the S&P 500 over the past 10 years through 2021, and that number drops to 6% over 20 years. Time makes a fool of most stock pickers.
1. Financial Advisors Rarely Beat the Market. Large-cap fund managers – people who could be considered the most elite of the elite when it comes to financial advisors – are outpaced by the S&P 500 a staggering 92.2% of the time.
Apple has outperformed the S&P 500 for the entire year. At just over $152 a share, Apple stock is still trading just above the $150 area at which buyers have consistently stepped in to send the stock higher several times in the past year-plus.
- Vanguard 500 Index Fund (VFINX)
- Vanguard Total Stock Market ETF (VTI)
- Vanguard Dividend Appreciation ETF (VIG)
- Vanguard Total International Stock ETF (VXUS)
- Vanguard FTSE All-World ex-U.S. ETF (VEU)
- Vanguard Total World Stock ETF (VT)
- Vanguard Real Estate ETF (VNQ)
Why Vanguard is the best?
Vanguard excels at low cost investing, making it ideal for long-term buy and hold investors and retirement savers. Due to their niche, Vanguard's platform is somewhat limited. From a passive investor standpoint, however, Vanguard's focus on account balance, holdings, and performance is appropriate.
What are the best performing Vanguard funds? Based on 10-year average annual returns, the top-performing Vanguard fund is the actively managed U.S. large-cap growth fund (VWUSX) at 20.74%. The passively managed large-cap growth index fund (VIGAX) comes in second with 19.32%.
The S&P Indices versus Active (SPIVA) scorecard, which tracks the performance of actively managed funds against their respective category benchmarks, recently showed 79% of fund managers underperformed the S&P last year. It reflects an 86% jump over the past 10 years.
...
3 best S&P 500 index funds.
| Fund Name | Expense Ratio | Total Fund Assets |
|---|---|---|
| Vanguard S&P 500 ETF | 0.03% | $806.5 billion |
| iShares Core S&P 500 ETF | 0.03% | $292.7 billion |
| SPDR S&P 500 ETF Trust | 0.0945% | $371 billion |
Vanguard is one of the biggest names in the industry, and its S&P 500 index fund historically outperforms the benchmark index.
Vanguard PRIMECAP Fund Admiral Shares
VPMAX has long been one of the best-performing active stock funds in history – generating an 11.2% average annual return since 2001. That return has managed to beat the S&P 500 by over 2 percentage points annually during that time.
