Was this page helpful? Sources What Is the Average Mutual Fund Return? Types of Bonds With Durations and Risk Levels Annual Stock Market Returns by Year Total Stock Market Index vs. S&P 500 Index How to Calculate the Land-to-Building Ratio...
like 3-, 5-, and 10-year average returns of a mutual fund. The average annual return is calculated net of a fund’soperating expense ratio. Moreover, it does not include sales charges, if any, or investment transaction brokerage commissions. ...
This calculator relies on historical price data for mutual funds provided byTiingo. Please note that the calculations do not factor in reinvested dividends. For a more comprehensive analysis that includes dividend reinvestment, we recommend using ourmutual fund total return calculator. Additionally, you...
The average return refers to a summary of any listing of mutual fund returns. Among the different averages are arithmetic average, geometric average, and weighted average. Having an understanding of the differences in what averages represent and how they are calculated is recommended because the ...
In amutual fundcontainingdebt securities, the average amount of time until the debt securitiesmature. It is calculated by adding together the total amount of time until maturity and dividing by the number of debt securities in the mutual fund. The shorter the average maturity is, the less the...
Annual Stock Market Returns by Year What Is the Average Mutual Fund Return? What Is an Average Roth IRA Return Rate? Total Stock Market Index vs. S&P 500 Index The 4% Rule of Thumb for Retirement Withdrawals Do Roth IRAs Work as They Should? Not Exactly The...
PGIM India Midcap Opportunities Fund Equity| Growth NAV (08 Jan 2025) ₹ 72.38 -1.31% 1Y 3Y 5Y Since Inception Annualised Return 19.72% Benchmark Return 22.67% Risk Factor : Very High 6.58 lakh people have invested in this fund
The annualized arithmetic average return serves as a reference point to assess whether the investment outperformed or underperformed the benchmark. 5. Investment fund evaluation: For mutual funds and other investment vehicles, the annualized arithmetic average return is a key metric for comparing ...
Before making a mutual fund investment, investors frequently review a mutual fund's average annual return as a way to measure the fund's long-term performance. The three components that contribute to the average annual return of a mutual fund are share price appreciation, capital gains, and div...
Theaverage annual return (AAR)is the percentage showing the return of a mutual fund in a given period. In other words, it measures a fund's long-term performance, so it's a vital tool for investors considering a mutual fund investment. ...