How Does a Mutual Fund Total Return Calculator Work? A Mutual Fund Calculator online helps you in estimating return of your mutual funds investments. It can calculate your return for both investment methods: SIP and Lumpsum. So, how does it work? It works on a simple algorithm, wherein ...
The Fund's past performance is no guarantee of future results. Investment return and principal value of Fund shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the...
The Fund's past performance is no guarantee of future results. Investment return and principal value of Fund shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the...
Roy, Elizabeth
After providing Trey with advice on direct investment, Serena offered him additional information on alternative indirect investment strategies using (1) bond mutual funds, (2) exchange-traded funds (ETFs), and (3) total return swaps. Trey expresses interest in using bond mutual funds rather than...
Limited Maturity Fund MQLIX Fact Sheet 3.14 2.05 2.31 2.11 8.43 5.06 01/02/1997 Total Return Bond Fund MRBIX Fact Sheet 4.45 2.22 1.03 -0.93 12.81 5.35 01/04/1999 Tax-Advantaged FI Alabama Municipal Bond Fund12 3 MLALX Fact Sheet 4.82 2.36 1.05 ...
Mutual FundSymbol1-year total return3-year average total return5-year average total return10-year average total returnMorningstar CategoryClosed To New Inv Benchmark: S&P 500 -18.11% 7.66% 9.42% 12.56% Parnassus Value Equity Investor PARWX -13.81 12.92 10.67 14.51 Large Value No Calvert Equity...
Assuming John invests in the same manner with a monthly SIP of $5,000 in each fund over a 5-year period, the total investment would be $240,000 ( $40,000 x 12 months x 5 years). With an assumed average annual return of 12%, the projected value of John’s investment at the end...
When researching the returns of a mutual fund, you'll typically come upon a figure for the "total return," or the net change in value (either up or down) over a specific period. This includes any interest, dividends, or capital gains the fund has generated along with the change in its...
When researching the returns of a mutual fund, you'll typically come upon a figure for the "total return," or the net change in value (either up or down) over a specific period. This includes any interest, dividends, or capital gains the fund has generated along with the change in its...