Note: Returns are unadjusted for transaction fees where applicable. Quarterly & Annual returns Expense ratio— Quarterly returns by NAVAnnual returns by NAV Year1st quarter2nd quarter3rd Quarter4th quarterCapital returnIncome returnTotal returnBenchmark ...
These funds rank among the best in Fidelity's lineup in terms of their 10-year performance. Tony DongSept. 23, 2024 7 High-Dividend Mutual Funds Growth is in favor, but don't overlook income-oriented funds with generous yields. Coryanne HicksSept. 19, 2024 ...
5 Year94.49% Total Net Assets$562.187B Yield1.24% Net Expense Ratio0.04% Turnover %2% 52 Week Avg Return28.24% Lipper Leader YTD Lipper Ranking:Quintile 1 (13th percentile) 5Total Returns 5Consistent Return 5Preservation 5Tax Efficiency
Buy-and-hold investors enjoy returns from the S&P 500 that average around 10% per year, even after you factor in years with substantial losses, such as 1987 and 2008.4 Other Considerations Both funds are generally excellent investments with low fees and strong track records. It ultimately comes ...
Returns 1Y 3Y 5Y 10Y Price Return +22.97% +40.63% +81.19% +189.65% S&P 500 +22.95% +40.67% +81.36% +189.89% Total Return +24.58% +47.13% +95.60% +245.59% S&P 500 Total Return +24.63% +47.34% +96.10% +247.14% Holdings Breakdown ...
to see quarterly fee-adjusted returns, refer to the price & performance details. expense ratios: expense ratios are displayed on overview . for investments that are less than 1 fiscal year old, expense ratios are estimated. risk: all investing is subject to risk, including the possible loss ...
VOO vs. VFIAX vs. VFINX: Performance Returns Finally, how about performance? You’ll notice that there is virtually zero difference in performance between the three investments, over time. Below is a chart of the three over the past year. VOO overlaps VFIAX, VFINX, and even the S&P 500 in...
5 Year99.23% Total Net Assets$562.187B Yield1.24% Net Expense Ratio0.04% Turnover %2% 52 Week Avg Return24.19% Lipper Leader YTD Lipper Ranking:Quintile 1 (19th percentile) 5Total Returns 5Consistent Return 5Preservation 5Tax Efficiency