Question:

Where can I find the average annual mutual fund performance over the past few decades?

by  |  earlier

0 LIKES UnLike

Here is what I need. For each year from 1982-2003, I want to know what the average rate of return for mutual funds was that year. I could probably find the growth in the S&P 500 or the DJIA, but I would prefer mutual fund info. For example, in 1997 the average return of all mutual funds might have been 12%, while in 2001 it might have been only 2%.

Bonus: I would like to know the performance each fiscal year (June 30 -July 1), not each calendar year, if possible

Double bonus: In addition to the mean, I would love to have other information on the distribution of returns, e.g. the median return each year, the 95th percentile return each year.

Thanks!

 Tags:

   Report

2 ANSWERS


  1. Morningstar

        That info is worthless

         Read  Mary Buffett on  WEB

         By  value no load funds

            Buy small cap value funds

            the best long term records

              a no brainer


  2. google it - maybe some website has that info

Question Stats

Latest activity: earlier.
This question has 2 answers.

BECOME A GUIDE

Share your knowledge and help people by answering questions.