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The Fidelity Magellan Fund ( Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [2] On January 14, 2008, Fidelity announced that the ...
A daily volume chart of the S&P 500 index from January 3, 1950, to February 19, 2016. Logarithmic Chart of S&P 500 Index with and without Inflation and with Best Fit and other graphs to Feb 2024. The Standard and Poor's 500, or simply the S&P 500, [5] is a stock market index tracking the stock performance of 500 of the largest companies listed ...
Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9
What Is the Average Rate of Return on a Mutual Fund? Generally, stock mutual funds attempt to beat the returns of the S&P 500 , which historically has produced 10.70% in its 65-year history.
Sharpe ratio. In finance, the Sharpe ratio (also known as the Sharpe index, the Sharpe measure, and the reward-to-variability ratio) measures the performance of an investment such as a security or portfolio compared to a risk-free asset, after adjusting for its risk. It is defined as the difference between the returns of the investment and the ...
An index mutual fund will mirror the performance of an index, like the S&P 500 or the Russell 2000. So you will not beat the market by buying these mutual funds, but you will match it — or at ...
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related to: mutual fund historical returns chartCombination of great tools, asset classes, & low costs - Investopedia