Mutual Interest Data Service, Ltd

     

                                                       mutual fund performance/return

Mutual Fund Investments Book Cover   Year-to-Date; 3-Year & 5-Year Average Annual Returns of 33 profitable mutual funds

Mutual Fund Investments Book Cover

Mutual Fund Category  - Total Mutual Funds in Category

As of 1/18/2019 Performance

3-Year annualized Return & Rank

       5-Year annualized Return & Rank

 Convertible Securities (8/18 closed) - 87 

 Equity Income - 596 

 Flexible Portfolio - 792

 Global Alternative Macro - 364

 Health/Bio Technology - 75 

 International Small/Mid-Cap - 76

 Large-Cap Core - 1013

 Large-Cap Growth - 886

 Large-Cap Value - 608

 Mid-Cap Core - 509

 Mid-Cap Growth - 473

 Mid-Cap Value - 202

 Mixed-Assets Target Alloc. Conservate - 434

 Mixed-Assets Target Alloc. Growth - 198

 Mixed-Assets Target Alloc. Moderate - 202

 Multi-Cap Core - 915

 Multi-Cap Growth - 669

 Multi-Cap Value - 436

 Small-Cap Core - 1151

 Small-Cap Growth - 713

 Small-Cap Value - 322

 Science & Technology (10/1 split) - 136

 Utility - 2018


 Core Bond - 604

 Corporate A Debt - 64

 Corporate BBB Debt - 264

 Emerging Markets Debt - 282

 General & Insured Muni Debt - 80

  Debt - 74

 Hi-Yield Muni Debt - 74

 Intermediate Muni Debt - 78

 U.S. Mortgage - 124

 Multi Sector Income - 361

6.52%  8%

6.81% 27%

1.12% 89%

3.85%  31%

9.73% 33%

4.51% 84%

7.80% 13%

8.44% 19%

10.31% 3%

9.35% 28%

16.96% 1%

11.45% 13%

1.87% 84%

6.30% 5%

10.29% 1%

7.86% 27%

8.02% 41%

9.40% 22%

8.77% 76%

8.85% 75%

10.21% 65%

5.51% 92%

0.42% 88%


0.53% 13%

0.32% 16%

0.86% 25%

3.68% 5%

0.39% 26%

-0.05% 85%

0.43% 6%

0.38% 86%

0.27% 15%

2.50% 14%

14.44% 4%

13.08% 29%

9.57% 13%

7.87% 20%

12.54% 39%

10.77% 10%%

14.02% 39%

17.61% 18%

15.38% 12%

14.14% 21%

13.74% 63%

14.09% 11%

6.39% 19%

10.15% 20%

13.68% 2%

15.22% 7%

18.75% 10%

13.23% 20%

13.19% 48%

22.95% 6%

10.39% 80%

21.82% 35%

14.37% 2%


3.44% 2%

3.26% 18%

5.79% 4%

7.04% 39%

5.20% 1%

1.25% 11%

4.69% 6%

2.00% 13%

1.68% 34%

7.60% 6%

7.95% 4%

8.52% 16%

5.74% 7%

3.61%  10%

12.24% 16%

4.34% 7%

9.88% 13%

11.74% 21%

8.19% 62%

7.63% 17%

3.08% 99%

3.92% 84%

5.20% 4%

6.14% 16%

8.46% 2%

9.99% 4%

12.03% 13%

8.32% 6%

6.89% 22%

9.64% 12%

5.67% 20%

13.51% 48%

9.35% 25%


2.80% 7%

2.78% 36%

4.16% 9%

4.47% 12%

6.77% 1%

2.24% 5%

7.09% 4%

3.08% 20%

2.56% 22%

4.24% 10%