Mutual Interest Data Service, Ltd

     

                                                       mutual fund performance/return

Mutual Fund Investments Book Cover   Here are the Year-to-Date, 3-Year Average Annual Returns and 5-Year Average Annual Returns                                                              of the 33 profitable mutual funds

Mutual Fund Category  - Total Mutual Funds in Category

As of 12/7/18 
Performance

3-Year annualized   Return & Rank

5-Year annualized   Return & Rank

10-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 Allocation Conservate - 434

Mixed-Assets Target Allocation Growth - 198

Mixed-Assets Target Allocation 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 - 136

Utility - 2018


Core Bond - 604

Corporate A Debt - 64

Corporate BBB Debt - 264

Emerging Markets Debt - 282

General & Insured Muni Debt - 80

GNMA Debt - 74

Hi-Yield Muni Debt - 74

Intermediate Muni Debt - 78

U.S. Mortgage - 124

Multi Sector Income - 361

7.12%4%

-4.77% 78%

-2.47% 19%

-5.10%  60%

7.59% 44%

-13.94% 23%

-1.08% 50%

3.37% 48%

-8.25% 97%

-5.27% 35%

-25.12% 100%

-15.50% 97%

-1.34% 12%

-5.99 82%

2.47% 2%

-4.53% 70%

5.60% 16%

-10.10% 86%

-4.04% 24%

8.64% 13%

-14.94% 95%

-5.29% 82%

13.93% 4%


-0.97%3%

-1.74% 48%

-4.53% 88%

-6.91% 65%

7.50% 1%

-0.02% 22%

1.48% 39%

0.73% 17%

-0.11% 47%

-2.48% 76%

10.57%4%

8.89%  42%

6.77%  12%

5.43%  20%

8.19% 42%

7.19% 6%

9.03% 51%

11.50% 25%

8.52% 63%

9.02% 16%

4.13% 97%

7.16% 30%

5.32% 6%

6.07% 34%

8.99% 2%

10.34% 7%

12.25% 14%

8.11% 30%

8.26% 36%

16.71% 4%

4.65% 78%

15.83% 25%

16.67% 2%


2.70%4%

2.90% 28%

4.79% 2%

4.81% 34%

5.47% 1%

1.19% 11%

5.05% 8%

2.16% 14%

1.53% 36%

5.56% 8%

7.90% 4%

8.52%  21%

6.18%  6%

3.68%  11%

13.32% 22%

4.74% 7%

9.91% 14%

11.81% 19%

7.70% 75%

7.79% 14%

2.89% 99%

4.25% 78%

5.35% 3%

6.23% 17%

7.80% 3%

9.95% 5%

12.08% 13%

8.16% 10%

7.08% 20%

10.18% 8%

5.64% 20%

14.54% 36%

10.99% 13%


2.80%7%

2.84% 37%

4.33% 8%

4.20% 10%

7.21% 2%

2.23% 5%

7.61% 4%

3.20% 20%

2.65% 22%

4.36% 8%

13.89% 5%

11.95%  46%

9.40%  26%

7.54%  18%

21.22% 2%

12.58% 18%

14.24% 16%

17.13% 12%

14.96% 9%

14.97% 14%

12.44% 94%

12.07% 79%

8.50% 11%

12.15% 4%

10.31% 26%

12.52% 59%

17.76% 7%

13.07% 28%

13.49% 46%

16.93% 22%

12.68% 42%

21.17% 120%

12.22% 17%


5.50%13%

5.67% 27%

5.51% 62%

8.27% 47%

9.16% 1%

3.29% 32%

9.46% 4%

5.24% 10%

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9.77% 6%