Jul

30

How does one read a mutual fund historical performance in today’s economy?

July 30, 2010 | 2 Comments

I’m trying to purchase a mutual fund for an IRA. When I look at a fund’s history everything is in negative numbers due to last years crash. Some funds have a positive return “since inception” but show a negative return over 10 years or less. How can I adequately judge a funds performance when they are showing these kinds of returns?

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Comments


2 Comments so far

  1. jeff410 on July 30, 2010 1:18 pm

    Look at a funds return against its benchmark index. And look at fees.

  2. exactduke on July 30, 2010 1:28 pm

    I agree with poster #1, compare how a fund has performed against it’s benchmark and/or peers. Other than bear market funds, most equity funds have struggled the last 10 yrs. And considering the 2 brutal bear markets we’ve had this decade, that is not too suprising.

    Invest for the long term, and don’t worry too much about the last 10 yrs.

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