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Mutual Fund Yardsticks
Wednesday, July 25, 2018
Mutual-fund categories and their benchmarks ranked by one-year total return. Yardsticks are based on categories compiled by The Wall Street Journal, based on Lipper, Inc. fund investment objectives. Performance for Yardsticks is based on an arithmetic average of all the mutual funds in the category.
DAILY
TOTAL RETURN (%)
Annualized
Investment Objective Chg % Chg 4-wk YTD 1-yr 3-yr 5-yr
Small-Cap Growth Funds 0.27 0.81 0.51 16.39   25.52 12.52 12.10
Large-Cap Growth Funds 0.65 1.35 3.73 15.57   25.01 14.49 15.37
Science & Technology 0.81 1.20 1.77 14.41   24.25 18.41 17.31
Multi-Cap Growth Funds 0.67 1.24 2.63 13.55   22.90 12.82 13.67
Mid-Cap Growth Funds 0.41 1.14 1.41 12.28   21.42 11.68 12.37
Dow Jones Ind Dly Reinv 375.88 0.68 4.01 4.07   20.28 15.93 13.03
S & P 500 Daily Reinv 50.62 0.91 3.63 7.58   17.15 13.34 13.31
Vanguard Small Co. index 0.37 0.49 0.49 8.65   16.32 11.95 11.33
Large-Cap Core Funds 0.36 0.86 3.46 6.34   15.32 11.39 11.64
Health & Biotechnology 0.76 1.05 3.18 12.61   14.42 3.96 13.71
Multi-Cap Core Funds 0.45 0.77 2.20 5.61   13.83 10.30 10.90
Small-Cap Core Funds 0.06 0.20 -0.02 6.92   13.66 11.08 9.89
Small-Cap Value Funds -0.05 -0.16 -0.44 4.94   11.88 10.88 8.22
Global Funds 0.20 0.78 2.50 3.60   10.71 8.69 8.54
Mid-Cap Core Funds 0.17 0.58 0.94 4.01   10.62 9.15 9.53
Equity Income 0.27 0.60 2.51 2.57   10.51 9.63 9.01
Large-Cap Value Funds 0.51 0.60 2.86 2.08   10.14 9.31 9.35
Multi-Cap Value Funds 0.23 0.49 1.77 1.67   9.27 9.04 9.14
Mid-Cap Value Funds 0.18 0.41 0.67 1.78   7.60 8.49 8.99
International 0.16 0.71 1.85 -0.41   7.29 6.07 5.77
Balanced 0.19 0.50 1.65 2.02   6.99 6.32 6.46
Stock & Bond Funds 0.08 0.48 1.41 1.77   6.79 5.91 5.85
European Region 0.12 0.42 2.38 0.18   6.17 4.86 5.58
Utility 0.09 0.27 2.90 2.22   3.74 8.41 7.64
High Yield Taxable Bond 0.01 0.04 0.31 0.90   2.28 4.35 3.83
General Municipal Debt unch. -0.01 0.34 0.12   1.47 2.74 3.99
Single State Municipal Debt unch. unch. 0.30 0.04   0.93 2.33 3.61
General Taxable Bond 0.01 0.07 0.43 -0.32   0.90 2.68 2.37
Intermediate Term US Treasury/Govt Bond 0.01 0.08 0.04 -0.58   0.77 1.29 0.96
Short Term Investment Grade Corp Bond unch. unch. 0.19 0.17   0.49 1.14 1.10
Intermediate Term Municipal Debt unch. -0.01 0.36 -0.03   0.48 1.89 2.74
Mortgage unch. 0.02 0.15 -0.87 -0.31   0.98 1.88
Intmdt Investment Grade Corporate Bond unch. 0.03 0.32 -1.62 -0.63   1.69 2.26
Lipper L-T Govt Bond Index -0.02 unch. -0.03 -1.13 -0.66   0.83 1.70
Long Term Investment Grade Corporate Bond 0.01 0.05 0.66 -2.46 -0.75   2.72 3.16
Long Term US Treasury/Govt Bond -0.01 -0.03 -0.13 -2.11 -1.36   0.47 1.53
Source: Lipper
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Mutual Fund Yardsticks - Markets Data Center - WSJ.com