Mutual Fund Center
Best-Performing Funds Over the Past 20 Years
A fractional difference in annual performance can have a huge impact over long periods of time. For example, the Vanguard Health Care Fund's 20-year annualized performance is only 87 basis points (0.87 percentage points) better than the next best performer, yet over 20 years a $10,000 initial investment in that fund ended up worth $31,266 more than that of the runner up.
A differential in returns of less than a percentage point rewarded investors with a holding worth a total of 16.2% more -- $224,703 vs. $193,436 -- when held for 20 years. That's something to keep in mind before downplaying "minor" percentage differences in factors such as expense ratios when evaluating funds.TheStreet Premium Services
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note |
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|---|---|---|---|---|
| 12,419.86 | 1,313.32 | 2,837.36 | 16.25 |
Oil *
103.00
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DOWN
160.83 |
DOWN
19.10 |
DOWN
33.63 |
DOWN
1.06 |
10 Yr
1.62%
SPDR Gold
151.91
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-1.28%
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-1.43%
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-1.17%
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-6.12%
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Data delayed 20 minutes |
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