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  2. Systematic investment plan - Wikipedia

    en.wikipedia.org/wiki/Systematic_Investment_Plan

    In SIPs, a fixed amount of money is debited by the investors in bank accounts periodically and invested in a specified mutual fund. The investor is allocated several units according to the current Net asset value. Every time a sum is invested, more units are added to the investor's account. [1]

  3. 7-day SEC yield - Wikipedia

    en.wikipedia.org/wiki/7-day_SEC_yield

    Divide that dollar amount by the average size of the fund's investments over the same 7 days. Multiply by 365/7 to give the 7-day SEC yield. To calculate approximately how much interest one might earn in a money fund account, take the 7-day SEC yield, multiply by the amount invested, divide by the number of days in the year, and then multiply ...

  4. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    US mutual funds are to compute average annual total return as prescribed by the U.S. Securities and Exchange Commission (SEC) in instructions to form N-1A (the fund prospectus) as the average annual compounded rates of return for 1-year, 5-year, and 10-year periods (or inception of the fund if shorter) as the "average annual total return" for ...

  5. Best total stock market index funds - AOL

    www.aol.com/finance/best-total-stock-market...

    Historical performance (5-year annual): 14.7 percent. Expense ratio: 0.03 percent. Top-performing total stock market mutual funds. Many of the ETFs mentioned above are also offered in mutual fund ...

  6. 5 best high-yield bond funds - AOL

    www.aol.com/finance/5-best-high-yield-bond...

    Fund assets: $3.1 billion *Note: To compare municipal bond funds with taxable funds, investors calculate a taxable equivalent yield, which can be determined by dividing the municipal yield by (1 ...

  7. Sharpe ratio - Wikipedia

    en.wikipedia.org/wiki/Sharpe_ratio

    Sharpe ratios, along with Treynor ratios and Jensen's alphas, are often used to rank the performance of portfolio or mutual fund managers. Berkshire Hathaway had a Sharpe ratio of 0.79 for the period 1976 to 2017, higher than any other stock or mutual fund with a history of more than 30 years.

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