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You’ll get exposure to the taxable investment-grade U.S. bond market with about two-thirds of the portfolio invested in U.S. government bonds. 5-year annualized return: 0.4 percent. Yield: 3.2 ...
The fund’s three largest holdings are in Procter & Gamble (PG), Costco Wholesale (COST), and Walmart (WMT). 5-year returns (annualized) : 8.83 percent Dividend yield : 2.29 percent
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 ...
The Vanguard S&P 500 ETF has been averaging an annual return rate of 14.61% since its inception in 2010. A $1000 invested in VOO in January 2015 was worth a total of $3,472.33 10 years later at January 18, 2025 assuming the dividends were reinvested with DRIP. That’s an annual return of 13.26% and a total return of 247.23%. [34]
S&P 500 Returns (as of July 31, 2024) Total Return. Year to date. 16.7 percent. One year. 22.15 percent. Three year (annualized) 9.6 percent. Five year (annualized)
Over the coming 30 years, the price will advance to $100, and the annualized return will be 10%. What happens in the meantime? Suppose that over the first 10 years of the holding period, interest rates decline, and the yield-to-maturity on the bond falls to 7%. With 20 years remaining to maturity, the price of the bond will be 100/1.07 20, or ...
The fund holds more than 800 stocks and has 5 percent of its assets in the top 10 holdings. 5-year returns (annualized): 10.6 percent. Expense ratio: 0.07 percent. Assets under management: $29.9 ...
The length of time over which the rate of return was 10% was two years, which appears in the power of two on the 1.1 factor: Likewise, the rate of return was -3% for three years, which appears in the power of three on the 0.97 factor. The result is then annualized over the overall five-year period.