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Mutual Funds

The Basics

What has been the average annual return of the S&P 500, a good indicator of the performance of listed stocks that frequently make up mutual fund investments?

The average annual return of the S&P 500 was 11.69% from 1926 to 2011, 9.07% from 1992 to 2011, and 10.05% from 1987 to 2011.



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