What mutual funds have outperformed the S&P 500? (2024)

What mutual funds have outperformed the S&P 500?

The Needham Aggressive Growth Retail fund beat the S&P 500 index over the past one-, three-, five- and 10-year periods. Its 10-year average return was 12.78%.

Do any mutual funds outperform the S&P 500?

The second highest performing fund in the list was the $395m BlackRock US Growth fund, managed by Phil Ruvinsky and Caroline Bottinelli. The strategy was up 52.68% last year, after a 40.57% loss in 2022. Over a five-year period ending 2023, the strategy was up 92.91% – lagging the S&P 500 index return of 107.21%.

Which funds have beat the S&P 500?

Which Vanguard mutual fund consistently beat the S&P 500?

Vanguard Growth & Income Fund (VGIAX)

VGIAX's one-two punch of investment goals helped it beat the overall stock market in 2022 and 2023. Over the past 10 years, this fund's average annual return is about even with the S&P 500. Likewise, its trailing 12-month dividend yield approaches the broad market's.

Is there anything better than the S&P 500?

The S&P 500's track record is impressive, but the Vanguard Growth ETF has outperformed it. The Vanguard Growth ETF leans heavily toward tech businesses that exhibit faster revenue and earnings gains. No matter what investments you choose, it's always smart to keep a long-term mindset.

Which fund beats the S&P 500 year after year?

Rowe Price U.S. Equity Research fund (ticker: PRCOX) is in this exclusive club, having bested—along with a team of about 30 research analysts—the S&P 500 index for the past five years on an annualized basis. U.S. Equity Research is a Morningstar five-star gold-medal fund.

Has anyone outperformed the S&P 500?

(NASDAQ:DXCM) and Medpace Holdings, Inc. (NASDAQ:MEDP) are the only two healthcare sector companies that have made it onto our list of 13 stocks that outperform the S&P 500 every year for the last 5 years. The shares of DexCom, Inc.

Which mutual funds does Dave Ramsey invest in?

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four.

What are the top 5 performing mutual funds?

Which mutual fund outperforms the market?

1) Quant Small Cap Fund(G)

The scheme has a nil lock-in period. The returns by this fund has been to the tune of 43% which is an outperformance over its Nifty Smallcap 250 - TRIwhich has delivered nearly 30% returns over a three-year period.

What mutual fund mimics the S&P 500?

Which 5 star mutual funds have 10 year performance?

Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

Which is the best mutual fund for 2024?

Does Warren Buffett recommend the S&P 500?

“In my view, for most people, the best thing to do is own the S&P 500 index fund,” Buffett said at Berkshire's 2020 annual meeting. Buffett's thinking here is straightforward. Most non-professional investors (and even many professional stock-pickers) have very little chance of outperforming the market.

Why you shouldn't just invest in the S&P 500?

That's because your investment gives you access to the broad stock market. Meanwhile, if you only invest in S&P 500 ETFs, you won't beat the broad market. Rather, you can expect your portfolio's performance to be in line with that of the broad market. But that's not necessarily a bad thing.

Why is the S&P 500 not a good investment?

The S&P 500 weighting system gives a small number of companies major influence, which could have an undue negative effect on the index if one or a few of them run into trouble. The index does not expose investors to small or emerging companies with the potential for market-beating growth.

What is the 10 year return on the S&P 500?

Basic Info. S&P 500 10 Year Return is at 180.6%, compared to 174.1% last month and 161.9% last year. This is higher than the long term average of 114.4%.

What of stock mutual funds beat the market every year?

Just 40% of all mutual and active exchange-traded funds in the closely watched U.S. large-capitalization stock category beat the S&P 500 index last year, according to the latest S&P Dow Jones Indices passive vs. active report—better known as SPIVA.

What is the rolling 10 year average return S&P 500?

The historical average yearly return of the S&P 500 is 12.68% over the last 10 years, as of the end of February 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.56%.

Is it possible to beat the S&P 500?

It's not easy to beat the S&P 500. In 2023, only 40% of actively managed large-cap mutual funds beat the market, and the last time a majority of funds beat the market was in 2009. And even then, the share was 52%, so almost half of them didn't.

What is better a S&P 500 ETF or mutual fund?

The choice comes down to what you value most. If you prefer the flexibility of trading intraday and favor lower expense ratios in most instances, go with ETFs. If you worry about the impact of commissions and spreads, go with mutual funds.