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0 votes
1 answer
92 views

How do we trust power of compounding with mutual fund SIP

When I search for SIP Mutual fund plans, often I see huge money returns in the long run. But when I research, it's usually mentioned as Power of compounding, that's how they're able to return such a ...
King's user avatar
  • 109
1 vote
2 answers
89 views

For mutual funds, does average annual return mean compounded annually or continually or daily?

Vanguard's Portfolio Allocations page (1926-2019) shows 9.21% Average annual return for 70% Equity and 30% Fixed income. Does this mean 9.21% compounded annually? GOAL... If at age full retirement age ...
Doug Null's user avatar
  • 676
0 votes
1 answer
134 views

Is it good to invest in mutual fund during the down time in market?

Say there is a mutual fund and its annual return in the past 3 years i.e. 2017, 2018, 2019 were -10%, +20%, and -10% respectively. A and B invest $100 in this fund at different time points. A ...
bishal deka's user avatar
3 votes
3 answers
948 views

How to calculate the return from a mutual fund?

How do I calculate the return from a mutual fund invested as a monthly SIP of Rs. 5000 over a period of 3 years at a return rate of 20.4% per annum? The projected amount for the same is calculated by ...
sherlock's user avatar
  • 261
1 vote
2 answers
143 views

Comparing Real Estate returns to Mutual Fund returns

I was recently looking at a syndicated Real Estate investment that did some math to show what future returns might look like. The bottom line was that a $1,000 would turn into $2,360 after 10 years. ...
Fixee's user avatar
  • 4,524
1 vote
1 answer
571 views

How do I know if my mutual fund is compounded?

I have money in a S&P Index Fund (VFIAX specifically). How do I know if my index fund is compounded? Furthermore, at what intervals is it compounded? And more importantly, should it be compounded?...
NeedAdvice's user avatar
  • 3,817
3 votes
2 answers
1k views

Compounded Interest on Mutual Funds

I may be missing or misunderstanding something regarding how compound interest works with mutual funds and ETFs. Let's say I have $10,000, and I invest said monies in mutual fund XXXXX at $100/share, ...
Art's user avatar
  • 155
0 votes
2 answers
102 views

Find the compound return

If I have a specific amount of money. For example 1000€ at the beginning of the 2008 year. -65.55 2008 91.25 2009 17.74 2010 -42.87 2011 18.32 2012 -18.82 2013 56.57 2014 How much money i ...
user455318's user avatar