Mutual Fund Performance by Category
- Share via
Average total return, including dividends, in percent for periods ended Thursday, Jan. 16.
Category (No. of funds) Week Yr. to date 12 months Natural resources (21) +3.00% +1.66% +10.68% Gold (36) +2.19 +4.37 +7.43 Science & technology (21) +1.46 +7.36 +51.24 Small company growth (115) +1.09 +5.68 +61.06 Growth and income (250) +0.67 +1.53 +31.59 Equity income (71) +0.52 +0.78 +28.47 Capital appreciation (134) +0.33 +3.15 +43.64 Growth (298) +0.19 +2.23 +39.09 Balanced: stock and bond (66) -0.25 +0.52 +26.51 Global: U.S. and foreign stocks (57) -0.72 +0.62 +21.31 Fixed income (638) -0.89 -0.66 +17.23 International: foreign stocks only (89) -1.17 -0.58 +12.18 Utilities (27) -2.08 -3.15 +18.32 Health/biotechnology (10) -3.98 +1.29 +77.05 General stock fund average +0.50 +2.50 +39.52 S&P; 500 index, excluding dividends +0.14 +0.27 +27.52
Source: Lipper Analytical Services Inc.
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