GITNUX MARKETDATA REPORT 2024
Statistic 1
"The average mutual fund return for a balanced mutual fund for the last 10 years as of 2021 is nearly 9-10%."
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Statistic 2
"In 2019, the average return on mutual funds was 16.3%."
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Statistic 3
"As of 2020, the average five-year return for large-cap mutual funds was around 11.9%."
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Statistic 4
"In the long-run (10 years or more) most mutual funds underperform the S&P 500."
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Statistic 5
"According to Dalbar, for 20 years ending 2019, the S&P 500 Index averaged 6.06%, while the average equity fund investor earned only 4.25% annually."
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Statistic 6
"In 2020, the average long-term U.S. mutual fund inflows were $507 billion."
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Statistic 7
"The average mutual fund return for growth and income funds for the last 10 years is approximately 10.24%."
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Statistic 8
"Roughly 75% of mutual funds underperform their benchmark index over a 10-year period."
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Statistic 9
"As of 2019, mutual funds managed more than $22.5 trillion in assets."
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Statistic 10
"Only about 24% of active mutual fund managers outperformed the S&P 500 in 2019."
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Statistic 11
"The 20-year annualized S&P return ending December 31, 2019, is 6.06%, yet the average equity fund investor saw a 4.25% over the same time period."
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Statistic 12
"The S&P 500 index funds have a 10-year annualized return of 13.6%."
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Statistic 13
"The average bond mutual fund return is between 4-5%."
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Statistic 14
"The average expense ratio for actively managed mutual funds is 0.82% in 2020."
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Statistic 15
"As of 2020, nearly $21.3 trillion are invested in the U.S. mutual funds."
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Statistic 16
"During the late 1990s, the average return on equity mutual funds consistently surpassed 20% annually."
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Statistic 17
"According to a 2020 report, Fidelity Contrafund, the largest actively managed mutual fund, has a 15-year annualized return of 9.93%."
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