At Risk

Mutually Beneficial

How much can you expect your mutual fund to grow?

Below is a look at some long-term average annual returns on various types of funds. Keep in mind that these figures are based on the past, and that past performance offers no indication of what the future will bring:


Type of fundAverage annual total returnsAverage annual total returns
Period1-year (6/3/99 to 6/1/00)5-year (6/1/95 to 6/1/00)
Diversified stock funds22.27%19.67%
Health/biotech funds49.62%21.60%
Science & technology funds92.48%36.43%
S&P 500 funds12.12%23.58%
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This article was originally published in the August 2000 print edition of Entrepreneur with the headline: At Risk.

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