MUTUAL FUNDS
Average total return, including dividends, in percent for periods ended Thursday, April 25.
Category (No. of funds) Week Year-to-date 12 months Fixed income (553) +0.05 +5.46% +12.55% Utilities (21) -1.14 +5.09 +13.57 Natural resources (19) -1.26 +6.04 +3.57 Balanced: stock and bond (60) -1.45 +10.80 +14.84 Equity income (72) -1.76 +12.76 +12.20 Growth and income (215) -1.99 +15.67 +15.44 Capital appreciation (144) -2.04 +20.31 +15.81 Gold (37) -2.16 -8.32 -16.55 Growth (266) -2.20 +19.33 +17.45 Small company (89) -2.41 +27.97 +19.30 Health/biotechnology (9) -2.83 +30.23 +58.86 Global: U.S. and foreign stocks (47) -2.83 +10.89 +5.50 International: foreign stocks only (63) -2.83 +7.60 +1.16 Science and technology (21) -2.75 +27.43 +23.30 S&P; 500 index, excluding dividends -2.37 +14.85 +13.92 General stock fund average -2.10 +18.91 +16.34
Source: Lipper Analytical Services Inc.
More to Read
Inside the business of entertainment
The Wide Shot brings you news, analysis and insights on everything from streaming wars to production — and what it all means for the future.
You may occasionally receive promotional content from the Los Angeles Times.