- #Best performing mutual funds over last 20 years download#
- #Best performing mutual funds over last 20 years free#
But before you get too envious of the days of disco, bear in mind that the 30-year mortgage rate reached 16% in 1980, according to numbers from FreddieMac. The best year for 11 of 20 of these funds was either 1979 or 1980. Spoiler alert, the worst year for each one was 2008, the year of the financial crisis. That’s why we added both the best, and worst, annual performances for each fund, in addition to the 40-year annualized average. There were low points along the way, of course. These funds powered through good times and bad: sky-high inflation, bull markets, crashes and irrational exuberance. With all due respect to small-cap enthusiasts, high-yield fanatics or gold bugs, large caps have dominated a rollicking good ride from the late 1970s to today.
#Best performing mutual funds over last 20 years download#
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.If you have any clients retiring today, and they’ve had money working for the past 40 years, large caps were their best bet. IShares Russell Top 200 Growth ETF (IWY): ETF Research Reports Invesco S&P SmallCap Health Care ETF (PSCH): ETF Research Reports Vanguard Information Technology ETF (VGT): ETF Research Reports Medical Devices ETF (IHI): ETF Research Reports Invesco NASDAQ Internet ETF (PNQI): ETF Research Reportsįirst Trust US Equity Opportunities ETF (FPX): ETF Research Reports SPDR S&P Biotech ETF (XBI): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports SPDR Dow Jones Industrial Average ETF (DIA): ETF Research Reports
IShares PHLX Semiconductor ETF (SOXX): ETF Research Reports SPDR S&P 500 ETF (SPY): ETF Research Reports Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.
#Best performing mutual funds over last 20 years free#
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Want key ETF info delivered straight to your inbox? Low rates have been instrumental in pushing the fund higher. IShares Russell Top 200 Growth ETF IWY – Up 408.1%Īs growth stocks prevailed over the value ones last decade, IWY gained materially. (CFG) and Snowflake (SNOW) made this fund one of the top performers. The last decade has seen some huge IPOs including Alibaba (BABA), Facebook (FB), Snap (SNAP), Uber (UBER), Kinder Morgan (KMI), Citizens Financial Group, Inc. economy, solid job growth (in the pre-COVID era), a soaring stock market, the resultant wealth effect, and upbeat consumer confidence helped the consumer stocks and this ETF.įirst Trust U.S. Vanguard Consumer Discretionary ETF VCR – 411.3%Ī dovish Fed, low rates, cheaper oil since 2014, a decently growing U.S. The medical device industry is expected to log steady growth, with global annual sales forecast to grow at about 5% a year and reach nearly $800 billion by 2030 ( per KPMG). This is another space from the medical sector which has been exhibiting upbeat growth. Small-cap corners deserve special mention in this regard. Invesco S&P SmallCap Health Care ETF PSCH – Up 505.9%Īpart from technology, the healthcare sector is another area that has recorded solid growth in the past decade. The sector overall has been thriving on exponential growth in enterprise cloud computing, cyber security, remote communications, video gaming and e-commerce to online payments. This is yet another fund that has been a beneficiary of the tech rally in the past decade. Vanguard Information Technology ETF VGT – Up 527.0% The decade-long cheap money inflows and global economic improvement (before the virus outbreak) made growth stocks and the tech-heavy ETF winners last decade.
The work-learn-and-shop-from-home trend amid the virus outbreak has also boosted the space in 2020. The global Internet users were 23.5% of the total population at the end of December 2008, which has risen to 59% at the end of October 2020. The e-commerce wave has been helpful in lifting Internet stocks.
The past decade can easily be tagged as the emergence era for Internet usage, mainly in the emerging economies. Invesco Nasdaq Internet ETF PNQI – Up 532.8% In the past decade, FDA approvals for cancer therapies outdid endorsements for antibiotics and drugs used to treat central nervous system disorders and cardiovascular ills, which are also key therapeutic categories on their own. Mergers and acquisitions, positive drug data and FDA approvals were the key catalysts for the space. Rising consumer spending on technology, a 5G boom, expectations of higher smartphone sales, the announcement of the phase-one U.S.-China trade deal and coronavirus-induced social distancing propelled the tech and semiconductor space (read: Semiconductor ETFs Up At Least 40% in 2020: More Gains Ahead). IShares PHLX Semiconductor ETF SOXX – Up 663.4%