Author Topic: Interpreting the "Performance" section of a Mutual fund  (Read 467 times)

wildatheart

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Interpreting the "Performance" section of a Mutual fund
« on: March 25, 2023, 10:58:39 AM »
When I look at a mutual fund, say like, FCNTX, how should I consider the growth rate in the "Performance" Section as compared to the "Distributions" tab? More succinctly, does the "Growth of a $10,000 investment over 10 years" in the little graph they make on any Finance site (Yahoo, MorningStar, Fiedlity) assume all distributions (cap gains and dividends) have been reinvested? Or is that growth just the price of the mutual fund over the last 10 years?

Please and Thanks.

ATtiny85

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Re: Interpreting the "Performance" section of a Mutual fund
« Reply #1 on: March 25, 2023, 12:54:23 PM »
Normally assumes all distributions are reinvested and ignores taxes. Certainly on the fund's site I have found that to be true. Look for a footnote.