See Which Mutual Funds Beat The S&P Over 1, 3, 5 And 10 Years (2024)

FAQs

What mutual funds beat the S&P 500? ›

No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade. In second place is the Direxion Monthly NASDAQ-100 Bull 1.75X Fund, with 28.16%. And the bronze medal goes to the Rydex NASDAQ-100 2x Strategy Fund, which yielded 26.58%.

The top-performing value mutual funds include HSBC Value Fund, JM Value Fund and Nippon India Value Fund. The ability to beat the benchmark index is one key criterion for determining whether a mutual fund scheme is worth investing in.

Vanguard Growth & Income Fund (VGIAX)

VGIAX's one-two punch of investment goals helped it beat the overall stock market in 2022 and 2023. Over the past 10 years, this fund's average annual return beats the S&P 500's by a nose.

However, one income gem has managed to outperform the S&P 500 over the past 10 years. This gem is Waste Management Inc (NYSE:WM), a North American waste management company with a market cap of $83.38 billion USD. Waste Management has consistently paid its shareholders for the last 26 years.

Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.

Nippon India Small Cap Fund, the largest small cap fund based on assets managed, gave the highest return of around 24.91% in the last 10 years. SBI Small Cap Fund gave 24.39% return. Aditya Birla Sun Life Small Cap Fund gave the lowest return of around 16.36% in the last 10 years.

Mutual Fund SIP calculator shows a regular monthly SIP of ₹10,000 in Nippon India Small Cap Fund in ten years could have made investors millionaires. It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years.

On average, the Fidelity Contrafund has beaten the S&P 500 Index by 2.78% per year. Growth of $10,000 invested in Contrafund versus S&P 500 Index, September 17, 1990 to March 31, 2024. Total value March 31, 2024 for Contrafund was $751,828 compared to $327,447 for the S&P 500 Index.

What is the highest rated mutual fund? ›

Quant Small Cap Fund - Direct Plan - Growth

The fund tops the list with 40.47 per cent annualised returns in the three years. The small-cap mutual fund has assets under management (AUM) of Rs 2,0164.09 crore, while its net asset value (NAV) is worth Rs 276.4327. It has an expense ratio of 0.64 per cent.

Only 23% of equity ETFs have managed to beat the S&P 500, according to an analysis by Bloomberg Intelligence's Athanasios Psarofa*gis.

The S&P 500's track record is impressive, but the Vanguard Growth ETF has outperformed it. The Vanguard Growth ETF leans heavily toward tech businesses that exhibit faster revenue and earnings gains. No matter what investments you choose, it's always smart to keep a long-term mindset.

S&P tech stocks beaten the index over the past decade

This includes the heavy hitters, such as Microsoft, Apple, Nvidia, as well as many others. And over the years, focusing on that section of the S&P has been very profitable. Here's how the fund has performed versus the broader S&P 500 index.

Marshfield has an R2 of 75 in the past three years, low for a large-cap fund. It also has proven excellent in downside risk control. In 2022, when the S&P 500 declined 18.2%, the fund actually rose 5.1%. Its 17.1% five-year annualized return beats the S&P 500's 15.2%.