Fund Return and Yield Reporting

Fund return and yield pages explain how fund performance is reported across periods and income measures.

This subsection groups the performance numbers readers compare in fact sheets and fund screens.

In this section

• Average Annual Return (AAR): Definition, Calculation, Examples, and Best Mutual Fund Selection
  Explore what Average Annual Return (AAR) is, how to calculate it, and how to use it for selecting the best mutual fund investments.
• Historical Performance: Track Record of a Fund or Asset
  The track record of a fund or asset over a specified period, often used as a basis for future performance projections.
• Historical Yield: Understanding Fund Performance Over Time
  Historical Yield refers to the yield provided by a mutual fund, typically a money market fund, over a particular period of time, used to assess past performance.
• Performance Fund: A Mutual Fund Designed for Growth of Capital
  A detailed exploration of performance funds, including their definition, investment strategy, risk considerations, historical context, and practical examples.