AAII Investor Update: Returns and the Full Story


Three-year total returns for stock mutual funds jumped last quarter. The average annualized gain was 16.8% as of December 31, 2011. This compares to an average annualized three-year gain of 2.0% at the end of September 2011 for the large-cap, mid-cap and small-cap funds tracked for our Quarterly Low-Load Mutual Fund Update.

Read more