The AAII Journal
March 2013 Issue
Editor's Note »
Editor's Note
I will admit that putting a bear's claw marks on the front cover may seem like an odd choice when talking about the five-year performance of mutual funds. Since the current bull market started in March 2009, the average large-cap fund has realized a 108.2% return. The average small-cap fund has fared even better, rising 138.1%.
Mutual Funds »
The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain
The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.
Financial Planning »
Five Steps for Gaining Control of Your Investments and Avoiding Mistakes
Simple actions you can take now to focus on the things you can control and avoid making common investment mistakes.
Financial Statements »
Analyzing Growth Rates
Growth can bring more money into a company and drive the stock price higher. Find out how to calculate and analyze growth rates.
Portfolio Strategies »
An In-Depth Look at the Tax Consequences of Asset Location
Prudently choosing whether to hold an investment in a taxable or in a tax-deferred account can increase your aftertax rate of return.
AAII Tax Guide »
2012 Tax Guide Update
This update to our annual tax guide reflects the changes made by the American Taxpayer Relief Act of 2012.
AAII Model Portfolios »
Equal-Weighted ETF Helps Boost Model Fund Portfolio Return
The inclusion of an equal-weighted S&P 500 ETF helped the Model Fund Portfolio avoid the volatility experienced by its market-cap-weighted peers.
- Briefly Noted
Current news items of interest to individual investors. - Letters
Member questions and comments on recent AAII Journal articles.
The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain
The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.
Topic Archive
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