The AAII Journal
March 2013 Issue
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%.
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The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.
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