Brookfield Total Return Fund Inc. (HTR)had its IPO in 1989.
Flaherty & Crumrine Total Return Fund Inc (FLC)had its IPO in 2003.
The highest performing Small-cap fund five year Minimum, as ranked on December 21, 2009, is Birmiwal Oasis (BIRMX), with a return of 10.80%.
Annualized
There is no such thing as an Unrecognized provident fund. The rate of interest on provident fund in India is 8.6% per year
DoubleLine Income Solutions Fund (DSL)had its IPO in 2013.
Virtus Total Return Fund (DCA)had its IPO in 2005.
Brookfield Mortgage Opportunity Income Fund Inc. (BOI)had its IPO in 2013.
Calamos Global Total Return Fund (CGO) had its IPO in 2005.
Calamos Strategic Total Return Fund (CSQ) had its IPO in 2004.
Nuveen Energy MLP Total Return Fund (JMF)had its IPO in 2011.
Lazard Global Total Return and Income Fund (LGI)had its IPO in 2004.
Flaherty & Crumrine Total Return Fund Inc (FLC)had its IPO in 2003.
ClearBridge Energy MLP Total Return Fund Inc. (CTR)had its IPO in 2012.
Macquarie Global Infrastructure Total Return Fund Inc. (MGU)had its IPO in 2005.
Nuveen Tax-Advantaged Total Return Strategy Fund (JTA)had its IPO in 2004.
Alpine Total Dynamic Dividend Fund (AOD)had its IPO in 2007.
There are a few key ways to measure the performance of mutual funds: Total return - The total return of a mutual fund includes dividends, capital gains distributions, and the change in net asset value (NAV) per share over a given time period. This provides the most complete picture of a fund's overall performance. Sharpe ratio - The Sharpe ratio measures a fund's return relative to the amount of risk taken to generate that return. It provides insight into the fund's risk-adjusted returns. The higher the Sharpe ratio, the better the risk-adjusted returns. Standard deviation - Standard deviation measures the volatility or variability of a fund's returns over time. A higher standard deviation indicates wider fluctuations in returns from year to year. This helps gauge the fund's risk levels. Benchmark comparisons - Comparing a mutual fund's returns to an appropriate benchmark index (e.g. S&P 500 index for large-cap US equity funds) provides perspective on how well the fund performed versus the broader market. Outperforming the benchmark generally indicates good fund management. In summary, total return, risk-adjusted return metrics like Sharpe ratio, volatility measures like standard deviation, and benchmark comparisons together provide the most comprehensive view of a mutual fund's overall performance. These metrics taken together can determine if a fund successfully met its investment objective over a period.