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%.
The net total return on investment for this fiscal year is the overall profit or loss earned from investments after accounting for all expenses and losses incurred during the year.
The average rate of return on index funds is typically around 7 to 10 per year, depending on the specific index fund and market conditions.
A 7-day yield is a measure of the annualized return on an investment over a 7-day period. For example, if an investment fund has a 7-day yield of 2, it means that if you were to invest in that fund for a full year, you would earn a return of 2 over the course of a week.
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.
Mutual fund performance is best measured by:Growth in the total Assets under managementSteady Growth in the NAV of the fund houseMinimal fund management chargesComparison with the benchmark index and its peers