Revised : 25 January 2016
Example of Types of Mutual Funds
VANGUARD
Fund Type |
Aug 2015 |
1yr annual
Return |
5yr annual
Return |
10yr annual
Return |
|
|
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|
|
|
|
|
|
|
|
Tax Exempt
MM |
|
.01 |
.04 |
1.10 |
|
|
|
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|
|
Long Term
Bond |
|
4.16 |
6.85 |
6.57 |
|
|
|
|
|
|
|
|
|
|
|
Long Term
Invest Bond |
|
3.45 |
7.27 |
6.46 |
|
|
|
|
|
|
|
|
|
|
|
Long Term
Treasury Bond |
|
9.66 |
6.82 |
6.64 |
|
|
|
|
|
|
|
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|
|
Balanced
Stock Bond |
|
7.86 |
11.18 |
6.99 |
|
|
|
|
|
|
|
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|
|
500 Index
Stock |
|
11.19 |
16.21 |
7.71 |
|
|
|
|
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|
|
|
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|
|
Bank of
America CD |
|
0.15 |
|
|
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