mutual fund history

Philosopher George Santayana said, “Those who cannot learn from history are doomed to repeat it.” Karl Marx suggested that, “History repeats itself, first as tragedy, second as farce.”  At AFS, we think investment history suggests there is truth to these claims.
This section provides a historic look back at:
  • a wide variety of historic mutual fund return comparisons,
  • the best and worst returns of various holding periods,
  • returns of the American presidencies,
  • effects of war on the stock market,
  • the devastating effects of rising interest rates on bond fund values,
  • the value of dividends to overall mutual fund growth told in text and charts,
  • the mutual fund graveyard created by a market crash.

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