The Best Mid Cap Growth Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mid Cap Growth Equities mutual funds.
Category is Mid Cap Growth Equities
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Mid Cap Growth Equities | Sep 27, 2011 | 0.07% | -6.58% | 10.74% | 0.71% | 9 | ||||||||
| Vanguard Mid-Cap Growth Fund | Mid Cap Growth Equities | Dec 31, 1997 | 0.33% | -11.79% | 8.54% | 20.12% | 8 | ||||||||
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | Dec 20, 2004 | 0.75% | -3.62% | 12.46% | 8.26% | 23 | ||||||||
| JPMorgan Mid Cap Equity Fund | Mid Cap Growth Equities | Dec 31, 1996 | 0.89% | 0.22% | 11.06% | 6.14% | 20 | ||||||||
| Allspring Discovery SMID Cap Growth Fund | Mid Cap Growth Equities | Apr 8, 2005 | 1.11% | -4.24% | 11.31% | 17.93% | 16 | ||||||||
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | Jun 30, 2000 | 1.12% | -6.52% | 10.71% | 11.87% | 6 | ||||||||
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | Dec 29, 2003 | 1.10% | -1.02% | 11.52% | 2.84% | 18 | ||||||||
| Kinetics Paradigm Fund | Mid Cap Growth Equities | Dec 31, 1999 | 1.64% | 31.64% | 20.09% | 6.24% | 4 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years