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Don't Be Impressed by Your Stock Fund's 50% Return

These eye-popping results highlight a major quirk in shorter-term rolling returns.


As the first quarter of 2021 draws to a close, U.S. stock funds are recording eye-popping one-year returns. Over 2,000 U.S. equity funds finished March up 50% or more from a year ago.

Katherine Lynch does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.