In addition, funds must disclose their best and worst quarters during the 10-year period. A sample performance graph and comparison chart are shown below. Keep in mind that the actual performance of funds you select may vary from this example. The bar graph shows how this growth stock fund performed in each of the past 10 years. When looking at performance, ask yourself if you would have been comfortable with these results.
Volatility is a normal part of investing in stock and bond funds.
Investors with long-term goals should expect setbacks from time to time. For example, stock funds with growth goals tend to be more volatile than bond funds with income goals. Fourth, you should consider the costs of investing. As required by law, all mutual fund fees and expenses are fully disclosed in a standardized format in every prospectus called the fee table. The fee table lists two different types of expense and includes a hypothetical example.