Equity funds generated the highest average return in Sweden in 2019, compared to other fund types. The average reutn of equity funds was 29 percent that year, which was also the highest return during the whole observed period since 2010. Hybrid funds generated an average return of 17 percent in 2019, and bond funds of 1.6 percent, and money market funds had a negative average return that year, of 0.1 percent.
Average return of funds in Sweden from 2010 to 2019, by type of fund
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Statistics on Mutual funds
Overview
6
- Premium Statistic Net assets of regulated open-end funds worldwide 2012-2021
- Premium Statistic Total net assets of mutual funds worldwide 2013-2021, by country
- Premium Statistic Largest asset managers worldwide 2022, by value of assets
- Premium Statistic Market size of worldwide regulated open-end funds in global capital markets 2011-2021
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2021
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2021
Regional distribution
7
- Premium Statistic Net assets of regulated open-end funds worldwide 2021, by region
- Basic Statistic Distribution of assets regulated open funds globally 2021, by region
- Premium Statistic Number of regulated open-end funds worldwide 2013-2021, by region
- Premium Statistic Net sales of regulated long-term funds 2010-2021, by region
- Premium Statistic Mutual fund assets in selected countries worldwide 2021
- Basic Statistic Number of mutual funds in the U.S. 1997-2021
- Premium Statistic Net Assets of the European UCITS Q4 2021, by country
Fund types
5
- Premium Statistic Number of regulated open-end funds worldwide 2020-2021, by product type
- Premium Statistic Net assets of regulated open-end funds worldwide 2010-2021, by asset type
- Premium Statistic Share of net assets of regulated open-end funds worldwide 2010-2021, by fund type
- Premium Statistic Net sales of regulated long-term funds 2010-2020, by type of fund
- Basic Statistic Share of market securities held by mutual funds in the U.S. in 2021, by security type
Fund performance
6
- Premium Statistic Leading mutual fund groups globally by assets 2022
- Premium Statistic Best performing global stock funds worldwide 2022
- Premium Statistic Best performing international diversified large-company funds worldwide 2022
- Premium Statistic Best performing regional and single-country mutual funds worldwide 2022
- Premium Statistic Best performing diversified emerging markets funds worldwide 2022
- Premium Statistic Best performing alternative mutual funds worldwide 2022
Fund expenses
4
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2021
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2021, by fund management type
- Premium Statistic Expense ratios of bond mutual funds in the U.S. 2000-2021, by fund management type
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2021, by fund type
Further related statistics
10
- Breakdown of total net assets of UCITS funds in Europe Q3 2022, by asset type
- Equity funds: monthly net value of retail sales in the UK 2018-2020
- Net savings in investment funds in Sweden 2010-2019, by type of fund
- Major UITF equity funds Philippines 2022
- Leading UITF bond funds Philippines 2022
- Share of Money Market Fund investment UITF Philippines 2018, by financial institution
- Foreign investments of Dutch institutional investors in equity fund shares units 2016
- Financial liabilities of money market funds in Germany Q4 2017-Q4 2021
- Financial assets of equity funds in Luxembourg 2014-2016
- Equity funds retail sales annual value in the United Kingdom (UK) 2014-2016
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Statistics
- Breakdown of total net assets of UCITS funds in Europe Q3 2022, by asset type
- Equity funds: monthly net value of retail sales in the UK 2018-2020
- Net savings in investment funds in Sweden 2010-2019, by type of fund
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- Leading UITF bond funds Philippines 2022
- Share of Money Market Fund investment UITF Philippines 2018, by financial institution
- Foreign investments of Dutch institutional investors in equity fund shares units 2016
- Financial liabilities of money market funds in Germany Q4 2017-Q4 2021
- Financial assets of equity funds in Luxembourg 2014-2016
- Equity funds retail sales annual value in the United Kingdom (UK) 2014-2016
Fondbolagens förening. (January 20, 2020). Average return of funds in Sweden from 2010 to 2019, by type of fund [Graph]. In Statista. Retrieved March 31, 2023, from https://www.statista.com/statistics/1057349/average-return-of-funds-in-sweden-by-type-of-fund/
Fondbolagens förening. "Average return of funds in Sweden from 2010 to 2019, by type of fund." Chart. January 20, 2020. Statista. Accessed March 31, 2023. https://www.statista.com/statistics/1057349/average-return-of-funds-in-sweden-by-type-of-fund/
Fondbolagens förening. (2020). Average return of funds in Sweden from 2010 to 2019, by type of fund. Statista. Statista Inc.. Accessed: March 31, 2023. https://www.statista.com/statistics/1057349/average-return-of-funds-in-sweden-by-type-of-fund/
Fondbolagens förening. "Average Return of Funds in Sweden from 2010 to 2019, by Type of Fund." Statista, Statista Inc., 20 Jan 2020, https://www.statista.com/statistics/1057349/average-return-of-funds-in-sweden-by-type-of-fund/
Fondbolagens förening, Average return of funds in Sweden from 2010 to 2019, by type of fund Statista, https://www.statista.com/statistics/1057349/average-return-of-funds-in-sweden-by-type-of-fund/ (last visited March 31, 2023)
Average return of funds in Sweden from 2010 to 2019, by type of fund [Graph], Fondbolagens förening, January 20, 2020. [Online]. Available: https://www.statista.com/statistics/1057349/average-return-of-funds-in-sweden-by-type-of-fund/