Slideshow Overachievers: Mutual Funds That Best Their Benchmarks

Published
  • November 16 2015, 3:00pm EST
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Overachievers: Mutual Funds That Best Their Benchmarks

It's easy for clients to think of investing as an absolute game. But unless they happen to be a hedge fund, investing is relative. Any mutual fund performance is most meaningful when compared against a benchmark. If the benchmark returned 12%, then a mutual fund in that same category can't well brag about its 10% return.

So in the spirit of relativity in the mutual fund industry, we have the 20 best mutual funds for the past three years, on an annualized basis, compared against their main benchmarks.

Data is from Morningstar. To view this content as a one page version click here.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.

Content Continues Below


Overachievers: Mutual Funds That Best Their Benchmarks

You load up on a mutual fund and it returns 15%. You're a genius--until you learn the benchmark in that industry returned 18%. Here are the top outperforming mutual funds for the past 3 years.