Comparison of income vs. growth return profiles³
Weighted average return of shareholdings by fund objective
Income-focused funds
Growth-focused funds
Created with Highcharts 9.0.1Years elapsed since shareholding acquired1.48%​1.48%3.44%​3.44%5.60%​5.60%7.86%​7.86%10.12%​10.12%12.46%​12.46%14.80%​14.80%17.10%​17.10%19.46%​19.46%22.13%​22.13%24.34%​24.34%26.60%​26.60%28.93%​28.93%0.54%​0.54%1.61%​1.61%3.30%​3.30%6.04%​6.04%8.88%​8.88%11.67%​11.67%14.56%​14.56%17.94%​17.94%22.02%​22.02%27.55%​27.55%31.31%​31.31%33.91%​33.91%36.49%​36.49%0123-5%0%5%10%15%20%25%30%35%40%