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Comparison of income vs. growth return profiles³
Weighted average return of shareholdings by fund objective
Income-focused funds
Growth-focused funds
Created with Highcharts 9.0.1
Years elapsed since shareholding acquired
1.48%
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%
0
1
2
3
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%