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WebJan 22, 2024 · Look at Long-Term Returns on Mutual Funds. Although past performance is no guarantee of future results, historical returns can provide reasonable expectations … WebSep 29, 2024 · If the investment is foreign, then changes in exchange rates will also affect the rate of return. Compounded annual growth rate ( CAGR) is a common rate of return measure that represents the annual growth rate of an investment for a specific period of time. The formula for CAGR is: CAGR = (EV/BV) 1/n - 1. where: EV = The investment's … Web57 rows · Q3 2024 529 plan rankings: Five-year performance. Savingforcollege.com ranks the performance of direct-sold 529 plans. Direct-sold plans are those that consumers can … microwave xl