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U.S. Stock Funds Gain 16.8% YTD, S&P Near Start

4/24/2026

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Story summary
  • U.S. investors’ domestic stock mutual funds and ETFs rose 16.8 percent over the 12 months through March, though the average U.S. stock fund fell 1.2 percent in the first quarter.
  • The S&P 500 returned near its start after a market surge and falling oil prices on the day a cease-fire began in the Iran war.
  • Morningstar data show strong earnings forecasts and an 8 percent five-year return that covered the 2022 inflation surge.