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Story summary
- U.S. stock mutual funds and ETFs rose 16.8% over the 12 months through March despite the war that began when the United States and Israel attacked Iran on Feb. 28.
- Morningstar said those funds lost only 1.2% in Q1.
- A stock surge and falling oil after a fragile cease-fire pushed the S&P 500 back to its calendar-year start.
- Over five years, the funds returned 8% annualized, covering the 2022 inflation spike.
