28 datasets found
  1. Top performing investment funds owned by Vanguard worldwide 2025, by...

    • statista.com
    Updated Aug 19, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista (2025). Top performing investment funds owned by Vanguard worldwide 2025, by one-year return [Dataset]. https://www.statista.com/statistics/1261571/top-performing-investment-funds-owned-by-vanguard-worldwide-by-one-year-return/
    Explore at:
    Dataset updated
    Aug 19, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Aug 11, 2025
    Area covered
    Worldwide
    Description

    As of August 2025, the Vanguard Information Technology Index Fund provided the ******* one-year return rate. The Vanguard S&P 500 Growth Index Fund ranked ****** having a one-year return rate of *****percent. As of August 2025, the Vanguard Total Stock Market Index Fund was the largest fund owned by Vanguard, with net assets under management worth approximately **** trillion U.S. dollars. What is the difference between mutual funds and exchange traded funds? Both mutual funds and exchange traded funds (ETFs) originate from the concept of pooled fund investing, which bundles securities together to offer investors a more diversified portfolio. However, mutual funds and ETFs have some key differences. For instance, ETFs offer more flexible trading as they trade during the day like stocks, while mutual funds only allow transactions at the end of the day. Moreover, ETFs are mostly passively-managed and mirror a designated index. On the other hand, mutual funds are typically actively-managed, as it can be seen by comparing the number of actively and passively-managed mutual funds in the United States. Vanguard Founded by John C. Bogle in 1975, Vanguard is a U.S. asset management company that offers both mutual funds and ETFs. Headquartered in Malvern, Pennsylvania, Vanguard was the ****** largest provider of ETFs in the United States after BlackRock Financial Management, with assets under management worth *** trillion U.S. dollars. Likewise, in 2025, Vanguard ranked among the largest providers of mutual funds worldwide. The total assets under management of Vanguard increased considerably since its foundation in 1975, and peaked at *****trillion U.S. dollars in April 2025.

  2. Largest mutual funds worldwide in August 2025, by net assets

    • statista.com
    Updated Aug 12, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista (2025). Largest mutual funds worldwide in August 2025, by net assets [Dataset]. https://www.statista.com/statistics/1261777/largest-mutual-funds-worldwide/
    Explore at:
    Dataset updated
    Aug 12, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Aug 12, 2025
    Area covered
    Worldwide
    Description

    As of August 12, 2025, the largest mutual fund in the world was the Vanguard Total Stock Market Index Fund, listed under the ticker VTSAX, which had an astonishing **** trillion U.S. dollars of net assets under management (AUM). However, it should be noted that this investment fund has been divided into multiple distinct products - not all of which are sold as mutual funds. Some shares in the fund are sold as an exchange traded, meaning it could be argued that, strictly speaking, the Vanguard Total Stock Market Index Fund in its totality cannot be classed as a mutual fund. A similar situation holds for several other investment funds included in this statistic. An ETF is a basket of shares (or other financial assets) which generally tracks an underlying index. They are similar to mutual funds, with the fundamental difference that ETFs are listed on stock exchanges, with ETF shares being traded just like regular stock.

  3. F

    Money Market Funds; Total Financial Assets, Level

    • fred.stlouisfed.org
    json
    Updated Jun 12, 2025
    + more versions
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    (2025). Money Market Funds; Total Financial Assets, Level [Dataset]. https://fred.stlouisfed.org/series/MMMFFAQ027S
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Jun 12, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    Graph and download economic data for Money Market Funds; Total Financial Assets, Level (MMMFFAQ027S) from Q4 1945 to Q1 2025 about MMMF, IMA, financial, assets, and USA.

  4. F

    S&P 500

    • fred.stlouisfed.org
    json
    Updated Aug 29, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    (2025). S&P 500 [Dataset]. https://fred.stlouisfed.org/series/SP500
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Aug 29, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-pre-approvalhttps://fred.stlouisfed.org/legal/#copyright-pre-approval

    Description

    View data of the S&P 500, an index of the stocks of 500 leading companies in the US economy, which provides a gauge of the U.S. equity market.

  5. Largest ETFs by market cap globally 2025

    • statista.com
    Updated Jun 25, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista (2025). Largest ETFs by market cap globally 2025 [Dataset]. https://www.statista.com/statistics/1181252/largest-etfs-market-cap-global/
    Explore at:
    Dataset updated
    Jun 25, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Apr 29, 2025
    Area covered
    Worldwide
    Description

    As of April 29, 2025, Vanguard Total Stock Market ETF was the highest valued exchange-traded fund (ETF) globally, with a market capitalization of over *** trillion U.S. dollars. The market capitalization of an ETF is calculated by multiplying the number of shares issued in the fund by the share price. This ETF is also the ******-largest ETF by assets under management. However, the Vanguard fund is different because shares in the fund are sold as various different products, some of which are structured as ETFs, while others are structured as traditional mutual funds. What are ETFs? ETFs are similar to mutual funds, in that they consist of a pool of investors’ funds which are managed by an independent third party for the purpose of a common financial investment. However, ETFs differ through how shares in the fund are bought and sold through a stock exchange, rather than directly from the fund manager. This provides the advantages of generally lower prices (as the transaction costs are paid by the exchange operator rather than the fund manager), and the possibility of intraday trading (as shares in a traditional mutual fund can only be bought and sold after the close of daily trading). The total assets managed by ETFs globally is almost six times lower than that of mutual funds, although the gap in AUM between ETFs and mutual funds in the United States is much lower, at just over three times less. Who are the largest ETF providers? The ******* provider of ETFs globally is Blackrock, the world’s largest asset management company. As of April 2025, the company had more than ***** trillion U.S. dollars of assets under management in exchange traded funds in the U.S. alone, while Blackrock’s total assets under management across all products reached almost **** trillion U.S. dollars. Rounding out the top ***** providers of ETFs are fellow U.S. asset managers Vanguard and State Street.

  6. T

    China Shanghai Composite Stock Market Index Data

    • tradingeconomics.com
    • jp.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    TRADING ECONOMICS (2019). China Shanghai Composite Stock Market Index Data [Dataset]. https://tradingeconomics.com/china/stock-market
    Explore at:
    xml, csv, excel, jsonAvailable download formats
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Dec 19, 1990 - Sep 1, 2025
    Area covered
    China
    Description

    China's main stock market index, the SHANGHAI, rose to 3876 points on September 1, 2025, gaining 0.46% from the previous session. Over the past month, the index has climbed 8.16% and is up 37.87% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from China. China Shanghai Composite Stock Market Index - values, historical data, forecasts and news - updated on September of 2025.

  7. Leading fund managers worldwide 2025, by AUM

    • statista.com
    Updated Aug 19, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista (2025). Leading fund managers worldwide 2025, by AUM [Dataset]. https://www.statista.com/statistics/255864/top-global-fund-groups-worldwide-by-assets/
    Explore at:
    Dataset updated
    Aug 19, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Aug 19, 2025
    Area covered
    Worldwide
    Description

    As of August 2025, Euroclear was the largest fund manager among global fund managers by assets under management (AUM), managing around **** trillion U.S. dollars. BlackRock came in second, with approximately **** trillion US dollars in assets under management. Meanwhile, Schwab ranked third, managing fund assets worth ***** trillion US dollars. Types of investment funds. Investment funds are an important part of financial planning and investing. There are several different types of investment funds offered by fund managers, each with their own purpose and asset types. Mutual funds pool money from many investors and use that money to purchase a portfolio of stocks, bonds, and other securities. Index funds are a type of mutual fund that tracks a market index, like the S&P 500. Exchange-traded funds (ETFs) are a type of mutual fund, that is continuously traded on a stock exchange. ETFs often track market indexes or sectors. Real estate investment trusts (REITs) provide both retail and institutional investors with exposure to income-generating real estate assets such as office buildings, apartments and hotels, without having to fully invest in an individual property. The benefits of investment funds. The main advantage of investment funds is that they provide instant portfolio diversification. Rather than choosing just a few stocks or bonds, funds allow you to invest in a wide variety of different securities in one purchase. This helps reduce risk, as poor performance of one holding has less impact on the overall fund. Funds also provide access to professional management and research. Managers can take advantage of opportunities and insights that an individual investor may not have the ability to leverage. Finally, funds offer convenience. Investors won't be required to constantly rebalance portfolios. While costs and fees are a consideration, investment funds can be an excellent hands-off way for both retail and institutional investors to benefit from the market while spreading risk over many asset classes and securities.

  8. T

    Japan Stock Market Index (JP225) Data

    • tradingeconomics.com
    • ko.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    TRADING ECONOMICS (2025). Japan Stock Market Index (JP225) Data [Dataset]. https://tradingeconomics.com/japan/stock-market
    Explore at:
    excel, csv, xml, jsonAvailable download formats
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jan 5, 1965 - Sep 2, 2025
    Area covered
    Japan
    Description

    Japan's main stock market index, the JP225, rose to 42268 points on September 2, 2025, gaining 0.19% from the previous session. Over the past month, the index has climbed 4.91% and is up 9.26% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from Japan. Japan Stock Market Index (JP225) - values, historical data, forecasts and news - updated on September of 2025.

  9. Largest ETFs in the U.S. in June 2024, by assets under management

    • statista.com
    Updated Oct 18, 2024
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista Research Department (2024). Largest ETFs in the U.S. in June 2024, by assets under management [Dataset]. https://www.statista.com/topics/2365/exchange-traded-funds/
    Explore at:
    Dataset updated
    Oct 18, 2024
    Dataset provided by
    Statistahttp://statista.com/
    Authors
    Statista Research Department
    Description

    The largest exchange-traded fund (ETF) traded in the United States, as of June 18, 2024, was the State Street SPDR S&P 500. At this point, the ETF held assets under management (AUM) of approximately 534.9 billion U.S. dollars. The State Street SPDR S&P 500 ETF was created in January 1993, and tracks the S&P 500 Index. What are ETFs? An ETF is a basket of shares or other financial assets which generally tracks an underlying index. They are similar to mutual funds, with the fundamental difference that ETFs are listed on stock exchanges, with ETF shares being traded just like regular stock. Are ETFs a good investment? As ETFs holds a basket of stocks and other financial assets, they are diverse and are considered low-risk investments. This makes them popular among risk averse investors, beginners, or among those who plan to invest more long-term. The popularity of ETFs has increased dramatically in the last decade, which can be seen by the steady increase of number of ETFs worldwide.

  10. F

    Variable Annuity Mutual Funds; Total Financial Assets (Market Value), Level

    • fred.stlouisfed.org
    json
    Updated Jun 12, 2025
    + more versions
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    (2025). Variable Annuity Mutual Funds; Total Financial Assets (Market Value), Level [Dataset]. https://fred.stlouisfed.org/series/BOGZ1FL654090500A
    Explore at:
    jsonAvailable download formats
    Dataset updated
    Jun 12, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    Graph and download economic data for Variable Annuity Mutual Funds; Total Financial Assets (Market Value), Level (BOGZ1FL654090500A) from 1945 to 2024 about annuities, mutual funds, assets, and USA.

  11. T

    Russia Stock Market Index MOEX CFD Data

    • tradingeconomics.com
    • ko.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Updated Jul 15, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    TRADING ECONOMICS (2025). Russia Stock Market Index MOEX CFD Data [Dataset]. https://tradingeconomics.com/russia/stock-market
    Explore at:
    json, csv, excel, xmlAvailable download formats
    Dataset updated
    Jul 15, 2025
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Sep 22, 1997 - Sep 1, 2025
    Area covered
    Russia
    Description

    Russia's main stock market index, the MOEX, rose to 2911 points on September 1, 2025, gaining 0.40% from the previous session. Over the past month, the index has climbed 4.94% and is up 14.29% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from Russia. Russia Stock Market Index MOEX CFD - values, historical data, forecasts and news - updated on September of 2025.

  12. End-of-Day Price Data Cayman Islands Techsalerator

    • kaggle.com
    Updated Aug 23, 2023
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Techsalerator (2023). End-of-Day Price Data Cayman Islands Techsalerator [Dataset]. https://www.kaggle.com/datasets/techsalerator/end-of-day-price-data-cayman-islands-techsalerator/code
    Explore at:
    CroissantCroissant is a format for machine-learning datasets. Learn more about this at mlcommons.org/croissant.
    Dataset updated
    Aug 23, 2023
    Dataset provided by
    Kagglehttp://kaggle.com/
    Authors
    Techsalerator
    Area covered
    Cayman Islands
    Description

    Techsalerator offers an extensive dataset of End-of-Day Pricing Data for all 1000 companies listed on the Cayman Islands Stock Exchange (XCAY) in Cayman Islands. This dataset includes the closing prices of equities (stocks), bonds, and indices at the end of each trading session. End-of-day prices are vital pieces of market data that are widely used by investors, traders, and financial institutions to monitor the performance and value of these assets over time.

    Top 5 used data fields in the End-of-Day Pricing Dataset for Cayman Islands :

    1. Equity Closing Price :The closing price of individual company stocks at the end of the trading day.This field provides insights into the final price at which market participants were willing to buy or sell shares of a specific company.

    2. Bond Closing Price: The closing price of various fixed-income securities, including government bonds, corporate bonds, and municipal bonds. Bond investors use this field to assess the current market value of their bond holdings.

    3. Index Closing Price: The closing value of market indices, such as the Botswana stock market index, at the end of the trading day. These indices track the overall market performance and direction.

    4. Equity Ticker Symbol: The unique symbol used to identify individual company stocks. Ticker symbols facilitate efficient trading and data retrieval.

    5. Date of Closing Price: The specific trading day for which the closing price is provided. This date is essential for historical analysis and trend monitoring.

    Top 5 financial instruments with End-of-Day Pricing Data in Cayman Islands:

    Cayman Islands Stock Exchange (CSX) Domestic Company Index: The main index that tracks the performance of domestic companies listed on the Cayman Islands Stock Exchange. This index provides insights into the overall market performance of companies based in the Cayman Islands.

    Cayman Islands Stock Exchange (CSX) Foreign Company Index: The index that tracks the performance of foreign companies listed on the Cayman Islands Stock Exchange. This index reflects the performance of international companies that are listed and traded on the CSX.

    Financial Services Corporation Cayman Trust Bank: A major financial institution based in the Cayman Islands, offering banking, investment, and wealth management services. This company's securities are listed and traded on the CSX.

    Real Estate Development Group Cayman Properties: A prominent real estate development company operating in the Cayman Islands, involved in the construction of residential and commercial properties. This company's securities are listed on the CSX.

    Offshore Investment Fund Cayman Capital: An offshore investment fund registered in the Cayman Islands, offering investment opportunities to both local and international investors. Units of this fund are traded on the CSX.

    If you're interested in accessing Techsalerator's End-of-Day Pricing Data for Cayman Islands, please contact info@techsalerator.com with your specific requirements. Techsalerator will provide you with a customized quote based on the number of data fields and records you need. The dataset can be delivered within 24 hours, and ongoing access options can be discussed if needed.

    Data fields included:

    Equity Ticker Symbol Equity Closing Price Bond Ticker Symbol Bond Closing Price Index Ticker Symbol Index Closing Price Date of Closing Price Equity Name Equity Volume Equity High Price Equity Low Price Equity Open Price Bond Name Bond Coupon Rate Bond Maturity Index Name Index Change Index Percent Change Exchange Currency Total Market Capitalization Dividend Yield Price-to-Earnings Ratio (P/E) ‍

    Q&A:

    1. How much does the End-of-Day Pricing Data cost in Cayman Islands ?

    The cost of this dataset may vary depending on factors such as the number of data fields, the frequency of updates, and the total records count. For precise pricing details, it is recommended to directly consult with a Techsalerator Data specialist.

    1. How complete is the End-of-Day Pricing Data coverage in Cayman Islands?

    Techsalerator provides comprehensive coverage of End-of-Day Pricing Data for various financial instruments, including equities, bonds, and indices. Thedataset encompasses major companies and securities traded on Cayman Islands exchanges.

    1. How does Techsalerator collect this data?

    Techsalerator collects End-of-Day Pricing Data from reliable sources, including stock exchanges, financial news outlets, and other market data providers. Data is carefully curated to ensure accuracy and reliability.

    1. Can I select specific financial instruments or multiple countries with Techsalerator's End-of-Day Pricing Data?

    Techsalerator offers the flexibility to select specific financial instruments, such as equities, bonds, or indices, depending on your needs. While the dataset focuses on Botsw...

  13. A

    Asian Mutual Funds Market Report

    • marketreportanalytics.com
    doc, pdf, ppt
    Updated May 5, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Market Report Analytics (2025). Asian Mutual Funds Market Report [Dataset]. https://www.marketreportanalytics.com/reports/asian-mutual-funds-market-99451
    Explore at:
    pdf, doc, pptAvailable download formats
    Dataset updated
    May 5, 2025
    Dataset authored and provided by
    Market Report Analytics
    License

    https://www.marketreportanalytics.com/privacy-policyhttps://www.marketreportanalytics.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Global
    Variables measured
    Market Size
    Description

    The Asian mutual funds market is experiencing robust growth, driven by increasing disposable incomes, a burgeoning middle class, and rising financial literacy across the region. The market's Compound Annual Growth Rate (CAGR) exceeding 9% from 2019 to 2024 indicates a significant upward trajectory. Key factors fueling this expansion include favorable government policies promoting investment, the development of sophisticated financial infrastructure, and a growing preference for diversified investment options among Asian investors. China and India, being the largest economies in the region, are major contributors to this growth, although other markets like Singapore, Hong Kong, and Taiwan also exhibit considerable potential. The market is segmented by fund type (equity, bond, hybrid, money market, others) and geography, providing opportunities for specialized investment strategies. While regulatory changes and market volatility pose potential restraints, the overall outlook remains positive, projecting sustained growth through 2033. Competition within the Asian mutual funds market is intense, with both established global players like BlackRock, Fidelity Investments, and Goldman Sachs, and prominent regional players like HDFC Mutual Fund, ICICI Prudential Mutual Fund, and Bosera Asset Management vying for market share. The increasing adoption of digital platforms and fintech solutions is reshaping the industry landscape, making accessibility and transparency paramount. The market's growth is also influenced by changing investor demographics and preferences, such as a growing preference for sustainable and ESG-compliant investment options. Successful firms will need to adapt their strategies to meet these evolving demands, focusing on innovative product offerings, technological advancements, and superior customer service to maintain a competitive edge. The predicted continuation of high CAGR suggests significant investment opportunities within this dynamic and rapidly expanding market. Recent developments include: In 2022, HDFC Mutual Fund has filed a scheme information document (SID) with SEBI to come up with India's first Defence Fund. Called the HDFC Defence Fund, it will be an open-ended equity scheme that will be investing in defence & allied sector companies., In 2021, Fidelity International merged away six funds as part of its fund offering review to better meet clients' evolving needs. The firm is increasing its number of income solutions, sustainability products, absolute and total return products and investment themes, while focusing its broader fund range on clear objectives in key market segments.. Notable trends are: Rising inflation will create opportunities.

  14. Share of Americans investing money in the stock market 1999-2024

    • statista.com
    Updated Jun 25, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista (2025). Share of Americans investing money in the stock market 1999-2024 [Dataset]. https://www.statista.com/statistics/270034/percentage-of-us-adults-to-have-money-invested-in-the-stock-market/
    Explore at:
    Dataset updated
    Jun 25, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    1999 - 2024
    Area covered
    United States
    Description

    In 2024, ** percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years, and is still below the levels before the Great Recession, when it peaked in 2007 at ** percent. What is the stock market? The stock market can be defined as a group of stock exchanges, where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the Financial Crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

  15. Hedge Funds in the US - Market Research Report (2015-2030)

    • ibisworld.com
    Updated Mar 16, 2014
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    IBISWorld (2014). Hedge Funds in the US - Market Research Report (2015-2030) [Dataset]. https://www.ibisworld.com/united-states/market-research-reports/hedge-funds-industry/
    Explore at:
    Dataset updated
    Mar 16, 2014
    Dataset authored and provided by
    IBISWorld
    License

    https://www.ibisworld.com/about/termsofuse/https://www.ibisworld.com/about/termsofuse/

    Time period covered
    2015 - 2030
    Description

    Consistent growth in assets under management (AUM) has immensely benefited the industry over the past five years. Industry servicers invest capital they receive from a variety of investor types across a broad range of asset classes and investment strategies. Operators collect a fee for the amount of money they manage for their clients and a percentage of gains they are able to generate on invested assets. Managers have shifted investment strategies throughout the period to generate greater returns. Interest rate fluctuations, trade tensions, escalating geopolitical risks and market volatility have contributed to shifting investment strategies. In addition, the industry increasingly monitors social medias and retail order flows to better anticipate market moves, mitigating risk and driving investment returns. Overall, industry revenue climbed at a CAGR of 3.2% to $126.9 billion over the past five years, including an expected incline of 1.6% in 2025 alone. Despite economic volatility throughout the period, the S&P 500 jumped at a CAGR of 11.4%, boosting AUM. However, profit has fallen due to pressure on industry fee structures, as a result, profit comprises 33.1% of revenue in the current year. Although industry professionals question the relevance of benchmarking hedge fund returns against equity performance, given that hedge funds rely on a range of instruments other than stocks, the industry's poor performance relative to the S&P 500 has begun to raise concern from some investors. These trends have affected the industry's structure, with the traditional 2.0% and 20.0% structure of a flat fee on total AUM and a right-to-earned profit deteriorating into a 1.4% and 16.0% arrangement. Industry revenue is expected to grow at a CAGR of 2.7% to $144.7 billion over the five years to 2030. AUM is forecast to continue increasing at a consistent rate, partly due to the diversification benefits that hedge funds provide. Nonetheless, increased regulation stemming from the global financial crisis and an escalating focus on the industry's tax structure has the potential to harm industry profit. Further economic uncertainty stemming from heightened inflation and persistently high interest rates is anticipated to dampen any large-scale growth for the industry as more hedge funds take a hawkish approach in their investment portfolio moving forward. Regardless, the number of new hedge funds is forecast to trend with AUM and revenue over the next five years.

  16. T

    Iran Tehran Stock Market Index Data

    • tradingeconomics.com
    • it.tradingeconomics.com
    • +13more
    csv, excel, json, xml
    Updated May 6, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    TRADING ECONOMICS (2025). Iran Tehran Stock Market Index Data [Dataset]. https://tradingeconomics.com/iran/stock-market
    Explore at:
    excel, xml, csv, jsonAvailable download formats
    Dataset updated
    May 6, 2025
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jan 1, 2014 - Aug 20, 2025
    Area covered
    Iran
    Description

    Iran's main stock market index, the TEDPIX, closed flat at 2475000 points on August 20, 2025. Over the past month, the index has declined 10.59%, though it remains 21.49% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Iran. Iran Tehran Stock Market Index - values, historical data, forecasts and news - updated on September of 2025.

  17. Number of ETFs in the U.S. 2003-2024

    • statista.com
    Updated Oct 18, 2024
    + more versions
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista Research Department (2024). Number of ETFs in the U.S. 2003-2024 [Dataset]. https://www.statista.com/topics/2365/exchange-traded-funds/
    Explore at:
    Dataset updated
    Oct 18, 2024
    Dataset provided by
    Statistahttp://statista.com/
    Authors
    Statista Research Department
    Description

    The number of exchange-traded funds (ETFs) in the United States has steadily increased; Starting with 123 ETFs in 2003, this amount has grown to a total of 3,844 ETFs as of 2024. The value of assets under management (AUM) allocated to ETFs in the United States has experienced a sharp increase. As of 2023, the total AUM of ETFs amounted to approximately eight trillion U.S. dollars, increasing from 151 billion U.S. dollars in 2003. What is an ETF? An ETF is a pooled financial product that can be bought and sold on the stock market by retail and institutional investors. ETFs are structured to track the performance of underlying securities. This may range from tracking a singular underlying commodity to a diverse assortment of securities. Some of the largest ETF providers by market share in the United States as of 2025 included BlackRock and Vanguard, each accounting for approximately one-third or more of the U.S. market. Types of ETFs Broad-based domestic equity, global equity, and bond ETFs have the highest issuance rates of ETFs in the United States. A broad-based index sets a benchmark to track the performance of a group of underlying securities. A popular example includes the evaluated performance difference between the S&P 500 ESG and S&P 500 indexes.

  18. Top Tech Companies Stock Price

    • kaggle.com
    Updated Nov 24, 2020
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Tomas Mantero (2020). Top Tech Companies Stock Price [Dataset]. https://www.kaggle.com/tomasmantero/top-tech-companies-stock-price/metadata
    Explore at:
    CroissantCroissant is a format for machine-learning datasets. Learn more about this at mlcommons.org/croissant.
    Dataset updated
    Nov 24, 2020
    Dataset provided by
    Kagglehttp://kaggle.com/
    Authors
    Tomas Mantero
    License

    https://creativecommons.org/publicdomain/zero/1.0/https://creativecommons.org/publicdomain/zero/1.0/

    Description

    Context

    In this dataset you can find the Top 100 companies in the technology sector. You can also find 5 of the most important and used indices in the financial market as well as a list of all the companies in the S&P 500 index and in the technology sector.

    The Global Industry Classification Standard also known as GICS is the primary financial industry standard for defining sector classifications. The Global Industry Classification Standard was developed by index providers MSCI and Standard and Poor’s. Its hierarchy begins with 11 sectors which can be further delineated to 24 industry groups, 69 industries, and 158 sub-industries.

    You can read the definition of each sector here.

    The 11 broad GICS sectors commonly used for sector breakdown reporting include the following: Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Telecommunication Services, Utilities and Real Estate.

    In this case we will focuse in the Technology Sector. You can see all the sectors and industry groups here.

    To determine which companies, correspond to the technology sector, we use Yahoo Finance, where we rank the companies according to their “Market Cap”. After having the list of the Top 100 best valued companies in the sector, we proceeded to download the historical data of each of the companies using the NASDAQ website.

    Regarding to the indices, we searched various sources to find out which were the most used and determined that the 5 most frequently used indices are: Dow Jones Industrial Average (DJI), S&P 500 (SPX), NASDAQ Composite (IXIC), Wilshire 5000 Total Market Inde (W5000) and to specifically view the technology sector SPDR Select Sector Fund - Technology (XLK). Historical data for these indices was also obtained from the NASDQ website.

    Content

    In total there are 107 files in csv format. They are composed as follows:

    • 100 files contain the historical data of tech companies.
    • 5 files contain the historical data of the most used indices.
    • 1 file contain the list of all the companies in the S&P 500 index.
    • 1 file contain the list of all the companies in the technology sector.

    Column Description

    Every company and index file has the same structure with the same columns:

    Date: It is the date on which the prices were recorded. High: Is the highest price at which a stock traded during the course of the trading day. Low: Is the lowest price at which a stock traded during the course of the trading day. Open: Is the price at which a stock started trading when the opening bell rang. Close: Is the last price at which a stock trades during a regular trading session. Volume: Is the number of shares that changed hands during a given day. Adj Close: The adjusted closing price factors in corporate actions, such as stock splits, dividends, and rights offerings.

    The two other files have different columns names:

    List of S&P 500 companies

    Symbol: Ticker symbol of the company. Name: Name of the company. Sector: The sector to which the company belongs.

    Technology Sector Companies List

    Symbol: Ticker symbol of the company. Name: Name of the company. Price: Current price at which a stock can be purchased or sold. (11/24/20) Change: Net change is the difference between closing prices from one day to the next. % Change: Is the difference between closing prices from one day to the next in percentage. Volume: Is the number of shares that changed hands during a given day. Avg Vol: Is the daily average of the cumulative trading volume during the last three months. Market Cap (Billions): Is the total value of a company’s shares outstanding at a given moment in time. It is calculated by multiplying the number of shares outstanding by the price of a single share. PE Ratio: Is the ratio of a company's share (stock) price to the company's earnings per share. The ratio is used for valuing companies and to find out whether they are overvalued or undervalued.

    Acknowledgements

    SEC EDGAR | Company Filings NASDAQ | Historical Quotes Yahoo Finance | Technology Sector Wikipedia | List of S&P 500 companies S&P Dow Jones Indices | S&P 500 [S&P Dow Jones Indices | DJI](https://www.spglobal.com/spdji/en/i...

  19. Foreign Exchange Market Analysis, Size, and Forecast 2025-2029: North...

    • technavio.com
    pdf
    Updated Dec 27, 2024
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Technavio (2024). Foreign Exchange Market Analysis, Size, and Forecast 2025-2029: North America (US and Canada), Europe (Germany, Switzerland, UK), Middle East and Africa (UAE), APAC (China, India, Japan), South America (Brazil), and Rest of World (ROW) [Dataset]. https://www.technavio.com/report/foreign-exchange-market-industry-analysis
    Explore at:
    pdfAvailable download formats
    Dataset updated
    Dec 27, 2024
    Dataset provided by
    TechNavio
    Authors
    Technavio
    License

    https://www.technavio.com/content/privacy-noticehttps://www.technavio.com/content/privacy-notice

    Time period covered
    2025 - 2029
    Area covered
    United Kingdom, Canada, United States
    Description

    Snapshot img

    Foreign Exchange Market Size 2025-2029

    The foreign exchange market size is forecast to increase by USD 582 billion, at a CAGR of 10.6% between 2024 and 2029.

    Major Market Trends & Insights

    Europe dominated the market and accounted for a 47% growth during the forecast period.
    By the Type - Reporting dealers segment was valued at USD 278.60 billion in 2023
    By the Trade Finance Instruments - Currency swaps segment accounted for the largest market revenue share in 2023
    

    Market Size & Forecast

    Market Opportunities: USD 118.14 billion
    Market Future Opportunities: USD 582.00 billion 
    CAGR : 10.6%
    Europe: Largest market in 2023
    

    Market Summary

    The Foreign Exchange (Forex) market, a global financial platform for exchanging one currency for another, is a dynamic and continuously evolving ecosystem. According to the Bank for International Settlements, daily trading volumes reached approximately USD6 trillion in April 2020, representing a significant portion of the world's financial transactions. This market's importance is underscored by its role in facilitating international trade, investment, and tourism. The Forex market's decentralized nature allows for 24/7 trading opportunities, making it an attractive proposition for businesses and investors seeking to manage currency risk or capitalize on price fluctuations. Despite the market's complexity, advanced technologies, such as machine learning and artificial intelligence, are increasingly being adopted to enhance trading strategies and improve risk management.
    One significant trend is the increasing use of money transfer agencies, venture capital investments, and mutual funds in foreign exchange transactions. These tools enable real-time analysis of market trends and help forecast exchange rates, providing valuable insights for businesses operating in multiple currencies. The Forex market's influence extends beyond traditional financial sectors, with applications in various industries, including tourism, import/export, and international business. As businesses expand their global footprint and economies continue to interconnect, the role and significance of the Forex market are set to grow further.
    

    What will be the Size of the Foreign Exchange Market during the forecast period?

    Explore market size, adoption trends, and growth potential for foreign exchange market Request Free Sample

    The market, a vital component of the global financial system, operates without fail, facilitating the conversion of one currency into another. According to recent data, approximately 6% of daily global trading volume is attributed to this market. Looking ahead, growth is projected to reach over 5% annually. Consider the following comparison: the average daily trading volume in the forex market exceeds that of the New York Stock Exchange by a significant margin. In 2020, the former recorded around USD 6 trillion, while the latter saw approximately USD 136 billion. This disparity underscores the market's immense scale and influence.
    Moreover, the forex market's liquidity depth enables efficient price discovery, minimizing transaction security concerns and market impact costs. Automated trading bots and order book depth analysis are essential tools for market participants, allowing for effective backtesting strategies and fraud detection systems. Leverage ratios, transaction fees, and margin requirements are essential factors influencing market accessibility and profitability. High-frequency trading and the presence of liquidity providers contribute to market efficiency and statistical arbitrage opportunities. Regulatory compliance and brokerage services further ensure a secure trading environment. Despite payment processing fees and order flow imbalance, risk tolerance levels remain a crucial consideration for participants.
    

    How is this Foreign Exchange Industry segmented?

    The foreign exchange industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD billion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

    Type
    
      Reporting dealers
      Financial institutions
      Non-financial customers
    
    
    Trade Finance Instruments
    
      Currency swaps
      Outright forward and FX swaps
      FX options
    
    
    Trading Platforms
    
      Electronic Trading
      Over-the-Counter (OTC)
      Mobile Trading
    
    
    Geography
    
      North America
    
        US
        Canada
    
    
      Europe
    
        Germany
        Switzerland
        UK
    
    
      Middle East and Africa
    
        UAE
    
    
      APAC
    
        China
        India
        Japan
    
    
      South America
    
        Brazil
    
    
      Rest of World (ROW)
    

    By Type Insights

    The reporting dealers segment is estimated to witness significant growth during the forecast period.

    The market is a dynamic and intricate financial ecosystem where businesses and investors transact in various currencies to manage internationa

  20. Countries with largest stock markets globally 2025

    • statista.com
    Updated Jun 18, 2025
    Share
    FacebookFacebook
    TwitterTwitter
    Email
    Click to copy link
    Link copied
    Close
    Cite
    Statista (2025). Countries with largest stock markets globally 2025 [Dataset]. https://www.statista.com/statistics/710680/global-stock-markets-by-country/
    Explore at:
    Dataset updated
    Jun 18, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    2025
    Area covered
    Worldwide
    Description

    In 2025, stock markets in the United States accounted for roughly ** percent of world stocks. The next largest country by stock market share was China, followed by the European Union as a whole. The New York Stock Exchange (NYSE) and the NASDAQ are the largest stock exchange operators worldwide. What is a stock exchange? The first modern publicly traded company was the Dutch East Industry Company, which sold shares to the general public to fund expeditions to Asia. Since then, groups of companies have formed exchanges in which brokers and dealers can come together and make transactions in one space. Stock market indices group companies trading on a given exchange, giving an idea of how they evolve in real time. Appeal of stock ownership Over half of adults in the United States are investing money in the stock market. Stocks are an attractive investment because the possible return is higher than offered by other financial instruments.

Share
FacebookFacebook
TwitterTwitter
Email
Click to copy link
Link copied
Close
Cite
Statista (2025). Top performing investment funds owned by Vanguard worldwide 2025, by one-year return [Dataset]. https://www.statista.com/statistics/1261571/top-performing-investment-funds-owned-by-vanguard-worldwide-by-one-year-return/
Organization logo

Top performing investment funds owned by Vanguard worldwide 2025, by one-year return

Explore at:
Dataset updated
Aug 19, 2025
Dataset authored and provided by
Statistahttp://statista.com/
Time period covered
Aug 11, 2025
Area covered
Worldwide
Description

As of August 2025, the Vanguard Information Technology Index Fund provided the ******* one-year return rate. The Vanguard S&P 500 Growth Index Fund ranked ****** having a one-year return rate of *****percent. As of August 2025, the Vanguard Total Stock Market Index Fund was the largest fund owned by Vanguard, with net assets under management worth approximately **** trillion U.S. dollars. What is the difference between mutual funds and exchange traded funds? Both mutual funds and exchange traded funds (ETFs) originate from the concept of pooled fund investing, which bundles securities together to offer investors a more diversified portfolio. However, mutual funds and ETFs have some key differences. For instance, ETFs offer more flexible trading as they trade during the day like stocks, while mutual funds only allow transactions at the end of the day. Moreover, ETFs are mostly passively-managed and mirror a designated index. On the other hand, mutual funds are typically actively-managed, as it can be seen by comparing the number of actively and passively-managed mutual funds in the United States. Vanguard Founded by John C. Bogle in 1975, Vanguard is a U.S. asset management company that offers both mutual funds and ETFs. Headquartered in Malvern, Pennsylvania, Vanguard was the ****** largest provider of ETFs in the United States after BlackRock Financial Management, with assets under management worth *** trillion U.S. dollars. Likewise, in 2025, Vanguard ranked among the largest providers of mutual funds worldwide. The total assets under management of Vanguard increased considerably since its foundation in 1975, and peaked at *****trillion U.S. dollars in April 2025.

Search
Clear search
Close search
Google apps
Main menu