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If I buy a 5% guaranteed mutual fund annuity and make less than 5% in my trades, what do I get as a return?

If I buy a 5% guaranteed mutual fund annuity and make less than 5% in my trades, what do I get as a return?

I assume you are talking about a variable annuity that provides a guarantee. VA terms differ for each policy. There are many ways you can receive the 5%.

One way is an annaul step-ip, if on your contract anniversary you do not get the 5% return, they will up your accumulated value.

It could also relate to option benefit riders, where a benefit base might increase by 5%.

Again, these things are contract specific. Note that there is a 800 number in the VA's prospectus which you can call with questions. That is your best bet (or just read the prospectus.)

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