Fund Dashboard

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The dashboard helps identify profiled funds of interest, as described in Dashboard of Profiled Funds.

All funds profiled to-date are grouped by broad investment type: fixed income, asset allocation, and equity. Funds are listed within each group based on risk: lowest risk on top, highest risk on bottom.

Life-time annualized returns are compared against cash (3 month TBill), aggregate US bonds total return, and S&P 500 total return. Returns that beat are highlighted. Hyperlinks to the fund profiles are provided.

Funds need at least 3 months of data before they get on the dashboard.

Use icons in lower right corner to view full-size spreadsheet in Excel online, which supports search and print, or download. If having trouble viewing, click here.