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MFO Ratings Posted Thru August ... Surprise, Up 10% Plus Past Year

CharlesCharles
edited September 2016 in MFO Premium
All ratings have been updated on MFO Premium site, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Correlation, Dashboard of Profiled Funds, and Fund Family Scorecard.

Three perennial GOs remain GOs this month along with Honor Roll distinction: Vanguard Wellesley Income (VWINX), Vanguard Wellington Balanced (VWELX), and Vanguard PRIMECAP (VPMCX). The past 12 months, they've each delivered top quintile excess returns. They are also among the highest AUM funds in their respective categories. So much for scale eating returns, in this case anyway ... it's been that kind of market. All these funds, more than 10% return! So much too for 1% real return predictions.

Also, interesting to see how low the volatility of Aggregate Bond Index ("USBond") has been this past year, especially with respect to SP500 Index, placing bonds in bottom quintile risk category versus below average (2nd) quintile historically.

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Comments

  • davidrmorandavidrmoran
    It would be real nice to have the Symbol column stick (stay) when scrolling horizontally.

    Here's an exercise for US LC div / value types. Examine mfund PRBLX against the usual etfs SPHD, CAPE, NOBL, OUSA, HDV, SCHD, VYM, DVY, with IJH for a side entity. (Some are 'high-div', yes.) Observe that the UI range is over an order of magnitude for these similarish funds, with DVY by some measure the worst. Is this chiefly because it is older than all the other LC etfs save one? Examine the various risk columns. Check which are GO (CAPE!). Then do a $10k-growth graph at M* for 1/3/5/6/7/8/9y when available, with changing start points, looking at the the fall 08 dip and recovery the next spring or later, ditto for more-recent dips, and see if you can fathom the UI range noted above.
    All very puzzling and for me not such a helpful screen. Why would anyone prefer DVY, for example, based on this? Or IJH? It is as though we are ranking by recovery months (say) when one has had mild allergic rhinitis and the other whopping pneumonia. Gosh, the former has to be a healthier person, right?
  • CharlesCharles
    It would be real nice to have the Symbol column stick (stay) when scrolling horizontally.
    Good idea!

    Done.

    c
  • sma3
    even better can you get the top bar with the column headings to "stick" when you scroll down to look at more than ten funds? Without this it is almost impossible to look at a screen which returns more than nine or ten results
  • CharlesCharles
    Hi sma3,

    With the apps we've employed on MFO Premium site, it's only possible to "stick" headings when the number of display parameters fit on one screen. So, that's what we do with GO, Three Alarm, Dashboard, etc. But with MultiSearch, which outputs some 80 parameters, we can't use sticky headers.

    Next best thing, we've just implemented a vertical scroll bar. You will still be able to define max number of funds in vertical scroll window and even page to matching funds, but now the headers will always be visible, even as you scroll horizontally.

    The vertical scroll window will dynamically span about 2/3 of browser window when viewing with relatively modern browsers.

    Here's screenshot of new feature. Hope this helps address your recommendation.

    image

    Appreciate the feedback, as always.

    c
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