All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium
, reflecting performance through November 2019.
We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th.
The year-end data and attendant ratings should post the weekend of 4 January. It will mark the 60th year of Refinitiv’s database. How many funds have been around at least 60 years? Just 65. That’s right. Best absolute performer? T Rowe Price Small-Cap Stock (OTCFX) at 12.6% … per year! Or, how to turn $1,000 into $1,200,000.
The more interesting news is what went live on 24 December, including: Data Across Ten Decades, Allocation Indices, and Expanded Rolling Averages.
You can read more here
Happy New Year MikeW.