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MFO Ratings Updated Through July 2022

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  • edited April 3
    In other words....

    image

    (couldn't resist)
  • Yes-nice picture of Putin there !
  • Yesterday, all ratings have been updated on MFO Premium site through April 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Family Scorecard. The site now includes several analysis tools, including Charts, Compare, Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

    Awful month, April, for all markets, except perhaps oil.
  • After brief March respite, markets continued to sell off in April, especially tech and bonds.

    Other than pure energy bet or market short, alternative funds may be only bright spot. AQR boasts nine with double-digit returns YTD.

    The Decline Continues

    image

  • I own ADANX , which of course is down 2.48%
  • Good observation that I ran into elsewhere too.

    While YTD is important, indexes had peaks at different times. #DJIA, #SP500 peaked around New Year, #NasdaqComp & #R2000 in early-Nov 2021, highflyers & EMs in Feb 2021. Those hi-to-lo provide a better assessment of damage.
  • @yogibearbull

    I agree. Here are current drawdowns ...

    image
  • As of 5/9/22 close, from the recent highs (#StockCharts data),
    #SP500 -16.26% YTD
    #DJIA -11.26% YTD
    #NasdaqComp -27.27% since 11/8/21
    #R2000/ $IWM -27.52% since 11/8/21
    #EM $EEM -29.87% since 2/12/21
    #Highflyers $ARKK -73.59% since 2/12/21
  • Brutal out there!

    Even in bond land.
  • One of few holdouts CBLDX ... now off 1% ... half of that in last three days.
  • I know: "Not important, we're executing a strategy."
  • edited May 11
    Maybe they meant "We're being executed by a strategy"?
  • edited May 12
    My translation: Money managers want to (and should) focus on executing their strategy, not fund performance.

    So, these performance numbers that we (I) call attention to, especially short-term ones, are: "Not important ..."

    Sometimes I think money managers want to both ways, or at least their firms do. When a fund has good performance, even short-term, the person in charge of investor relations will post a tweet or send an email highlighting so.

    But when investors or financial writers call attention to the poor performance: "Not important ..."

    I do think that the professional life span of a money manager is determined by how long their investors believe in the money manager.

    Further, to believe in a money manager (or strategy), a fund needs to behave and perform as expected by its investors.
  • All ratings have been updated on MFO Premium site through May 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Family Scorecard. The site now includes several analysis tools, including Charts, Compare, Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.
  • edited July 3
    All ratings have been updated on MFO Premium site through June 2022, enabling mid-year review. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Family Scorecard. The site now includes several analytics, including Charts, Compare, Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

    Enjoy!
  • Thank you @Charles.
  • You are welcome!

    I've added some commentary here.
  • If you can, please join us for Tuesday's webinar. Register here.
  • edited July 31
    All ratings have been updated on MFO Premium site through July 2022, enabling mid-year review. Tools include MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Family Scorecard. The site now includes several analytics, including Charts, Compare, Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.

    June offered some welcomed relief.

    Enjoy!
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