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Can anyone please share if any of their Mut Fund holdings are in the green lately?
All of mine are in the green YTD apart from a couple.
With "cash alternative" funds like RPHYX, up 0.10% for the week, 0.14% for the past month, and 0.46% YTD, and "old faithfuls" like PRWCX, up 0.17% for the week, 1.85% for the past month, and 3.22% YTD, I suspect lots of people here have funds that are in the green.
According to M*'s screener, 1/4 of funds are up at least 3.77% over the past four weeks.
People tend to feel losses more severely than gains. That may explain your perception, which is not to say that major portions of the market have not dropped lately. Still, there are parts of the market, like international (e.g. VXUS) that are up for the week.
Personally, I don't look at individual funds' performance on a short term basis. I have a reasonably diversified portfolio, weatherproofed for down drafts, and usually just check overall performance.
Number of funds with positive returns for each period: one month - 5, three months - 8, YTD - 8.
My two intermediate-term bond funds have negative returns for all three periods.
I don't pay much attention to short-term results since I tend to hold funds for the long-term.
But they are riding high, right now. EVERYTHING is riding high, or near all-time highs, even including the recent small (so far) drop-off. The Market's had a tremendous run-up since March of 2020. Wait for another pullback.
BRUFX (Allocation fund, same category as PRWCX and DODBX, for example:) +5.59%
PRDSX +5.38%. (Small-caps. Streaky, hot or cold.)
BONDS: PTIAX is my worst performer so far in 2021. It's down by -1.39%. I'm not worried.
Mostly Green - energy, commodities, real estate, financials, very short duration bonds, deep value funds - the kind nobody’s wanted for several years. (For example, recent outcasts OAKBX and *DODBX are having great years.)
Mostly Red - Intermediate and longer duration bonds and bond funds, gold, aggressive growth funds - much loved in recent years.
Yellow - Moderate or conservative allocation funds: *ABRZX +1.61% YTD,
*PRSIX +1.91% YTD
With exposure to just about everything above, my results this year have been quite colorful.
* Denotes a fund I own
Out of curiosity, I placed these 4 dividend oriented etf's against PRWCX.
PRWCX , DVY, SCHD, VIG, SDY 5 year chart, total return
I do not suggest any of these are fully comparable in their methods or holdings; and I do not invest in any of these at this time. This list is a random selection of some dividend stock etf's.
Anyway, my portfolio has delivered that income and income growth in spades. It has also produced a comfortable total return BUT one has to be quite patient when selecting buy points. Also, I don't use any of the ETF's listed in catch's post nor any of the dividend focused mutual funds. The yields are too low and I don't like paying an ER when I can build my own fund, collect the income and pay myself.
I did hold a position in DGRO (iShares Dividend Growth) which I recently swapped for DIVO (Amplify CWP Enhanced Dividend Income). It's just a way for me to diversify the sources of the dividend income I collect by way of sector choices. I own no financial stocks and only one energy stock.
That's probably easier and more useful than asking for individual anecdotes regarding a handful of funds that have done well recently.
As far as risk-averse,...timing is (may not be the best personal investment quality) I invested in MSSMX (as in since the 2nd of January through mid-Feb, up 30%). Now in cash.
Thank you, Catch22. Now, we are talking .. calculated comparison.
I live stockcharts very much, have been with them for 4 yrs. the chart you showed, I still didn't know existed, thank you for pointing out. I use RRG tool https://stockcharts.com/freecharts/rrg/?s=prwcx,divo,dvy,schd,vig,sdy&b=$SPX&p=w&y=1&t=5&f=tail,d
This is how I was able to narrow in to MSSMX in time. Now...what we can also do is add these to portfoliovisualizer. , free or get 2 weeks free trial and see beta and sortino ratios. DVY has been leading lately according to RRG (SCHD is leading too.) Rotation is taking place to dividend payers, lately. https://ibb.co/x8znYQq
PV MFO discussion link
In the middle of this page link, you'll find a reply from bee to Mark, dated Jan. 16. The more important part of this for you and PV, is to click the link at the bottom left (named, PV Link here).
This PV page is already set with 3 funds by others, however; scroll down 1/2 of the page and you find a list of TABS. Summary is the default setting you'll see. Select the "metrics" tab for these 3 funds and you will find a lot of data, including beta and sortino ratios.
This is the "free" PV, so you should not need a trial or subscription, unless there is something else you are trying to discover.
I am slightly familiar with PV, and have used it several times; but I don't know all of the bells and whistles.
At the search box that is at the top right of this page, place pv for a search. You will find a few other items (fund tickers), but you will also find other pages regarding PV....keep going with the next button at the page bottom.
Pillow time here.
If we were to consider "Total Return 12 months", everything looks fantastic, since the whole market was bouncing off the bottom.
A couple of mine that have done okay (1 Week, 1 Month and YTD)
FISMX (+0.66%, +3.29%, +8.75%)
FLPSX (+0.27%, +5.89%, +13.94%)
To be realistic a strategy (a trading strategy) needs a walk forward feature. TradeStation has it and it's free. I'm trying to dive into the EasyLaanguage. Even though I may not "live" trade a strategy, I could have TS generate signals based on multiple criteria that I could decide if they're valid.
My apologies, as I may be talking off point of this forum as it is geared to buy and hold investors. I'm just trying to "smooth out" speedbumps along my investment journey.