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Updated MFO Ratings: March ... MTD Thru 25 April ... FLOW Updated Daily!
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 25 January 2025, reflecting risk and return metrics thru December. Flows remain posted through Friday, 17 January.
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 7 February 2025, reflecting metrics thru January. Flows remain through 31 January.
Sweet 10 months for these MultiSector Income funds: Holbrook Structured Income I (HOSIX), SEI Opportunistic Income A (ENIAX), RBC BlueBay Strategic Income I (RBSIX), and Credit Suisse Strategic Income I (CSOIX).
No (month ending) drawdown. Healthy return.
10 Months -- No Drawdown -- Top Quintile Trend -- Multisector Income
Thank you Charles. Looking forward to running all of my favorite screens, and maybe some new ones, after March is uploaded. It has been an E ticket ride since COVID.
Just posted all ratings to MFO Premium site, using Refinitiv data drop from Friday, 25 April 2025. Flows remain updated through 19 April.
Things generally continue to recover in April, but SPY and QQQ still underwater for year: -7.4% and -5.8%, respectively. And both even more off their January highs, which helps explains the sour mood. Both below their 10-mo average.
AGG sitting at a nice +2.8%, trending up again, fortunately.
I had just searched on "interval-funds" and updated a recent post (here) with new information. But you are right, it doesn't fit into the flow of MFO/MFOP Updates (here).
Just uploaded first attempt at daily updates for our FLOW tool, which combines four plots for a single fund: total return, total net assets (TNA, aka AUM), total net flows, and daily or monthly flows (depending on how reported), each versus same time period.
On funds that Lipper updates daily, like SPY, TIBIX, and in fact for most funds, this tool will now enable users to assess performance and flows through close of last business day.
This enhancement represents our first attempt at daily updates for the MFO Premium site, which for the most part focuses on month-ending performance, updated weekly.
This FLOW data update is through COB 28 April. Will post through today COB 29 April later tonight.
Comments
I'm seeing January 2024 in the UI and dropdowns
"As of Month Ending January 2024"
No (month ending) drawdown. Healthy return.
https://www.mutualfundobserver.com/discuss/discussion/63690/barron-s-funds-quarterly-2025-q1-april-7-2025#latest
MFOP updated now through 31 March. MTD through 4 April. Flows through 4 April, as applicable.
MTD numbers look a lot better than last week, but still down: SPY -4.5%, AGG -1.6%.
SPY below 10mo and 3mo SMA.
AGG just about to go under 10mo SMA, looks like, but 3mo is under. Using MTD data.
Interesting in the Katie Stockton video posted by @stillers, she focuses on month ending data.
Other MTD: BRKA -1.8%, PIMIX -2.5%, DODIX -2.1%, HOSIX -0.8%, DODGX -6.7%,
Looking to update the FLOW data daily, which I think would be huge addition to premium site, especially for traders.
Sorted by absolute percentage return (APR), best to worst.
Includes several funds from Lewis Braham article posted by @Observant.
For year through Friday: QQQ -11%, SPY -8.6%, AGG +1.1%, BRKA +15.1%.
Current drawdown, also through Friday: QQQ -12.9%, SPY -11.1%, JNK -3.7%, PIMIX -2.5%, DODIX -2.2%, AGG -1.8%.
Things generally continue to recover in April, but SPY and QQQ still underwater for year: -7.4% and -5.8%, respectively. And both even more off their January highs, which helps explains the sour mood. Both below their 10-mo average.
AGG sitting at a nice +2.8%, trending up again, fortunately.
I had just searched on "interval-funds" and updated a recent post (here) with new information. But you are right, it doesn't fit into the flow of MFO/MFOP Updates (here).
https://www.mutualfundobserver.com/discuss/discussion/comment/182744/#Comment_182744
On funds that Lipper updates daily, like SPY, TIBIX, and in fact for most funds, this tool will now enable users to assess performance and flows through close of last business day.
This enhancement represents our first attempt at daily updates for the MFO Premium site, which for the most part focuses on month-ending performance, updated weekly.
This FLOW data update is through COB 28 April. Will post through today COB 29 April later tonight.