Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
@hank
"The linked article reads like an Ad from D&C."
Yes, exactly.
@davidmoran
"Yeah, always with the 'excellent record'."
I thought same thing! Does the record justify the "missteps."
I guess with all the resources available at M* (vast)…
Just punch in BIASX and BIAWX (and select desired evaluation period) on our QuickSearch tool ... yep, it's free, because we expect all things to be free on internet these days, a public library in the sky.
PS. I'd post the risk and return table her…
I'm a D&C fan, but find Tony Thomas's evaluation anything but a masterpiece ... it's just a drive-by.
More thoughtful commentary on board, like here:
https://www.mutualfundobserver.com/discuss/discussion/45550/all-dodge-cox-funds-trending-down…
Jing and SnagIt (via Screencast) recently changed the way they construct embedded links, which is incompatible with our board. I needed chip to help me find a workaround ... so, sorry for the delay in posting return and risk tables for AQR funds abo…
Latest MFO Fund Family Scorecard gives AQR a "Lower" grade. Of AQR's 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.
Fortunately, most of AQR's AUM is in just five funds: Managed Futures Strategy (AQMIX), …
Ha! Cool. Yes, me too. "Miraculous MultiSearch" was our very first try. I actually like the larger, more simplified look of QuickSearch and plan to bring that to the main MultiSearch tool, which is where I live. The Navigation bar on top of the page…
Yes, I too have seen the recent flattening, but no big drops fortunately.
Like Junkster said, this past month it rebounded quite well:
Up 2.3% YTD. Hard to complain.
Still 5% div.
I don't see the move away from RMBS Crash mentions.
@ MikeM. …
OK, I revised the article to add the full-cycle comparisons requested by VintageFreak and to update the tables with month ending February performance ... so, the full 10 years.
The Ten-Year Bull
I made the full-cylce data for just the top bull mar…
Hi VintageFreak. I will post shortly ... been preoccupied releasing first "production" version of Premium site and the February data update, which just posted. c
We're about to go live with ratings for our rolling average metrics.
On MultiSearch screen, punching in top quintile 5-year rolling averages for vanilla (no leverage) mixed-asset mutual funds, etfs, and cefs since start of current cycle (November 2…
@MikeM. He certainly seems to have lost his touch, but I think he's enjoyed periods of great success not necessarily linked to BRK.
FAIRX got me through the 2000's. Invested heavy and fairly early with BAC on his strong recommendation. But I also i…
From a friend of the fund ...
Since 10/1, equities are off 8-14%, HY -3%, IG -1%, while IOFIX, even after yesterday’s move, is -1.0%. Hopefully [IOFIX] can get that back soon.
c
Is was just the data at the time David wrote the definition ... not even sure what period. Was meant to illustrate the amount of annual variability a fund could experience based on its STDEV value, for example. c
