Fund Dashboard

As of 2019, this page is no longer being updated.


The dashboard helps identify profiled funds of interest, as described in Dashboard of Profiled Funds.

All funds profiled to-date are grouped by broad investment type: bond, alternative, mixed asset, equity and commodity. Funds are listed within each group based on risk: lowest risk on top, highest risk on bottom.

Life-time annualized returns are compared against cash (3 month TBill), aggregate US bonds total return, and S&P 500 total return. Returns that beat are highlighted. Hyperlinks to the fund profiles are provided.

Funds need at least 3 months of data before they get on the dashboard.