All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium today, 31 October, Halloween 2022. We used Lipper’s Friday data drop to get an early peek … and today markets seemed tame enough, so numbers should be pretty close to month’s end. October was a decent one for equity funds, especially value. The …
Yearly Archives: 2022
Happy Preferencing!
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 31 July, reflecting performance through July 2022. When we run the monthly update that close to the last business day, we will normally re-run the ratings the following Saturday to pick up any late reporting funds. This past month that version …
Mid-Year Review Webinar Material – 12 July 22
Thank you once again for participating in our Mid-Year Review and site update webinar! Here is link to chart deck. And here’s link to video recording. Enjoy!
The Great Normalization
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 3 July, reflecting performance through June 2022. [For the record, May performance was uploaded Sunday, 5 June.] June’s dismal returns ushered in a new bear market, unfortunately, based on the S&P 500 retracting 20% from its previous high of December 2021. This occurrence marks the end …
The Decline Continues
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Tuesday, 3 May, reflecting performance through April 2022. After a brief respite in March, markets continued to sell off in April, especially tech equity and nearly all bonds. The chart below once again depicts monthly and year-to-date (YTD) performance of the 11 State Street Sector ETFs, along …
Only 3 Multi-Sector Income Mutual Funds Above Water YTD
Only 3 Multi-Sector Income mutual funds above water this year: RCTIX, EIXIX, DLDFX. Each have a healthy dividend and held-up pretty well in March 2020. MFO’s Dennis Baran profiled River Canyon Total Return Bond Fund Institutional Class (RCTIX) in 2019. David Sherman of Cohanzick Management is one of the subadvisors on DLDFX.
MFO Charts Now Live with February 2022 Ratings Update
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Friday, 4 March, reflecting performance through February 2022. The year is off to a poor start with most equity and bond funds retracting in the face of inflation, rising rates, and the crisis in Ukraine. Not exactly the normalcy we had anticipated after two years of Covid-19. …
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21 In 21 Plus Annuity Modeling and New Taper Periods
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December 2021. We plan to post the volatile January 2022 results late tomorrow. Nearly all funds should be included in tomorrow’s “incremental” drop from Refinitiv, but any omissions will be incorporated in the full monthly drop on Saturday. We hosted our year-end review …
Continue reading “21 In 21 Plus Annuity Modeling and New Taper Periods”