All 11 Baillie Gifford funds have outperformed their peers since launch in US. YTD, however, its international/EM funds have followed their categories down … now in 6th month of drawdown. And, last month its two growth funds dipped. Still, impressive numbers so far.
Author Archives: Charles Boccadoro
MFO Premium Webinar – 7 August 2018
Thank you all for attending! Please find link to charts here. Please find link to conference video here.
2017 Performance of Largest Funds by AUM
A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds …
Number of US Funds
Half of today’s nearly 10,000 US mutual funds & ETFs did not exist 10 years ago. Half of those did not exist 20 years ago. Making for a sort of net effective half-life (or doubling-time) of 10 years. Only 10% existed 30 years ago or say a about generation ago. Only 66 date back to …
Webinar – Premium Site Update – Thursday, 4 January 2018
We’ve enjoyed a wonderfully nice response to David’s year-end contribution challenge and held another webinar highlighting recent updates to Premium site. Thank you! Here is link to discussion charts: Webinar Charts Here is link to video: Webinar Recording
Best Launches This Year
There have been 555 US mutual fund and ETF launches this year. Of the 94 global & international equity funds, here are the top performers in each: AlphaCentric Global Innovations I (GNXIX), Artisan Thematic (ARTTX), Davis Select Worldwide (DWLD), PNC EMs (PIEFX), Alpha Architect Value Momentum (VMOT), TOBAM EMs I (TBMIX) …
10 Perfect Funds and Other Observations Through October
TFS Funds is off to the dust bin … had been one of better performing families. ArrowPoint is now ArrowMark (I believe over trademark infringement) and has always been Meridian Funds. The MFO Scorecard has been updated accordingly.
No Losses Across 3-Year Rolling Periods
There are now nine equity funds at least 10 years old through September that have never incurred a negative return over any 3-year rolling period. There were only five last month. The four new funds just turned 10!
MFO Premium Search Tools Webinars Recordings & Intro Charts
We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions. Here are links to our latest webinar intro charts and video: Intro Charts …
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Bull Market @101 Months!
The latest up-market cycle reached 101 months, from March 2009 to July 2017, inclusive … about 8.5 years. Annualized return for SPY over that period: 17.8%, or just under 300% total return … for those wise, lucky and flush enough to invest at the bottom … and brave enough to hold.