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Nine new evaluation (or display) periods have been added to the main MultiSearch tool, bringing total available now to 57. The new periods all key on events since the Great Financial Crisis, ever more commonly referred to as “GFC.” The same nine have also been added to the Portfolios tool.
Continue reading “Nine New Evaluation Periods”
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through April 2020, which was the first positive month for S&P 500 this year.
Considering the shock to global economies caused by CV-19, year-to-date returns don’t seem so bad … S&P 500 off just 9.3% (thank you FAAMG). World indices off 15-20%. NASDAQ is just about even. Aggregate US bonds posting a comforting +5% (thank you Jay Powell).
Continue reading “MFO Ratings Updated Through April 2020”
All fund risk and return metrics, ratings, and analytics were uploaded yesterday to MFO Premium, reflecting performance through March 2020.
It was a bad month. The pandemic’s economic impact is reminiscent of the financial crisis, only transpiring much faster. The world was unprepared. Hearing about “CV-19” at first seemed remote and contained, like the term “sub-prime mortgages.” Then, all at once, it was everywhere and raging.
Continue reading “Damage Assessment: MFO Ratings Updated Through March 2020”
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through February 2020.
February marked the 11th full year of the current bull market, which began March 2009. But that was little conciliation to equity investors who suffered one of worst months in recent history with the S&P 500 retracting 8.2%. The 11 sector ETFs were down between 7% (health) and 14% (energy). Safe haven was found only in bond funds, especially long duration, and some alternative strategy funds.
Continue reading “MFO Ratings Updated Through February 2020”
All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020.
While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in January. It’s delivered nearly 10% this past year and regularly rewards with a 3% dividend.
Continue reading “New Decade Begins: MFO Ratings Updated – January 2020”
Thank you all for participating in yesterday’s webinar.
Here is link to chart deck.
Here is link to video recording.
Continue reading “MFO Premium Site Webinar – Wednesday, 15 January 2020”
Yesterday, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2019 … end of the decade.
The decade brought us …
Continue reading “MFO Premium’s Best Funds of the Decade”
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019.
We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th.
The year-end data and attendant ratings should post the weekend of 4 January. It will mark the 60th year of Refinitiv’s database.
Continue reading “Data Across Ten Decades”
Nearly all MFO fund ratings are relative to category peers. So, having an easy way to compare fund risk and return metrics against peer or category average performance is a helpful feature, which is precisely what the “Include Average” option enables in MultiSearch.
When MultiSearch users select “Include Averages,” along with say Dodge & Cox fund family, they will now get risk and return metrics on 12 results across the evaluation period selected: the six D&C funds and the six corresponding Category averages. Similarly, selecting “Include Benchmarks” will result in the so-called Lipper Global (LG) Benchmarks. Yes, selecting both will yield 18 results! These new options also work with Watchlists.
Continue reading “Revised MultiSearch “Include” Options”
All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through October 2019.
We went live Tuesday night. Ratings were updated on 12,254 funds holding about $25 trillion in assets under management. Can you believe that?
In addition to the ratings, more updates worth mentioning:
Continue reading “MFO Ratings Updated Through October 2019”