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 …

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. …

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 …