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.

 

The table below depicts year-to-date (YTD) performance of the 11 State Street Sector ETFs along with the S&P 500 ETF SPY. Only energy is up, with all other sectors paring gains made over current market cycle, which began January 2020. Most sectors are now below their 10-month Simple Moving Averages (SMAs).

 

 

The screenshot below depicts growth of these same ETFs: highlighting sudden retractions of March 2020 when Covid-19 emerged, then rebounding just as rapidly and growing until December 2021. Interactive Charts is a new tool found in MultiSearch via the Analyze button, along with Compare, Correlate, Rolling, Trend, Ferguson, and Calendar Year and Fixed Period Performance. You can read more about the chart tool in our March Commentary: “Introducing MFO Charts.”

 

 

Finally, a screenshot depicting similar YTD retractions across bond and mixed asset reference funds. Results for both the sector ETFs and these five reference funds are among the many Pre-Set Screens available in MultiSearch.

 

 

Look for other chart options in weeks ahead, along with more direct access to all Analyze tools via the home page to facilitate quicker access and mobile device usage.

 

Please enjoy the latest data and features.