2022 Year-End Review Webinar

Thank you all for attending our year-end webinar! Here is link to video recording.

 

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on New Year’s Day, reflecting performance through December. Similar to October, we used Lipper’s Friday data drop, which was last business day of year, to get an early peek at 2022 year-end performance.

 

We’ve scheduled our year-in-review webinar this Friday (tomorrow), 6 January. It will highlight performance of funds across different market segments and attempt to showcase various search features, including additions since our mid-year webinar.

 

There will be just one session this year at 9 am Pacific (noon Eastern). If you can join us, please register here. You can download the chart deck here, which includes a good reference and background summary of all tools and data offered on the site. As always, we will post a video recording of the session afterward.

 

December marks the first full year of The Great Normalization Bear Market. SPY ended the year down 18.2%, which is about 6% better than its maximum drawdown of -24%. Here’s a breakout of State Street Sector ETF 2022 performance, which is a PreSet Screen in MultiSearch:

 


 

Bonds rallied in November but gave some back in December. The year represents one of worst ever for conservative investors.

 

Will save the rest for the webinar!

 

As always, if you see anything amiss or have suggestions for improvement, let us know and we will respond soonest.

 

Wishing you and yours all good things in the New Year!