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GO distinctions are based on a fund’s relative risk-adjusted return within category. So, the category can perform badly, like commodities and EM have done last few years … indeed among the most hated funds, but individual funds can still get high marks. BRCNX and JOEMX have both delivered top quintile performance the past 3 …
Continue reading “Great Owl Ratings are Based on Relative Return in Category”
I continue to marvel at results of Fund Family Scorecard, which went live on the premium site last week. How do poor performing fund management companies persist? Could be that absolute return is not a concern, that it’s all about risk adjusted return. Could be that some of the funds did well initially, then …
The March update comprises ratings on 9,296 US mutual funds and ETFs (27,307 all share classes), based on Lipper’s Data Feed Service. Looking through some of our Pre-Defined Screens …
It was a tough month for equity funds. Here’s quick summary table showing average fund total return for January, organized by SubType …
Below is a simple table summarizing performance for year, organized by SubType and Category … showing Peer Count and Total Return Averages. Results are computed from our Lipper database month ending December 2015, excludes money market funds. Funds at least one year old. Oldest share class only, includes max front load, if applicable.