MFO Premium

On Sunday, 4 April all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through March 2021.

David mentions numerous “100 Club” funds in his April commentary. He coined the term “100 Club” for funds doubling investor returns these past 12 months. Some funds even exceeded 200% return.

“These past 12 months” began April 2020, omitting last March’s sudden, if short-lived, CV-19 induced drawdowns. If you only look at risk and performance since April 2020 (please don’t), fund investing appears utterly safe (it’s not) and highly rewarding (it can be).

To see for yourself, MultiSearch now includes “100 Club” and “200 Club” options under Annualized Percent Return (APR) criteria in the Period Metrics group. Set Display Period to “1 Year,” and hit: Search. Then, for contrast and due diligence, evaluate a longer period.

Another new feature: Expanded Ferguson Metrics includes a “Life” period, or more specifically “relevant life,” which according to CFA Brad Ferguson is not younger than 3 years but not older than period beginning CY 2008, start of the Great Financial Crisis. The “Life” addition helps ensure nothing falls through the cracks between the 3, 5, and 10 year metrics.

Finally, next Thursday, 15 April, we will host our next webinar, which will review the site’s latest features. If you can join us, please register here.

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

On Sunday, 7 March all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through February 2021.

On Wednesday, 17 March MultiSearch received three new enhancements …

• Exclude Categories. Users can now select, for example, US Equity Funds subtype, while excluding funds in the Specialized Diversity Equity, S&P 500 Index, and S&P Midcap 400 Index categories.
• Socially Conscious “Plus.” Last month, we introduced the “Plus” option for fundname, manager, and adviser criteria, which enables searches of all funds meeting these criteria in addition to funds meeting a combination of other criteria. This option is now also available with the Socially Conscious metric.
• Long Life Rolling Averages. 30, 40, and 50-year rolling periods were added to the Analyze tool, which is particularly interesting when analyzing long life funds, like DODBX, as well is the Allocation Indices in Pre-Set Screens. SP500 and LGovBnd date back to 1926!

Today, Friday 26 March, a redesigned MultiSearch user interface was introduced, with the hope of making it easier for users to explore and select from the nearly 200 criteria available to customize searches.

Continue reading “Redesigned MultiSearch User Interface”