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All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Saturday, 30 December, reflecting performance through year-end. We used Refinitiv’s Friday data drop, which was last business day of year, to get an early peek at 2023 calendar year performance.

We’ve scheduled our year-in-review webinar this Friday, 5 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). Join us if you can in the New Year by registering here. And here is link to chart deck for session.

Continue reading “December Brings S&P 500 To All-Time High”

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium on Sunday 2 July, reflecting performance through June.
 
Concurrent with the new cycle, described in this month’s MFO piece “Strong June Propels New Bull Market,” we introduced additional Display Period options in MultiSearch. The new periods include those covering The Great Normalization (TGN) cycle (full, bear, and bull … still on-going) and another named “Since COVID.” The latter reflects performance since January 2020, when the world turned upside down with the onset of coronavirus (COVID). Things have not been the same since.
 
Continue reading “Best Performing Funds Since COVID”

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium yesterday, reflecting performance through May. The update uses Lipper’s Friday data drop, so return and drawdown performance is available through 2 June using our new Month To Date (MTD) display period.
 
Despite pervasive skepticism based on: Russian invasion. China US tension. Inflation. Rising rates. Bank collapses. Default fears. The S&P 500 has been climbing generally since October or 8 months ago. Month ending data has us 2% shy of a new bull market. But if you include MTD, the S&P is up more than 20%, which meets the definition. We’ll coin it The Great Normalization (TGN) Bull … the 7th bull market for S&P 500 since Vietnam War circa 1968.
 
Continue reading “June Bloom: Welcome a New Bull Market”

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.

 
Continue reading “2022 Year-End Review Webinar”

Thank you once again for participating in our Mid-Year Review and site update webinar!

Here is link to chart deck.

And here’s link to video recording.

Enjoy!

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 3 July, reflecting performance through June 2022. [For the record, May performance was uploaded Sunday, 5 June.]

June’s dismal returns ushered in a new bear market, unfortunately, based on the S&P 500 retracting 20% from its previous high of December 2021. This occurrence marks the end of the previous market cycle, nicknamed “CV-19,” which lasted 24 months. We coined the new cycle: “The Great Normalization,” as described in the July MFO commentary. It began January 2022, is on-going, and can be assessed using year-to-date performance.

Indicative so far: Not a single general bond mutual fund [there are 1200] has returned more than the 3-month T-Bill or more than its yield … 1192 of them are underwater.

Continue reading “The Great Normalization”