Blog – Page 5 – MFO Premium

June MFO Ratings Update

This past Sunday, 5 July, all fund risk and return metrics, ratings, and analytics were uploaded to the site, reflecting performance through June 2020.

In the three months since March’s steep decline, just about all asset classes have advanced, some dramatically, especially technology. To review funds during this period, MultiSearch users can set Display period to “QE Infinity.” To view its recent flip-side, change the Display period to “CV-19 Bear,” which depicts performance across the first three months of the year.

Rebound Continues … MFO Ratings Updated Through May 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through May 2020.

The S&P 500 continues to recover from its March lows, now off just a few percent YTD. The rebound has been driven mostly by the tech leaders: Microsoft, Apple, Amazon, Google, and Facebook. These five companies comprise nearly $6T in market cap and represent 20% of the broader US index.

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Nine New Evaluation Periods

Nine new evaluation (or display) periods have been added to the main MultiSearch tool, bringing total available now to 57. The new periods all key on events since the Great Financial Crisis, ever more commonly referred to as “GFC.” The same nine have also been added to the Portfolios tool.

MFO Ratings Updated Through April 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through April 2020, which was the first positive month for S&P 500 this year.

Considering the shock to global economies caused by CV-19, year-to-date returns don’t seem so bad … S&P 500 off just 9.3% (thank you FAAMG). World indices off 15-20%. NASDAQ is just about even. Aggregate US bonds posting a comforting +5% (thank you Jay Powell).

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Damage Assessment: MFO Ratings Updated Through March 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday to MFO Premium, reflecting performance through March 2020.

It was a bad month. The pandemic’s economic impact is reminiscent of the financial crisis, only transpiring much faster. The world was unprepared. Hearing about “CV-19” at first seemed remote and contained, like the term “sub-prime mortgages.” Then, all at once, it was everywhere and raging.

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MFO Ratings Updated Through February 2020

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through February 2020.

February marked the 11th full year of the current bull market, which began March 2009. But that was little conciliation to equity investors who suffered one of worst months in recent history with the S&P 500 retracting 8.2%. The 11 sector ETFs were down between 7% (health) and 14% (energy). Safe haven was found only in bond funds, especially long duration, and some alternative strategy funds.

New Decade Begins: MFO Ratings Updated – January 2020

All fund risk and return metrics, ratings, and analytics were uploaded yesterday morning to MFO Premium, reflecting performance through January 2020.

While the decade for equity funds began flat or mixed, bonds were up, especially long-term (e.g., TLT +7.0%). Dodge & Cox Income (DODIX), a long-time MFO Great Owl, returned 1.6% in January. It’s delivered nearly 10% this past year and regularly rewards with a 3% dividend.

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MFO Premium Site Webinar – Wednesday, 15 January 2020

Thank you all for participating in yesterday’s webinar.

Here is link to chart deck.

Here is link to video recording.

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MFO Premium’s Best Funds of the Decade

Yesterday, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2019 … end of the decade.

The decade brought us …

Data Across Ten Decades

All fund risk and return metrics, ratings, and analytics have been uploaded to MFO Premium, reflecting performance through November 2019.

We went live the morning of 10 December, which is typically the longest it takes. The first Saturday of the month, when Lipper (Refinitiv) drops the monthly data, occurred on the 7th.

The year-end data and attendant ratings should post the weekend of 4 January. It will mark the 60th year of Refinitiv’s database.