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All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, Saturday, 29 June, reflecting performance through mid-year. Our latest fund flow data were uploaded yesterday, Monday, 8 July. Refinitiv drops the flow data on the 1st and 3rd Saturday of each month. We’ve scheduled our mid-year review webinar this Wednesday (tomorrow), 10 July at 11 …
Continue reading “Flows! Plus, MFO Mid-Year Review 2024”
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 …
Continue reading “December Brings S&P 500 To All-Time High”
Thank you all for participating in our 2023 Mid-Year Review, which included fund demographics, market update, and demos of latest site features. Here is link to chart deck. And here’s link to video recording. Please don’t hesitate to reach-out for a one-on-one chat. Something good always comes of such sessions.
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 …
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. …
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 …
Continue reading “2022 Year-End Review Webinar”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Sunday, 31 July, reflecting performance through July 2022. When we run the monthly update that close to the last business day, we will normally re-run the ratings the following Saturday to pick up any late reporting funds. This past month that version …
Continue reading “Happy Preferencing!”
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 …
Continue reading “The Great Normalization”
All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Tuesday, 3 May, reflecting performance through April 2022. After a brief respite in March, markets continued to sell off in April, especially tech equity and nearly all bonds. The chart below once again depicts monthly and year-to-date (YTD) performance of the 11 State Street Sector ETFs, along …
Continue reading “The Decline Continues”