December Brings S&P 500 To All-Time High

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 …

Best Performing Funds Since COVID

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 …

June Bloom: Welcome a New Bull Market

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. …

2022 Year-End Review Webinar

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 …

The Great Normalization

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 …

The Decline Continues

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 …

MFO Charts Now Live with February 2022 Ratings Update

All fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium Friday, 4 March, reflecting performance through February 2022.   The year is off to a poor start with most equity and bond funds retracting in the face of inflation, rising rates, and the crisis in Ukraine. Not exactly the normalcy we had anticipated after two years of Covid-19. …