Search Tools, Analytics, and Blog
Yesterday, Sunday, 3 January, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through December 2020. Given how far markets tumbled in March, most funds ended the year in positive territory, some very positive.
Thank you all for participating in our latest webinar. Special thanks to Lynn Bolin! It was our best attended webinar yet. Here is link to chart deck of morning session with Lynn. It includes his charts. And here’s link to video recording of the session. The afternoon session was more of an […]
Yesterday, Sunday 6 December, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through November 2020. November marked the second time this year that the S&P 500 posted a greater than 10% return. The other month was April, the beginning of the current bull market … 8 […]
On Monday 7 September, Labor Day, all fund risk and return metrics, ratings, and analytics were uploaded to MFO Premium, reflecting performance through August 2020. There are now more than 10,000 US funds (OEFs, ETFs, CEFs). 10,007 to be precise. That excludes Insurance Funds, which number 2,107. Add in all share classes and the […]
Thank you all for participating in our latest webinar. Here is link to chart deck. Here is link to video recording.
All fund risk and return metrics, ratings, and analytics reflecting performance through July 2020 were uploaded to MFO Premium on Tuesday, 4 August. There’s a lot worth pointing out this month …
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 […]
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 […]
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.
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). […]