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Long-Term Performance Stats of Little Benefit

BenWPBenWP
in Fund Discussions
Most readers here are of course MF investors, although many hold ETFs and stocks. I reviewed Barron's quarterly fund issue today and found that the tables of fund performance, good and bad, over periods of years have become useless because they are populated by ETFs on steroids, at least the last 10 years studied. For 15 and 20 year periods, MF performance can be gleaned, but soon enough ETFs will crowd out the MFs. I wonder if Barron's has given any thought to how skewed the presentation of data has become. The tail seems to be wagging the dog. I for one pay no attention to what a 3X bear sector ETF has done for the past five years, yet my subscription dollars pay for tabulation of data of little application.

Comments

  • scott
    I guess the thought I have is that long-term, how many managers are at least reasonably consistent? There are few that come to mind - Yacktman is one.
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