For those of you who don't know me, I'm MFO's technical director and one of the two people - along with Charles - who are responsible for helping users when they encounter glitches or have concerns with something they've seen when using the premium screener or another tool.
You have two options for tracking down solutions: you can send a note directly to one of us (in both cases, it's just our name followed by
@mutualfundobserver.com). Either of us might be able to help with site access or related technical concerns.
The second option is simply to click on "start a new discussion" on the upper left of the discussion board board. Charles, David and I check here a couple times each day and we'll offer whatever help we can as quickly as we can.
Either way, welcome!
chip
Comments
Getting no results.
Must be misunderstanding something here.
I will look into shortly and see what's up.
About to go live with reformatted AVERAGES page.
BTW...performance through November was updated couple days ago.
c
3 lcs...
yields 634 funds through nov '15...
yields 326 funds...
yields 77 funds...
yields 40 funds...
which yields...
none
just like you said...
If you just look at 3 lc fund categories of moderate risk or less, you'll find...14 funds, but with either higher er or shorter life or tenure than you specified.
Hope that helps.
c
You might try repeating the search but specify All Share Classes not just Oldest Share Class...
watch out for load though!
c
No mistake on your part! I look for moderate risk equity funds all the time...just hard to find. Basically, since the s&p 500 is mostly large caps, most large cap equity funds have risk (volatility) close to s&p 500, which by our definition gets a 4.
Just the way it is.
c
Not following. Is SP500 less risky than any funds w a 3 rating? Always? Never? Or to put it the other way, no longterm LC mutual fund is less risky than SP500 by these criteria?
Sorry to be dense, but this seems unbelievable.
Most LC funds have volatility measured by STDEV, DSDEV, or Ulcer Index similar to S&P 500 (specifically between 75 and 125% of S&P500).
Pretty broad, I know.
I suppose we could up Risk Group rankings to 1 thru 10, just at time did not want to make it too precise...you know, like measuring a marshmallow with a micrometer.
But, maybe not.
Thanks.
We gave these posts/announcements their own Category so any time you want to view just click on MFO Premium on left side of screen...it is essentially "a sticky".
But I will ask a question here.
Ulcer Index (UI by Martin) is prominently featured and often discussed at MFO; there was even a feature on it in the monthly MFO by @David_Snowball in May 2023. The typical definition of UI is over 14 days [e.g. StockCharts UI(14), Yahoo Finance Ulcer(14)]. Although MFO Definitions don't indicate the time period, I assume that it's also 14 days. So, it just indicates the most recent drawdown behavior and shouldn't really be compared with other longer period parameters SD, Sharpe Ratio, etc (typically over 3, 5, 10, 15 years).
There is a related UPI that is a variation of Sharpe Ratio but its definitions vary - from just 14-days to averaging UI over longer periods.