Also posted on M*.
I'm a long-time investor in MAPIX and have gotten in and out a couple of times; I am "in" right now. BUT, I'm not sure I'm getting the most bang-for-the-buck (pardon the cliche').
Absolute returns are good, not great, the downside has been okay, but not what I'd hoped, so I have been exploring other options in the Divers. Asia Pacific category.
I find myself looking closely at FIDO's Pac. Basin fund,FPBFX (my wife owns it in her 401K). It has a new manager since late 2013, so his track-record is very short and difficult to evaluate. When I compare it's returns and metrics to other funds (3 years and less), in particluar, MAPIX, FPBFX comes out mostly on top.
Returns favor FPBFX significantly; slight nod to MAPIX for M* "risk"/SD; Alpha, Treynor, upside/downside capture ratio favor FPBFX.
Furthermore, when I look at the "downside" Quarterly returns for 2013-2015, I find no real difference, if anything, it may favor FPBFX a bit.
Bottom line, what thoughts, suggestions and opinions do you have? Am i being too impatient and possibly "performace chasing"?
Thank you for any and all comments!!