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IBD: How Did Mutual Funds Perform In 2017?: (QSTFX)

TedTed
edited December 2017 in Fund Discussions
FYI: In a year when the U.S. stock market delivered big returns, how did mutual funds perform for investors?

The answer: They performed well — but many weren't quite up to the level of the broad stock market averages.

The S&P 500 index of established stocks rose 19% in 2017. The often-more-nimble Nasdaq climbed 28%, while the Dow Jones industrial average of blue chip stocks rose 25%.

In comparison, U.S. diversified stock mutual funds averaged a gain of 18.91% in 2017 through Dec. 28. Foreign stock funds did better, leaping 28.39%.
Regards,
Ted
https://www.investors.com/etfs-and-funds/mutual-funds/mutual-fund-performance-2017/

Quantified Funds Website:
http://www.quantifiedfunds.com/stf-fund

M* Snapshot QSTFX:
http://www.morningstar.com/funds/XNAS/QSTFX/quote.html

Comments

  • PBKCM
    The "STF" part of the name stand for "Self-Adjusting Trend Following." As I understand it, they look at several moving averages to determine: sideways market (out of the market), regular up trend (100% long QQQ), strong up trend (200% long QQQ), or down trend (100% short QQQ). Had a great year in 2017. Underperformed in 2016.
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