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How Mutual Funds Look After the Coronavirus meltdown

johnNjohnN
edited March 2020 in The Bullpen
How Mutual Funds Look After the Coronavirus Meltdown
Turbulent markets illustrate why diversification is such a useful tool.


https://www.morningstar.com/articles/969801/how-mutual-funds-look-after-the-coronavirus-meltdown


If it stops here, the market damage is not all that severe. The Russell 3000 is up 6.9% for the trailing 12 months and 12.5% annualized for 10 years. The Morningstar US Small Cap is down 4.8% for the trailing 12 months, but it is up 10.6% annualized for the trailing 10 years. The MSCI EAFE is up 2.4% for the trailing 12 months and 5.2% annualized for the trailing 10 years.

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