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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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MFO Ratings Updated Through March 2020 - Damage Report.

edited May 2020 in MFO Premium
All ratings have been updated on MFO Premium site, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, and Fund Family Scorecard. The site now includes several analysis tools, including Correlation, Rolling Averages, Trend, Ferguson Metrics, Calendar Year and Period Performance.


  • It was a bad month. The pandemic's economic impact is reminiscent of the financial crisis, only transpiring much faster. The world was unprepared. Hearing about "CV-19" at first seemed remote and contained, like the term "sub-prime mortgages." Then, all at once, it was everywhere and raging.

    Just posted Damage Report.
  • @Charles. Thanks so much for posting this data! Really appeeciate it. Can you please note the search criteria you used for "what worked" for the month?
  • edited April 2020
    @MikeW. Literally, just looking around by Fund Family. Also, David's posts re: RiverPark. Just wanted to mention a couple examples. I'm sure there's a lot more. It did strike me that PIMCO's Total Return, once top dog, outperformed DoubleLine's Total Return. With Display Period set to "YTD", you can select any criteria then sort return by MAXDD (just click-on header title). I also think fixed income investors have a different mindset than equity investors. Down 10% on a core bond fund feels like down 30% for equity investors. And 30% down? Like 60% or worse! Horrible. c
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