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Fifty Funds To Consider For Defense -- Charles Bolin

davfordavfor
in Fund Discussions
Different types of risk are defined along with metrics from Mutual Fund Observer and Morningstar.

Fifty funds are evaluated over 20, 15, 10, 5, and 2 year periods for maximum drawdown, risk adjusted return (Martin Ratio), risk (Ulcer Index), and total return.

Short term performance for these funds are evaluated over one week, three months and year to date, along with 3 year beta.

Portfolio Visualizer is used to create a portfolio to minimize drawdown for an annualized return of 8% for the past two years.
50 Funds

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