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When MFO Premium updates the MFO ratings for all funds... is there a search filter or report that shows which funds were upgraded/downgraded or which funds had rating changes? I couldn't find that question in the search.
Hi Jon. Nope. But that's a good one. For example, new GOs, old GOs. Ditto with Three Alarm. Perhaps last month's MFO Rating? Will noodle.
In this month's update, I notice DODIX is back as a GO, after a short hiatus.
There is a lot of historical info, like Calendar Year ratings, back to 1960, as applicable. And, some unique evaluation period, like listed below, which may provide some insight.
Another subscriber recently asked about a metric that evaluated near-term (like 3 month trend) versus long term (like 5-10 years), which I find interesting.
Thank you though for the suggestion ... subscribers get a month free each time they offer a good suggestion or catch something amiss.
c
Some unique evalation period on MFO Premium's MultiSearch tool:
Full 1 [Vietnam] - 196812 To 197212 Full 2 [OPEC-Reagan] - 197301 To 198708 Full 3 [Black Monday-Clinton] - 198709 To 200008 Full 4 [Dotcom Bubble] - 200009 To 200710 Full 5 [GFC] - 200711 To 201912 Full 6 [CV-19] - 202001 To 202101 QE 1 - 200812 To 201003 QE 2 - 201206 To 201312 Normalization - 201601 To 201812 ZIRP - 200812 To 201512 Obama Bull - 200903 To 201612 Trump Bump - 201701 To 201912 Dec '18 Selloff - 201812 To 201812 CV-19 Bear - 202001 To 202003 QE Inf - 202004 To 202101 Irrational - 200003 To 202101
Comments
In this month's update, I notice DODIX is back as a GO, after a short hiatus.
There is a lot of historical info, like Calendar Year ratings, back to 1960, as applicable. And, some unique evaluation period, like listed below, which may provide some insight.
Another subscriber recently asked about a metric that evaluated near-term (like 3 month trend) versus long term (like 5-10 years), which I find interesting.
Thank you though for the suggestion ... subscribers get a month free each time they offer a good suggestion or catch something amiss.
c
Some unique evalation period on MFO Premium's MultiSearch tool:
Full 1 [Vietnam] - 196812 To 197212
Full 2 [OPEC-Reagan] - 197301 To 198708
Full 3 [Black Monday-Clinton] - 198709 To 200008
Full 4 [Dotcom Bubble] - 200009 To 200710
Full 5 [GFC] - 200711 To 201912
Full 6 [CV-19] - 202001 To 202101
QE 1 - 200812 To 201003
QE 2 - 201206 To 201312
Normalization - 201601 To 201812
ZIRP - 200812 To 201512
Obama Bull - 200903 To 201612
Trump Bump - 201701 To 201912
Dec '18 Selloff - 201812 To 201812
CV-19 Bear - 202001 To 202003
QE Inf - 202004 To 202101
Irrational - 200003 To 202101