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What funds or ETFs have held up best for you in the past 2 days?
Curious what is holding up best through the 1st couple days of this pullback. I had 2 funds that were positive both days. Both high yield muni funds. My gold ETF after an initial big jump at the start of Monday's trading is now slightly negative. What has been in positive territory for you in this very short view?
My 2 only positive funds so far over the past 2 days: NHMAX +.6% NVHAX +.3%
Year to date, aside from bonds and REITS, utilities and infrastructure still have their heads above water.
BHBFX is a bust at -9% ytd
BRUFX has done ok at -3% ytd.
I getting these funds from
20 Equity funds with the best capture ratios over the entire market cycle from Feb 2020 issue here.
PROVX is down 5% ytd but beats spy for 3 and 5 year.
Akrex is scary good.
The cash has certainly seemed to help AKREX, but I am quite OK with MGGPX & BIAWX.
Not happy at all with DSEEX but like I said it's only one week in time.
IOFIX on the other hand +0.30%.
VLAAX (6.40%) will now get a strong examination.
Bond Funds 1 WK YTD
Dodge & Cox Income (DODIX) 0.35% 2.49%
Vanguard Ultra-Short-Term Bond (VUSFX) 0.25% 0.65%
Equity Funds 1 WK YTD
Vanguard Intl Growth (VWILX) -8.27% -5.21%
MFS Instl Intl Equity (MIEIX) -8.44% -8.44%
As expected VWINX did fine because it has about 60% in high rated bonds and why VASIX with about 80% did better than VWINX.
The question is what funds have great LT risk/reward but also did well in a meltdown?
See a 3 year (chart) of IOFIX vs PRWCX,VLAAX,VWINX,VASIX. Then look at YTD (chart). This is what I call a great fund but not fair when stocks lost so much