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Another fund to put on your radar is ARCIX— the AQR Risk balanced commodities strategy fund. Up 1.24% today and 10% over the last month. It was also up 21% in 2022 and 17% annual returns over the past 5 years. Looks to be a good inflation hedge.
Another market neutral fund, VMNFX (down -.14% today) has actually outperformed QDSNX by approx. 3% annualized over the past 3 years (15.6% vs. 12.6%) with same SD (7.3). Looks like Vanguard had changed up the Portfolio Mgr around 3 years ago.
Happy with QDSNX, it has performed admirably. One of these funds feels like enough.
Since QDSNX is a fund of funds, I'm wondering if any of the perspicacious folks around here have broken down which of the constituent funds are adding the most to recent returns. I also wonder how they have fared since COVID.
@Chinfist Did you read my mind ? I didn't get around to looking at each of the funds that make-up QDSNX. Thanks for doing the leg work. Will you keep us inform as you go forth with your combo. How is the ER going to work out going with the three of your choice ?
@derf just getting back to you for an update on my fund combination. I bought the 3 funds on Monday, April 8th (priced at the end of that trading day). Comparisons since bought: QDSNX: up 1.12% My 3 fund combination: up 2.74% S&P 500 (using FXAIX): up 1.65%
Comments
For example:
QDSNX +0.1%
VWELX -1.1
PRWCX -1.1
S&P 500 -1.6
So far, so good.
Fred
Happy with QDSNX, it has performed admirably. One of these funds feels like enough.
QDSNX: up 1.12%
My 3 fund combination: up 2.74%
S&P 500 (using FXAIX): up 1.65%
So far it is working out.