Mutual Fund

Tracking Mutual Fund Performance Across Business Cycles

Fund managers often specialize in a few investment strategies, giving them the chance to shine when conditions are favorable (think US equities last year) or underperform relative to other funds when the market turns against them (many bond funds over the same period). To even things out and get a better long-term perspective, they insist that investors should judge the performance of a fund over a full market cycle instead of just looking at recent events.
Putting full-cycle performance to the test
The argument . . .

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible


Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers


0