Guess How Many Allocation Funds Have Positive Performance YTD? Hint: Not Many

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Guess How Many Allocation Funds Have Positive Performance YTD? Hint: Not Many

Guess How Many Allocation Funds Have Positive Performance YTD? Hint: Not Many by Eric Bush, CFA, Gavekal Capital Blog

Even though the median stock in the US is flat YTD, 2015 has been a tough year for allocation funds. There are 2015 mutual funds in the Aggressive Allocation, Moderate Allocation and World Allocation Morningstar categories. Out of those 2015 mutual funds, only 22 have delivered positive performance YTD as of the end of September. This means just 1% of allocation funds have positive performance in 2015. It’s a shockingly low number and its one that becomes more eye-opening with the help of a visual aid.

In the chart below, we show all 2015 mutual fund. YTD performance has ranged from -24.95% to 6.43%. The size of the bubble refers to the YTD return so the larger the bubble the better the return has been. Also, the color also refers to return as well. The darker the red the more negative the return has been. The darker the blue the more positive the return has been. Fortunately for many managers out there, there is still time to (hopefully) turn some of these red circles into blue.

Gator Financial Partners 1H2022 Performance Update

Screenshot 30Gator Financial Partners letter to investors for the first half of the year ended June 30, 2022. Q2 2022 hedge fund letters, conferences and more Dear Gator Financial Partners:  We are pleased to provide you with Gator Financial Partners, LLC’s (the “Fund” or “GFP”) 1st Half 2022 investor letter. This letter reviews the Fund’s 1st Read More

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