The Top Funds Over 5 Years: Surviving the Claws of a Bear Market

by John Markese

The Top Funds Over 5 Years: Surviving The Claws Of A Bear Market Splash image

Focusing on a single year’s performance for a fund can lead to less than optimal long-term investment decisions, particularly when the performance for the year is a runaway hit or, as in 2008, simply dismal. Five-year fund performances put fund managers to the test of how their strategies work in varied market environments, and the last five years have been nothing if not varied.

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So, what did it take to be a top fund in the trying—and, at times, chaotic—market environment of the last five years?

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