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The Top Funds Over Five Years: Finding Common Themes in a Volatile Market

by Charles Rotblut, CFA

The Top Funds Over Five Years: Finding Common Themes In A Volatile Market Splash image

The past five years have truly tested the skills of mutual fund managers.

The equity markets went from boom to bust to rebound. The bond markets also fluctuated, especially in the high-yield spectrum. Emerging markets enjoyed strong economic growth. Then there were the commodity markets, which saw a bubble and a bust in the same calendar year.

The upside to this is that investors now have a recent track record to judge how a fund performed in varying types of markets. Did the fund react well to rising markets? Are the losses experienced during the recent bear market acceptable? Can the fund consistently beat its benchmark, or is its performance dictated solely by the type of conditions the manager is facing?

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Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.


Discussion

D. from Maryland posted over 3 years ago:

Table 1 is a blank dark grey blob. The background color needs to be much lighter. So far I've found this to be the case quite often on the AAII website.

I'm using a laptop with an LCD screen.


James Cogil from Iowa posted about 1 year ago:

The columns for annual total returns show only the years through 2009. Shouldn't this chart show 2010 through 2012 too. Please correct or explain. Thanks


Jean Henrich from Illinois posted about 1 year ago:

James - this article is from 2010, that's why the data stops at 2009. The newest list of best 5-year funds was published in the March 2013 AAII Journal and can currently be found at the AAII Journal page: http://www.aaii.com/journal

Here's the direct link to the article:
http://www.aaii.com/journal/article/the-top-mutual-funds-over-five-years-the-bears-claw-marks-remain

--Jean from AAII


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