Quarterly ETF Update Articles
Semiconductors Process Big Second-Quarter Gains
August 2026 by Charles Rotblut, Tudor Pop, Michael Rose
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the second quarter of 2026.
August 2026 by Charles Rotblut, Tudor Pop, Michael Rose
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the second quarter of 2026.
Energy and Commodities Dominate in First-Quarter 2026
May 2026 by Cynthia McLaughlin
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the first quarter of 2026.
May 2026 by Cynthia McLaughlin
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the first quarter of 2026.
Precious Metals Join Digital Assets on Top in Third-Quarter 2025
November 2025 by Cynthia McLaughlin
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the third quarter of 2025.
November 2025 by Cynthia McLaughlin
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the third quarter of 2025.
Top Funds in Second-Quarter 2025 Led by Digital Assets and Technology
August 2025 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETF) for the second quarter of 2025.
August 2025 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETF) for the second quarter of 2025.
Gold and Precious Metal Funds Are First-Quarter 2025 Winners
May 2025 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETFs) for the first quarter of 2025.
May 2025 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETFs) for the first quarter of 2025.
China and Precious Metal Funds on Top in Third-Quarter 2024
November 2024 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETFs) for the third quarter of 2024.
November 2024 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETFs) for the third quarter of 2024.
Semiconductor and Shipping Funds on Top in Second-Quarter 2024
August 2024 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETF) for the second quarter of 2024.
August 2024 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETF) for the second quarter of 2024.
Growth and Digital Assets Stood Tall in First-Quarter 2024
May 2024 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETF) for the first quarter of 2024.
May 2024 by Cynthia McLaughlin
The top 25 and bottom 25 mutual funds and exchange-traded funds (ETF) for the first quarter of 2024.
Changing of the Guard: Energy Powers Third-Quarter Returns
November 2023 by Cynthia McLaughlin
Fifteen of the top 25 ETFs for the third quarter of 2023 are focused on energy, and 10 of the top mutual funds.
November 2023 by Cynthia McLaughlin
Fifteen of the top 25 ETFs for the third quarter of 2023 are focused on energy, and 10 of the top mutual funds.
Tech and Global Action Drive Second-Quarter Returns
August 2023 by Cynthia McLaughlin
Investors breathed a sigh of relief as equity mutual funds and exchange-traded funds (ETFs) landed in positive territory for the third consecutive quarter.
August 2023 by Cynthia McLaughlin
Investors breathed a sigh of relief as equity mutual funds and exchange-traded funds (ETFs) landed in positive territory for the third consecutive quarter.
Growth and Technology Mutual Funds and ETFs Exert Muscle in First Quarter
May 2023 by Cynthia McLaughlin
The first quarter of 2023 arguably left investors with whiplash, from March’s banking havoc to vast changes in expectations about the Federal Reserve’s next policy moves.
May 2023 by Cynthia McLaughlin
The first quarter of 2023 arguably left investors with whiplash, from March’s banking havoc to vast changes in expectations about the Federal Reserve’s next policy moves.
Fund Returns Still Affected by Inflation and War Halfway Through the Year
August 2022 by Matthew Bajkowski
The focal points of economic concern during the first quarter of 2022 haven’t shifted in the second quarter of 2022, affecting performance for many fund and ETF categories.
August 2022 by Matthew Bajkowski
The focal points of economic concern during the first quarter of 2022 haven’t shifted in the second quarter of 2022, affecting performance for many fund and ETF categories.
War and Inflation Impact First-Quarter Mutual Fund and ETF Returns
May 2022 by Matthew Bajkowski
All of the funds that AAII uses to track the categories of the AAII Asset Allocation Models posted negative three-month returns for the first quarter. These losses were indicative of the broader equity and fixed-income markets. Generally, this past quarter was the worst investors have faced since the early negative effects of the pandemic in 2020.
May 2022 by Matthew Bajkowski
All of the funds that AAII uses to track the categories of the AAII Asset Allocation Models posted negative three-month returns for the first quarter. These losses were indicative of the broader equity and fixed-income markets. Generally, this past quarter was the worst investors have faced since the early negative effects of the pandemic in 2020.
Third-Quarter Mutual Fund and ETF Update
November 2021 by Charles Rotblut, Matthew Bajkowski
With the quarterly performance update of mutual funds and exchange-traded funds (ETFs) for the third quarter of 2021, we are debuting changes to our regular coverage of funds in the AAII Journal.
November 2021 by Charles Rotblut, Matthew Bajkowski
With the quarterly performance update of mutual funds and exchange-traded funds (ETFs) for the third quarter of 2021, we are debuting changes to our regular coverage of funds in the AAII Journal.
Big Gains Realized by ETFs Across Categories in Second Quarter
August 2021 by Dylan Dease
Energy provided the catalyst to drive large sector ETF returns for the second quarter of 2021. Outside of cannabis-related ETFs, the losses realized by the worst-performing ETFs this quarter were relatively small.
August 2021 by Dylan Dease
Energy provided the catalyst to drive large sector ETF returns for the second quarter of 2021. Outside of cannabis-related ETFs, the losses realized by the worst-performing ETFs this quarter were relatively small.
Economic Rotation & Budding in the First-Quarter ETFs
May 2021 by Matthew Bajkowski
The eye-catching numbers at the end of the first quarter of 2021 for exchange-traded funds (ETFs) are their annualized one-year returns.
May 2021 by Matthew Bajkowski
The eye-catching numbers at the end of the first quarter of 2021 for exchange-traded funds (ETFs) are their annualized one-year returns.
A Smoother and Greener Third Quarter for Equity ETFs
November 2020 by Matthew Bajkowski
Sector ETFs accounted for four of the top five performers for the third quarter of 2020.
November 2020 by Matthew Bajkowski
Sector ETFs accounted for four of the top five performers for the third quarter of 2020.
Second-Quarter Reversal Leads to Big Gains for ETFs
August 2020 by Charles Rotblut
Out of the nearly 2,300 exchange-traded funds with returns for the full April–June period, all but 199 rose in value.
August 2020 by Charles Rotblut
Out of the nearly 2,300 exchange-traded funds with returns for the full April–June period, all but 199 rose in value.
Relatively Few ETFs Realize Gains
May 2020 by Charles Rotblut
Most exchange-traded funds incurred losses during the first three months of 2020, due to the coronavirus pandemic.
May 2020 by Charles Rotblut
Most exchange-traded funds incurred losses during the first three months of 2020, due to the coronavirus pandemic.