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Educated Investor: Past Retreats and Recoveries Give Perspective

by AAII Staff | May 13, 2020


This week’s Educated Investor reports on the dismal first-quarter performance for funds and ETFs, but an article examining the length of past retreats and recoveries helps keep the numbers in perspective. In addition, read more about choosing the best ETFs and mutual funds for you.

 

This Week’s Highlight

Coronavirus Effect on Global Economy Felt by Funds

By Matthew Bajkowski


The first quarter of 2020 for mutual funds captured the transition into a bear market and a recession in a short period of time due to the coronavirus outbreak.

 

Members-Only Feature Article

Members-Only Feature Article

 

FEATURE ARTICLE· AAII Members Only

Stock Market Retreats and Recoveries

By Sam Stovall


Only six months, on average, have separated the end of one decline and the start of the next one, but recoveries have been quick.

Hand-Selected for You

 

Relatively Few ETFs Realize Gains in First Quarter

By Charles Rotblut


Most exchange-traded funds incurred losses during the first three months of 2020, due to the coronavirus pandemic.

 

 

Choosing Best-in-Class ETFs

by Chris Pedersen


Overcome the many pitfalls of fund selection using a search process that targets ETFs strong on the factor premiums that history suggests have a high chance of delivering in the future.

 

 

How to Choose a Mutual Fund

By Charles Rotblut


When selecting a fund, focus on whether a fund meets your current needs or is capable of meeting your future needs.


Upcoming Digital Event

Upcoming Digital Event image

 

What the New Tax Rules Mean for You

Presented by Charles Rotblut


Join us Wednesday, May 13, for a live discussion of the tax changes brought about by the CARES and SECURE Acts that affect individual investors.


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