Lsbcal
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I have a few funds I look at on Morningstar from time to time. Looking at these recent 12 month returns, I had to do a double take. Wow, they are fantastic. See the 12 month return column below ... 40% for small cap value, 31% for emerging markets.
But then I remembered that in Feb 2016 the market had hit a rough spot and there was much angst. So we are really just seeing a climb out of that correction plus some recent good performance. I love it but have to keep that perspective.
So I added the 3 year return numbers (right most column) and then things looked more reasonable. Still good but more in line with historical returns.
But then I remembered that in Feb 2016 the market had hit a rough spot and there was much angst. So we are really just seeing a climb out of that correction plus some recent good performance. I love it but have to keep that perspective.
So I added the 3 year return numbers (right most column) and then things looked more reasonable. Still good but more in line with historical returns.