- Mutual fund observer update#
- Mutual fund observer plus#
New MultiSearch Column Selection Menu for quick-and-easy results table customization, making for a more responsive tool, previewed here.Posted charts and video from 15 July webinar here.
Mutual fund observer update#
Mid-Year Update Brings Rolling Batting Averages and Trend Ratings, as described here. Posted video from 30 July "Impromptu" webinar on MFO Discussion Board. Enhanced JumpScroll feature and more export options when saving Watchlists, Searches, and Preferences. Find these new options under "Trend & Momentum" group. Added exponential moving averages & momentum metrics to MultiSearch screening options. Find this new option under "More Basic Info" group. Added MultiSearch ability to screen for funds by benchmark, up to five. Added "Mega Ratio" to Ferguson Metrics, which is an outperformance measure adjusted by consistency, risk and expense, developed by Brad. Thanks to Allan Jardine of SpryMedia and associate Paul Jones. All Tables can now be exported to a formatted Excel spreadsheet. Added two "Super Bull" evaluation periods to MultiSearch, which ignore the short but steep declines of Black Monday and CV-19. Added Decadal Evaluation metrics, After Tax ratings, and Adjustable Columns feature to MultiSearch. Added Early Cycle data (S&P 500 Back To 1926) to MultiSearch. Expanded, more descriptive column headers in MultiSearch. Added SubFamily and SubAdviser to screening options in MultiSearch. Added Excess Return and MAXDD to Analyze/Calendar Year and Analyze/Period Performance tools in MultiSearch. Added several Bond Portfolio metrics to MultiSearch, including Effective Duration and Average Coupon. Added 1, 3, and 5 year Fund Family Ratings to better assess near-term performance of more established families. Added additional display periods to help assess Fed Taper and Normalization periods. Added RATE Reference Indices to support annuity modeling in PORTFOLIOS tool. Added Calendar Month Ratings to MultiSearch and ability to screen by calendar year return APR and drawdown MAXDD. Added MFO Charts to MultiSearch tool, as described in our March Commentary. Logarithmic scaling option in MFO Charts. Quick access analytics, as described in our June Commentary. June marked entry into another bear market and beginning of new market cycle, denoted " The Great Normalization.". Enhanced Preferences, enabling easier integration of new columns and column order changes into set Preference. All metrics and ratings updated through month-ending August 2022 using Lipper Global Data Feed for U.S. Established separate Benchmarks Group in MultiSearch table, breaking out from Portfolio Group. Converted all benchmark comparisons and attendant correlation and alpha/beta metrics to industry recognized "Best Fit" Indexes versus the proprietary Lipper Global Indexes used previously. Added Reset button to MultiSearch mainpage, which clears all selected criteria, sets results table to default state, and erases site session and local variables. User feedback drives near continuous site upgrades, so if you have any issues, see something amiss, or have suggestions for improvement, please email We will address soonest. Performance updates are posted monthly, typically on the 2nd or 3rd day after month close. Mutual fund observer plus#
Other tools include Fund Family Scorecard, Dashboard of Launch Alerts, Portfolios, and Category Averages, plus our legacy QuickSearch, Risk Profile, Dashboard of Profiled Funds, Great Owls and Three Alarm Funds. Its Pre-Set Screens feature provides an easy way to get a quick overview on markets and notable funds. Thousands of funds based up to 240 screening criteria, seriously. MultiSearch, our main search tool, will sort through A suite of analytics: Correlation, Rolling Averages, Up/Downside Capture, Period Returns and Ratings, Batting Averages, Benchmark Comparisons, Trend and Momentum, Lipper Leaders, and Ferguson.Storable Watchlists, Searches, and Preferences.Tailorable, sortable, and exportable result tables.Numerous evaluation periods, including lifetime, YTD, multi-year, multi-month, decadal, calendar decade, plus full, bear, bull and other unique market cycles.Key US index and allocation performance back to 1926.
Extensive risk and return metrics back to 1960.Mutual Funds, ETFs, ETNs, CEFs, and Insurance Funds. Mutual Fund Observer's premium site provides fund screening tools, analytics, and ratings updated monthly, plus additional
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