Category: Chart of the Week

13 Sep 2022

Mutual Fund Performance: August 2022

At first, August looked like it would continue this bear market rally, but the trend kicked back in. Led by bonds dropping, the world started pricing in a stronger fed stance. Stocks turned over, and the dollar strengthened. Stock volatility (i.e., VIX) rose but in a more orderly way, making it challenging for some long volatility […]

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12 Aug 2022

Mutual Fund Performance: July 2022

July provided a relief rally for the still-correlated stocks and bonds much to the chagrin of doomsday prophets. Volatility fell most every day of the month providing a good test for long volatility strategies. Commodity markets were mixed in performance and choppy, lacking a coherent theme (Natural Gas the notable exception).  This proves difficult for […]

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14 Jun 2022

May Mutual Fund Performance

May felt like a maelstrom in the moment but produced forgetful market activity. Equities continued their fall from grace, yet volatility remained muted which created a difficult environment for some VOL strategies. US bonds spent most of the month in a relief rally only to produce flat returns. Commodities were a mixed bag with grains […]

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25 May 2022

April Mutual Fund Performance

April was the worst month for equities since March 2020, with the S&P down -8.9% month over month. Thankfully there’s bonds to fall back on right? For those living under an igneous formation, the inflation-Fed theme continues to provoke selling in equities and a tightening of credit (pushing bond prices down). As elsewhere reported, this is […]

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25 Apr 2022

March Mutual Fund Flows

Assets generally flowed into alternative-focused funds in March. The world started to digest the idea that Russia’s war with Ukraine wouldn’t be over quickly. On the home front, the Fed maintained its hawkish tone. While equities prices rose, more money wants to incorporate some kinds of diversification. The mutual funds below reflect that appetite, with […]

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06 Apr 2022

MF Mutual Fund Performance – March

Beware the ides of March. This past month showed madness in more than one way. Markets began to internalize the ramifications of the ongoing tragedy in Ukraine amidst the backdrop of inflation in the west. Despite much uncertainty, market volatility generally declined for the later 2/3rd of the month. Equity prices rallied hard. Commodities, which […]

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04 Mar 2022
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: February 2022

February brought slight improvements to most of the asset class categories during the second month of the year. However, many were still left in the red. While World Stocks continued to drop, and with the moderate increases in Hedge Funds, U.S. stocks, bonds, and U.S. Real Estate, they all remained in the negative. As for […]

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15 Feb 2022

Mutual Fund Performance: January

The start of the New Year provided a rude awakening to the few remaining people lulled to sleep by the die-hard equities bull market. While the world faced the worst COVID case spike of the pandemic, it also had to come to terms with a more hawkish posture from the Fed. Markets trended hard for […]

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07 Feb 2022
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: January

Well… looks like 2022 isn’t going to be the up, up, and away risk on love fest 2021 was. The first month of the year reminded everyone quite quickly that there is real risk in this market. US stocks, world stocks, hedge funds, and real estate all took a turn lower, with the S&P down […]

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14 Jan 2022

Mutual Fund Performance – December 2021

December markets brought some volatility as the world attempted to figure out the relative impact of omicron and the Fed likelihood of raising rates sooner than expected amidst some potentially improving job numbers and high inflation metrics. Trend following programs generally fared poorly (unless you stayed long oil), but not bad enough to erase a […]

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