Of the 5,178 no-load funds I follow, 331 were up in average
annual total returns by double digits for the years 2002-2012.
Of those 331, only these five were up by double digits in
market-collapse 2008: ACTVX, PTTRX,
RYADX,
RYGBX,
WHOSX.
However, all five were down double digits in recovery year 2009.
Two other funds were down double digits in nine of the 10 years: PRPFX,
down 8.36% in 2008, and FGBRX,
-3.32% in 2005 and -2.61% n 2011.
Of those two, PRPFX shows a 10-year average annual gain of
11.29%, while FGBRX averaged 10.99%.
No comments:
Post a Comment