Calendar Year Country Fund Returns, 1997-2007+
Source: http://www.qvmgroup.com/invest/archives/517Posted on Friday, May 16th, 2008 | In Current Market News, Stocks to Watch
We selected the single country funds available in the Index Universe database for calendar year return analysis. Cumulative and annualized returns are important, but so too are discreet calendar years.
While statistical tools may theoretically, adequately describe variation or consistency of returns, a visual impression can be helpful too. This analysis is primarily visual.
Within the list we used a traffic metaphor with colored backgrounds of red, yellow and green for each year for each fund as follows:
- red for returns < -5%
- yellow for returns between 5% and -5% (or no data)
- green for returns > 5%
Funds with no data, were not in operation for those full years.
If you are interested in those country index funds with missing data, you may benefit by researching the index on which the fund is based to estimate how the fund might have done had it been in operation during the missing years. Don’t forget to subtract the fund expense ratio from the index return if you are estimating how the fund might have done in the years before its inception.
Click image to enlarge (dimensions 12.7 X 8.6 inches)
Richard Shaw
QVM Group LLC
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Calendar Year, calendar years, Colored Backgrounds, Consistency, Country Index, Current Market News, Database Analysis, Expense Ratio, Group Llc, Inception, Index Funds, Lt, Metaphor, Missing Data, Qvm, Richard Shaw, Statistical Tools, Stocks to Watch, Traffic, Universe Database, Variation, Visual Impression
 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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