Commodity Fund Returns
Source: http://www.qvmgroup.com/investPosted on Monday, August 25th, 2008 | In Market Commentary
Commodity and energy funds of all sorts have proliferated in this recent commodity cycle. There are so many and they are so diverse, it is difficult to keep them all in mind.
We put together this table of a variety of broad and narrow focus commodity and energy funds (and related funds) to provide some perspective.
Commodities are a larger field than oil, natural gas, gold and corn which get most of the press. There is a lot going on in commodities that gets virtually no press coverage.
While natural was down 3+% last week, for example, lead and nickel were each up over 10% at the same time.
We will keep this returns table and several others up-to-date after the close of the markets each week. You can access the tables on our website.
Those other charts include:
- Key asset classes
- US stock sectors
- BRIC
- Real estate
- Bonds
- Commodities
- Currencies.
Staying on top of returns for a spectrum of index funds can help you develop and keep a mental map of the markets. We hope you find the data helpful.
Richard Shaw
QVM Group LLC
Last 5 posts by Richard Shaw
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energy funds, Market Commentary, Natural Gas, Oil, QVM Group LLC, Real Estate, Richard Shaw, United States
 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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