MutualFundWire.com: Seven Years of Bad Luck for Some Funds
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Monday, April 9, 2007

Seven Years of Bad Luck for Some Funds


In their special mutual funds section, the New York Times joined in looking at seven-year returns for funds. They naturally come to the same dire conclusions as The WSJ: Most funds don't beat the S&P 500 for seven years in a row. The kicker, though, is that as we said before, most investors do not look at seven year returns.

The biggest loser in the article is American Century, whose Ultra Investor and Growth Investor funds have underperformed the Standard & Poor’s 500-stock index in every calendar year since 2000. But don't send them a sympathy card yet. In the next breath, the paper names two of their funds that have beaten S&P 500 for seven years in a row, American Century Value Investor and American Century Real Estate Investor.


Printed from: MFWire.com/story.asp?s=13968

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