Madarry - Oakmark International and no return in 5 years.
Overall, I felt that International Value funds had a very lackluster performance for the last X years. See TBGVX - Tweedy Browne is also respected value family. TDF did a bit better with wide fluctuations, but then EMF did really bad.
But then Nasdaq and S&P500 also fell in the last 5 years, so what do you expect of the mutuals? TAVFX is flat, TWEBX is down, OAKMX is flat, CFIMX is down, DODGX is flat, KDHAX is down, even LMVTX is flat - and that's the guy who outperformed S&P500 for 11 years (12?) non-stop! And these are the best of the best value funds. (I know I missed some, people will correct me ;-0)))
The real question is: do you have alternative suggestions? Within mutual funds or outside. Seriously.
Only please no: "sell in 2000, get back in 2005". :-) And we all know that if we bought MSFT in 1980, we would not be talking about this now. :-)
Jurgis - who holds many funds mentioned above. |
