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Strategies & Market Trends : Investing during a Bear Market
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To: Investor2 who wrote (138)11/11/1997 6:56:00 PM
From: Snowshoe  Read Replies (1) of 226
 
>>1. Are you implying that past performance can be used to project future returns? If so, buy SPY.<<

Absolutely not! The sole purpose of this chart is to illustrate the relative performance during recent market fluctuations. This info can be helpful in deciding which fund to buy, and how to choose an entry point. At the current time I have about 15% of my retirement money in standard index funds, but none in BEARX or RYURX.

>>2. Niether of the "bear funds" have declined as much as the S&P has gone up. (I suppose that is because they have some of their money in cash equivalents? Or are they slightly hedged to protect against market rises?)<<

BEARX is actively managed and I suppose it could theoretically even rise during a bull market, if the fund management was clever enough to short the right stocks.

RYURX is structured to be a mirror image of the S&P500 index. I'm not quite sure about the slight performance deviation from SPY.

>>3. Given comment 2, above, is there any information available on the degree that the "bear funds" will mirror the S&P in the case of an extended market decline? Will their % increase in share price be the same as the % S&P declines? Half as much? Twice as much?<<

I'm not sure. I advise that anyone considering these funds should read the prospectus before investing. I'm not recommending that anyone buy these -- I'm just providing some comparison info!
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