Performance

May 2023 Performance Report

Industry Benchmark Performance                                                                                            May equity funds posted small losses even in the face of a resolution to end the debt crisis. But then the market has been driven by a few large cap stocks let by Nvidia. Futures were flat, leaving those funds slightly lower for the year. It is likely that we won’t see […]

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April 2023 Performance Report

Industry Benchmark Performance                                                                                             Most equity funds gained fractionally in April, paralleling the major equity ETFs. All are positive for the year. Futures remain marginally lower due to interest rate volatility and continued uncertainty over what the Fed will do with interest rates. Most investors see the end to Fed rate hikes, but the Fed is

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March 2023 Performance Report

Industry Benchmark Performance                                                                                    Equities are holding on to small gains through March, while futures show the results of the surprising Fed announcement, at least the BTOP 50 and SG. We expect the other CTAs are dragging their feet before posting their poor returns. We are sympathetic, but it’s time to move on. Kaufman’s Most Popular

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