Mutual Fund Monday
For the second year in a row, stock funds sank, while bond funds kept chugging along. The charts below give you the details. To screen for this year's best and worst performers in different fund categories, check out our Fund Finder tool.
| Bonds Win Again Bond funds beat stock funds for the second year in a row |
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| Category | YTD Return | Three-Year Return |
| Taxable Bond Funds | 5.3% | 4% |
| Municipal Bond Funds | 3.7 | 3.2 |
| U.S. Stock Funds | -12 | 4.7 |
| Foreign Stock Funds | -18.5 | 0.8 |
| Source: Morningstar, returns through Dec. 19. | ||
| Small and Cheap It paid to think that way this year |
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| Fund Category | YTD Return | Three-Year Return |
| Small-Cap Value | 14.9% | 14% |
| Small-Cap Blend | 6.4 | 13.3 |
| Mid-Cap Value | 4.6 | 11.3 |
| Domestic Hybrid | -4.4 | 2.8 |
| Mid-Cap Blend | -5.9 | 8 |
| Large-Cap Value | -6.4 | 3.1 |
| Small-Cap Growth | -10.5 | 11.6 |
| Large-Cap Blend | -13.8 | 0.4 |
| Mid-Cap Growth | -22.2 | 7.4 |
| Large-Cap Growth | -23.5 | -1.3 |
| S&P 500 | -12.5 | -0.1 |
| Source: Morningstar, returns through Dec. 19. | ||
| Tech Wreck Tech funds were the worst sector-fund and stock-fund category for the second year in a row |
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| Sector-Fund Category | YTD Return | Three-Year Return |
| Real Estate | 7.6% | 10.1% |
| Financial | -4.1 | 6.7 |
| Health Care | -14.4 | 16.9 |
| Natural Resources | -14.4 | 13.8 |
| Utilities | -22.8 | -0.4 |
| Communications | -35.7 | -4.8 |
| Technology | -37.2 | 1.4 |
| S&P 500 | -12.5 | -0.1 |
| Source: Morningstar, returns through Dec. 19. | ||
| Why You Shouldn't Ignore Bonds Bonds improbably beat stocks for the second year in a row |
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| Bond-Fund Category | YTD Return | Three-Year Return |
| Emerging Markets | 10.1% | 16.3% |
| Short-Term Bond | 7.1 | 5.7 |
| Intermediate-Term Bond | 6.9 | 5 |
| Short-Term Government | 6.9 | 5.5 |
| Long-Term Bond | 6.8 | 4.2 |
| Intermediate-Term Government | 6.6 | 5.3 |
| Long-Term Government | 5.1 | 4.2 |
| Multi-Sector | 3.5 | 2.7 |
| High-Yield | 1 | -1 |
| Avg. Bond Fund | 5 | 3.9 |
| S&P 500 | -12.5 | -0.1 |
| Source: Morningstar, returns through Dec. 19. | ||
| Top 10 Funds Da, Pilgrim Russia tops the list |
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| Fund | YTD Return | Three-Year Return |
| LETRXPilgrim Russia | 69.9% | 53.9% |
| SMCFXSchroder Ultra | 69.7 | 104.8 |
| MAKOXMatthews Korea | 62.5 | 22.9 |
| AMFVXAmeristock Focused Value | 56 | N/A |
| CORBXCorbin Small-Cap Value | 50.9 | 17.1 |
| CGMFXCGM Focus | 47.3 | 38.6 |
| WMICXWasatch Micro Cap | 44.5 | 41.8 |
| BPSIXBoston Partners Small Cap | 43.8 | 32.5 |
| AVALXAegis Value | 39.2 | 22.4 |
| FRMCXFranklin MicroCap Value | 37.6 | 14.8 |
| S&P 500 | -12.5 | -0.1 |
| Source: Morningstar, returns through Dec. 19. | ||
| Bottom 10 Funds ProFunds Ultra Internet had an ultra-terrible year |
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| Fund | YTD Return | Three-Year Return |
| INPSXProFunds Ultra Internet | -76.2% | N/A |
| BFOCXBerkshire Focus | -70.9 | -12.7 |
| BTECXBerkshire Technology | -69.8 | N/A |
| MCFOXMerrill Lynch Focus Twenty | -69.6 | N/A |
| UOPSXProFunds UltraOTC | -67.2 | N/A |
| RYVYXRydex Velocity 100 | -66.8 | -33.9 |
| VWMDXVan Wagoner Mid-Cap Growth | -66 | -13.2 |
| VTFBXVan Kampen Technology | -63.7 | N/A |
| IGCBXPilgrim Global Communications | -63.6 | N/A |
| VTFAXVan Kampen Technology | -63.5 | N/A |
| S&P 500 | -12.5 | -0.1 |
| Source: Morningstar, returns through Dec. 19. | ||
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