I posted this article to the BRK board, as I thought that’s where I saw mungofitch discussing this before, but it occurred to me today it should probably have been posted to this board.
It’s an attempt to respond to some previous writing and ideas shared by mungofitch relating to equal weight indexing.
I think it ties the index. For some periods it beats it, and for others it trails it.
Day EndMonth EndQuarter End
| Total Return % | 1-Day | 1-Week | 1-Month | 3-Month | YTD | 1-Year | 3-Year | 5-Year | 10-Year | 15-Year | Earliest Available |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Return % (Price) | -1.09 | -2.45 | -9.17 | -4.75 | -20.69 | -13.60 | 7.54 | 7.87 | 11.17 | 8.19 | 10.34 |
| Total Return % (NAV) | -1.16 | -2.54 | -9.23 | -4.83 | -20.77 | -13.68 | 7.51 | 7.84 | 11.16 | 8.18 | 10.33 |
| Category (NAV) | -1.32 | -2.44 | -8.83 | -5.03 | -23.35 | -15.88 | 6.81 | 7.74 | 10.37 | 7.05 | — |
| Index (NAV) | -1.43 | -2.74 | -9.26 | -4.64 | -24.91 | -17.51 | 7.82 | 9.01 | 11.57 | 8.05 | — |
| Quartile Rank | — | ||||||||||
| Percentile Rank | 21 | 47 | 63 | 44 | 19 | 27 | 44 | 59 | 37 | 9 | — |
| # of Invest. in Cat. | 1,275 | 1,269 | 1,272 | 1,267 | 1,250 | 1,240 | 1,151 | 1,061 | 788 | 594 |