lovenimo/iStock via Getty Images
Background
In choosing an equity fund, an investor is interested not only in return potential but also in the fund's risk. An investor wants both high returns and minimal risk. He or she might accept a higher risk if
The Best Equity Funds And Equity Fund Portfolio For 2022 Updated
Summary
- An important consideration in investing in stock equity funds is return versus risk.
- We can gain insight into a fund’s return to risk potential by comparing historical performance to historical risk or volatility.
- Factoring in and selecting funds with demonstrated superior returns during rising interest rates will most likely give superior returns during the expected 2022 and beyond interest rate increases.
- This article identifies which equity funds have demonstrated excellent long term performance and excelled during the rising interest rate periods since the 2001 recession.
I am a retired aerospace senior program manager. My education background is a BS and MS in Aerospace Engineering from NYU. I am a system engineer able to evaluate and quantify multiple factors to arrive at an optimum decision. Investing has been a hobby for over 30 years. In that time I have tried various approaches to stock investing which provided numerous lessons learned on what worked and what did not. My investing approaches emphasize quantitative analysis.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of VTSAX, QQQ, FSMEX, FSPHX, PRHSX, IYG, CMGSX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.