Thursday , 28 March 2024

Believe It or Not: Only 1 Fund Has Outperformed Physical Gold Since 2007! (+2K Views)

Out of the 7,500 separate [mutual] funds available, and with 22,000 shares classes to choose from, only 1 fund – just ONE fund – actually managed to achieve a greater percentage return than gold bullion since the alarm bells rang out at the turn of 2007! [That being said, are you still one of the 99% of investors who, for whatever reason (are you foolishly listening to the “advice” provided by your stock broker/securities salesman going under the guise of a financial “advisor”), is still without any physical gold or silver?] Words: 395

 So says Adrian Ash (www.BullionVault.com)in edited excerpts from his original article*.

Lorimer Wilson, editor of www.munKNEE.com (Your Key to Making Money!) has edited ([ ]), abridged (…) and reformatted (some sub-titles and bold/italics emphases) the article below for the sake of clarity and brevity to ensure a fast and easy read. The article’s views and conclusions are unaltered and no personal comments have been included to maintain the integrity of the original article. Please note that this paragraph must be included in any article re-posting to avoid copyright infringement.

Ash goes on to say, in part:

 

7 funds – just SEVEN -managed to beat silver since the turn of 2009, and ONLY 11 separate US mutual funds managed to beat silver since the start of 2002. [Below is an analysis of how gold and silver performed over the current and last 10, 5, 3 years compared to the universe of funds:]

The Top US Fund Managers: Annualized Returns in Per Cent
1. US Dollar precious metals prices from the LBMA, periods ending 12/30/2011.
2. Fund count by BullionVault, using Lipper data via WSJ Online.
3. Single-best fund, best return & average return of all mutual funds taken from MorningStar
.…the only mutual to beat gold for US investors since the eve of this crisis was OSFDX. With a minimum investment of $3,000, Oceanstone has apparently got less than $15 million in assets. Its stellar five- and three-year records include a ridiculous 264% made in 2009, just from doing what it does – seeking value in common stocks on the NYSE…

Conclusion

Both silver and gold bullion sit within the top 0.2% of US mutual funds over the last 10, 5 and 3 years. No guarantee that performance will continue, of course, but you might want to ask your favorite mutual-fund manager what he or she is planning to do in 2013 to beat a lump of dumb metal.

*http://www.24hgold.com/english/news-gold-silver-gold–silver-beat-99-8-of-wall-street-s-finest.aspx

 

Related Articles:

1. Before Buying a Gold-related ETF Check Out These Alternatives

gold-bars-india

There are many legitimate reasons to trade in gold and its derivatives. Gold has been proven time and time again to be an excellent “safe haven” investment, a holding that will appreciate in value during times of economic uncertainty. As such, gold may offer some valuable hedging and diversification benefits for a long-term portfolio. A number of exchange-traded products offering exposure to gold prices but not all gold ETFs are created equal. Here’s a quick rundown of factors to consider when making an investment in a gold ETF. Words: 1268

2. Surprise! A Close Look at GLD Reveals What it IS and is NOT

The most common misunderstandings regarding the primary gold ETF, SPDR Gold Trust (NYSE:GLD) is that it buys and sells gold. That is not the case. It is just a paper asset. It is not a way to buy gold and have someone else store your holdings for you. It is just an innovative way to “own gold.” [Below I outline more of just what GLD is and is not:] Words: 1470

3. All Gold & Silver ETFs Are NOT the Same: a Lease vs. Own Comparison

I have always been leery of the two big exchange traded funds, SLV and GLD, because they lease the gold and silver that they sell you. I much prefer the ETFs SGOL, CEF, PSVL and PHYS which actually own the gold and silver they sell you and store it for you segregated vaults. Words: 717

4. All Gold and Silver ETFs are NOT Created Equal! Here’s the Best

Whole oceans of ink have been spilled detailing the good and not-so-good points of the closed-end fund CEF (Central Fund of Canada) and the twin ETF’s GLD (SPDR Gold Trust) and SLV (iShares Silver Trust) funds. My goal here is to distill the salient points down to the fewest words possible to help make your due diligence task somewhat less…well…tasking. [Let’s go!] Words: 650

5. Richard Russell: PLEASE MOVE INTO GOLD!

For a decade I have been urging my subscribers to move into gold – either physical bullion or otherwise [Richard Russell: Get Prepared – A Gold Tsunami is Coming] . Now I am at it again: PLEASE MOVE INTO GOLD. [Here’s why you should.] Words: 720

6. How To Avoid Getting Ripped Off When Buying Gold

$50_american_gold_eagle_obv

If you’re trying to invest in precious metals, then stick to bullion coins or bars. Don’t be distracted by numismatics, rare coins, collector’s items, or fancy packaging or grading schemes…Even though I have long warned of the dangers of the industry, it is hard for retail investors not to be led astray by high-pressure salesmen [but] reading this guide is a step in the right direction. Words: 1000