BKT - Lipper Categories By Bull And Bear Markets And In Between

Introduction

For this article, I chose one Mutual Fund or Closed End Fund per 83 Lipper Categories using Mutual Fund Observer that have been in existence for more than 20 years based on risk and performance ratings, and risk-adjusted returns (Martin Ratio). I broke out the time periods based on recovery after a bear market, expansion, late stage, yield curve inversions, bear markets and the bottom of bear markets. Time periods are based on the shape of the S&P 500 price, yield curve, and recession probability. I ran Portfolio Visualizer for these time periods to

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