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VIG - Risk-Adjusted Performance Of U.S. Domestic Stock Funds
Vanguard Div Appreciation
I track 63 domestic equity funds in 14 different Lipper Categories.
In this article, I look at the performance of up to three of the best funds per Lipper Category since December 2005, as well as during bull and bear markets.
The average of the Lipper Categories are plotted by performance versus risk as measured by the Ulcer Index.
The highest ranked domestic funds using my rating system are presented with the most recent short-term trend data.