- Over the last 25 years, exceptionally outstanding fund performance nearly across the board was followed 5 years later by poor performance; this happened beginning in 2000, 2007, and 2014.
- When only a small number of funds excelled after the 2007-09 bear market, all were doing poorly by 5 years later.
- In early 2015, funds that were previously among the biggest performance winners suffered sharp drop-offs by 2020; the table below shows these funds and how badly they wound up doing.
- If these trends continue, the funds I list below doing unusually well right now may not be your best choices for the next 5 years.
For further details see:
Overheated ETFs And Fund Categories