- 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.
For further details see:
The Best Equity Funds And Equity Fund Portfolio For 2022 Updated