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Commentary

Which Funds Had Big Swings in 10-Year Performance Rankings?

There have been quite a few flip-flops in this turbulent year.

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It was a turbulent year across financial markets, and a handful of mutual funds were taken for a ride in 2020 when it came to their performance rankings.

In general, fund rankings--which show a fund's performance compared with other funds in their Morningstar Categories--tend to not move much over the course of a year, especially for longer-term track records. However, dramatic reversals in markets, such as what investors experienced in 2020, can lead some funds with heavy portfolio tilts to see a sudden shift higher or lower.

Katherine Lynch does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.