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Short-Term Volatility May Signal Longer-Term Problems

For most funds, a recent upsurge in volatility probably doesn't signal a dramatic departure from established strategies. In some cases, however, there may have been a change for the worse.

Morningstar FundInvestor

recently took a look at an increase in stock-fund volatility that has some shareholders concerned. The one-year standard deviation of

Some funds, however, do have one-year standard deviations that are significantly higher than their 10-year figures. That could signal a change, and perhaps for the worse. One of those was

Below is a look into seven other funds that have had notable increases in volatility, as measured by standard deviation, during the past year.

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About the Author

Laura Lallos

Managing Editor, Morningstar Magazine
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Laura Lallos is managing editor of Morningstar magazine.

Before joining the magazine in 2016, Lallos was a senior analyst covering equity strategies on Morningstar’s manager research team, managing editor of monthly newsletter Morningstar® FundInvestorSM, and a member of Morningstar’s Stewardship Committee.

Before rejoining Morningstar in 2012, Lallos was a senior writer for Money magazine from 2000 to 2002 and contributed articles to a wide variety of publications including Morningstar Advisor. She held a variety of roles on Morningstar’s manager research team from 1993 to 2000.

Lallos holds a bachelor’s degree and master’s degree in English literature from Catholic University of America and juris doctor degree from the University of Chicago.

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