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.
United States