Let’s take a look at some of the best-performing and worst-performing active fund segments over the past year.
See our Active ETFs Channel to learn more about this investment vehicle and its suitability for your portfolio.
Active Small-Cap Funds Outperform
Not surprisingly, small-cap value funds performed the best in today’s bearish economic environment. Cheaper valuations mean these stocks have less to lose as P/E ratios decline, while many value stocks are in stable industries with predictable cash flows.
| Category | 2022 | 2021 | YoY Change |
| U.S. Small Blend | 60.30% | 44.90% | 0.154 |
| U.S. Small Value | 65.50% | 23.80% | 41.80% |
| U.S. Small Growth | 43.30% | 40.80% | 2.50% |
Top performing small-cap funds include:
| Name | Ticker | Expense Ratio | Assets (AUM) | 1-Year (%) |
| Kinetics Small Cap Opportunities Fund | KSCOX | 1.64% | $455 Million | 37.36% |
| Auer Growth | AUERX | 2.37% | $39.7 Million | 15.42% |
Active Foreign Funds Underperform
However, some pockets of the market perform better than others. For example, long-term excess returns for surviving active managers were positive for European stocks and emerging market categories. And, as with small-cap stocks, the value segment performed best.
| Category | 2022 | 2021 | YoY Change |
| Foreign Large Blend | 25.00% | 63.60% | -38.60% |
| Foreign Large Value | 27.30% | 52.30% | -25.00% |
| Foreign Small-Mid Blend | 25.90% | 51.70% | -25.80% |
Some outperforming foreign funds include:
| Name | Ticker | Expense Ratio | Assets (AUM) | 1-Year (%) |
| Wasatch Emerging India Investor | WAINX | 1.52% | $514 Million | -18.59% |
| Fidelity Nordic | FNORX | 0.92% | $257 Million | -23.68% |
The Bottom Line
Take a look at our recently launched Model Portfolios to see how you can rebalance your portfolio.
All data as of November 21, 2022
