Stock Mutual Funds Had a Tough 2011

According to Lipper data from mid-December (before the end of the year when the market rallied about 1%), the average diversified U.S. stock mutual fund fell -5.9% in 2011. 7,399 of the 8,036 U.S. stock funds, or 92%, were in the red. Hedgeable’s Large-Cap Stock Rotation, was up nearly +10% for 2011, a 16% outperformance versus the average fund. Hedgeable’s Small-Cap Stock Rotation was up nearly +14% for 2011, a 20% outperformance versus the average fund.