Investment Review & Preview 2008-2009: Top Funds in 2008
Top Mutual Funds in 2008
These tables present some of the mutual fund data discussed in NBR's Investment Review & Preview special. The first table identifies the best performing sectors of the past year. The second table identifies the five funds that performed the best in the 4th quarter of 2008. (All results are preliminary as of 12/29/08.) Top Sectors |
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SECTOR |
4TH QUARTER |
2008 |
Long Government |
+26.3% |
+31.3% |
Bear Market |
+12.0% |
+34.6% |
Long-Term Bond |
+5.5% |
-3.5% |
Intermediate Government |
+3.4% |
+4.8% |
Short Government |
+2.1% |
+4.6% |
| Source: Morningstar |
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Top Funds - 4th Quarter |
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NAME |
SYMBOL |
PERCENT CHANGE |
Vanuard Ext. Dur. Treasury Indx. |
VEDTX |
+52.0% |
PIMCO Ext. Duration Istl. |
PEDIX |
+47.0% |
Rydex Govt. Lg. Bond 1.2x Str. |
RYGBX |
+43.5% |
Rydex Dync. Inc. Nasdaq -100 2x |
RYVNX |
+34.5% |
Wasatch-Hoisington U.S. Treas. |
WHOSX |
+34.1% |
| Source: Morningstar |
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