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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mapg ✭x2  😊 😞
Number: of 6131 
Subject: Re: Factor ETF Long-term Performance
Date: 04/04/24 1:03 PM
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No. of Recommendations: 5
Ranking by 1, 3 & 5 TR          
Long-term Performance           
Comparisons by Factor           
Apr-4-2024 11:29 AM ET            RANK 1       RANK 2       RANK 3       RANK 4       RANK 5
                                    QUAL         LRGF         MTUM         SIZE         VLUE
                                  ISHARES      ISHARES      ISHARES      ISHARES      ISHARES
                                  MSCI USA       USA        MSCI USA     MSCI USA     MSCI USA
                                  QUALITY      EQUITY       MOMENTUM       SIZE        VALUE
Name                              FACTOR       FACTOR       FACTOR       FACTOR       FACTOR
Issue type                          ETF          ETF          ETF          ETF          ETF
Market price                        $163.79       $53.82      $189.06      $141.37      $107.48
                                Apr-4-2024   Apr-4-2024   Apr-4-2024   Apr-4-2024   Apr-4-2024
Market total return (1 year)         36.83%       30.15%       32.84%       16.89%       12.96%
                                Feb-29-2024  Feb-29-2024  Feb-29-2024  Feb-29-2024  Feb-29-2024
Market total return (3 years)        12.79%       11.93%        5.17%        7.26%        5.20%
                                Feb-29-2024  Feb-29-2024  Feb-29-2024  Feb-29-2024  Feb-29-2024
Market total return (5 years)        14.82%       12.61%       12.02%       11.01%        7.83%
                                Feb-29-2024  Feb-29-2024  Feb-29-2024  Feb-29-2024  Feb-29-2024
Market total return (10 years)       12.78%           --       12.68%       10.75%        8.28%
                                Feb-29-2024               Feb-29-2024  Feb-29-2024  Feb-29-2024


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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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