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Baz Baz is online now
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Join Date: Sep 2008
Location: New Smyrna Beach, Florida
Posts: 47,097
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Mutual fund performance this year?

I have a friend who's mutual fund account went from $100,022.50 to $87,270.38 in 2019.

A loss of $12,752.12.

From the statement looks like stocks are grouped into three categories - all Invesco Oppenheimer Rochester acquired in 2008.

I'm not very well versed in the stock market other than what I hear in the news in general terms.

Seems like my friend's account should be increasing given the positive direction of the market.

I did go back to these two threads:

http://forums.pelicanparts.com/off-topic-discussions/1020645-financial-advisor.html

http://forums.pelicanparts.com/off-topic-discussions/1041465-learning-invest.html

....but also wanted to drill down on this specific situation for input from the brain trust here.

Thanks!
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