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Waiting for a market they like

Each fund below lost money in each of the past two calendar years (2000 and 1999).
Funds highlighted in red lost at least 10% in each year.
Funds are listed alphabetically.


[And, for a change of pace, view the funds that gained at least 25% both years]

Fund2000
Return (%)
1999
Return (%)
AIM Adv Flex A (IAFAX) -2.36 -0.85
AIM Adv Flex C (IAFCX) -3.02 -1.56
American Cent Global Gold Inv (BGEIX) -23.95 -3.18
American Heritage (AHERX) -42.31 -31.58
Atlas Balanced A (ATBAX) -8.71 -5.2
AXA Rosenberg Value Mkt Inv (BRMIX) -3.9 -11.7
AXP Discovery A (INDYX) -10.79 -0.06
AXP Discovery B (IDIBX) -11.4 -0.89
AXP Precious Metals B (INPBX) -11.92 -0.88
Buttonwood Capital Apprec (ADCSX) -15.61 -4.79
Delaware Balanced A (DELFX) -2.77 -7.98
Delaware Devon A (DDGAX) -13.72 -10.85
Delaware Devon B (DEVOX) -14.32 -11.45
Delaware Devon C (DECVX) -14.33 -11.46
Dreyfus Founders Balanced (FRINX) -10.44 -2.27
Fairmont (FAIMX) -15.94 -8.83
Fidelity Select Automotive (FSAVX) -7.24 -13.47
INVESCO Gold Inv (FGLDX) -12.98 -9
INVESCO Total Return Inv (FSFLX) -3.65 -1.36
Kemper Small Cap Value B (KDSBX) -3.28 -0.11
Legg Mason Total Return Prim (LMTRX) -4.61 -6.56
MFS Union Standard Equity A (MUEAX) -15.69 -3.28
MFS Union Standard Equity I (MUSEX) -15.44 -2.91
Midas (MIDSX) -38.24 -9.93
Midas Investors (MIDIX) -26.42 -6.03
Monterey OCM Gold (MNTGX) -21.14 -2.47
Nationwide A (NWFAX) -2.51 -0.41
Nationwide D (MUIFX) -2.3 -0.23
Nicholas Limited Edition (NCLEX) -8.66 -4.09
North American Balanced B (NAABX) -0.19 -3.73
North American Balanced C (NASAX) -0.52 -3.78
Nvest Balanced A (NEFBX) -6.41 -3.75
Nvest Balanced B (NEBBX) -7.17 -4.51
Oppenheimer Discip Value A (CGRWX) -1.54 -4.71
Oppenheimer Discip Value B (CGRBX) -2.29 -5.41
Phoenix-Engemann Value 25 A (PAVAX) -9.89 -5.73
Preferred Small Cap (PSMCX) -16.81 -10.6
Principal Balanced B (PBABX) -1.48 -0.13
Principal Capital Value A (PCACX) -0.08 -6.86
Principal Capital Value B (PCCBX) -0.9 -7.63
Scudder Small Company Stock AARP (ASCSX) -1.89 -3.53
U.S. Global Inv Gold Shares (USERX) -29.84 -2.62
U.S. Global Inv World Gold (UNWPX) -38.08 -12.69
UAM McKee Small Cap Eq Inst (MKSSX) -13.88 -1.34
Van Eck Intl Invest Gold A (INIVX) -22.18 -11.91
Van Eck Natl Resources A (GRFRX) -12.82 -10.2