I didn't even look at any info on these funds, but if I was doing a comparison, I would look at a "growth of" chart on Morningstar.com to see if there was a one-time event that led to one fund behaving differently than the other. I would also add a few more funds to the comparison to see what I might have expected from other asset classes.
Also would look inside the funds: does the Opp fund have foreign stocks? Does the Opp fund have some cash or bonds? Is there a value or growth tilt which may have benefitted the Opp fund, but not the ExtendedMarket fund? Were there periods where either fund underperformed? Overperformed? What was going on historicially during those periods?
Last edited by livesoft
on Sun Feb 10, 2013 8:55 am, edited 1 time in total.
It's all about market timing, uh, I mean rebalancing, uh, I mean opportunistic rebalancing, uh, I mean short-term opportunistic rebalancing due to a short-term change in one's asset allocation.