How do corporate bond investors measure performance? Evidence from mutual fund flows

B-Tier
Journal: Journal of Banking & Finance
Year: 2022
Volume: 142
Issue: C

Authors (3)

Dang, Thuy Duong (not in RePEc) Hollstein, Fabian (not in RePEc) Prokopczuk, Marcel (Leibniz Universität Hannover)

Score contribution per author:

0.670 = (α=2.01 / 3 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Which factor model do investors in corporate bonds use? We examine this question by tracking investors’ decisions to invest in actively managed corporate bond mutual funds with a revealed preference approach. Our main result is that all bond factor models are dominated by the simple Sharpe ratio and Morningstar ratings. For all major corporate bond mutual fund styles, the Sharpe ratio explains fund flows better than alphas from bond factor models. Since the Sharpe ratio (and to some extent also Morningstar ratings) can be easily manipulated in bond markets, our findings have potentially severe implications for all market participants.

Technical Details

RePEc Handle
repec:eee:jbfina:v:142:y:2022:i:c:s0378426622001492
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29