Revisiting mutual fund performance evaluation

B-Tier
Journal: Journal of Banking & Finance
Year: 2013
Volume: 37
Issue: 5
Pages: 1759-1776

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

Mutual fund manager excess performance should be measured relative to their self-reported benchmark rather than the return of a passive portfolio with the same risk characteristics. Ignoring the self-reported benchmark results in different measurement of stock selection and timing components of excess performance. We revisit baseline empirical evidence fund performance evaluation utilizing stock selection and timing measures that incorporate the self-reported benchmark. We introduce a new factor exposure based approach for measuring the –static and dynamic – timing capabilities of mutual fund managers. We overall conclude that current studies are likely to be misstating skill because they ignore the managers’ self-reported benchmark in the performance evaluation process.

Technical Details

RePEc Handle
repec:eee:jbfina:v:37:y:2013:i:5:p:1759-1776
Journal Field
Finance
Author Count
3
Added to Database
2026-01-24