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Performance Persistence

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Author Info
Brown, Stephen J
Goetzmann, William N

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Abstract

The authors explore performance persistence in mutual funds using absolute and relative benchmarks. Their sample, largely free of survivorship bias, indicates that relative risk-adjusted performance of mutual funds persists; however, persistence is mostly due to funds that lag the S&P 500. A profit analysis indicates that poor performance increases the probability of disappearance. A year-by-year decomposition of the persistence effect demonstrates that the relative performance pattern depends upon the time period observed and it is correlated across managers. Consequently, it is due to a common strategy that is not captured by standard stylistic categories or risk adjustment procedures. Copyright 1995 by American Finance Association.

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Article provided by American Finance Association in its journal Journal of Finance.

Volume (Year): 50 (1995)
Issue (Month): 2 (June)
Pages: 679-98
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Handle: RePEc:bla:jfinan:v:50:y:1995:i:2:p:679-98

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This page was last updated on 2008-9-29.


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