Profitability of Sector Mutual Funds and ETFs during Market Development

Result code in IS VaVaI
<a href="https://www.isvavai.cz/riv?ss=detail&h=RIV%2F62156489%3A43110%2F18%3A43913920" target="_blank" >RIV/62156489:43110/18:43913920 - isvavai.cz</a>
Result on the web
<a href="https://is.muni.cz/do/econ/sborniky/2018/Proceedings_finalni_verze_September_3.pdf" target="_blank" >https://is.muni.cz/do/econ/sborniky/2018/Proceedings_finalni_verze_September_3.pdf</a>
DOI - Digital Object Identifier
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Result language
angličtina
Original language name
Profitability of Sector Mutual Funds and ETFs during Market Development
Original language description
Paper is focused on the profitability of investment into IT, finance, healthcare and consumer goods oriented active and passive mutual funds and ETFs and its profit/loss on growing, stagnant and decreasing market. Attention is also focused on purpose to set a recommendation for investors what instrument bring higher return/lower loss on growing or decreasing market and if investor can expect different results according to the sector orientation, like what sector is more sensitive on bullish or bearish trend. Our result show that ETF nor passive mutual funds wasn't able to beat the market, where sector index brings in all situations better results than these investments. On bearish trend all sector ETFs and passive mutual funds bring same results as sector index, better results bring only active managed mutual funds. The lowest loss during this period brings healthcare active managed mutual funds. On bullish/stagnant market was pretty the situation the same, but on the growing market passive funds and ETF are more profitable than active mutual funds.
Czech name
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Czech description
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Project
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Continuities
I - Institucionalni podpora na dlouhodoby koncepcni rozvoj vyzkumne organizace

Publication year
2018
Confidentiality
S - Úplné a pravdivé údaje o projektu nepodléhají ochraně podle zvláštních právních předpisů

Article name in the collection
European Financial Systems 2018: Proceedings of the 15th International Scientific Conference
ISBN
978-80-210-8980-8
ISSN
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e-ISSN
neuvedeno
Number of pages
10
Pages from-to
629-638
Publisher name
Masarykova univerzita
Place of publication
Brno
Event location
Brno
Event date
Jun 25, 2018
Type of event by nationality
WRD - Celosvětová akce
UT code for WoS article
000462948800081

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