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Quantifying the Impact of Chasing Fund Performance

Posted on August 19, 2014
 

Despite the popular disclaimer that past performance is not indicative of future results, many investors, advisors and even 401k plans still use recent market outperformance as a determining metric in picking investments. In theory, the strategy of chasing performance would work if actively managed mutual funds had been able to exhibit any historical ability to persist in their outperformance. But history has instead shown that a top-performing mutual fund is more likely to end up either closing, merging, or ending up in the bottom half of performers than to continue outperforming its benchmark. In Quantifying the Impact of Chasing Fund Performance Vanguard demonstrates that a buy-and-hold strategy has significantly outperformed a performance-chasing strategy.

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The articles and information at the above links contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily Carlson Capital Management and does not represent a recommendation of any particular security, strategy or investment product. The opinions of the author(s) are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. These articles are distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.

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