Written By: Craig L. Israelsen and Ivan F. Beutler

An estimate of the potential value of using past performance data in the selection of mutual funds is presented. Empirical results are based on historical returns and information that is readily available in popular press sources. The payoff from obtaining and evaluating past performance data prior to selecting and investing in mutual funds was found to be positive, and in many cases substantial. KEY WORDS: past performance data, mutual fund selection,

Download Journal

Comments are closed.