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Bridge over ocean
1 November 1996 Financial Analysts Journal Volume 52, Issue 6

Evaluating Fund Performance in a Dynamic Market

  1. Wayne E. Ferson
  2. Vincent A. Warther

Previous studies show that interest rates, dividend yields, and other commonly available variables are useful market indicators, but until now, measures of fund performance have not used the information. This article modifies classical performance measures to take account of well-known market indicators. The conditional performance evaluation approach avoids some of the biases that plague traditional measures. Applied to a sample of mutual funds, the conditional measures make the funds' performance look better.

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