Rentabilidad De Los Fondos De Inversión En España, 2001-2016 (Return of Mutual Funds in Spain, 2001-2016)

11 Pages Posted: 17 Mar 2017

See all articles by Pablo Fernandez

Pablo Fernandez

IESE Business School

Vitaly Pershin

University of Navarra, IESE Business School

Pablo Fernandez Acin

Independent

Isabel Fernández Acín

University of Navarra - University of Navarra, Students

Date Written: February 10, 2017

Abstract

Spanish Abstract: La rentabilidad media de los fondos de inversión en España en los últimos 15 años (2,32%) fue inferior a la inversión en bonos del estado español a 15 años (5,27%) y a la inversión en el IBEX 35 (5,24%). Sólo 29 fondos de los 632 con 15 años tuvieron una rentabilidad superior a la de los bonos del estado a 15 años y a la del IBEX 35. 28 tuvieron rentabilidad negativa. El fondo más rentable proporcionó en los últimos 15 años a sus partícipes una rentabilidad total del 491% (promedio 12,58%) y el menos rentable del -61% (promedio -6,12%).

English Abstract: The average return on investment funds in Spain in the last 15 years (2.32%) was lower than investment in government bonds to 15 years (5.27%) and investment in the IBEX 35 (5.24%). Only 29 of the 632 funds with 15 years had a higher return than 15-year government bonds . The most profitable fund provided in the last 15 years to its investors a total return of 491% (average 12.58%) and the least profitable of -61% (average -6.12%).

Note: Downloadable document is available in Spanish.

Keywords: Mutual Funds, Spain, Mutual Fund Performance, Fondos de Inversion

JEL Classification: G12, G31, M21

Suggested Citation

Fernandez, Pablo and Pershin, Vitaly and Fernandez Acin, Pablo and Fernández Acín, Isabel, Rentabilidad De Los Fondos De Inversión En España, 2001-2016 (Return of Mutual Funds in Spain, 2001-2016) (February 10, 2017). Available at SSRN: https://ssrn.com/abstract=2915010 or http://dx.doi.org/10.2139/ssrn.2915010

Pablo Fernandez (Contact Author)

IESE Business School ( email )

Avenida Pearson 21
Barcelona, 08034
Spain
+34 91 357 0809 (Phone)
+34 91 357 2913 (Fax)

HOME PAGE: http://web.iese.edu/PabloFernandez/

Vitaly Pershin

University of Navarra, IESE Business School ( email )

Avenida Pearson 21
Barcelona, 08034
Spain

Pablo Fernandez Acin

Independent ( email )

Isabel Fernández Acín

University of Navarra - University of Navarra, Students ( email )

Pamplona
Spain

Do you have negative results from your research you’d like to share?

Paper statistics

Downloads
992
Abstract Views
6,024
Rank
42,491
PlumX Metrics