studying the adjustment amount of ranking the performance of mutual funds based on omega ratio and real return

نویسندگان

zahra pourzamani

department of accounting, associate professor, central tehran branch, islamic azad university, tehran, iran,

چکیده

one of the main functionalities of capital market is to enhance liquidity in the market. mutual funds are modern financial institutions which are designed with the aim of absorbing funds from investors and devote them to buy a variety of securities in order to reduce investment risks, exploit the economies of scale and finally make a reasonable return for investors. regarding effective role of these funds, the aim of this investigation is to compare the performance assessment of mutual funds based on omega ratio and the real return. a sample of 35 mutual funds for the period of 2011 to 2016, in order to make a fair comparison between the omega ratio and real performance. the hypotheses were analyzed through correlation test and by using the two non-parametric statistics of 'spearman's correlation coefficient' and 'kendall's rank correlation coefficient'. the analysis results have shown that in iranian capital market, a joint venture between fund rankings based on omega ratio and real returns.

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Studying the Adjustment Amount of Ranking the Performance of Mutual Funds Based on Omega Ratio and Real Return

One of the main functionalities of capital market is to enhance liquidity in the market. Mutual funds are modern financial institutions which are designed with the aim of absorbing funds from investors and devote them to buy a variety of securities in order to reduce investment risks, exploit the economies of scale and finally make a reasonable return for investors. Regarding effective role of ...

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عنوان ژورنال:
international journal of finance and managerial accounting

جلد ۱، شماره ۴، صفحات ۱۳-۱۹

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