Comparative Analysis of Equity Fund, Fixed Income Mutual Fund, and Mixed Mutual Fund
- DOI
- 10.2991/aebmr.k.200606.031How to use a DOI?
- Keywords
- mutual funds, IHSG benchmark
- Abstract
This study aims to find out and describe Stock Mutual Fund, Fix Income Mutual Fund, and Mixed Mutual Fund. This study use a quantitative descriptive approach to describe Mutual Fund’s performance. The study population was the all of the Mutual Fund with the sample of 78 Mutual Fund listed on Otoritas Jasa Keuangan (OJK) in accordance with predetermined criteria. The result of this study indicates that Sharpe and Treynor Method can be implemented in analyzing the performance of Stock Mutual Fund, Fix Income Mutual Fund, and Mixed Mutual Fund. Sharpe and Treynor Method shows the same result (outperform) and support one another. Sharpe and Treynor Method classify the Mutual Funds in two categories, positive and negative. The comparative result between Mutual Fund performance and IHSG benchmark performance shows two different result, outperform and underperform.
- Copyright
- © 2020, the Authors. Published by Atlantis Press.
- Open Access
- This is an open access article distributed under the CC BY-NC license (http://creativecommons.org/licenses/by-nc/4.0/).
Cite this article
TY - CONF AU - Himmiyatul Amanah Jiwa Juwita AU - Risna Wijayanti AU - Toto Rahardjo PY - 2020 DA - 2020/06/09 TI - Comparative Analysis of Equity Fund, Fixed Income Mutual Fund, and Mixed Mutual Fund BT - Proceedings of the 23rd Asian Forum of Business Education(AFBE 2019) PB - Atlantis Press SP - 190 EP - 194 SN - 2352-5428 UR - https://doi.org/10.2991/aebmr.k.200606.031 DO - 10.2991/aebmr.k.200606.031 ID - Juwita2020 ER -