Question: I want to invest in pooled funds that are into Philippine stocks. Which of the two would be better for me, mutual funds or unit investment trust funds (UITFs)? Answer: To answer your
Treynor ratio is like the Sharpe ratio in terms of numerator but uses the investment’s volatility versus a benchmark, with such volatility called beta as the denominator. The higher the Treynor ratio, the better.
Only one pooled fund, a UITF, outperformed the PSEi TRI’s 6.65-percent per annum return. That same UITF also had the only positive Jensen’s alpha. In terms of Sharpe ratio, only two MFs were in the top five list, with the rest being UITFs. And in terms of the Treynor ratio, there was only one MF in the top five.There were 26 MFs and UITFs in the 10-year review.
When it comes to tracking errors of equity index funds, the longer the period, the wider the tracking error becomes. Tracking error simply measures how far off the return of an investment is versus its benchmark.You need to figure out what you need to earn based on the future value of your financial goals compared with what you have to start with and what you can periodically add. Performance rankings will vary with the ever-changing investing landscape.
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