Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia

This open access book presents contributions on a wide range of scientific areas originating from the BUiD Doctoral Research Conference (BDRC 2023)

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Bibliographic Details
Main Author: Hamdan, Rana Subhi (author)
Other Authors: Al-Malkawi, Husam-Aldin N. (author)
Published: 2024
Subjects:
Online Access:https://bspace.buid.ac.ae/handle/1234/2549
https://link.springer.com/chapter/10.1007/978-3-031-56121-4_43
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author Hamdan, Rana Subhi
author2 Al-Malkawi, Husam-Aldin N.
author2_role author
author_facet Hamdan, Rana Subhi
Al-Malkawi, Husam-Aldin N.
author_role author
dc.creator.none.fl_str_mv Hamdan, Rana Subhi
Al-Malkawi, Husam-Aldin N.
dc.date.none.fl_str_mv 2024-04-05T11:51:43Z
2024-04-05T11:51:43Z
2024
dc.identifier.none.fl_str_mv Hamdan, R.S., Al-Malkawi, HA.N. (2024). Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia. In: Al Marri, K., Mir, F.A., David, S.A., Al-Emran, M. (eds) BUiD Doctoral Research Conference 2023. Lecture Notes in Civil Engineering, vol 473. Springer, Cham. https://doi.org/10.1007/978-3-031-56121-4_43
Print: 978-3031561207 Online: 978-3031561214
https://bspace.buid.ac.ae/handle/1234/2549
https://link.springer.com/chapter/10.1007/978-3-031-56121-4_43
dc.language.none.fl_str_mv en
dc.publisher.none.fl_str_mv SpringerLink
dc.relation.none.fl_str_mv https://link.springer.com/chapter/10.1007/978-3-031-56121-4_43
dc.subject.none.fl_str_mv Saudi mutual funds, risk-adjusted measures, global financial crisis
dc.title.none.fl_str_mv Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
dc.type.none.fl_str_mv Conference paper
description This open access book presents contributions on a wide range of scientific areas originating from the BUiD Doctoral Research Conference (BDRC 2023)
id budr_e5672ff2ff2f16ae3cbd83360350910e
identifier_str_mv Hamdan, R.S., Al-Malkawi, HA.N. (2024). Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia. In: Al Marri, K., Mir, F.A., David, S.A., Al-Emran, M. (eds) BUiD Doctoral Research Conference 2023. Lecture Notes in Civil Engineering, vol 473. Springer, Cham. https://doi.org/10.1007/978-3-031-56121-4_43
Print: 978-3031561207 Online: 978-3031561214
language_invalid_str_mv en
network_acronym_str budr
network_name_str The British University in Dubai repository
oai_identifier_str oai:bspace.buid.ac.ae:1234/2549
publishDate 2024
publisher.none.fl_str_mv SpringerLink
repository.mail.fl_str_mv
repository.name.fl_str_mv
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spelling Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi ArabiaHamdan, Rana SubhiAl-Malkawi, Husam-Aldin N.Saudi mutual funds, risk-adjusted measures, global financial crisisThis open access book presents contributions on a wide range of scientific areas originating from the BUiD Doctoral Research Conference (BDRC 2023)Purpose – This paper is an attempt to analyze the performance of the Saudi equity diversified fund on the basis of return and risk evaluation before, during and after the global financial crisis (GFC). Methodology – The study uses secondary data of 12 Saudi mutual funds from Jan 2000 until Dec 2018. The analysis is conducted by assessing various performance and statistical measures including average return, standard deviation, Sharpe ratio, Treynor ratio, and Information ratio (IR), and M2 measure. The outcomes of these measures are compared with a benchmark, i.e. the stock market index Tadawul. Findings – The results show that funds managers showed good decisions attempts during the crisis to minimize investors losses as the majority of the funds had positive IR during the crisis. Although the crisis had negative effect on MFs in Saudi Arabia, they outperformed the market. Riyad Saudi Equity Fund and Saudi Fransi Saudi Istithmar Equity Fund outperformed all other fund in the sample during the crisis, Research Implications – This study would be useful for new investors who want to start investing in funds with good history of investment and portfolio management during the financial crises. For decision makers of Riyad Saudi Equity Fund and Saudi Fransi Saudi Istithmar Equity Fund, to find out the reasons for their superiority during the crisis period, and the relapse they experienced after the end of the crisis at a time when the rest of the mutual funds in the sample recovered. Originality/Value – The study is valuable to investors as it increases their knowledge about Saudi Arabia funds, which are attractive source of investing, since they still can offer a good return and perform better than the market, especially during crisis.SpringerLink2024-04-05T11:51:43Z2024-04-05T11:51:43Z2024Conference paperHamdan, R.S., Al-Malkawi, HA.N. (2024). Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia. In: Al Marri, K., Mir, F.A., David, S.A., Al-Emran, M. (eds) BUiD Doctoral Research Conference 2023. Lecture Notes in Civil Engineering, vol 473. Springer, Cham. https://doi.org/10.1007/978-3-031-56121-4_43Print: 978-3031561207 Online: 978-3031561214https://bspace.buid.ac.ae/handle/1234/2549https://link.springer.com/chapter/10.1007/978-3-031-56121-4_43enhttps://link.springer.com/chapter/10.1007/978-3-031-56121-4_43oai:bspace.buid.ac.ae:1234/25492024-04-16T05:42:15Z
spellingShingle Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
Hamdan, Rana Subhi
Saudi mutual funds, risk-adjusted measures, global financial crisis
title Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
title_full Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
title_fullStr Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
title_full_unstemmed Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
title_short Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
title_sort Performance of Mutual Fund During the Global Financial Crisis: Evidence from Saudi Arabia
topic Saudi mutual funds, risk-adjusted measures, global financial crisis
url https://bspace.buid.ac.ae/handle/1234/2549
https://link.springer.com/chapter/10.1007/978-3-031-56121-4_43