Tail Risk and the Cross-Section of Mutual Fund Expected Returns

Nikolaos Karagiannis, Konstantinos Tolikas

Research output: Contribution to journalArticlepeer-review

Abstract

We test for the presence of a tail risk premium in the cross-section of mutual fund returns and find that the top tail risk quintile of funds outperforms the bottom by 4.4% per annum. This premium is not simply a reward for market risk, nor do commonly used risk factors offer an adequate explanation. Our findings hold across double-sorted portfolios formed on tail risk and a number of fund characteristics. We also find that funds susceptible to tail risk tend to be small, young, have high management fees, and have managers who do not risk their own capital.
Original languageEnglish
Pages (from-to)425-447
Number of pages23
JournalJournal of Financial and Quantitative Analysis
Volume54
Issue number1
Early online date24 Aug 2018
DOIs
Publication statusPublished - 1 Feb 2019

Bibliographical note

The final publication is available via Cambridge Journals Online at
https://doi.org/10.1017/S0022109018000650

Fingerprint

Dive into the research topics of 'Tail Risk and the Cross-Section of Mutual Fund Expected Returns'. Together they form a unique fingerprint.

Cite this