by Tom Roseen.
U.S. investors pushed equity funds to their worst quarterly performance since Q4 2008 in Q1 2020 as a novel coronavirus played havoc on the world’s citizens and an oil reduction dispute between Saudi Arabia and Russia and a subsequent decline in global oil demand sent oil prices to an 18-year low. For Q1 2020, the average equity fund posted a 22.33% decline, with Lipper’s Alternative Equity Funds macro-classification (-4.56%) mitigating losses better than the other six major equity groups for the first quarter in five. In this segment, I highlight the Q1 and March 2020 performance results for equity mutual funds and ETFs.
Click here or the Download Full Report link in the upper right-hand column of this page to download the First Quarter 2020 FundMarket Insight Report: Equity Funds Post Worst Quarterly Returns Since Q4 2008.
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