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Record W4229616409 · doi:10.24124/2010/bpgub1429

Risk-reward of exchange traded funds: a study of Canadian ETF's

2010· dissertation· en· W4229616409 on OpenAlexaffabout
Carl Overennay

Bibliographic record

Venuenot available
Typedissertation
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Markets and Investment Strategies
Canadian institutionsSelkirk CollegeBritish Columbia Institute of Technology
Fundersnot available
KeywordsEmerging marketsTreynor ratioBusinessCurrencyEquity (law)BRICMonetary economicsFinancial economicsFinancial systemFinanceEconomicsSharpe ratioPortfolio

Abstract

fetched live from OpenAlex

Exchange Traded funds are the fastest growing investment product in capital markets today. Total funds deployed in ETFs are approaching US$700 billion globally which is nearly 15 per cent of $4.5 trillion held in traditional equity mutual funds. This study examines the risk-reward of 74 Canadian ETFs across three major sponsors representing nearly $29 Billion in assets under management for the last 5 years (out of which, the last two years - 2007 and 2008 - witnessed a general decline of the Canadian stock market). The study found the best performing ETFs were international funds especially emerging market funds which witnessed high growth rates in the last decade (especially BRIC countries). Currency-hedged funds also performed relatively better reflecting the role of exchange rates in impacting the returns of cross-border investments. Commodity ETFs generally had shown mixed results: the bear commodity ETFs (reflecting the macro-economic performance) generally did well as compared to bull commodity ETFs. In terms of risk-reward, the results are somewhat different. International and emerging market ETFs performed well in terms of positive and high alphas (excess returns) but also had displayed relatively high risk. In terms of risk-reward, the Canadian and US broad equity ETFs performed well (Treynor ratio of 0.11) while fixed income ETFs had the lowest Treynor ratio (-2.05). In terms of ranking, the currency-hedged ETFs performed relatively better than Canadian sector ETFs. The international and emerging market funds while displaying positive Treynor ratios (risk-reward) were the ETFs with relatively modest performance. --P. iii.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.008
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.033
Threshold uncertainty score0.238

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0010.008
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0030.006
Science and technology studies0.0030.001
Scholarly communication0.0020.001
Open science0.0010.001
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0020.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.038
GPT teacher head0.224
Teacher spread0.186 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2010
Admission routes2
Has abstractyes

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