Short funds’ moment in the sun is over

It’s no surprise that dedicated short bias (DSB) funds performed spectacularly through the financial panic triggered by the coronavirus crisis. Most, though, gave up these gains in the weeks since the bear market’s nadir, and only a handful were up for the year by May 31.

Risk Quantum analysed returns data on almost 27,000 US mutual and exchange-traded funds provided by Refinitiv Lipper. Between February 12 and March 23, at the height of the coronavirus panic, funds using a DSB strategy

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact or view our subscription options here:

You are currently unable to copy this content. Please contact to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to View our subscription options

If you already have an account, please sign in here.

You need to sign in to use this feature. If you don’t have a account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here