The effects of the coronavirus crisis on the economy are evident in how ETFs have performed over the past three months. With much of the country in lockdown over the past two months, and the stock market swinging wildly over that time, the funds that have performed the best focused on safe haven commodities like gold and sectors like health care. Bond funds and online retail funds also saw positive returns.
Based on three-month returns. Data as of 5/4/2020.
Excludes leveraged and inverse ETFs. Minimum of $5 million in net assets.
Aniket Ullal is VP, ETF data and analytics for CFRA, one of the world’s largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF data and analytics that was acquired by CFRA in August 2019.
Prior to starting First Bridge, he had product management responsibility for S&P’s U.S. indexes, including the widely followed S&P 500 and S&P/Case-Shiller indexes. These indexes have over $1 trillion in ETF assets tracking them.
Aniket is the author of ETF Investment Strategies (McGraw-Hill, 2013). He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad.