Out of Gas: Oil, Energy Funds Posted the Worst Returns in the First Quarter of 2020

Among greater stock volatility, ETFs focused on oil, gas and energy had the worst returns over the past three months.

Based on three month returns. Data as of 3/30/2020.

Minimum of $5 million in assets. Excludes leveraged and inverse ETFs.

 

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 US indices, including the widely followed S&P 500 and S&P/Case-Shiller indices. These indices have over $1Trillion 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. 

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