Product Tour
visual examples | skittish investors?
download the packaged workbook
download the workbook with the data behind this visualization. Create your own visualizations with Tableau Desktop. Or use free Reader to filter, view and interact with the visualizations.
Download Packaged Workbook +download the software
sign up for a free trial of Tableau Desktop. Or, download your free copy of Tableau Reader. Either way, you'll be off and running analyzing visualizing using any of our packaged workbooks.
Get Tableau Reader + 
Mutual Funds Over Time: Tracking Skittish Investors’ Change in Investment Inflows vs Mutual Funds’ Value
Ever wondered how skittish investors in mutual funds are? This analysis shows the change in dollars going into Mutual Funds versus the change in the market value of mutual funds, over time. Notice the trend from 2000 to 2002 (the dot.com crash): Mutual Fund Values were dropping abruptly in value from 1999 to 2000 but investors were still increasing their money in. By 2001, Fund values were dropping more slowly but Investors now dramatically cut back on dollars going in. And by 2002, Funds hit 2 new 15 year lows: values again dropped and investors decreased their money going in. In 2003, there was recovery: values started climbing and investors started putting their money back in. Another way to look at it: data points in the upper right quadrant indicate years where market change and money flow were positive; the upper left quadrant were years when market change was negative but money flow was still positive. The lower left quadrant is when both market change and money flow were negative. This is a classic use of Tableau’s Path Shelf: to understand the relationship between two variables over time.
Tags: Securities, Mutual Funds, Economics
