Equity funds underperform the (average) market index! See surprising statistics from 11 countries/regions...

...in 2021, in the last 3 years, 5 years and 10 years; according to the SPIVA (S&P Indices Versus Active) report.

"Active Investing Strategy vs Passive Investing Strategy"

In Brazil (S&P BMI Brazil index, similar to iBovespa):

In 2021:

  • 60.26% of funds underperformed the S&P Brazil BMI.

In the last 3 years:

  • 65.02% of funds underperformed the S&P Brazil BMI.

In the last 5 years:

  • 77.91% of funds underperformed the S&P Brazil BMI.

In the last 10 years:

  • 86.53% of funds underperformed the S&P Brazil BMI.


In the US (S&P 500 index):

In 2021: 

  • 85.07% of funds underperformed the S&P 500.

In the last 3 years:

  • 67.85% of funds underperformed the S&P 500.

In the last 5 years:

  • 74.10% of funds underperformed the S&P 500.

In the last 10 years:

  • 83.07% of funds underperformed the S&P 500.

In Europe (S&P Europe 350 index):

In 2021:

  • 50.70% of funds underperformed the S&P Europe 350.

In the last 3 years:

  • 72.34% of funds underperformed the S&P Europe 350.

In the last 5 years:

  • 73.24% of funds underperformed the S&P Europe 350.

In the last 10 years:

  • 84.77% of funds underperformed the S&P Europe 350.

In Canada (S&P/TSX Composite index):

In 2021:

  • 59.57% of funds underperformed the S&P/TSX Composite.

In the last 3 years:

  • 94.44% of funds underperformed the S&P/TSX Composite.

In the last 5 years:

  • 95.71% of funds underperformed the S&P/TSX Composite.

In the last 10 years:

  • 83.10% of funds underperformed the S&P/TSX Composite.

In Australia (S&P/ASX 200 index):

In 2021:

  • 42.24% of funds underperformed the S&P/ASX 200.

In the last 3 years:

  • 62.65% of funds underperformed the S&P/ASX 200.

In the last 5 years:

  • 73.45% of funds underperformed the S&P/ASX 200.

In the last 10 years:

  • 79.82% of funds underperformed the S&P/ASX 200.

In Japan (S&P/TOPIX 150 index):

In 2021:

  • 58.13% of funds underperformed the S&P/TOPIX 150.

In the last 3 years:

  • 70.53% of funds underperformed the S&P/TOPIX 150.

In the last 5 years:

  • 77.40% of funds underperformed the S&P/TOPIX 150.

In the last 10 years:

  • 79.40% of funds underperformed the S&P/TOPIX 150.

In Mexico (S&P/BMV IRT index):

In 2021:

  • 97.83% of funds underperformed the S&P/BMV IRT.

In the last 3 years:

  • 91.49% of funds underperformed the S&P/BMV IRT.

In the last 5 years:

  • 83.72% of funds underperformed the S&P/BMV IRT.

In the last 10 years:

  • 86.11% of funds underperformed the S&P/BMV IRT.

 In the Middle East and North Africa (S&P Pan Arab Composite index):

In 2021:

  • 70.00% of funds underperformed the S&P Pan Arab Composite.

In the last 3 years:

  • 93.55% of funds underperformed the S&P Pan Arab Composite.

In the last 5 years:

  • 94.29% of funds underperformed the S&P Pan Arab Composite.

In the last 10 years:

  • 92.68% of funds underperformed the S&P Pan Arab Composite.

In South Africa (S&P South Africa DSW Capped index):

In 2021:

  • 46.89% of funds underperformed the S&P South Africa DSW Capped.

In the last 3 years:

  • 44.28% of funds underperformed the S&P South Africa DSW Capped.

In the last 5 years:

  • 55.88% of funds underperformed the S&P South Africa DSW Capped.

In the last 10 years:

  • 73.28% of funds underperformed the S&P South Africa DSW Capped.

In Chile (S&P Chile BMI index):

In 2021:

  • 64.86% of funds underperformed the S&P Chile BMI.

In the last 3 years:

  • 65.00% of funds underperformed the S&P Chile BMI.

In the last 5 years:

  • 87.50% of funds underperformed the S&P Chile BMI.

In the last 10 years:

  • 97.78% of funds underperformed the S&P Chile BMI.

In India (S&P BSE 100 index):

In 2021:

  • 86.21% of funds underperformed the S&P BSE 100.

In the last 3 years:

  • 86.67% of funds underperformed the S&P BSE 100.

In the last 5 years:

  • 82.72% of funds underperformed the S&P BSE 100.

In the last 10 years:

  • not there yet

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