Equity funds underperform the average market index! See statistics from 12 countries/regions

in the last 12 months, 3, 5 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 the last 12 months:

  • 74.34% of funds underperformed the S&P Brazil BMI.

In the last 3 years:

  • 73.70% of funds underperformed the S&P Brazil BMI.

In the last 5 years:

  • 74.88% of funds underperformed the S&P Brazil BMI.

In the last 10 years:

  • 91.65% of funds underperformed the S&P Brazil BMI.


In the US (S&P 500 index):

In the last 3 years: 

  • 79.78% of funds underperformed the S&P 500.

In the last 5 years:

  • 78.68% of funds underperformed the S&P 500.

In the last 10 years:

  • 87.42% of funds underperformed the S&P 500.

In the last 15 years:

  • 87.98% of funds underperformed the S&P 500.

In Europe (S&P Europe 350 index):

In the last 12 months:

  • 83.02% of funds underperformed the S&P Europe 350.

In the last 3 years:

  • 93.38% of funds underperformed the S&P Europe 350.

In the last 5 years:

  • 90.20% of funds underperformed the S&P Europe 350.

In the last 10 years:

  • 92.31% of funds underperformed the S&P Europe 350.

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

In the last 12 months:

  • 85.33% of funds underperformed the S&P/TSX Composite.

In the last 3 years:

  • 73.61% of funds underperformed the S&P/TSX Composite.

In the last 5 years:

  • 92.96% of funds underperformed the S&P/TSX Composite.

In the last 10 years:

  • 96.63% of funds underperformed the S&P/TSX Composite.

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

In the last 3 years:

  • 69.30% of funds underperformed the S&P/ASX 200.

In the last 5 years:

  • 77.55% of funds underperformed the S&P/ASX 200.

In the last 10 years:

  • 83.33% of funds underperformed the S&P/ASX 200.

In the last 15 years:

  • 85.37% of funds underperformed the S&P/ASX 200.

In New Zealand (S&P/NZX 50 index):

In the last 3 years:

  • 38.10% of funds underperformed the S&P/NZX 50.

In the last 5 years:

  • 47.37% of funds underperformed the S&P/NZX 50.

In the last 10 years:

  • 75.00% of funds underperformed the S&P/NZX 50.

In the last 15 years:

  • 76.92% of funds underperformed the S&P/NZX 50.

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

In the last 12 months:

  • 82.26% of funds underperformed the S&P/TOPIX 150.

In the last 3 years:

  • 77.68% of funds underperformed the S&P/TOPIX 150.

In the last 5 years:

  • 86.21% of funds underperformed the S&P/TOPIX 150.

In the last 10 years:

  • 85.34% of funds underperformed the S&P/TOPIX 150.

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

In the last 12 months:

  • 90.70% of funds underperformed the S&P/BMV IRT.

In the last 3 years:

  • 79.07% of funds underperformed the S&P/BMV IRT.

In the last 5 years:

  • 78.78% of funds underperformed the S&P/BMV IRT.

In the last 10 years:

  • 87.80% of funds underperformed the S&P/BMV IRT.

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

In the last 12 months:

  • 41.67% of funds underperformed the S&P Pan Arab Composite.

In the last 3 years:

  • 40.74% of funds underperformed the S&P Pan Arab Composite.

In the last 5 years:

  • 65.52% of funds underperformed the S&P Pan Arab Composite.

In the last 10 years:

  • 91.18% of funds underperformed the S&P Pan Arab Composite.

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

In the last 12 months:

  • 59.90% of funds underperformed the S&P South Africa DSW Capped.

In the last 3 years:

  • 52.66% of funds underperformed the S&P South Africa DSW Capped.

In the last 5 years:

  • 49.00% of funds underperformed the S&P South Africa DSW Capped.

In the last 10 years:

  • 70.59% of funds underperformed the S&P South Africa DSW Capped.

In Chile (S&P Chile BMI index):

In the last 12 months:

  • 40.60% of funds underperformed the S&P Chile BMI.

In the last 3 years:

  • 65.12% of funds underperformed the S&P Chile BMI.

In the last 5 years:

  • 64.44% of funds underperformed the S&P Chile BMI.

In the last 10 years:

  • 93.18% of funds underperformed the S&P Chile BMI.

In India (S&P BSE 100 index):

In the last 12 months:

  • 51.61% of funds underperformed the S&P BSE 100.

In the last 3 years:

  • 87.50% of funds underperformed the S&P BSE 100.

In the last 5 years:

  • 85.71% of funds underperformed the S&P BSE 100.

In the last 10 years:

  • 62.10% of funds underperformed the S&P BSE 100.

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