Equity funds underperform the average market index! See statistics from 11 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:

  • 76.05% of funds underperformed the S&P Brazil BMI.

In the last 3 years:

  • 76.56% of funds underperformed the S&P Brazil BMI.

In the last 5 years:

  • 74.55% of funds underperformed the S&P Brazil BMI.

In the last 10 years:

  • 92.31% of funds underperformed the S&P Brazil BMI.


In the US (S&P 500 index):

In the last 3 years: 

  • 79.80% of funds underperformed the S&P 500.

In the last 5 years:

  • 86.58% of funds underperformed the S&P 500.

In the last 10 years:

  • 85.61% of funds underperformed the S&P 500.

In the last 15 years:

  • 92.19% of funds underperformed the S&P 500.

In Europe (S&P Europe 350 index):

In the last 12 months:

  • 86.67% of funds underperformed the S&P Europe 350.

In the last 3 years:

  • 83.01% of funds underperformed the S&P Europe 350.

In the last 5 years:

  • 91.19% of funds underperformed the S&P Europe 350.

In the last 10 years:

  • 89.70% of funds underperformed the S&P Europe 350.

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

In the last 12 months:

  • 51.90% of funds underperformed the S&P/TSX Composite.

In the last 3 years:

  • 83.80% of funds underperformed the S&P/TSX Composite.

In the last 5 years:

  • 93.20% of funds underperformed the S&P/TSX Composite.

In the last 10 years:

  • 84.90% of funds underperformed the S&P/TSX Composite.

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

In the last 3 years:

  • 57.43% of funds underperformed the S&P/ASX 200.

In the last 5 years:

  • 80.86% of funds underperformed the S&P/ASX 200.

In the last 10 years:

  • 79.14% of funds underperformed the S&P/ASX 200.

In the last 15 years:

  • 80.89% of funds underperformed the S&P/ASX 200.

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

In the last 12 months:

  • 67.76% of funds underperformed the S&P/TOPIX 150.

In the last 3 years:

  • 77.23% of funds underperformed the S&P/TOPIX 150.

In the last 5 years:

  • 90.40% of funds underperformed the S&P/TOPIX 150.

In the last 10 years:

  • 81.94% of funds underperformed the S&P/TOPIX 150.

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

In the last 12 months:

  • 67.44% of funds underperformed the S&P/BMV IRT.

In the last 3 years:

  • 70.13% of funds underperformed the S&P/BMV IRT.

In the last 5 years:

  • 77.27% of funds underperformed the S&P/BMV IRT.

In the last 10 years:

  • 85.00% 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:

  • 18.18% of funds underperformed the S&P Pan Arab Composite.

In the last 3 years:

  • 58.62% of funds underperformed the S&P Pan Arab Composite.

In the last 5 years:

  • 68.97% of funds underperformed the S&P Pan Arab Composite.

In the last 10 years:

  • 90.91% of funds underperformed the S&P Pan Arab Composite.

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

In the last 12 months:

  • 47.50% of funds underperformed the S&P South Africa DSW Capped.

In the last 3 years:

  • 45.37% of funds underperformed the S&P South Africa DSW Capped.

In the last 5 years:

  • 49.76% of funds underperformed the S&P South Africa DSW Capped.

In the last 10 years:

  • 69.78% of funds underperformed the S&P South Africa DSW Capped.

In Chile (S&P Chile BMI index):

In the last 12 months:

  • 24.39% of funds underperformed the S&P Chile BMI.

In the last 3 years:

  • 68.89% of funds underperformed the S&P Chile BMI.

In the last 5 years:

  • 67.35% of funds underperformed the S&P Chile BMI.

In the last 10 years:

  • 93.02% of funds underperformed the S&P Chile BMI.

In India (S&P BSE 100 index):

In the last 12 months:

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

In the last 3 years:

  • 96.67% of funds underperformed the S&P BSE 100.

In the last 5 years:

  • 93.75% of funds underperformed the S&P BSE 100.

In the last 10 years:

  • 67.91% of funds underperformed the S&P BSE 100.

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