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:

  • 57.54% of funds underperformed the S&P Brazil BMI.

In the last 3 years:

  • 96.20% of funds underperformed the S&P Brazil BMI.

In the last 5 years:

  • 78.86% of funds underperformed the S&P Brazil BMI.

In the last 10 years:

  • 88.49% of funds underperformed the S&P Brazil BMI.


In the US (S&P 500 index):

In the last 3 years: 

  • 74.27% of funds underperformed the S&P 500.

In the last 5 years:

  • 86.51% of funds underperformed the S&P 500.

In the last 10 years:

  • 91.41% of funds underperformed the S&P 500.

In the last 15 years:

  • 93.40% of funds underperformed the S&P 500.

In Europe (S&P Europe 350 index):

In the last 12 months:

  • 88.84% of funds underperformed the S&P Europe 350.

In the last 3 years:

  • 79.81% of funds underperformed the S&P Europe 350.

In the last 5 years:

  • 87.77% of funds underperformed the S&P Europe 350.

In the last 10 years:

  • 87.81% 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:

  • 65.32% of funds underperformed the S&P/ASX 200.

In the last 5 years:

  • 81.18% of funds underperformed the S&P/ASX 200.

In the last 10 years:

  • 78.22% of funds underperformed the S&P/ASX 200.

In the last 15 years:

  • 83.57% of funds underperformed the S&P/ASX 200.

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

In the last 12 months:

  • 75.65% of funds underperformed the S&P/TOPIX 150.

In the last 3 years:

  • 76.40% of funds underperformed the S&P/TOPIX 150.

In the last 5 years:

  • 83.94% of funds underperformed the S&P/TOPIX 150.

In the last 10 years:

  • 86.18% of funds underperformed the S&P/TOPIX 150.

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

In the last 12 months:

  • 67.39% of funds underperformed the S&P/BMV IRT.

In the last 3 years:

  • 78.72% of funds underperformed the S&P/BMV IRT.

In the last 5 years:

  • 79.55% of funds underperformed the S&P/BMV IRT.

In the last 10 years:

  • 77.50% 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:

  • 52.17% of funds underperformed the S&P Pan Arab Composite.

In the last 3 years:

  • 63.33% of funds underperformed the S&P Pan Arab Composite.

In the last 5 years:

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

In the last 10 years:

  • 91.43% of funds underperformed the S&P Pan Arab Composite.

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

In the last 12 months:

  • 40.10% of funds underperformed the S&P South Africa DSW Capped.

In the last 3 years:

  • 39.39% of funds underperformed the S&P South Africa DSW Capped.

In the last 5 years:

  • 51.90% of funds underperformed the S&P South Africa DSW Capped.

In the last 10 years:

  • 72.26% of funds underperformed the S&P South Africa DSW Capped.

In Chile (S&P Chile BMI index):

In the last 12 months:

  • 91.67% of funds underperformed the S&P Chile BMI.

In the last 3 years:

  • 79.49% of funds underperformed the S&P Chile BMI.

In the last 5 years:

  • 95.12% of funds underperformed the S&P Chile BMI.

In the last 10 years:

  • 97.83% of funds underperformed the S&P Chile BMI.

In India (S&P BSE 100 index):

In the last 12 months:

  • 90.91% of funds underperformed the S&P BSE 100.

In the last 3 years:

  • 83.87% of funds underperformed the S&P BSE 100.

In the last 5 years:

  • 89.06% of funds underperformed the S&P BSE 100.

In the last 10 years:

  • 67.36% of funds underperformed the S&P BSE 100.

WHO WE ARE:

TRENDSET Financial Education.
www.trendsetconsulting.com/en
Hamilton, New Zealand
whatsapp: +64 212284022
arthur@trendset.com.br
Podcast: anchor.fm/TRENDSETConsulting

Made in New Zealand from important and local ingredients.
©2000-2023. All rights reserved.