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: 

  • 85.88% of funds underperformed the S&P 500.

In the last 5 years:

  • 84.47% of funds underperformed the S&P 500.

In the last 10 years:

  • 90.03% of funds underperformed the S&P 500.

In the last 15 years:

  • 89.38% 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:

  • 42.47% of funds underperformed the S&P/TSX Composite.

In the last 3 years:

  • 83.33% of funds underperformed the S&P/TSX Composite.

In the last 5 years:

  • 96.39% of funds underperformed the S&P/TSX Composite.

In the last 10 years:

  • 82.29% of funds underperformed the S&P/TSX Composite.

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

In the last 3 years:

  • 50.30% of funds underperformed the S&P/ASX 200.

In the last 5 years:

  • 73.62% of funds underperformed the S&P/ASX 200.

In the last 10 years:

  • 77.23% of funds underperformed the S&P/ASX 200.

In the last 15 years:

  • 82.93% 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 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 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 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 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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