Music to a Boglehead's Ears

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Gaston
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Joined: Wed Aug 21, 2013 7:12 pm

Music to a Boglehead's Ears

Post by Gaston »

Part 1:Mornintstar published its most recent Active/Passive Barometer report in March 2021. The report compares the performance of active funds against passive funds for 1, 3, 5, 10 and 20-year timeframes. If interested, and if you are willing to give an email address to Morningstar, the report is free. You can find it here. https://www.morningstar.com/lp/active-passive-barometer

Part 2: The most recent SPIVA report is from year-end 2020 and presents a similar analysis. SPIVA = S&P Index Versus Active scorecard. Again, if interested, it is free and you will find it here: https://www.spglobal.com/spdji/en/docum ... d-2020.pdf

Both reports confirm what we Bogleheads already think, but seeing the numbers once in a while is a nice reminder. Enjoy.
“My opinions are just that - opinions.”
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