"U.S. Persistence Scorecard"

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Taylor Larimore
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Joined: Tue Feb 27, 2007 7:09 pm
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"U.S. Persistence Scorecard"

Post by Taylor Larimore »

Bogleheads:

The latest SPIVA Scorecard contains the most current and reliable data comparing actively managed funds vs. their index benchmarks. Below is a Summary :
The U.S. Persistence Scorecard shows that regardless of asset
class or style focus, active management outperformance is typically
short-lived, with few funds consistently outranking their peers or
benchmarks.
Bogleheads will be wise to use this data for their advantage.

https://www.spglobal.com/spdji/en/docum ... d-2021.pdf

Best wishes.
Taylor
Jack Bogle's Words of Wisdom: "I favor the all-market index index fund as the best choice for most investors." "Never think you know more than the market. Nobody does."

"Simplicity is the master key to financial success." -- Jack Bogle
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