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Chart of the Day: Equal Weight for an Even More Incredible Win

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jul 20, 2023
three blue pie charts showing under performance and out performance of three different funds

Contents


Today’s Chart of the Day is from S&P Global. If you follow my posts, you will not be surprised that over the last 20 years the S&P 500 index, where larger companies make up more of the index than smaller ones, beat actively managed funds an incredible 92.4% of the time. That is a high bar to beat.The S&P 500 Equal Weight Index, in which regardless of the size of the company, each company makes up the same amount, had an even more incredible 98.6%-win rate! The past is no predictor of the future, but it is good to keep in mind when you are “shopping” or “being sold” investments.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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