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Chart of the Day: Index vs. The World

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer May 24, 2023
chart shows world map with percentage of active funds outperformed by benchmarks over 1-, 3-, and 5-year periods

Contents

Over the last five years, 87% of actively managed funds in the U.S. underperformed their index. Today’s Chart of the Day from S&P Global shows this trend also holds true around the world. Why? It is because underperformance by active managers is not from lack of skill, but is structural, and spans across all markets. Visit our previous post for more information on why indexing works.
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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Chart of the Day: Stocks since 1980
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Chart of the Day: ETFs Win Again

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