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No More Heydays for Hedge Funds

Samuel A. Kiburz Aug 16, 2022
Chart shows the performance between hedge funds and the S&P 500 from 2014 - 2021.


People may ask, “Why not use hedge funds?” Today's chart comes from Bloomberg and shows us the reason why.  In addition to their typical expense ratio of 2% and 20% of gains above a benchmark, hedge funds have consistently under performed the stock market, denoted by the S&P 500 index, every year since 2014. In fact, they haven’t performed well since their heydays in the 1980s, and even less so since 2007.

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