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S&P 500 Wins Again

Samuel A. Kiburz Mar 16, 2022
chart shows the percentage of funds that underperformed the S&P 500 in the last 12 years.

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This chart from an article in today’s Wall Street Journal shows the percentage of funds that underperformed the S&P 500 in the last 12 years. Again, passive indexes beat 85% of the active managers last year, and the majority have done so for 12 consecutive years. This is one of the reasons why we champion passive index funds. 

Notable quote from the article: “The average return last year of large-cap U.S. funds was 5% lower than that of the S&P 500,” which is a sizable percentage in the investment world.

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