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S&P 500 Wins Again

Crews Bank & Trust Wealth Management Services 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.
Chart of the Day Managing your Wealth

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

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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