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Chart of the Day: Index vs. The World

Crews Bank & Trust Wealth Management Services 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 US 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

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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Chart of the Day: Stocks since 1980
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Chart of the Day: ETFs Win Again

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