Join 924 investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe

Poor Active Performance Persists

The midyear 2015 Standard & Poor’s Indices Versus Active (SPIVA) persistence scorecard for U.S. equity markets provides yet another example of why—at least when it comes to the overall results of active management relative to their appropriate benchmarks—the past can, in fact, be considered prologue.

Here are some of the highlights from the report:

  • Of the 682 domestic equity funds in the market’s top quartile as of March 2013, only 5.3 percent had managed to remain there come the end of March 2015. Furthermore, a mere 4.0 percent of large-cap funds, 5.3 percent of midcap funds and 4.7 percent of small-cap funds were able to stay in the top quartile, each of which is less than the randomly expected 6.25 percent.

Read the rest of the article on ETF.com.

 

We want to hear from you!

Montgomery

866.676.2701
info@jt-am.com
200 Commerce Street
Suite 300
Montgomery, AL 36104
Map

Dothan

334.793.7001
info@jt-am.com
304 Jamestown Boulevard
Dothan, AL 36301
Map

Receive Our Newsletter

Close