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Only 9.5% of Actively Managed Large-Cap Funds Beat the S&P 500 Over the Past 5 Years
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Only 9.5% of Actively Managed Large-Cap Funds Beat the S&P 500 Over the Past 5 Years

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Demography Unplugged
Sep 23, 2016
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Demography Unplugged
Demography Unplugged
Only 9.5% of Actively Managed Large-Cap Funds Beat the S&P 500 Over the Past 5 Years
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New data show that just 9.5% of U.S. actively managed large-cap funds beat the S&P 500 over the past five years, their worst performance since 1999. It’s no wonder that many investors believe they get more bang for their buck with passive management.

—Bloomberg Business

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