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S&P 500 Wins Again

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

Contents

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

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

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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