ACTIVE VS PASSIVE MANAGEMENT STATISTICS 2021

Here are the top expert answers (with references) for active vs passive management statistics 2021 based on our research:

SPIVA: 2021 Year-End Active vs. Passive Scorecard

… 28 It found more than 60% of active managers did not surpass their benchmarks across all fixed-income categories during the past 15 years ⁽¹⁾ …

… 28 While passively-managed index funds only constituted 20 percent of the total assets managed by investment companies in the the United States ⁽²⁾ …

In one of the most volatile markets in decades, active fund …

… 1 If there ever was a year active management should have outperformed passive indexed strategies and the first half of should have ⁽³⁾ …

… 25 Active bond management had a very good year equal to that of with 66% of active managers outperforming passive management. This is well ⁽⁴⁾ …

The Cyclical Nature of Active & Passive Investing

… A wider look at the chart reveals active and passive have traded the lead in performance over time like two evenly matched racehorses. From 2000 to 2009 active ⁽⁵⁾ …

… 27 Active managers had a tougher time in corporate bonds (22% success rate) than high-yield bonds (32%). The one-year success rate for active ⁽⁶⁾ …

Active v. Passive? Why It’s Not That Simple Anymore

… 24 Fewer than 15% of active U.S. large-capitalization funds beat the market over the past decade according to data from S&P Global. Meanwhile ⁽⁷⁾ …

… 25 Passive investing and active investing are two contrasting strategies for putting your money to work in markets. Both gauge their success ⁽⁸⁾ …