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  • MJG March 2019
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Larry Swedroe: 2018’s Active Vs. Index Scorecard

FYI: Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index benchmarks.
Regards,
Ted
https://www.etf.com/sections/index-investor-corner/swedroe-2018s-active-vs-index-scorecard

Comments

  • MJG
    edited March 2019
    Hi Guys,

    Nothing new here. The performance data remains very persistent in this arena. The few winners in any fund category in any year fail to repeat their outperformance success in the following years. Here is yet another reference that demonstrates that luck is a more significant factor when investing over skill:

    https://www.bloomberg.com/opinion/articles/2019-03-05/s-p-fund-manager-study-shows-luck-a-big-factor-in-outperformance

    Newton's first law of motion states that "An object at rest stays at rest and an object in motion stays in motion with the same speed and in the same direction unless acted upon by an unbalanced force."

    This physical law also seems to apply to investing with an unpredictable infrequency exception of an “unbalanced force”. Good luck on predicting when this “unbalance” perturbation will happen. Over the long haul, being good in the investment universe is just a struggle to stay near the averages. That’s best accomplished by filling a portfolio with Index products.

    That’s much easier and ultimately being more profitable then being skilled, and more likely than being lucky. I’m not a very lucky person. It’s hard not to be fooled by randomness,

    Best Regards
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