% of Large-Cap Mutual Funds Outperforming their Benchmarks A concerning 69% of large-cap mutual funds have underperformed their benchmarks year-to-date, disappointing investors seeking above-average returns. Image: Goldman Sachs Global Investment Research
% of Large Cap Active Funds Outperforming Russell 1000 Benchmarks in May Best May in history for actively managed large-cap funds. But can active large-cap funds outperform benchmark over a full market cycle? Image: BofA US Equity & Quant Strategy
Performance – % of Large-Cap Active Funds that Outperformed their Russell 1000 Benchmarks in January January was a tough month for large-cap active funds. Image: BofA Global Investment Strategy
Performance – % of S&P 500 Stocks Outperforming the Benchmark by Year 2020 was a below-average year for market breadth. Stock picking is much easier in a recovery than during a downturn. Image: BofA US Equity & Quant Strategy
Percentage of Active Funds Beating the Benchmark The chart shows how difficult it is for most active funds to beat the benchmark over time. Image: BofA US Equity and Quant Strategy
Performance vs. Benchmark Based on Gender of Portfolio Manager This year, women fund managers are beating their male counterparts in picking stocks. Image: Goldman Sachs Global Investment Research
S&P 500 and Large-Cap Funds Outperformance Over Benchmarks Only 28% of large-cap funds are outperforming their benchmarks this year. Image: Goldman Sachs Global Investment Research
U.S. Active Fund Managers vs. Benchmarks It is hard for active fund managers to beat their benchmarks over the long term. Image: Financial Times
Chinese 5-Year Benchmark Yield Leads Global Manufacturing PMI Great chart suggesting that the Chinese 5-year benchmark yield leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond
Arithmetic Average Annual Real Return of S&P 500 over Different Periods U.S. equity investors often look to long-term historical stock market returns as a benchmark, wondering if current returns will revert to their historical averages. Image: Real Investment Advice
Probability of U.S. Recession As Priced Across Asset Classes The S&P 500 suggests a 26% probability of a recession in the United States, reflecting some concerns among investors. Analysts often use the current percentage change in the S&P 500 index to gauge the likelihood of an impending U.S. recession, given historical trends. On average, the…