Sentences with phrase «average equity investor»

The S&P 500 has returned an average of 9.1 % annually over the past 20 years, yet the average equity investor earned only 3.8 % annually over that period, says research firm Dalbar.

The latest DALBAR study shows that, over the 30 years that ended Dec. 31, 2014, the average equity investor earned 3.79 per cent while the market returns averaged 11.06 per cent during the same period.

In 2010, when the S&P 500 rose 9.14 %, the average equity investor experienced an annual return of 3.83 %.

«The latest Dalbar QAIB data shows that over the past 20 years, the average equity investor has suffered an aggregate underperformance of nearly 50 percent while the average fixed income investor has suffered an aggregate underperformance of nearly 85 percent.»

DALBAR's update of its Quantitative Analysis of Investor Behavior (QAIB) study found that while the S&P 500 has returned 8.35 % over a 20 year period ending in 2008, the average equity investor earned just 1.87 %, which was less than the inflation rate of 2.89 %.

According to a 2016 Dalbar research study, the average equity investor received a 4.23 % average annual return over the past 10 years ending December 31, 2015.

In most cases, the shortfall is quite stunning and shows that the average equity investor would have been better off investing in bonds (thanks to Larry MacDonald for pointing this out).

The average equity investor has received returns of only 3.66 %.