I don't think anyone here needs the stats about the performance
of active funds vs the index repeated.
Not exact matches
Note: «NAAIM» is the National Association
of Active Investment Managers (Note, I know MMF is money market
funds but I'm not sure what the rest
of the metric represents other than its some measure
of investor portfolio cash
vs stock holdings).
Those fees will be taken out
of the performance
of the
fund, so it's apples
vs oranges to compare an
active mutual
fund you have purchased through an advisor with a do - it - yourself ETF.
I wrote and released a book, in addition to all the other stuff going on in my life like being a dad, holding down a full - time job, taking on freelance / coaching clients, etc. 1 So I did not have much time left for
active investing, and that was one factor in putting in a rather shoddy under - performance
of 8.6 %
vs my benchmark
of a 50/50 mix
of the Canadian and S&P 500 e-series
funds which pulled in almost double: 16.7 %.
Gary is interviewed about the continuing and lively debate about passive index investing
vs active investing, either via
active managed
funds of directly in the stock market.
What about annual management expenses
of active vs passive
funds?
In the large - cap blended
funds analysis, the Morningstar researchers found that the 10 - year trailing returns (as
of Dec. 31, 2015) were 7.2 % for passive
funds vs 5.9 % for
active funds.