West Loop Financial LLCPoor Active Performance Persists – West Loop Financial LLC https://www.westloopfinancial.com Evolutionize Site Wed, 19 Aug 2020 20:50:49 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Poor Active Performance Persists https://www.westloopfinancial.com/2015/07/13/poor-active-performance-persists/ https://www.westloopfinancial.com/2015/07/13/poor-active-performance-persists/#respond Mon, 13 Jul 2015 09:00:59 +0000 http://evolvemypractice.com/?p=2069 The midyear 2015 Standard & Poor’s Indices Versus Active (SPIVA) persistence scorecard for U.S. equity markets provides yet another example of why—at least when it comes to the overall results of active management relative to their appropriate benchmarks—the past can, in fact, be considered prologue. Here are some of the highlights from the report: Of...

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]]> The midyear 2015 Standard & Poor’s Indices Versus Active (SPIVA) persistence scorecard for U.S. equity markets provides yet another example of why—at least when it comes to the overall results of active management relative to their appropriate benchmarks—the past can, in fact, be considered prologue.

Here are some of the highlights from the report:

  • Of the 682 domestic equity funds in the market’s top quartile as of March 2013, only 5.3 percent had managed to remain there come the end of March 2015. Furthermore, a mere 4.0 percent of large-cap funds, 5.3 percent of midcap funds and 4.7 percent of small-cap funds were able to stay in the top quartile, each of which is less than the randomly expected 6.25 percent.

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