Here are some useful resources to help you:

SPIVA ScoreCard

  • Do Past Mutual Fund Winners Repeat? Very few funds manage to consistently repeat top-half or top-quartile performance. Read more about the S&P Persistence Scorecard here.
  • A Unique Scorecard for the Active vs Passive Debate. The Indexing vs. Active Management debate has been a contentious subject for decades. This Semi-annual update published by Standard and Poor's offers a comprehensive look at the trend of a large percentage of managers failing to outperform their benchmarks over the long-term. Recent SPIVA SCORECARD





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