All returns are for the period ending December 31, 2016.

Purchase of the Full Study includes unlimited rights to use all of the charts and data in a firm's marketing materials, as well as the following information:

  • Analysis of investor returns versus the S&P 500 since 1985
  • One-year investor return data since 1985
  • An explanation of how investor returns are calculated

You can get this report for free with the purchase of the full version of the Active Vs. Passive Investor Returns Report. Learn more here.



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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.