Get the Average Investor Returns for 22 different classifications of fund investors over the last 10 years! This Periodic Table ranks various Average Fund Investors from highest to lowest for each year.

How you can use this?

See how various fund categories ranked over the years. When faced with similar market challenges, see what categories of average investors held their own.

Copyright Restrictions

Includes unlimited rights to use all of the charts and data in a firm's customized communications. Information may not be posted to the firm's public website.


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