For the period ending 12/31/2019, this report provides readers with the following:

  • Returns for the following categories of investors:
    • Average Equity Fund Investor
    • Average Fixed Income Fund Investor
    • Average Asset Allocation Investor
    • Relevant indices
  • Unlimited rights to use all of the charts and data in a firm's customized communications
  • Retention Rates over the last 20 years
  • Investor Behavior Infographic
  • One-year investor return data since 1985
  • An explanation of how investor returns are calculated

Copyright Restrictions
Purchasers of this report do not need to buy the "Copyrights Add-on" as those copyrights are included with this full version. Rights to use portions of the content of this report are granted on the condition the user makes required regulatory disclosures and sources QAIB and DALBAR as appropriate. Rights to redistribute printed or electronic copies of this complete report to clients is not permissible. Rights to post this report to the world wide web is not permissible. These rights are conveyed to purchasers for their own use and are limited to their own specific publications.

Compare QAIB Editions


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