Chart o’ the Day: Only a Quarter of Funds Beat the Market this Year

The Equity and Quant Strategy group at Bank of America Merrill Lynch updates us on the latest data about active manager performance. Year-to-date, it’s been very difficult for US stock pickers. When benchmarked against the Russell 1000 large cap index, a shockingly small number of funds are above the bogey…

Year to date, 25% of managers beat the
benchmark. Core managers did best, with
27% beating the benchmark. Value
manager had an 11% hit rate. 20% of
Growth managers beat the benchmark.

Screen Shot 2014-08-09 at 9.54.58 AM

For some perspective, 37% of managers have been able to beat the market over the last 12 months, so 25% is a really bad showing.

Savita Subramanian & Co do note that July was a good period for active managers, however, as 53% of managers got above their benchmark for the month. Is this the start of something new or just an anomaly during a very tough year?


Active Managers Improved Results in July
Bank of America Merrill Lynch – August 8th 2014

What's been said:

Discussions found on the web
  1. Tracy commented on Jan 22



  2. Peter commented on Jan 31


    ñïñ çà èíôó!

  3. arturo commented on Jan 31


    ñïñ çà èíôó.

  4. alfonso commented on Jan 31



  5. Jerry commented on Jan 31


    thanks for information.

  6. casey commented on Jan 31


    thanks for information!

  7. warren commented on Feb 02



  8. bitcoin loophole review commented on Sep 13

    … [Trackback]

    […] There you will find 52402 more Info on that Topic: […]

  9. click here commented on Sep 14

    … [Trackback]

    […] Read More here to that Topic: […]

  10. commented on Sep 18

    … [Trackback]

    […] Find More to that Topic: […]

  11. blazing trader review commented on Sep 28

    … [Trackback]

    […] Here you will find 92358 more Information on that Topic: […]

  12. Digital Transformation commented on Jan 17

    … [Trackback]

    […] Find More Information here to that Topic: […]

  13. cheap wigs commented on Jan 22

    … [Trackback]

    […] Info to that Topic: […]