% of Large Cap Active Funds Outperforming Russell 1000 Benchmarks in May Best May in history for actively managed large-cap funds. But can active large-cap funds outperform benchmark over a full market cycle? Image: BofA US Equity & Quant Strategy
Performance – % of Active Funds Lagging Behind S&P 1500 It seems really hard to beat the market for active managers. Image: Financial Times
Performance – % of Large-Cap Active Funds that Outperformed their Russell 1000 Benchmarks in January January was a tough month for large-cap active funds. Image: BofA Global Investment Strategy
Percentage of Active Funds Beating the Benchmark The chart shows how difficult it is for most active funds to beat the benchmark over time. Image: BofA US Equity and Quant Strategy
U.S. Active Fund Managers vs. Benchmarks It is hard for active fund managers to beat their benchmarks over the long term. Image: Financial Times
Passive Over Active Funds History suggests that investor outflows from active funds are smallest after periods of high policy uncertainty. Image: Goldman Sachs Global Investment Research
U.S. Equity Funds Split Between Active and Passive Strategies Can active funds beat passive funds in a recovering U.S. economy? Image: Financial Times
Share of Passive vs. Active Equity Funds Passive equity funds should surpass active by 2022, as active equity funds exhibit persistent outflows. Image: BofA Global Investment Strategy
U.S. Domiciled Funds: Active vs. Passive as a % of Assets Under Management Active has lost for the last 10 years. Image: BofA US Equity & Quant Strategy
Flows by Year into Active vs. Passive Funds Passive has won and now accounts for 46% of all U.S. domiciled fund assets. Image: BofA US Equity & Quant Strategy