Search Results for: benchmark

% of Large-Cap Mutual Funds Outperforming their Benchmarks 67% of large-cap mutual funds are underperforming their benchmarks year-to-date. Image: Goldman Sachs Global Investment Research

% 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 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

Performance – % of S&P 500 Stocks Outperforming the Benchmark by Year 2020 was a below-average year for market breadth. Stock picking is much easier in a recovery than during a downturn. Image: BofA US Equity & Quant 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

Performance vs. Benchmark Based on Gender of Portfolio Manager This year, women fund managers are beating their male counterparts in picking stocks. Image: Goldman Sachs Global Investment Research

S&P 500 and Large-Cap Funds Outperformance Over Benchmarks Only 28% of large-cap funds are outperforming their benchmarks this year. Image: Goldman Sachs Global Investment Research

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

Chinese 5-Year Benchmark Yield Leads Global Manufacturing PMI Great chart suggesting that the Chinese 5-year benchmark yield leads global manufacturing PMI by 18 months. Image: Nordea and Macrobond

Fed Fund Rate Forecasts Will the Fed raise its benchmark rate by 50 bps in June and July? Image: Goldman Sachs Global Investment Research