DALBAR Study Shows Trump Rally Left Average Investor Behind – New QAIB Study Examines the Roller Coaster Year of 2016

DALBAR Study Shows Trump Rally Left Average Investor Behind – New QAIB Study Examines the Roller Coaster Year of 2016

(Boston, MA. April 4, 2017) The year 2016 challenged investors’ resolve. Indices flirted with all-time highs while at the same time geopolitical events made fear an ever-present emotion investors had to manage.

DALBAR has been analyzing investor returns for over 20 years and found once again that the average investor did not realize returns that were on par with general market indices.  For the 12 months ended December 30, 2016, the S&P 500 index produced an impressive annual return of 11.96%, while the average equity mutual fund investor earned only 7.26%, a gap of 4.70 percentage points. This underperformance is most […] Read more