US Active/Passive Barometer Report: Year-End 2024
Passive investment strategies beat their active counterparts in 2024.
Whether you’re a portfolio manager or retail investor, it can be hard to decide whether an active or passive investing strategy is better for portfolio allocation. Forty-two percent of active strategies survived and beat their asset-weighted average passive counterparts last year, with success rate nuances across categories.
Our latest edition of the US Active/Passive Barometer report analyzes nearly 9,279 mutual funds and exchange-traded funds across categories and asset allocation, including success rates, annualized excess returns, and more.
Get the report to learn how passive investing vs. active investing can influence your investment returns.
