US Active/Passive Barometer Report: H1 2026
Opportunities for active managers to succeed have been slim in the past year.
Both active and passive investment strategies have their benefits and drawbacks for investors, and choosing between active vs. passive management strategies should align with an individual’s investing goals. With recent market conditions proving volatile, active funds have struggled greatly during 2025, with just 38% of active strategies surviving and beating their asset-weighted average passive counterparts, which is a drop of 4 percentage points from a year earlier. Should investors choose passive management over active management?
Our latest edition of the US Active/Passive Barometer report analyzes nearly 9,248 mutual funds and exchange-traded funds across categories and asset allocation, including success rates, annualized excess returns, and more.
Download the report to understand the investing risk and potential return across active and passive funds for your investment portfolio.
