The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Bonds & Fixed Income Investments

URL:  http://boards.fool.com/quothow-is-that-the-standard-amp-poors-500-29521619.aspx

Subject:  Re: Investing for Dividends? Date:  9/4/2011  1:38 PM
Author:  LONGREITS Number:  33271 of 35400

"How is that the Standard & Poor’s 500 index can turn in a return of 11.80% for the period 1987-2006 and yet individual stock mutual fund investors earned a dismal 4.30%? This is not an anomaly. Historical data indicates that individual investors consistently and significantly underperform the returns of the overall market."

This is called the Dalbar study.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us