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'Past performance is no guarantee of future results,' charted πŸ“Š

www.tker.co

'Past performance is no guarantee of future results,' charted πŸ“Š

Winning fund managers rarely keep winning πŸ“‰

Sam Ro, CFA
Apr 27, 2022
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'Past performance is no guarantee of future results,' charted πŸ“Š

www.tker.co

It’s incredibly difficult to construct a portfolio of stocks in a way that beats the benchmark.

Last month, I reported on S&P Dow Jones Indices (SPDJI) data that showed more than half of U.S. large-cap equity funds underperformed the S&P 500 during each of the last 12 consecutive years.

On Wednesday, SPDJI published their latest Persistence Scorecard, whi…

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