B
Evidence Grade B
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Recent
84.9%
84.9% -- percentage of actively managed funds underperforming index 10yr for Canadian equity funds (2025)
84.9% of actively managed Canadian equity funds underperformed their benchmark index over a 10-year period according to the SPIVA Canada Scorecard.
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Lighthouse Research Team
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Source verified
Evidence graded
Value
84.9%
Unit
Percentage
Data Vintage
2025
Entity
Geography
Canada
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
S&P Dow Jones Indices (SPIVA Canada Scorecard)
Primary
Tier B
https://www.qtrade.ca/en/investor/education/investing-articles/experienced-with-investing/What-is-in… ↗
Source Article
What is index investing?
What is index investing?
Index investing is a passive investment strategy that aims to generate returns that are similar to that of a market index, such as the S&P/TSX Composite Index, Dow Jones Industrial Average (DJIA) or Bloomberg Aggregate Bond Index.
Unlike an active investing strategy, which a…
Original Research
S&P Dow Jones Indices (SPIVA Canada Scorecard)
· Original study ↗
Methodology
SPIVA Canada Scorecard data cited by Qtrade
Methodology documented
Segmentation
IndustryInvestment Management
RegionCanada
Cite this stat
Plain Text
Canadian equity funds: 84.9% percentage of actively managed funds underperforming index 10yr. Source: S&P Dow Jones Indices (SPIVA Canada Scorecard) (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/canadian-equity-funds-underperform-10yr
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<blockquote cite="https://lighthousedata.io/data/canadian-equity-funds-underperform-10yr" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>84.9%</strong> -- percentage of actively managed funds underperforming index 10yr for Canadian equity funds<br><small>Source: S&P Dow Jones Indices (SPIVA Canada Scorecard) (2025) · <a href="https://lighthousedata.io/data/canadian-equity-funds-underperform-10yr" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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