B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Dated
76.67%
76.67% -- percentage of funds underperforming benchmark for US mutual funds vs S&P 500 (2021)
76.67% of U.S. mutual funds underperformed the S&P 500 in the 2021 year-end SPIVA report.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
How we verify data →
Source verified
Evidence graded
Value
76.67%
Unit
Percentage
Data Vintage
2021
Entity
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)
Primary
Tier B
https://trendrating.com/better-data-and-tech-for-active-portfolio-managers/ ↗
Source Article
Better Data and Tech for Active Portfolio Managers - Trendrating
[Data is at the core of all decision-making in investment management. The existence of massive sets of new data and information now offers asset and wealth managers competitive opportunities to enhance their investment research and performance. Through the pandemic, or even because of it, the intere…
Original Research
S&P Dow Jones Indices (SPIVA)
· Original study ↗
Methodology
SPIVA year-end 2021 report (S&P Dow Jones Indices), cited via Trendrating interview
Methodology documented
Segmentation
Industryfinance
Cite this stat
Plain Text
US mutual funds vs S&P 500: 76.67% percentage of funds underperforming benchmark. Source: S&P Dow Jones Indices (SPIVA) (2021). Via Lighthouse Intelligence -- https://lighthousedata.io/data/spiva-us-mutual-funds-underperform-2021
HTML Embed
<blockquote cite="https://lighthousedata.io/data/spiva-us-mutual-funds-underperform-2021" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>76.67%</strong> -- percentage of funds underperforming benchmark for US mutual funds vs S&P 500<br><small>Source: S&P Dow Jones Indices (SPIVA) (2021) · <a href="https://lighthousedata.io/data/spiva-us-mutual-funds-underperform-2021" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
Share
Related Statistics
Use this data in your work
Copy the citation, embed the widget, or explore thousands more verified marketing statistics -- all free.