Jason Evans, CFP®
@jasonaevans.bsky.social
Advice Only Financial Planner. Helping Canadians 50+ prepare for a secure retirement.
The vast majority of mutual funds that try to beat the market FAIL to do so over the long-term.
The percent of funds that UNDER perform over a 10-year period:
Canadian Equity - 94.57%
US Equity - 94.83%
International Equity - 94.29%
Source: SPIVA Canada Mid-Year 2023 Scorecard
The percent of funds that UNDER perform over a 10-year period:
Canadian Equity - 94.57%
US Equity - 94.83%
International Equity - 94.29%
Source: SPIVA Canada Mid-Year 2023 Scorecard
February 6, 2024 at 3:42 PM
The vast majority of mutual funds that try to beat the market FAIL to do so over the long-term.
The percent of funds that UNDER perform over a 10-year period:
Canadian Equity - 94.57%
US Equity - 94.83%
International Equity - 94.29%
Source: SPIVA Canada Mid-Year 2023 Scorecard
The percent of funds that UNDER perform over a 10-year period:
Canadian Equity - 94.57%
US Equity - 94.83%
International Equity - 94.29%
Source: SPIVA Canada Mid-Year 2023 Scorecard