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The Industry Scandal - Your Active Managed Fund PDF Print E-mail
Written by Wilfred Ling   
Tuesday, 03 March 2009

As promised, I will reveal the industry's scandal. This scandal is not a secret but regulator as usual turns a blind eye to it: Active managed funds do not outperform their passive managed counterparts. I beleve this will be the next class action lawsuit. Here are the data:

 How many funds underperformed Vanguard European Stock Index?

1 Year
3 Years
5 Years
10 Years
88%
94%
84%
65%
99/112
93/99
79/94
32/49

How many funds underperformed  Vanguard Emerging Market Stock Index?

1 Year
3 Years
5 Years
10 Years
88%
90%
88%
75%
270/306
205/227
168/190
85/113
How many funds underperformed Vanguard Intermediate-Term Treasury?
 
1 Year
3 Years
5 Years
10 Years
98%
99%
100%
99%
359/367
344/346
325/325
226/228
How many funds underperformed  Vanguard Intermediate-Term Bond Index
 
1 Year
3 Years
5 Years
10 Years
?
97%
95%
97%
?/1102
932/963
806/844
437/452
Source: 17 Feb 2009, Morningstar
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