Xiaomi EV Deliveries Surpass 600,000 Units as SU7 and YU7 Drive Strong Growth 
AbbVie Sues HHS Over Medicare Price Controls on Botox Under Inflation Reduction Act 
Converse Cuts Corporate Jobs as Nike Restructures to Revive Sales Growth 
Ancora Holdings Builds $200M Stake in Warner Bros Discovery, Targets Netflix Asset Sale Plan 
Gates Foundation Denies Financial Ties to Jeffrey Epstein Following DOJ Email Release 
GE Aerospace Expands Singapore Engine Repair Hub with Automation and AI to Tackle Aviation Bottlenecks 
CBA Shares Surge After Record Half-Year Profit as Rate Outlook Improves 
FTC Questions Apple News Over Alleged Bias Against Conservative Media 
Cloudflare Forecasts Strong Revenue Growth as AI Fuels Cloud Services Demand 
Russia Signals Further Restrictions on Telegram Amid Ongoing Regulatory Disputes 
Instagram CEO Defends Platform in Youth Mental Health Lawsuit Over Social Media Addiction Claims 
Ralph Lauren Unveils Elegant Fall 2026 Women’s Collection Ahead of New York Fashion Week 
ANZ Shares Hit Record High After Strong Q1 Profit and Cost-Cutting Gains 
Westpac (ASX: WBC) Q1 Profit Rises 6% as Lending Growth and Treasury Income Strengthen Earnings 
Petrobras Posts Record Oil Exports as Production Surge Fuels Global Expansion 
Boeing Reports Major Supply Chain Quality Improvements After Spirit AeroSystems Deal 
U.S. Judge Allows Jeffrey Epstein Sex Trafficking Lawsuit Against Bank of America to Proceed 
Marlborough, MA, April 12, 2018 -- (Marlborough, MA. April 9, 2018) A study by DALBAR, Inc. shows that the average equity fund investor was able to navigate a friendly 2017 market but could not keep it up throughout the year. At the end of September the average equity fund investor was outperforming the S&P 500 by 1.24% year-to-date. What followed was a series of disappointing months in which the average equity fund investor underperformed the S&P 500 by 0.40%, 0.96%, and 0.82% in the months of October, November and December respectively. All told, the average equity fund investor earned 20.64% on the year while the S&P 500 earned 21.83% in 2017.
DALBAR’s Quantitative Analysis of Investor Behavior Study (“QAIB”) has been analyzing investor returns since 1994 and has consistently found that the average investor earns much less than market indices would suggest. In 2017 the average investor did underperform the market in the end but to their credit, only by a slim margin. “The average equity fund investor underperformed the S&P by 1.19%, which isn’t too bad when you consider the average investor is paying fees that an index does not reflect.” said Cory Clark, Director at DALBAR, Inc. “Investor underperformance is most acute during market turmoil. A consistently rising, non-volatile market was the perfect arena for the average investor to hold their own.”
The full report of the recently released 24th Edition of DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) is available for purchase from DALBAR. Visit the QAIB Store for all of this year’s QAIB products at www.QAIB.com, call 617-723-6400 or email [email protected].
DALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, and service. Launched in 1976, DALBAR has earned the recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. DALBAR awards are recognized as marks of excellence in the financial community.
Contact: Jamie Josephs 617.723.6400 [email protected]
