SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Results by Region
Get the latest SPIVA Scorecard results for markets around the world.
United States
Percentage of All Large-Cap funds that underperformed the S&P 500®
of funds underperformed the
S&P 500®
of funds outperformed the
S&P 500®
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Canada
Percentage of Canadian Equity funds that underperformed the S&P/TSX Composite
of funds underperformed the
S&P/TSX Composite
of funds outperformed the
S&P/TSX Composite
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Mexico
Percentage of Mexico Equity funds that underperformed the S&P/BMV IRT
of funds underperformed the
S&P/BMV IRT
of funds outperformed the
S&P/BMV IRT
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Brazil
Percentage of Brazil Large-Cap funds that underperformed the S&P Brazil LargeCap
of funds underperformed the
S&P Brazil LargeCap
of funds outperformed the
S&P Brazil LargeCap
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Chile
Percentage of Chile Equity funds that underperformed the S&P Chile BMI
of funds underperformed the
S&P Chile BMI
of funds outperformed the
S&P Chile BMI
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Europe
Percentage of Europe Equity (EUR) funds that underperformed the S&P Europe 350
of funds underperformed the
S&P Europe 350
of funds outperformed the
S&P Europe 350
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
MENA
Percentage of MENA EQUITY funds that underperformed the S&P Pan Arab Composite
of funds underperformed the
S&P Pan Arab Composite
of funds outperformed the
S&P Pan Arab Composite
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
South Africa
Percentage of South African Equity funds that underperformed the S&P South Africa DSW Capped Index
of funds underperformed the
S&P South Africa DSW Capped Index
of funds outperformed the
S&P South Africa DSW Capped Index
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Japan
Percentage of All Japanese Equity funds that underperformed the S&P Japan 500
of funds underperformed the
S&P Japan 500
of funds outperformed the
S&P Japan 500
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
Australia
Percentage of Australian Equity General funds that underperformed the S&P/ASX 200
of funds underperformed the
S&P/ASX 200
of funds outperformed the
S&P/ASX 200
- 1 YEAR
- 3 YEARS
- 5 YEARS
- 10 YEARS
- 15 YEARS
| Fund Category | Comparison Index | % of funds that underperformed benchmark | ||||
|---|---|---|---|---|---|---|
| 1 YR (%) | 3 YRS (%) | 5 YRS (%) | 10 YRS (%) | 15 YRS (%) | ||
