Outperforming Portfolio Compass - US government bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US government bond funds (quarterly analysis as of 31st March, 2023) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US government bond funds for a fair view and efficient decision..

Current quarterly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 March 2013 to 31 March 2023. Past performance is no guarantee of future results.
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Type Active & Passive funds universe Region Strategy Period Download
Performances US growth funds America Growth 2021-12-31
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US growth funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances US growth funds America Growth 2022-06-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (year to date analysis as of 30th June, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US growth funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results.
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Performances US growth funds America Growth 2022-09-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (year to date analysis as of 30th September, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US growth funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results.
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Performances US growth funds America Growth 2022-12-31
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (yearly analysis as of 31st December, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US growth funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2012 to 31 December 2022. Past performance is no guarantee of future results.
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Performances US growth funds America Growth 2023-03-31
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (quarterly analysis as of 31st March, 2023) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US growth funds for a fair view and efficient decision..

Current quarterly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 March 2013 to 31 March 2023. Past performance is no guarantee of future results.
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Performances US growth funds America Growth 2023-06-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (year to date analysis as of 30th June, 2023) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US growth funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 June 2013 to 30 June 2023. Past performance is no guarantee of future results.
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Performances US high-yield bond funds America High Yield 2023-06-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield bond funds (year to date analysis as of 30th June, 2023) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US high-yield bond funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 June 2013 to 30 June 2023. Past performance is no guarantee of future results.
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Performances US high-yield bond funds America High Yield 2021-12-31
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US high-yield bond funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances US high-yield bond funds America High Yield 2022-06-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield bond funds (year to date analysis as of 30th June, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US high-yield bond funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results.
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you need to be a subscriber :

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Performances US high-yield bond funds America High Yield 2022-09-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield bond funds (year to date analysis as of 30th September, 2022) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on US high-yield bond funds for a fair view and efficient decision..

Current year to date key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?