Outperforming Portfolio Compass - US investment-grade bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US investment-grade 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 investment-grade 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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Type Active & Passive funds universe Region Strategy Period Download
Performances Spain Large-Cap funds Europe Large caps 2021-09-30
Outperforming Portfolio Compass - Spain Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Spain Large-Cap funds (year to date analysis as of 30th September, 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 Spain Large-Cap 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances Switzerland Large-Cap funds Europe Large caps 2021-09-30
Outperforming Portfolio Compass - Switzerland Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Switzerland Large-Cap funds (year to date analysis as of 30th September, 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 Switzerland Large-Cap 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances UK Large-Cap funds Europe Large caps 2021-09-30
Outperforming Portfolio Compass - UK Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for UK Large-Cap funds (year to date analysis as of 30th September, 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 UK Large-Cap 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances UK government bond funds Europe Govies 2021-09-30
Outperforming Portfolio Compass - UK government bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for UK government bond funds (year to date analysis as of 30th September, 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 UK government 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances US government bond funds America Govies 2021-09-30
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 (year to date analysis as of 30th September, 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 government 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances US growth funds America Growth 2021-09-30
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, 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 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances US high-yield bond funds America High Yield 2021-09-30
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, 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 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 2011 to 30 September 2021. Past performance is no guarantee of future results.
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Performances Europe Large-Cap funds Europe Large caps 2021-06-30
Outperforming Portfolio Compass - Europe Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Europe Large-Cap funds (year to date analysis as of 30th June, 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 Europe Large-Cap 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
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Flows & AuM All worldwide funds Global 2021-06-30
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th June, 2021)

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Performances US Large-Cap funds America Large caps 2021-06-30
Outperforming Portfolio Compass - US Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US Large-Cap funds (year to date analysis as of 30th June, 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 Large-Cap 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
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you need to be a subscriber :

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