Available Now!
Equity Fund Investors
Fixed Income Fund Investors
Asset Allocation Fund Investors
Uncover how investors performed in 2025.
Get the Summary of Returns today and access the report immediately upon release April 10, 2026.
This Report is the property of DALBAR, Inc. and contains proprietary, copyrighted material. Purchase of this report is for internal use only and may not be distributed, reproduced, publicly displayed, or digitally transmitted without the express, written consent of DALBAR, Inc.
Purchase of this report does not contain any copyrights to distribute the report or customized communication you or your firm create that contains QAIB data (”Derivative Works”).
Derivative Works License: grants licensee the right to create and distribute the licensee’s own customized communications that contain QAIB data. You are able to add a Derivative Works License to your purchase with the link above.
You may purchase a Derivative Works License along with your report pre-order now.
For firms requiring a distribution license or who need more information regarding the derivative works license, please contact us with the form at the bottom of the page.
Whether you’re aiming to improve performance, gain a competitive edge, or meet regulatory requirements, DALBAR’s experts can guide you forward. We start by understanding your goals, then deliver solutions that drive measurable results–and lasting impact.