For the period ending 12/31/2022, this report provides readers with the following:
- 30 year annualized returns
- Returns for the following categories of investors:
- Average Equity Fund Investor
- Average Fixed Income Fund Investor
- Average Asset Allocation Investor
- Relevant indices
- Retention Rates over the last 20 years
- Investor Behavior Infographic
- One-year investor return data since 1985
- An explanation of how investor returns are calculated
Copyright Statement
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'').
Licensing for Derivative Works is available for purchase at the bottom of the screen. For licensing options to distribute the Report, please contact Emily Kunka at ekunka@dalbar.com
DALBAR's derivative works license grants the licensee the right to create and distribute the licensee's own customized communications that contain QAIB data and content. This license does not include the rights to distribute the Report itself. For licensing options to distribute the QAIB Report, please contact Emily Kunka at ekunka@dalbar.com.
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