Looking for more than the typical 1, 3, 5? Generate Average Investor Returns based on your custom timeframes of over 25 different categories of “Average Investors”.

Categories and range of dates available are listed below:

  • Average Equity Fund Investor (1/1/1985-present)
  • Average Fixed Income Investor (1/1/1985-present)
  • Average Asset Allocation Investor (1/1/1985-present)
  • Average Equity Index Fund Investor (1/1/2000-present)
  • Average Target Date Fund Investor (1/1/2000-present)
  • Average Large Cap Growth (1/1/2000-present)
  • Average Large Cap Value Fund Investor (1/1/2000-present)
  • Average Large Cap Blend Fund Investor (1/1/2000-present)
  • Average Mid Cap Growth Fund Investor (1/1/2000-present)
  • Average Mid Cap Value Fund Investor (1/1/2000-present)
  • Average Mid Cap Blend Fund Investor (1/1/2000-present)
  • Average Small Cap Growth Fund Investor (1/1/2000-present)
  • Average Small Cap Value Fund Investor (1/1/2000-present)
  • Average Small Cap Blend Fund Investor (1/1/2000-present)
  • Average Tech/Telecom Fund Investor (1/1/2000-present)
  • Average Health Fund Investor (1/1/2000-present)
  • Average Consumer Fund Investor (1/1/2000-present)
  • Average Financial Fund Investor (1/1/2000-present)
  • Average Real Estate Fund Investor (1/1/2000-present)
  • Average Utilities Fund Investor (1/1/2000-present)
  • Average Precious Metals Fund Investor (1/1/2000-present)
  • Average Natural Resources Fund Investor (1/1/2000-present)
  • Average Alt - World Equity Fund Investor (1/1/2007-present)
  • Average Alt - Domestic Equity Fund Investor (1/1/2007-present)
  • Average Alt –Asset Allocation Fund Investor (1/1/2007-present)
  • Average Alt -Multisector Bond Fund Investor (1/1/2007-present)
  • BENCHMARK - S&P 500 Index (1/1/1985-present)
  • BENCHMARK - BloombergBarclays Aggregate Bond Index (1/1/1985-present)
  • BENCHMARK - Inflation (1/1/1985-present)

How you can use this?

The same way you’ve always used Average Investor Returns, only now with nearly endless possibilities.

Copyright Restrictions

Includes unlimited rights to use all of the data in a firm’s customized communications.

*Returns are calculated on a monthly basis. Your custom return’s “beginning date” must be the 1st day of a month and “end date” must be the final day of a month. Purchasers of the QAIB Return Builder will be directed to an order form after purchase in which the custom returns can be ordered. Requests requiring more than 2 hours of analyst time may require an additional charge. Requests that cannot be fulfilled as requested will be entitled to a full refund.

$250.00

 

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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.