For the period ending 12/31/2021, 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.

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