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PUBLICATIONS > Journal of Indexes > JOI Stats > S&P SPIVA Active vs Index Scorecard for 2003
Journal of Indexes

S&P SPIVA Active vs Index Scorecard for 2003

Share:
Percentage of Equity Funds Outperformed by Index of Corresponding Asset Class
Fund Category Comparison Index Last Quarter One Year Three Year Five Year
All Domestic Funds S&P SuperComposite 1500 55.71 47.74 58.23 49.61
All Large Cap Funds S&P 500 63.96 64.59 63.70 53.20
All Mid Cap Funds S&P MidCap 400 63.30 56.40 73.29 81.70
All Small Cap Funds S&P SmallCap 600 59.77 38.76 68.58 69.82
Large Cap Growth Funds S&P/BARRA 500 Growth 42.89 44.66 83.33 45.22
Large Cap Blend Funds S&P 500 67.89 65.97 65.99 54.61
Large Cap Value Funds S&P/BARRA 500 Value 80.84 78.51 37.46 56.38
Mid Cap Growth Funds S&P/BARRA MidCap 400 Growth 22.96 31.68 84.87 82.35
Mid Cap Blend Funds S&P MidCap 400 55.43 50.00 79.37 74.32
Mid Cap Value Funds S&P/BARRA MidCap 400 Value 86.36 81.90 72.63 94.92
Small Cap Growth Funds S&P/BARRA 600 SmallCap Growth 56.73 35.27 87.21 72.05
Small Cap Blend Funds S&P SmallCap 600 54.07 33.33 67.69 63.55
Small Cap Value Funds S&P/BARRA 600 SmallCap Value 68.05 49.33 45.75 65.42
 

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