SPIVA report

The SPIVA report, or S&P Indices Versus Active report, is published by S&P Dow Jones Indices and evaluates how actively managed mutual funds perform compared to their benchmark indices. It provides insights into the effectiveness of active management by comparing fund returns over various time periods and across different asset classes. The report highlights trends in performance, including how often active managers outperform passive strategies and whether past winners continue to excel. Ultimately, it serves as a valuable resource for investors assessing the merits of active versus passive investment approaches.