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          SUGGESTED INDICES

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          Spiva - Dec 11, 2018

          Persistence Scorecard: September 2018

          Spiva - Jul 15, 2019

          Persistence Scorecard: March 2019

          Spiva - Feb 28, 2017

          Persistence of Australian Active Funds: February 2017

          While comparing active funds against a benchmark index is a typical practice used to evaluate their performance, persistence is an additional test that reveals fund managers’ skills in different market environments.

          Spiva - Mar 12, 2018

          Persistence of Australian Active Funds: March 2018

          Spiva - Sep 10, 2018

          Persistence of Australian Active Funds: September 2018

          Spiva - Jun 11, 2019

          Persistence of Australian Active Funds Year-End 2018

          We measure the performance persistence of active funds that outperformed their peers and benchmarks over consecutive three- and five-year periods, and we analyze their transition matrices over subsequent periods.

          Spiva - Dec 12, 2019

          Australia Persistence Scorecard: December 2019

          Spiva - May 21, 2024

          Europe Persistence Scorecard: Year-End 2023

          Spiva - May 13, 2025

          Europe Persistence Scorecard: Year-End 2024

          Spiva - May 23, 2024

          Canada Persistence Scorecard: Year-End 2023

          Spiva - May 15, 2025

          Canada Persistence Scorecard: Year-End 2024

          Spiva - Nov 28, 2022

          Australian Persistence Scorecard: Mid-Year 2022

          Spiva - Apr 12, 2022

          Europe Persistence Scorecard: Year-End 2021

          Spiva - Dec 6, 2022

          Canada Persistence Scorecard: Mid-Year 2022

          Spiva - Jul 15, 2020

          Canada Persistence Scorecard: Year-End 2019

          Our widely followed SPIVA® Canada Scorecard repeatedly shows that most Canadian active managers underperform their benchmarks most of the time. However, if an active manager beats a benchmark, how do we know whether the result is a product of genuine skill or merely of good luck? Genuine skill is likely to persist, while luck is random and can soon dissipate.

          Spiva - Dec 10, 2020

          Canada Persistence Scorecard: Mid-Year 2020

          Spiva - Dec 14, 2020

          Australia Persistence Scorecard: Mid-Year 2020

          Spiva - May 17, 2021

          Canada Persistence Scorecard: Year-End 2020

          Spiva - Jun 15, 2021

          Australia Persistence Scorecard: Year-End 2020

          Spiva - Apr 28, 2021

          Europe Persistence Scorecard: Year-End 2020

          Spiva - Oct 28, 2021

          Canada Persistence Scorecard: Mid-Year 2021

          Spiva - May 19, 2020

          Latin America Persistence Scorecard: May 2020

          Spiva - Dec 6, 2021

          Australian Persistence Scorecard: Mid-Year 2021

          Spiva - Apr 24, 2019

          Latin America Persistence Scorecard April 2019

          Spiva - Oct 31, 2018

          Latin America Persistence Scorecard October 2018

          In this report, we measure the performance persistence of Latin American active funds that outperformed their peers and benchmarks over consecutive three- and five-year periods, as well as their transition matrices over subsequent time periods.

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