How the SPIVA U.S. Scorecard Understates the Results of Actively Managed Mutual Funds
The IAA Active Managers Council presents a study, "How the SPIVA U.S. Scorecard Understates the Results of Actively Managed Mutual Funds." This study finds that the SPIVA U.S. Scorecard "systematically understates the performance of actively managed funds" and recommends methodological changes that would better reflect the investor experience. Notably, for fixed income funds, the authors' alternate methodology reverses the scorecard's conclusions.
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