S&P Index vs.Active (SPIVA) Scorecard
Percentage of equity funds outperformed by index |
| Fund Category |
Comparison Index |
Last Quarter |
Year to date |
One Year |
Three Year |
Five Year |
| All Domestic Funds |
S&P SuperComposite 1500 |
73.32 |
48.87 |
44.71 |
52.01 |
61.85 |
| |
|
|
|
|
|
|
| All Large Cap Funds |
S&P 500 |
66.16 |
58.19 |
54.67 |
64.91 |
67.43 |
| All Mid Cap Funds |
S&P MidCap 400 |
58.22 |
61.27 |
60.89 |
80.45 |
83.69 |
| All Small Cap Funds |
S&P SmallCap 600 |
56.52 |
68.14 |
60.14 |
80.20 |
79.15 |
| |
|
|
|
|
|
|
| Large Cap Growth Funds |
S&P/Citigroup 500 Growth |
64.51 |
47.45 |
19.91 |
40.00 |
54.30 |
| Large Cap Blend Funds |
S&P 500 |
75.13 |
53.59 |
51.06 |
69.14 |
69.75 |
| Large Cap Value Funds |
S&P/Citigroup 500 Value |
79.57 |
86.91 |
90.48 |
90.18 |
87.15 |
| |
|
|
|
|
|
|
| Mid Cap Growth Funds |
S&P/Citigroup MidCap 400 Growth |
77.17 |
41.18 |
44.55 |
79.27 |
95.20 |
| Mid Cap Blend Funds |
S&P MidCap 400 |
37.33 |
58.97 |
67.19 |
75.51 |
82.09 |
| Mid Cap Value Funds |
S&P/Citigroup MidCap 400 Value |
47.32 |
81.25 |
73.04 |
74.77 |
78.89 |
| |
|
|
|
|
|
|
| Small Cap Growth Funds |
S&P/Citigroup SmallCap 600 Growth |
69.55 |
57.41 |
38.96 |
89.12 |
96.63 |
| Small Cap Blend Funds |
S&P SmallCap 600 |
63.19 |
70.25 |
63.41 |
84.62 |
81.36 |
| Small Cap Value Funds |
S&P/Citigroup SmallCap 600 Value |
41.23 |
80.10 |
78.85 |
70.49 |
59.87 |
| |
|
|
|
|
|
|
| All Cap Growth Funds |
S&P/Citigroup Composite 1500 Growth |
55.00 |
21.65 |
14.74 |
27.27 |
41.38 |
| All Cap Value Funds |
S&P/Citigroup Composite 1500 Value |
80.30 |
75.00 |
79.10 |
82.93 |
75.00 |
| Source: Morningstar and Standard & Poor's. Data as of 6/30/2006. SPIVA index outperformance is based on equal-weighted fund counts. *ER is annual expense ratio. YTD is year-to-date. |
|
