China Active/Passive Barometer Report: Year-End 2023
China Active/Passive Barometer Report: Year-End 2023
Active funds continued to beat their passive peers in 2023.
The Chinese stock market continued its downward trend last year, emphasizing the importance of choosing between active and passive investments and their success rates. In fact, actively managed funds survived and outperformed their average passive counterparts by 59%, with nuances between various fund types.
Our latest edition of the China Active/Passive Barometer report examines the performance of nearly 2,790 unique funds in their respective Morningstar categories, including success rates, annualized excess returns, and more.
Download the report now to learn how the latest fund trends can transform your active vs. passive investing strategies.
What's Inside
What's Inside
- Analysis of active fund performance against passive fund performance by diversified stock-heavy funds and sector funds
- Comparisons of asset-weighted and equal-weighted returns across multiple year time periods
- The relationship between Chinese fund performance and their success rates