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US Active/Passive Barometer Report: Mid-Year 2024

Active funds pulled ahead of their passive peers, with a 4% success rate increase.

It's difficult to choose between active vs. passive investing approaches. Though about 51% of actively managed strategies survived and beat their average passive peers from July 2023 through June 2024, the overall long-term track record for active funds is subpar.



Our latest edition of the US Active/Passive Barometer report analyzes nearly 8,338 mutual funds and exchange-traded funds across categories, including success rates, annualized excess returns, and more.



Get the report to learn how passive investing vs. active investing can transform your clients’ returns.

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What's Inside:

  • In-depth analysis of active fund against passive fund performance by asset class, region, and more.
  • Comparisons of asset- and equal-weighted returns by Morningstar categories.
  • The relationship between fund fee, fund performance, and fund success rates. 

Get the Report