#14833
Re: Gestión pasiva: Bogleheads y otros temas relacionados con la indexación
Supongo que muchos conocéis el estudio que publica Morningstar bianualmente sobre el rendimiento de fondos activos vs una media de los fondos pasivos. Los resultados para Renta Variable en el largo plazo son más que interesantes.
Morningstar’s US Active/Passive Barometer | Rankia
The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of active funds against passive peers in their respective Morningstar Categories. The US Active/Passive Barometer spans nearly 8,326 unique funds that accounted for approximately $21 trillion in assets, or about 72% of the US fund market, at the midpoint of 2024.
It evaluates active funds against a composite of passive funds. In this way, the “benchmark” reflects the actual, net-of-fees performance of investable passive funds.
It considers how the average dollar invested in active funds has fared versus the average dollar invested in passive funds.
Por otro lado, me parece también significativo que en otros activos como RE o RF los resultados son muy diferentes y no se aprecia que indexarse o la gestión pasiva tenga mejores resultados de forma consistente.
Slds,
Morningstar’s US Active/Passive Barometer | Rankia
The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of active funds against passive peers in their respective Morningstar Categories. The US Active/Passive Barometer spans nearly 8,326 unique funds that accounted for approximately $21 trillion in assets, or about 72% of the US fund market, at the midpoint of 2024.
It evaluates active funds against a composite of passive funds. In this way, the “benchmark” reflects the actual, net-of-fees performance of investable passive funds.
It considers how the average dollar invested in active funds has fared versus the average dollar invested in passive funds.
Por otro lado, me parece también significativo que en otros activos como RE o RF los resultados son muy diferentes y no se aprecia que indexarse o la gestión pasiva tenga mejores resultados de forma consistente.
Slds,
