DALBAR's 2026 QAIB Report Shows Narrower Investor Gap in 2025 Amid Market Volatility
DALBAR's 2026 QAIB Report indicates that the gap between investor returns and market performance narrowed significantly in 2025, with the S&P 500 returning 17.88% compared to the Average Equity Investor's 17.16%. This marks the third smallest gap since 1985 and the lowest since 2012. However, the fixed income investor gap widened despite positive returns for investors.
Topics: Bloomberg Aggregate Bond Index equity selling fixed income investor behavior market performance S&P 500