Majority of AAII Members Feel Their Stock Performance Comparable or Better Than S&P 500


This week’s Sentiment Survey special question asked AAII members how they perceived the performance of the stocks they own or follow relative to the year-to-date returns of the S&P 500. The majority of responses fell into one of two groups. The first group, accounting for more than a third of all respondents (nearly 37%), described their returns as comparable or similar. The second group, also nearly 37%, said the returns of the stocks they own or follow have been better than the large-cap index. About 23% said the stocks they own/follow have had lagged the S&P 500.

Here is a sampling of the responses:

  • “About equal to the performance of the S&P 500.”
  • “I am beating all indexes.”
  • “Similar in performance, except for my individual tech stocks, which have outperformed.”
  • “Above S&P 500, on par with the Nasdaq.”
  • “Mixed. Some stocks track the indexes, some do better and some do worse.”
  • “Below average because I have become more defensive since the rapid run-up in stock prices.”

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1 Reply to “Majority of AAII Members Feel Their Stock Performance Comparable or Better Than S&P 500”

  1. Not sure what comparable or similar means when a 1% difference in returns is a big difference.
    I would have more trust in these numbers if members posted their portfolio’s return by percent per year for the past five or ten years.
    When I attend AAII meetings it is rare to find a member who can tell me what percent their portfolio earned for any given period.


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