One-Third of Investors Report 2018 Returns Lower Than the Market


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 index and the Nasdaq composite. Responses were mixed. One-third of respondents (33%) say their returns have been worse. A slightly smaller group of respondents (31%) describe their returns as approximately matching that of the S&P 500 and the Nasdaq. Just 16% of respondents say they are outperforming the two major indexes. Some respondents say they are beating one index but not the other, or that some of their stocks are outperforming while others are underperforming.

Here is a sampling of the results:

  • “I have a modest excess of value stocks and they are underperforming.”
  • “Better than both due to diversification across sectors and focus on income-producing investments.”
  • “Some stocks are up, and some are down; that is why you diversify.”
  • “With my low exposure to technology, my return is lower. But I have cash ready to buy with when the occasional bear market occurs.”
  • “Highly volatile just like the S&P and the Nasdaq.”

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