Over One-Third of Investors Close to or Beating the Market This Year


This week’s Sentiment Survey special question asked AAII members how they perceive 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. Slightly more than 37% of respondents said their returns are either close to the major indexes, are beating the S&P 500 but not the Nasdaq or have some stocks that are beating the indexes and some that are trailing. Approximately 35% say they are either beating one or both of the aforementioned indexes or otherwise happy with their year-to-date returns. Just under 26% say they are underperforming, though many of these respondents explained they are using more conservative allocations or are focused more on value stocks, which have lagged growth stocks year to date.

Here is a sampling of the responses:

  • “My stocks have done well overall, exceeding the S&P 500.”
  • “Some stocks are above the S&P 500 and the Nasdaq, while some are below.”
  • “About the same. Roughly in line with the market’s gains.”
  • “I have performed lower due to a value-based stock selection strategy.”
  • “Mine will underperform both of those indexes, but will be less volatile.”
  • “I follow AAII’s Model Shadow Stock portfolio. The performance is above expectations.”

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