As of June 2024, the vast majority of active funds did not manage to outperform a passive alternative. Less than ***percent of global funds outperformed passive investments on a 10-year rate of return. This dropped to ** percent on a five-year return rate. In the short term, the Asia Pacific (excluding Japan) had the best year-to-date performance, with over ** percent of actively managed investment funds having outperformed a passive alternative. Â
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how ÌÇÐÄÆƽâ°æ can support your business.
AJ Bell. (July 29, 2024). Portion of active investment funds outperforming a passive fund alternative worldwide as of June 2024, by region and return period [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 28, 2026, from /statistics/1549925/share-of-active-funds-outperforming-a-passive-fund-alternative-worldwide/
AJ Bell. "Portion of active investment funds outperforming a passive fund alternative worldwide as of June 2024, by region and return period." Chart. July 29, 2024. ÌÇÐÄÆƽâ°æ. Accessed July 28, 2026. /statistics/1549925/share-of-active-funds-outperforming-a-passive-fund-alternative-worldwide/
AJ Bell. (2024). Portion of active investment funds outperforming a passive fund alternative worldwide as of June 2024, by region and return period. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 28, 2026. /statistics/1549925/share-of-active-funds-outperforming-a-passive-fund-alternative-worldwide/
AJ Bell. "Portion of Active Investment Funds Outperforming a Passive Fund Alternative Worldwide as of June 2024, by Region and Return Period." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 29 Jul 2024, /statistics/1549925/share-of-active-funds-outperforming-a-passive-fund-alternative-worldwide/
AJ Bell, Portion of active investment funds outperforming a passive fund alternative worldwide as of June 2024, by region and return period ÌÇÐÄÆƽâ°æ, /statistics/1549925/share-of-active-funds-outperforming-a-passive-fund-alternative-worldwide/ (last visited July 28, 2026)
Portion of active investment funds outperforming a passive fund alternative worldwide as of June 2024, by region and return period [Graph], AJ Bell, July 29, 2024. [Online]. Available: /statistics/1549925/share-of-active-funds-outperforming-a-passive-fund-alternative-worldwide/
