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Fixed Income Indexing- A Commitment to the Bottom

Two-column chart shows universe percentile for the Core Aggregate and Core Plus Aggregate indices by calendar year using rolling 5-year period. Chart subtitle: Most active fixed income managers have outperformed the Aggregate index over the last 20 years. Chart visual description: Y-axis crosses x-axis at maximum, and shows Universe Percentile from 0 to 100 going down in increments of 25. X-axis shows years from 2000 to 2021 and is labeled Rolling 5-Year Period Ending December 31. Core Aggregate columns are in dark grey and Core Plus Aggregate are in light green. Chart data description: 2021 column places Core Aggregate at 89th percentile and Core Plus Aggregate at 97th. The Core Aggregate ranked in a better percentile for only 5 of the years shown, as described in the text. Chart source: eVestment as of November 30, 2022. End chart description. See disclosures at end of document.
Posted on December 1, 2022December 1, 2022 Full size 1911 × 1033

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Published inFixed Income Indexing: A Commitment to the Bottom

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