Can fund managers beat the S&P 500?

In fact, while the common story is that active U.S. fund managers struggle to beat the S&P 500, or perhaps the U.S. stock market overall, the Journal's article showed that victory for indexing extends far more widely than that, to categories such as intermediate-government and international-stock funds.

How much money would a fund make in 1970-2022?

Two Fund portfolio: equal parts of the S&P 500 and U.S. small-cap value stocks. From 1970 through 2022, an initial $10,000 would have grown to $4.48 million, more than twice as much as the S&P 500 by itself. In Table 1, you can find these variations along with their 1970-2022 results.

Which large company Fund has the winningest Rolling-return record?

If past performance is any guide, there must be some truth to his thinking. Dodson, who has run the fund since it opened in 2005, has the winningest rolling-return record over the past 10 years of all the large-company funds we examined. His record since the fund launched beats the S&P 500 by an average of 3.9 percentage points per year.