Charting the Market: Have Active Managers Excelled in the Current Environment?

Matthew J. Bartolini, CFA
Head of SPDR Americas Research, State Street Global Advisors

Source: FactSet as of 06/30/2020. Calculations by SPDR Americas Research. Past performance is not a guarantee of future results. Three month dispersion and three month correlation metrics are used. The combined metric is dispersion * (1-correlation)

Source: Morningstar as of 06/30/2020. The universe is based on Morningstar Category, including Blend, Value and Growth styles.