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Re: Scot Burns article today on Index vs Managed..
Old 10-06-2004, 02:47 PM   #21
 
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Re: Scot Burns article today on Index vs Managed..

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Has anyone done any clean research on the performance of index vs managed funds during bad streaks like after the depression or the 1965-75 time period?

I'm slightly skeptical of the index (particularly balanced index) performance back slapping right after a 10 year bull market in stocks combined with a bull market in bonds.
TH,

FireCalc is basically index based so you could play around with that period there. I'm betting an index portfolio would have done quite well against a heavy tech portfolio during the Tech Melt down of 2000-2001 though
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Re: Scot Burns article today on Index vs Managed..
Old 10-06-2004, 04:13 PM   #22
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Re: Scot Burns article today on Index vs Managed..

Sans data - if index funds were to disappear - I would have no problem with a low turnover/low expense/not 'star manager' - value fund that had been thru several business periods - say twenty years minimum.

Even then, I would lean toward balanced - ala Wellington, Wellesley, Dodge and Cox balanced.

I wouldn't even get overly fixated on performance - my predjudice being the short end - durable income(divs/interest).
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Re: Scot Burns article today on Index vs Managed..
Old 10-06-2004, 04:18 PM   #23
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Re: Scot Burns article today on Index vs Managed..

BTY - even Bogle derailed Wellington for period (go-go 60's and early 70's) before he woke up and went back to value.
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