It’s no secret that index funds rule. In the 15-year period that ended in December 2016, 92% of actively managed large-company stock funds lagged Standard & Poor’s 500-stock index. But do any funds beat the index? As a matter of fact, some do.
To find large-company stock funds that have done the best job of beating the S&P 500, we picked apart the returns of some winning funds, analyzing calendar-year returns, annualized returns over the past one-, five- and 10-year periods and rolling 12-month returns over the past 10 years, which track successive 12-month periods starting anew each month.
We concede, these funds lagged the S&P 500 during some stretches over the past decade. But our favorites outpace the index on a one-year, three-year, five-year and 10-year annualized return basis. And perhaps more important, they were the most consistent, too, outperforming the benchmark in more than 70% of the rolling-return periods we scrutinized.
Data is as of July 3, 2017. Click on symbol links in each slide for current share prices and more.