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1. www.spglobal.com › spdji › enSPIVA | S&P Dow Jones Indices

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   SPIVA | S&P Dow Jones Indices. SPIVA ®. For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide. SPIVA Data About SPIVA SPIVA Library. Results by Region. Get the latest SPIVA Scorecard results for markets around the world. Indexology Blog. VISIT NOW. SPIVA Videos. VISIT NOW.

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     S&P Dow Jones Indices; S&P Global Market Intelligence; S&P...

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   • SPIVA U.S. Year-End 2023

     Since 2002, S&P Dow Jones Indices has evaluated index versus...

   • SPIVA U.S. Scorecard Year-End 2022

     The 2022 completion of the merger between IHS Markit and S&P...

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     At a Glance: SPIVA After-Tax Scorecard. S&P 500® The Gauge...

   • SPIVA U.S. Scorecard Mid-Year 2023

     Exhibit 3: H1 2023 Performance of U.S. Scorecard Comparison...

   • U.S. Persistence Scorecard Year-End 2022

     Since the first publication of the S&P Indices Versus Active...

2. www.spglobal.com › spdji › enSPIVA U.S. Year-End 2021 Scorecard - S&P Global

   www.spglobal.com › spdji › en

   Source: S&P Dow Jones Indices LLC. Data as of Dec. 31, 2021. Past performance is no guarantee of future results. Chart is provided for illustrative purposes. For internationally focused U.S. funds, relative results in 2021 were a mixed bag. Most global (84%) and emerging markets (65%) funds failed to top the S&P Global 1200 and S&P/IFCI Composite,

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   Does S&P Dow Jones Index receive compensation?

   • S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties and providing custom calculation services. Past performance of an index is not an indication or guarantee of future results. It is not possible to invest directly in an index.

   SPIVA U.S. Scorecard Year-End 2022 - S&P Global

   www.spglobal.com/spdji/en/documents/spiva/spiva-us-year-end-2022.pdf

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   Where can I find information on S&P Dow Jones Indices?

   • 8 For more information on S&P Dow Jones Indices, please visit www.spglobal.com/spdji. These indices form an exhaustive, multi-factor style series covering the entire market capitalization of the S&P MidCap 400. These indices form an exhaustive, multi-factor style series covering the entire market capitalization of the S&P SmallCap 600.

   SPIVA U.S. Scorecard Year-End 2022 - S&P Global

   www.spglobal.com/spdji/en/documents/spiva/spiva-us-year-end-2022.pdf

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   Is S&P Dow Jones Indices an investment advisor?

   • S&P Dow Jones Indices is not an investment adviser, commodity trading advisor, commodity pool operator, broker dealer, fiduciary, promoter” (as defined in the Investment Company Act of 1940, as amended), “expert” as enumerated within 15 U.S.C. § 77k(a) or tax advisor.

   SPIVA U.S. Scorecard Year-End 2022 - S&P Global

   www.spglobal.com/spdji/en/documents/spiva/spiva-us-year-end-2022.pdf

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   Is S&P Dow Jones Indices content unauthorized?

   • The Content shall not be used for any unlawful or unauthorized purposes. S&P Dow Jones Indices and its third-party data providers and licensors (collectively “S&P Dow Jones Indices Parties”) do not guarantee the accuracy, completeness, timeliness or availability of the Content.

   SPIVA U.S. Year-End 2021 Scorecard - S&P Global

   www.spglobal.com/spdji/en/documents/spiva/spiva-us-year-end-2021.pdf

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