DALBAR's Quantitative Analysis of Investor Behavior Study | 2025
2025 QAIB Report
The 2025 Quantitative Analysis of Investor Behavior (QAIB) Report is now available.
Find out how investors fared in 2024!
Report Contents
1, 3, 5, 10, 20, and 30-year annualized Average Investor returns
- Categories of Average Investors:
- Equity Fund Investors
- Fixed Income Investors
- Asset Allocation Investors
- Investor Gap for 2024
- A Look Back at 2023
- 2024 In Review
- Sellers vs. Holders: Real-world hypothetical examples
- Retention rates
- Year by Year Investor Returns
Copyrights & Licensing
Copyright Statement
This Report is the property of DALBAR, Inc. and contains proprietary, copyrighted material. Purchase of this report is for internal use only and may not be distributed, reproduced, publicly displayed, or digitally transmitted without the express, written consent of DALBAR, Inc.
Purchase of this report does not contain any copyrights to distribute the report or customized communication you or your firm create that contains QAIB data (''Derivative Works'').
Descriptions of the two types of licensing options available for the QAIB report are below.
You may purchase a Derivative Works License along with the report now.
Please contact us below if you would like to purchase a distribution license.
QAIB-Variable Annuities
The 2024 QAIB-VA Report is still available for sale!
The Quantitative Analysis of Investor Behavior Variable Annuities (QAIB-VA) Report is the industry's most compelling argument for Variable Annuities. This VA research has turned heads with articles in the New York Times and FA Magazine as well in the Seeking Alpha podcast!
Understanding the behavioral implications of variable annuities is a vital element to effective distribution. By applying over 20 years’ worth of investor behavior research to variable annuities, DALBAR uncovered behavioral trends unique to the subaccount investor. Subaccount investors are more patient and therefore more successful than their mutual fund investor counterparts.
Copyrights & Licensing
DALBAR offers flexible licensing options to fit your organization’s precise goals and distribution needs.
There are 2 kinds of QAIB licensing: a Derivative Works License and a Distribution License.
- Derivative Works License: grants licensee the right to create and distribute the licensee’s own customized communications that contain QAIB data. You are able to add a Derivative Works License to your purchase with the link above.
- Distribution License: grants licensee the right to distribute QAIB report electronically or in print.
For firms requiring a distribution license or who need more information regarding the derivative works license, please contact us with the link here or the form below.
