Talk:SPIVA scorecards

The Canadian report for 2012 is published, as mentioned in Latest SPIVA Report (Financial Wisdom Forum). How is the spreadsheet updated?

--User:LadyGeek 20:18, 26 September 2013 (CDT)
 * The spreadsheet should be open to the public for editing. You need to manually pull out data from the SPIVA report:
 * The first data field would simply add a column for adding the 2012 results and make sure that the averaging column includes all years. The counts (six of seven) are manual calculations.
 * The second data field would be based on the 2012 reported numbers for 1,3, and 5 year returns. These would all be new values.
 * The third data field would be based on the reports of 2012 index returns as well as the equal weighted fund returns and the asset weighted fund returns. The computational cells will generate the return differentials.--Blbarnitz 21:22, 26 September 2013 (CDT)

The 2013 report is out, announced here: Latest SPIVA Scorecard is now out and downloaded from here: Thought Leadership - Overview - S&P Dow Jones Indices. I got confused on which spreadsheet to update from the above instructions.

The Google spreadsheet (Table. SPIVA: Active vs. passive) is loading information from another spreadsheet, but I don't see the spreadsheet source. Do the spreadsheet tables have to be updated to show the range 2009-2013? I'm stuck on what to do. If someone else prefers to update the spreadsheet, that's fine by me. I'm willing to help. --LadyGeek 20:59, 20 March 2014 (CDT).


 * The summary spreadsheet references information from the footnote data table:

I have updated the above spreadsheet for 2013, please review. The linked spreadsheet SPIVA summary results, is mostly complete. I updated the formulas but ran out of time to check the ranges. I'll get to that later.

After that, can you suggest which spreadsheet(s) should be updated next? --LadyGeek 21:14, 22 March 2014 (CDT)

I have completed the following 2013 spreadsheets, please review.

--LadyGeek 12:40, 23 March 2014 (CDT)
 * SPIVA summary results
 * SPIVA returns summary (2008- 2012), which should be renamed for 2013
 * SPIVA persistance scores, could not find an equivalent update for 2013 (not changed)
 * SPIVA results- international equity, check that I used the right data for the 1, 3, 5 year averages
 * SPIVA results- bonds, check that I used the right data for the 1, 3, 5 year averages

I have updated "Table. SPIVA: Active funds outperformed by index" (see above) for 2014. Please review. Of note, the CAGR formula in "returns" was corrected. All charts have been updated to 2014. --LadyGeek 20:03, 23 March 2015 (CDT)

I don't understand how to complete these tables:


 * SPIVA returns summary (2010- 2014) : returns - where is the index performance? Source: SPIVA® U.S. Year-End 2014
 * SPIVA persistance scores : annual summary - the wiki page is not displaying the right-most (2014) columns. I don't see where the 5 year / 5 year data is obtained. Source: Persistence Scorecard: December 2014

The 2014 reports are from Thought Leadership - SPIVA - S&P Dow Jones Indices. --LadyGeek 18:49, 25 March 2015 (CDT)

2015 revisions
The 2015 year-end report has been incorporated into the reference table (above): SPIVA results - US equity

Source: SPIVA® U.S. Scorecard, March 11, 2016.

I have added formulas to calculate the range of returns, which is now picked up by the summary sheet SPIVA summary results (added links).

Since these spreadsheets are open for public editing, I recommend making backup copies to your own account.

I had some difficulty to revise the SPIVA returns table: SPIVA returns summary (2011- 2015) The index information did not appear in the report (did I miss it?), so I obtained the 5-year index returns from the S&P website. I could only find current data, which reflects a 5-year time period ending on March 11, 2016.

You can download annualized return information from S&P directly, such as S&P 500® --> Additional Info --> Monthly and Annual Returns, but I was unable to find 5 year returns that were not total return.

How can the correct index values be calculated (or located)? --LadyGeek 20:09, 12 March 2016 (EST)


 * I misread the table, the spreadsheet has been corrected. --LadyGeek 17:26, 13 March 2016 (EDT)

Persistence scorecard
I have filled in the missing data for the persistence scorecard, which is now up-to-date for 2015.

Source: Advanced Search - S&P Dow Jones Indices (the same as the SPIVA reports)

The spreadsheet would not update in the wiki page, which is the compatibility problem noted in Talk:US equity REIT index returns. I made a copy of the spreadsheet and revised the key. The revised spreadsheet is now displayed correctly in the wiki page.

Permissions are set for anyone to edit and view (public). I recommend making backup copies to your own account. --LadyGeek 21:11, 12 March 2016 (EST)

SPIVA web page revised
Dow Jones has removed the SPIVA tab which was formerly visible from the Thought Leadership page, which breaks many links. I have replaced a citation with a version from archive.org, then linked to SPIVA search results for the remaining report references.

The only available "overview" was a video interview. --LadyGeek 17:31, 1 January 2016 (EST)