QAIB 2009

By all measures, 2008 was the year that wiped out wealth—and Dalbar’s Quantitative Analysis of Investor Behavior (QAIB) is no exception. In its 15^th annual study of mutual fund investor behavior, Dalbar discovered that equity, fixed income and asset allocation fund investors experienced average annual losses for all time periods examined except the longest (20-year) time frame. And even those positive returns did not keep pace with the average inflation rate.

This year's report examines how investor behavior actually exacerbated the devastating losses of 2008, and offers ways to help advisers and financial firms rebuild confidence and trust among their clients and prospects.