DALBAR pyramid
The Measure of Success
Quantitative Analysis of Investor Behavior 2016 ("QAIB") Online Store
The 2017 Report is coming in March!

Dalbar's Quantitative Analysis of Investor Behavior (QAIB) celebrates its twenty-first edition of measuring the shortfall in retail investor real returns.

Click on any of the products below for details, pricing, and to buy online!

Mid-Year QAIB Report
For the period 1/1/16-6/30/16. DALBAR examines the eventful and volatile first half of 2016. This study includes all mid-year data as well as copyrights to its entire contents.
Mid-Year YTD Avg. Investor Returns
A bar chart visually displaying the YTD average investor returns for equity, fixed income, and asset allocation funds as well as S&P 500 and Barclays Aggregate Bond Index.
Mid-Year Growth of $10K
A line graph depicting the growth of $10K for the average equity fund investor and S&P 500 from January 1, 2016 to June 30, 2016.
2017 Pre-Order Full Version
DALBAR’s 2017 QAIB Full Study for the period ended 12/31/2016. This study includes everything that is QAIB, as well as copyrights to its entire contents.
BICE Training

Get up-to-date now on BICE and/or potential alternatives to implementing BICE.

Budgeting for BICE

Briefing Paper: Estimating expenditures, revenue loss and strategic consequences

Managing Investor Behavior

A chronical of investor behavior cures that have been featured in the annual QAIB study over the past 20 years.

QAIB Quarterly

Interested in QAIB data on a more frequent basis. Learn more here.


Want to hear more from DALBAR on QAIB? Speaking engagements and webinars are available. Learn more here.