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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.

DALBAR Presents QAIB

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