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Don’t Make Me Say I Told You So 137

BloombergBarclays Aggregate Bond Index
Average vs. Fixed Income Investor

Average Total Returns
December 31, 1999 - December 31, 2019
6

5.03%
5

4

3

2

1
0.47%

0
BloombergBarclays Average Fixed
Aggregate Bond Index Income Investor

Source: Dalbar, Quantitative Analysis of Investor Behavior, 2020

Now let’s look at the difference in dollars between $100,000

invested in the Barclay’s Aggregate Bond Index over that 20-year

period vs. the returns for the average fixed-income investor.

Chapter 4: The Most Common Investor Mistakes