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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