Variable Annuity Investors Outperform Their Mutual Fund Counterparts, DALBAR Finds

June 1, 2021 by Tracey Longo

Retirement investors with variable annuities beat the market and average mutual fund investors over a 20-year period by holding their investments longer, according to new findings from Dalbar, a prominent investor behavior research firm.

The average equity VA subaccount investor outperformed the average equity mutual fund investor by 148 bps in 2020, with the average equity subaccount investor earned 18.57% in 2020 versus an average return of 17.09% for the mutual fund Investor. VA investors also outperformed the S&P 500 which returned 18.40% in 2020

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Originally Posted at Financial Advisor on May 25, 2021 by Tracey Longo.