What’s the performance of stashaway against indexes like S&P500 as benchmark? - Seedly
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StashAway

S&P 500 Index

Anonymous

Asked on 13 Jun 2020

What’s the performance of stashaway against indexes like S&P500 as benchmark?

Since stashaway are able to provide a diversified portfolio (US, china, gold, healthcare etc) as well

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Yang Teng
Yang Teng
Level 9. God of Wisdom
Answered 2w ago

This is the performance of StashAway from Jul 2017 to Jul 2019 compared to a similar risk benchmark.

Overall, there is better performance over the benchmark. However, it is important to note that 2 years is too short a period to confirm any trends of outperformance and usually a minimum of a 5 year period is considered. For the period from 2017 to 2019, it is also part of the longest bull run from 2009-2020, and therefore does not amply take into account for the economic fluctuations in the market for future projection.

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JN
James ng
Level 4. Prodigy
Answered 2w ago

Agree with Amelia. In the short term, fund manager/ Robos might beat the index. But this doesn’t mean anything. We will only know after 5-10 years.

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Amelia Leow
Amelia Leow

2w ago

Thank You!
Amelia Leow
Amelia Leow
Level 5. Genius
Answered 2w ago

In the short term I think they've beat or at the very least matched the performance of major indexes. However, the long-term is more difficult to say, but the performance also depends a lot on the risk appetite you've indicated for your portfolio!

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