With nearly 10 years of actual returns, the RAFI Fundamental Index strategy has added value across a most interesting and complete market cycle. True, not as large as the original work suggested, but certainly in line with expectations, given the prevailing headwind value-tilted strategies have encountered over the past decade. Critically it’s been able to deliver more to the end investor as a result of having a natural lower fee than active approaches. We can’t wait to see how it does in a decade when value wins!

RAFI At 10 Years Flying High

RAFI-10-Infographic

Infographic source: Research Affliates