US EditionDALBAR's Latest Investor Behavior Research Reveals Continued Outperformance by Variable Annuity Investors
- DALBAR has published the 2025 version of its annual report that examines how investor actions impact returns in variable annuities, with the announcement made in Marlborough, Massachusetts.
- The report, based on DALBAR's QAIB research, analyzed how investor behavior affected variable annuity returns in 2024.
- It showed that the Average Equity Subaccount Investor achieved higher gains and retention rates compared to other investor types.
- In 2024, investors in the Average Equity Subaccount saw a 19.60% return and maintained their investments for an average of 5.23 years, outperforming by 3.06%.
- The findings provide valuable data for financial professionals, reinforcing DALBAR's role as an independent expert with 49 years of industry recognition.
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DALBAR's Latest Investor Behavior Research Reveals Continued Outperformance by Variable Annuity Investors
MARLBOROUGH, Mass., June 4, 2025 /PRNewswire/ -- DALBAR has released the newest edition of its renowned Quantitative Analysis of Investor Behavior – Variable Annuities (QAIB-VA) report. The annual study examines how investor behavior influenced returns within variable annuities in 2024,…
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