Tag Archives: growth and value
S&P U.S. Indices Year-End 2022: Analyzing Relative Returns to CRSP
The S&P U.S. Equity Indices aim to represent and measure the performance of distinct market cap segments of the investable U.S. equity market. The S&P Composite 1500®, which consists of the S&P 500®, S&P MidCap 400® and S&P SmallCap 600®, is constructed differently compared to other indices with similar objectives. These nuances can impact index…
- Categories Equities
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Sizing Up Style Returns
After more than a decade of underperformance, and in stark contrast to Growth’s dominance for much of 2020, Value has made an impressive comeback so far in 2021, outperforming Growth around the world, including across the size spectrum in the U.S. In fact, Value’s YTD outperformance against Growth in mid and small caps is the…
Riding the Value Wave
U.S. equity markets seemed to undergo a fundamental change of direction in September of last year. Exhibit 1 illustrates the shift; our growth indices, which had outperformed value handily through the end of August, have lagged ever since. The spreads between growth and value are even greater when we compute them using our Pure Growth…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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