Tag Archives: S&P U.S. Equity Indices
S&P U.S. Indices Mid-Year 2023: Analyzing Relative Returns to CRSP
Following a challenging 2022, H1 2023 hosted a recovery among U.S. equities: the S&P 500® (up 16.9%) posted its fourth-best first half since 1996, and there were gains across the market cap spectrum. But on a relative basis, and in contrast to longer horizons, the S&P Core U.S. Equity Indices lagged their CRSP counterparts in…
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What’s in a U.S. Equity Index?
2022 was the worst year for U.S. equity indices since 2008’s Global Financial Crisis, with the S&P 500® entering a bear market and declining 18% in 2022. Despite the market blues, there were some relative winners: the S&P DJI U.S. Core Indices beat their MSCI counterparts last year, driven by differences in their methodologies. Below…
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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…
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