Just the Numbers
It has been a while since we’ve posted anything. So I thought we’d ease our way back into things. Just the numbers today. February was a good month, with US equities posting slight positive returns. Despite the poor economic news and general state of concern, US stock markets performed well. Of course, one month’s data is not enough to make a case. In reviewing 10-year annualized returns, we are not surprised to see that Small Cap and Value indexes outperformed Large Cap and Growth indexes. As always, our stance is that one should be invested across a well-diversified portfolio, and that by tilting the allocation towards Small and Value equities, one can earn greater return premiums than by staying invested in growth equities.
| S&P US Indices | 10-yr Annualized Return |
| S&P SmallCap 600 Value | 7.98 |
| S&P SmallCap 600 Growth | 2.59 |
| S&P MidCap 400 Value | 10.03 |
| S&P MidCap 400 Growth | 2.54 |
| S&P 500 Value | 1.87 |
| S&P 500 Growth | -2.58 |
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