- Since June 30th, 2021, large-cap growth has reasserted it’s leadership, if only slightly, over large-cap value, even though for the small and mid-cap asset classes (SMID) value is still out-performing year-to-date.
- Using the Ycharts calculator, from March 23, 2020, to August 13th, 2021, the S&P 500’s total return is/was 103%.
- From a longer-term perspective, Emerging Markets is one of the few asset classes with mid-single-digit 10-year and 15 year returns versus much higher returns for US equity asset classes above.
For further details see:
Style-Box Update: Mega-Cap Growth Reasserts Itself But Value Leads In SMID