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Large Cap Sentiment Poll
- Thread starter eagle488
- Start date
believe it or not Historically Small cap value dominates...but i think goin forward the inefficiences of investing and evaluationg the foreign markets as well as foreigners beginning to invest in threir own counties start to take placea on a more accepted level and those markets far outpace as they have so many years of "catching up"
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Are you absolutely certain that the small cap value is historically the best? I didnt really drill down into the data, but I use www.russell.com calculator to get different views of the market. You can use the calculator to go mtd, qtd, ytd, 1-11 years out.
According to their 11 year outlook, it appears that Mid-Cap Value seems the most aggressive. In all cases, value does seem to outpace growth stocks.
Russell 3000® Index 9.85
Russell 3000® Growth Index 6.85
Russell 3000® Value Index 12.07
Russell 3000E⢠Index --
Large-Cap Indexes
Russell 1000® Index 9.90
Russell 1000® Growth Index 7.03
Russell 1000® Value Index 11.97
Russell Top 200® Index 9.12
Russell Top 200® Growth Index 6.68
Russell Top 200® Value Index 11.13
Russell Top 50⢠Index --
Mid-Cap Indexes
Russell Midcap® Index 12.66
Russell Midcap® Growth Index 9.34
Russell Midcap® Value Index 14.10
Small-Cap Indexes
Russell 2000® Index 10.16
Russell 2000® Growth Index 5.62
Russell 2000® Value Index 14.01
Russell 2500⢠Index 11.92
Russell 2500⢠Growth Index 7.83
Russell 2500⢠Value Index 14.37
As well, looking at the S&P indexes, it does appear that mid-cap value has dominated the last 10 years.
http://www2.standardandpoors.com/spf/pdf/index/tr.pdf
According to their 11 year outlook, it appears that Mid-Cap Value seems the most aggressive. In all cases, value does seem to outpace growth stocks.
Russell 3000® Index 9.85
Russell 3000® Growth Index 6.85
Russell 3000® Value Index 12.07
Russell 3000E⢠Index --
Large-Cap Indexes
Russell 1000® Index 9.90
Russell 1000® Growth Index 7.03
Russell 1000® Value Index 11.97
Russell Top 200® Index 9.12
Russell Top 200® Growth Index 6.68
Russell Top 200® Value Index 11.13
Russell Top 50⢠Index --
Mid-Cap Indexes
Russell Midcap® Index 12.66
Russell Midcap® Growth Index 9.34
Russell Midcap® Value Index 14.10
Small-Cap Indexes
Russell 2000® Index 10.16
Russell 2000® Growth Index 5.62
Russell 2000® Value Index 14.01
Russell 2500⢠Index 11.92
Russell 2500⢠Growth Index 7.83
Russell 2500⢠Value Index 14.37
As well, looking at the S&P indexes, it does appear that mid-cap value has dominated the last 10 years.
http://www2.standardandpoors.com/spf/pdf/index/tr.pdf
I went to VanGuard.com to compare the S&P and Russell data with their indexes.
Here are the indexes I found with at least 10 years of time:
S&P500, Created 1976, 12.1%
Large Cap Growth, 1992, 9.36%
Large Cap Value, 1992, 11.69%
Total Stock Market, 1992, 10.57%
Small Cap Index, 1960, 11.09%
Extended Market (Smal to mid caps), 1987 11.98%
Total International Stock Index, 1996, 6.36% UH-OH!
Here are the indexes I found with at least 10 years of time:
S&P500, Created 1976, 12.1%
Large Cap Growth, 1992, 9.36%
Large Cap Value, 1992, 11.69%
Total Stock Market, 1992, 10.57%
Small Cap Index, 1960, 11.09%
Extended Market (Smal to mid caps), 1987 11.98%
Total International Stock Index, 1996, 6.36% UH-OH!