Style Box Update – Mid-November ’19

Here is our twice-quarterly style box spreadsheet for readers. To preface the content, using iShare ETF’s for style-box returns, Value is clearly outperforming Growth across all market-caps.   However, using the Vanguard style-box ETF’s and YTD returns, the Growth style … Continued

Style Box Analysis: March 31, 2019

  What’s interesting about the Style Box update the last 6 weeks is that Small and Mid Cap Value are starting to close the underperformance gap between it and Growth. Large Cap Growth’s premium to Value has widened out substantially … Continued

Style-Box Update: Value vs Growth

    The style-box update as of 11/16/18 is actually a little late: for some reason, the update wasn’t made for September 30th. It is typically done every 6 weeks for readers. The big change since mid-August is that mid-cap … Continued