This SP 500 annual return table shows the annual returns for the benchmark for various periods going back to 1/1/2000.…
This update is usually posted every 6 weeks, but thanks to the schedule, it wasn’t updated until November 30th for…
The above spreadsheet shows the relative performance of the various US equity market asset classes, starting with large-cap growth and…
What’s interesting is that to start 2023, large-cap growth has outperformed large-cap value by 1 basis point. In the mid-cap…
2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Click on the above table and…