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Category: Style analysis

StyleBox Update: It Could be Reasonable to Expect Large-Cap Growth to Lag for a While Longer

August 16, 2022 Brian Gilmartin Leave a comment

Click on the spreadsheet and you’ll find an updated “stylebox” analysis through 8/15/22. Because performance is downloaded monthly, it’s preferred…

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Posted in: annual return, Average Annual Return, Style analysis

Style Box Update: Growth Across All Market-Caps Remains Out of Favor

July 7, 2022 Brian Gilmartin Leave a comment

    Looking at style-box returns YTD, value is offering a little less downside, as growth continues to give up…

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Posted in: Style analysis

Style-Box Analysis Update: No Surprise, Value Continues to Outperform

May 15, 2022 Brian Gilmartin Leave a comment

In what is a highly unusual start to 2022, every single bond and stock asset class has negative returns for…

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Posted in: Growth v Value, QQQ, Style analysis

Style-Box Update: Value May be Just Starting to Outperform

April 1, 2022 Brian Gilmartin Leave a comment

Updating style-box returns as of 3/31/22, using the iShares growth and value ETF’s, “value” continues to outperform growth this calendar…

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Posted in: Style analysis

Style-Box Update: No Surprise that Value Investing Has Returned

February 17, 2022 Brian Gilmartin Leave a comment

The first style-box update for 2022 shows what everybody and their brother already knows i.e. that value is outperforming growth…

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Posted in: Style analysis

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