DISPARITY IN RETURNS

Growth versus Value

Since 2015, growth stocks of the S&P 500 Index have earned 9 times the returns of S&P 500 value stocks.

A traditional buy-and-hold approach that equal weights between growth and value stocks would have significantly underperformed the broad markets.

Large Cap versus Small Cap

Since 2015, large cap stocks of the S&P 500 Index have earned 23 times the returns of the small cap Russell 2000.

Again, a traditional asset allocation approach that blindly distributes between Large and Small cap stocks would have failed miserably.

Source: Morningstar as of May 14, 2020 | Last Price updated as of May 15, 2020, 10:15 AM EST