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Facts and fictions of small-cap-value returns Part 1

Facts and fictions of small-cap-value returns Part 1

Released Wednesday, 25th September 2019
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Facts and fictions of small-cap-value returns Part 1

Facts and fictions of small-cap-value returns Part 1

Facts and fictions of small-cap-value returns Part 1

Facts and fictions of small-cap-value returns Part 1

Wednesday, 25th September 2019
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Some controversy and concern seems to have risen about small-cap-value returns. While on vacation in Europe recently, I used the early morning hours to complete a study examining the history of returns for many of the popular asset classes: S&P 500, Total Market Index, Large Cap Value, Small Cap Blend, Small Cap Value, U.S. Long Term Bonds, U.S. Treasury …

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