Small cap value historical returns
WebbAll (since Jan 1927) An investment of 1000$, since March 1993, now would be worth 20585.73$, with a total return of 1958.57% ( 10.61% annualized ). The Inflation Adjusted Capital now would be 9791.98$, with a net total return of 879.20% (7.90% annualized). Webb31 mars 2024 · The iShares S&P Small-Cap 600 Value (IJS) ETF granted a 1.29% dividend yield in 2024. ETF Dividend Yield The most recent Dividend Yields of iShares S&P Small-Cap 600 Value (IJS) ETF are represented below: Period: January 2024 - March 2024 (*) Dividend Yield is calculated only for a portion of the year Readings that may interest you
Small cap value historical returns
Did you know?
Webb27 sep. 2024 · In large-cap U.S. equities, the S&P 500 and Russell 1000 have had similar risk/return profiles (9.65% versus 9.73% per year, respectively, since Dec. 31, 1993). … Webb10 mars 2024 · US small cap index returns chronicles the annual returns of US small cap stocks as measured by stock indexes. Fig.1. Index Strategy Box. The growing …
Webb31 mars 2024 · In the last 15 Years, the Vanguard Small-Cap Value (VBR) ETF obtained a 8.97% compound annual return, with a 21.04% standard deviation. In 2024, the ETF … Webb6 juli 2024 · They tracked down historical data going back to 1900 for 23 countries including the U.S. This graph shows the nominal (not inflation-adjusted) annualized returns (Compound Annual Growth Rate; CAGR) by country from 1900 to 2024 and compares it to the U.S., Europe, Emerging Markets, Developed Markets, and a World aggregate of all …
Webb31 mars 2024 · Historical Returns as of Mar 31, 2024 Historical returns and Metrics of Vanguard S&P Small-Cap 600 Value (VIOV) ETF. Returns and metrics are calculated based on monthly returns, assuming: No fees or capital gain taxes the reinvestment of dividends VANGUARD S&P SMALL-CAP 600 VALUE (VIOV) ETF Portfolio Metrics WebbThe average return differences between small and large cap stocks were reliably positive in most developed markets and major emerging markets, suggesting that the size effect has been a global phenomenon.
http://www.lazyportfolioetf.com/etf/ishares-sp-small-cap-600-value-ijs/
Webb3 dec. 2024 · The average transaction size was much more in line with small-cap equities. Based on this data point, we create an index of the 30% of the smallest US public companies with market capitalizations over $500 million. As it turns out, the small-cap equity index and the US Private Equity Index have almost identical returns. ctg tracingWebb9 maj 2024 · Over the period 1927-2024, the Fama-French U.S. large-value research index returned an annualized 12.0% versus 14.5% for the Fama-French U.S. small-value index. Over this period the U.S. total stock market ( CRSP 1-10 index) returned 10.2%. ctg trading groupWebbIn the last 30 Years, the iShares S&P Small-Cap 600 Value (IJS) ETF obtained a 10.74% compound annual return, with a 19.04% standard deviation. In 2024, the ETF granted a … earth general storeWebb30 juli 2024 · From 1928 through 2024, the U.S. small-cap value index had 62 profitable calendar years (out of 90), with an average gain in those years of 33.7%. The index had … ctgtstoreWebbför 14 timmar sedan · Franklin Small Cap Value Fund has a three-year annualized return of 14.4% as of Feb 28, 2024. FRVLX has an expense ratio of 0.98% compared with the … ctg to mco flightsWebb31 mars 2024 · Vanguard Small-Cap Growth (VBK): Historical Returns Data Source: from January 2005 to March 2024 (~18 years) Consolidated Returns as of 31 March 2024 … ctg traceWebbTotal Market and Capitalization index monthly returns are generated from the backtest data from June 2001 through March 2011. Returns from April 2011 forward are generated from our live index production process. Value and Growth Indexes monthly returns are generated from CRSP’s backtest through the full period, June 2001 through September … ctg transducer