Largecap, Midcap and Smallcap Performance

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Includes: IJH, IJR, IVV, SPY
by: Bespoke Investment Group

As we did recently with growth versus value, below we highlight the performance of large, mid and smallcap indices over the entire bull market and since the correction started last October.

As shown in the first chart, largecap stocks (as measured by the S&P 500) have lagged mid and smallcap stocks significantly since October 2002. The S&P 500 is up 83.7%, the Smallcap 600 is up 129.2%, and the Midcap 400 is up 136.3% since 10/9/02.

Since the October 2007 top, smallcap stocks have fared the worst and are still down 11.45%. The S&P 500 is down 8.85%, while the Midcap 400 is down just 3.95%.


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