The Small-Cap Value Rally

In reference to yesterday’s post on the small-cap premium, I want to look at the performance of small-cap value stocks compared with the rest of the market.

The difference is quite startling. This chart below has the Vanguard 500 Index Fund (VFINX) in black along with the Vanguard Small-Cap Value Index Fund ($VISVX) in blue. Both include dividends. I also set both funds to 100 on April 8, 1999, which was the start of small-cap outperformance.

Posted by Eddy Elfenbein on January 28th, 2014 at 4:05 pm

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