The Sensational Success of Small-Cap Stocks

Roben Farzad writes on the amazing success of small-cap stocks:

Zero in, for example, on the Russell 2000. It’s up 30 percent this year and has delivered a total return of 242 percent since the market hit its crisis low in March 2009, smartly ahead of the 183 percent total gain provided by the S&P 500. From 1926 through 2012, small-cap stocks averaged an annual return of 11.9 percent, compared with 9.8 percent for large caps, according to Morningstar (MORN) Ibbotson data—turning an original $10,000 investment into $158 million, compared with $31 million in large companies.

Posted by on October 23rd, 2013 at 11:12 am


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