Annualized Return difference between Large Cap and Small Cap : 5.5584% (As of 2024-11-26)
Historical Data
Basic Info
Annualized Return difference between Large Cap and Small Cap was 5.5584 as of 2024-11-26, according to GuruFocus. Historically, Annualized Return difference between Large Cap and Small Cap reached a record high of 15.1699 and a record low of -11.6135, the median value is -0.3886. Typical value range is from 0.28 to 5.58. The Year-Over-Year growth is -27.1%. GuruFocus provides the current actual value, an historical data chart and related indicators for Annualized Return difference between Large Cap and Small Cap - last updated on 2024-11-26.
The Annualized Return difference between Large Cap and Small Cap stocks, as measured by the S&P 500 Index and the Russell 2000 Index respectively, quantifies the disparity in returns between these two major market segments over rolling five-year periods. Tracking the return difference between these indexes helps investors understand the market cycles and risk appetites influencing large-cap versus small-cap investments. Generally, large caps provide stability and are preferred during uncertain economic times, whereas small caps offer higher growth potential during economic expansions but with increased volatility. Since 2007, there has been an upward trend in the annualized return difference, and the pattern was further enhanced starting 2014. In other words, large cap stocks outperformed during the later stage of 2010s. Much of the recent outperformance of large caps has to do with their larger weighting to technology stocks.
| Category | Market Trend |
| Region | USA |
| Source | GuruFocus |
Stats
| Name | Value | ||
|---|---|---|---|
| Last Value | 5.5584% | ||
| Latest Period | 2024-11-26 | ||
| Long Term Average | 2.93% | ||
| Average Annualized Growth Rate | +1.75% | ||
| Value from The Previous Market Day | 5.2896% | ||
| Change from The Previous Market Day | +5.08% | ||
| Value from 1 year ago | 7.3206% | ||
| Change from 1 year ago | -24.07% | ||
| Frequency | Daily | ||
| Unit | % |
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