YTD through January 15, 2025, none of the top 3 names by market cap, i.e., Microsoft, Nvidia, or Apple, are beating the S&P 500. Watch for ... is this blog’s annual returns for the various ...

Its sector composition is in line with the Morningstar US Large-Mid Cap Index ... And it mirrored the performance of the category index over the same period. The risk-adjusted performance only ...

Then, each stock is assigned into either the S&P Value or S&P 500 Growth ... the performance of the broader asset class. This fund lands in the cheapest quintile of its Morningstar Category.

With regards to style, growth remains the dominant style in the market with large cap growth stocks outperforming large cap ...

But investors need not fret, as history shows that the benchmark S&P 500's (SP500 ... its eventual annual performance in 13 instances, while differing in 12. See the chart below: Notably, the ...

The S&P 500 dropped 0.3% on Wednesday, Feb. 12, as hotter-than-expected inflation data in the January CPI report weighed on the interest rate outlook.

This chart illustrates the frequency of all-time highs for the S&P 500, showcasing its impressive performance this year ...