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 ...
However, there are data providers whose analysts have information on how S&P 500 returns change if dividends are reinvested. Several charts on this page include our own calculations of such data.
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.
The S&P 500 is currently up 4.19% year-to-date, while the S&P Equal Weight is up 3.52% year-to-date. Read more here.
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 ...
This index did not make a new high this month while the S&P 500 made it there. A negative divergence of this kind might be a problem. The iShares Russell 2000 ETF annotated daily price chart ...
The S&P 500 ended Tuesday near the flat line as investors digested cautious commentary from Federal Reserve Chair Jerome ...
Discover investment insights as the S&P 500 climbs 3.96% YTD. Learn about dividend-focused strategies and stock picks for ...
Small-caps tend to outperform large-caps in rate cutting cycle — and one Vanguard ETF, VTWO, offers competitive fees.