So, just for fun I was playing around with small caps, mid and large caps (checking out value, blend and growth). I used this tool for my analysis:
https://www.portfoliovisualizer.com/bac ... sisResults
I checked from Jan 1994 through Apr 2018. I found that mid cap value and micro cap destroy all other areas (micro being the clear winner). That's pretty neat, given that many (e.g. Paul Merriman) suggest small value to be the winner.
Feel free to play around with the same tool.
Naturally this doesn't consider the different indexes nor the alpha beating abilities of different funds.
Best,
Me
P.S. I also tried to compare these vs. emerging markets and REITs. Mid value and micro just destroy all others.
Just for fun, microcap
Moderator: Aitrus
Re: Just for fun, microcap
Odd because here the microcaps show very little return over a period of time:
https://www.bogleheads.org/wiki/US_micr ... ex_returns
https://www.bogleheads.org/wiki/US_micr ... ex_returns
Re: Just for fun, microcap
There was a recent article Asset Class Comparisons. It showed the same thing, Small Cap Value beat all others. It was actually a chart. Can't find the link right now.
Fund Prices2024-03-27
Fund | Price | Day | YTD |
G | $18.14 | 0.01% | 1.00% |
F | $19.09 | 0.26% | -0.68% |
C | $82.11 | 0.87% | 10.42% |
S | $82.19 | 1.48% | 6.61% |
I | $42.68 | 0.56% | 6.21% |
L2065 | $16.38 | 0.84% | 8.36% |
L2060 | $16.38 | 0.84% | 8.36% |
L2055 | $16.39 | 0.84% | 8.36% |
L2050 | $32.73 | 0.71% | 6.94% |
L2045 | $14.91 | 0.67% | 6.56% |
L2040 | $54.37 | 0.63% | 6.20% |
L2035 | $14.34 | 0.58% | 5.77% |
L2030 | $47.66 | 0.53% | 5.35% |
L2025 | $13.14 | 0.31% | 3.40% |
Linc | $25.60 | 0.24% | 2.79% |