WebbInterpretation. Interestingly, the Small-cap/Large-cap ratio correlates quite strongly with the 10-Year (expected) Inflation Rate which is calculated as the difference between the Treasury Rate and the TIPS Rate. According to Aswath Damodaran, historically, small-cap stocks have outperformed large-cap stocks during periods of high inflation, such as the … WebbFrom March 31, 2024, to March 31, 2024, performance for the Small Cap Ultra Growth Composite contained non-fee paying proprietary assets. A model fee of 1.00% was applied to the non-fee paying assets during the period to show the effect of how an advisory fee, compounded over a period of years, would have on returns.

FCAP YTD Return

WebbVanguard Small-Cap Value Index Fund Institutional Shares (VSIIX) Nasdaq - Nasdaq Delayed Price. Currency in USD Follow 2W 10W 9M 38.17 +0.67 (+1.79%) As of 08:06AM … WebbPerformance Overview. 5.34% YTD Daily Total Return. -13.65% 1-Year Daily Total Return. 17.76% 3-Year Daily Total Return. Trailing Returns (%) Vs. Benchmarks. Monthly Total … slowly increasing sed rate

Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX)

WebbGlobal Small-Cap: Fund Family: American Funds Cl A: Fund Status: ... 1 Global Small-/Mid-Cap Funds; 2 3, 5 and 10 Year Returns are Annualized; ... Capital Gain (YTD) N/A: … Webb13 apr. 2024 · 0.9438. PROFILE. The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in equity securities of such small- and/or mid-cap companies that it believes are ... Webb1 Mo 3 Mo 1 Yr YTD 3 Yr 5ANNUALIZED Yr 10 Yr Since Dec 29, 2000 MSCI Canada Small Cap 1.73 5.77 -12.22 5.77 29.73 9.36 3.88 8.35 ... FACTORS - KEY EXPOSURES THAT DRIVE RISK AND RETURN MSCI FACTOR BOX MSCI Canada Small Cap MSCI World Small Cap UNDERWEIGHT NEUTRAL OVERWEIGHT <-1.5 0 +1.5< MSCI FaCS VALUE Relatively … slowly increasing steering maneuver