The table below provides US stock market returns for the mid year ending on June 30, 2015 as measured by major index providers.
Mid year returns
The six month results show that growth stock indexes outperformed value stock indexes in all size dimensions: large-cap, mid-cap, and small-cap stocks. Mid-cap and small-cap market indexes outperformed large-cap market indexes.
Note that index providers have differing metrics for defining size and style dimensions, and employ differing transition metrics for stocks migrating from size and style categories. These differences are reflected in the dispersion of returns in each category.
Return Table
| CRSP | Dow Jones | Morningstar | MSCI | Russell | S&P | Wilshire | |
|---|---|---|---|---|---|---|---|
| Total Market | 1.89% | 1..92% | 1.85% | 2.01% | 1.94% | 1..93% | 1.77% |
| Completion | – | 4.77% | – | – | 4.81% | 4.84% | 4.67% |
| Large Blend | 1.47% | 1.52% | 1.31% | 1.70% | 1.71% | 1.23% | – |
| Large Value | -0.07% | -1.13% | -0.51% | -0.93% | -0.61% | -0.45% | – |
| Large Growth | 3.25% | 4.36% | 5.62% | 4.30% | 4.33% | 2.80% | – |
| Mid Blend | 3.09% | 5.56% | 3.23% | 3.90% | 2.35% | 4.20% | – |
| Mid Value | 1.31% | 0.81% | -1.32% | 1.34% | 0.41% | 1.62% | – |
| Mid Growth | 4.91% | 8.98% | 6.26% | 6.45% | 4.18% | 6.53% | – |
| Small Blend | 4.18% | 4.84% | 3.59% | 4.43% | 4.75% | 4.16% | – |
| Small Value | 2.11% | -0.81% | 0.36% | 0.99% | 0.76% | 0.78% | – |
| Small Growth | 6.56% | 8.30% | 8.00% | 7.85% | 8.74% | 7.51% | – |
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