WebbCRSP classifies value securities using the following factors: book to price, forward earnings to price, historic earnings to price, dividend-to-price ratio and sales-to-price … WebbWorst 36- and 60-Month Annualized Returns Finally, note the worst 3- and 5- year periods. Since 1970, a 50/50 portfolio had a 3-year return of -6.8% and a 5-year return of -2.1%. Note how these returns compare to the other listed portfolios. Modern Portfolio and 50/50 Portfolio Historical Returns
SPDR S&P 600 Small Cap Value ETF (SLYV): Historical Returns
WebbPerformance Overview. Morningstar Return Rating N/A1. Year-to-Date Return -1.89%. 5-Year Average Return 6.03%. Number of Years Up 16. Number of Years Down 7. Best 1 Yr … WebbAll (since Jan 1927) An investment of 1000$, since March 1993, now would be worth 20585.73$, with a total return of 1958.57% ( 10.61% annualized ). The Inflation Adjusted Capital now would be 9791.98$, with a net total return of 879.20% (7.90% annualized). designer light switch wall plates
Vanguard S&P Small-Cap 600 Value (VIOV): Historical Returns
Webb19 nov. 2014 · In the 1950s, 1980s and the 1990s, every asset class in this table produced double-digit returns — and the 1940s came mighty close. The most consistent high … Webb31 mars 2024 · In the last 15 Years, the Vanguard Small-Cap Value (VBR) ETF obtained a 8.97% compound annual return, with a 21.04% standard deviation. In 2024, the ETF … Webb9 maj 2024 · Over the period 1927-2024, the Fama-French U.S. large-value research index returned an annualized 12.0% versus 14.5% for the Fama-French U.S. small-value index. Over this period the U.S. total stock market ( CRSP 1-10 index) returned 10.2%. designer line the row