Skip to content

Be financially ready for hurricane season. Access funds when you need them with a Home Equity Line of Credit (HELOC). Loans subject to credit approval. NMLS #406389 

Get Started 863-222-7005

Small- and Mid- vs. Large-Cap Stocks

Crews Bank & Trust Wealth Management Services Jun 14, 2022
Chart illustrates the monthly total returns of mid-cap, small-cap, S&P composite 1500, and S&P 500 stocks spanning from December 1994 – December 2020.

Contents

As of today, small- and mid-cap stocks on a year-to-date basis are performing better than their large-cap counterparts by 3% and 2%, respectively.

There is an ebb and flow but going all the way back to 1994 small- and mid-cap stocks have outperformed large-cap stocks by an annual 0.66% and 1.49%, respectively. Financial theory supports, and so far this year it is also true, that when you add them to your portfolio they lower your risk due to the additional diversification.

Since this follows our motto of obtaining the “highest returns, for the least amount of risk,” we include small- and mid-cap stocks in all our portfolios.
Chart of the Day Managing your Wealth

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Previous
The "Chiclets Chart"
Next
Recessions are Painful; Expansions are Powerful

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.