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Factors Over Time

Crews Bank & Trust Wealth Management Services Feb 20, 2024

Contents

Today’s Chart of the Day is a perennial favorite for some clients and shows the annual stock market performance of several factors. "Factors" is the name the market assigns to certain types of stocks. For instance: Growth stocks are those that have higher growth rates and often do not have a dividend; vs. Value stocks which are generally older, more established, and pay a dividend. Other factors are Small, Mid, and Large, Real Estate, International, and High Dividend. The “Chiclet Chart," as one client calls it, displays how each factor performs as compared to the others over time. It makes a visual case to be diversified into each to reduce volatility, since some do better one year and not the next. 
Chart of the Day

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.

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Down Most of the Time
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Chart of the Day: Rolling, Rolling, Rolling

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