Its sector composition is in line with the Morningstar US ... the category's average return by 2.3 percentage points annualized. And it also beat the category index, the Russell 1000 Index ...

Its sector composition is in line with the Morningstar US Large ... share class failed to beat the index with a lower Sharpe ratio, a measure of risk-adjusted returns, over the trailing 10-year ...

On July 12th, the S&P 500 was up 18.57% YTD, while the AGG was up just 0.95% or 95 bps YTD, while as of Friday, August 16th, the YTD return for the S&P 500 was +17.36%, while the AGG was +3.04% YTD.

But, as Gordon highlights, their recovery has since produced nearly even-footing returns with the capitalization-weighted S&P 500 (SP500)(IVV)(VOO) and the equal-weighted S&P 500 index.

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The S&P 500 (SPX), or Standard & Poor's 500, is a notable stock market index that measures the performance of 500 large companies listed on U.S. stock exchanges. The index was introduced in 1957 ...

The red line in the image below charts the S&P 500's performance for the first five months of 2024. The index has already gained 11.21% year-to-date, even reaching new all-time highs. This current ...

Mastercard’s stock (NYSE: MA) is up approximately 8% YTD as compared to the 12% rise in the S&P500 index over the ... In comparison, returns for the S&P 500 have been 27% in 2021, -19% in ...

In an interview with Bloomberg's Odd Lots, Lee said he expects the S&P 500 to top 15,000 by the end of the decade. The index traded around ... looking at a handful of charts that back up his ...

The S&P 500 was last up 0.64%, to 5,669.06. Encouraging economic data and expectations of a hefty interest rate cut have ...

IWY ETF has outperformed the S&P 500 since inception by almost 2x. Index methodology incorporates ... the ETF should continue to deliver returns above the SPX and below the NDX.

The S&P 500 (SPX), or Standard & Poor's 500, is a notable stock market index that measures the performance of 500 large companies listed on U.S. stock exchanges. The index was introduced in 1957 ...