Last Update: 30 April 2022

US Small Cap or Large Cap? Value or Growth Investing?

The best performing investment in the last 25 years is US Mid Cap Blend, that granded a +10.40% annualized return.

The worst is US Large Cap Value, with a +8.26% annualized return in the last 25 years.

If you want to invest in US Stock Style, you can easily do it with ETFs. Some of them are the main components of the most efficient Lazy Portfolios.

US Stock Style Matrix

Stock Style: 25 Years returns

US Stock Style Historical Returns

US Stock Style Returns, for last 1,3,6 Months and 1,3,5,10,25 years.

Columns are sortable, records are pre-ordered by 25 year return.

US STOCK STYLE - HISTORICAL RETURNS (%)
Last Update: 30 April 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 3Y: 4.20% , 5Y: 3.40% , 10Y: 2.33% , 25Y: 2.39%
ETF 1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 25Y(*)
US Mid Cap Blend (IJH) -7.11 -4.75 -9.94 -7.07 9.86 9.25 11.35 10.40
US Mid Cap Value (VOE) -4.93 -2.27 -1.32 2.93 10.84 9.25 11.89 10.23
US Small Cap Value (IJS) -6.38 -3.77 -6.72 -5.01 9.29 8.23 11.24 10.04
US Small Cap Growth (IJT) -9.41 -8.89 -16.09 -12.59 8.00 8.83 11.77 9.99
US Small Cap Blend (IJR) -7.84 -6.28 -11.34 -8.71 9.06 8.87 11.76 9.96
US Mid Cap Growth (IJK) -7.44 -6.22 -15.75 -11.70 9.05 9.09 10.89 9.73
US Large Cap Growth (VUG) -12.88 -13.71 -20.04 -8.38 16.09 16.10 14.79 9.30
US Large Cap Blend (SPY) -8.78 -8.14 -9.69 0.04 13.77 13.57 13.56 8.69
US Large Cap Value (VTV) -4.79 -2.80 -0.29 5.85 10.98 10.92 12.27 8.26
Stocks Bonds Commodities
(*) annualized

US Stock Style Yearly Returns

Click on < > buttons to switch date range. Click on column header to sort data.

US STOCK STYLE - YEARLY RETURNS (%)
Last Update: 30 April 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2022.
ETF 2022(*) 2021 2020 2019
US Mid Cap Blend (IJH) -11.67 24.71 13.58 26.10
US Mid Cap Value (VOE) -4.91 28.76 2.59 27.84
US Small Cap Value (IJS) -8.00 30.53 2.63 24.12
US Small Cap Growth (IJT) -18.21 22.37 19.22 20.99
US Small Cap Blend (IJR) -13.04 26.60 11.28 22.82
US Mid Cap Growth (IJK) -15.95 18.68 22.44 25.96
US Large Cap Growth (VUG) -21.83 27.34 40.22 37.03
US Large Cap Blend (SPY) -12.99 28.74 18.37 31.22
US Large Cap Value (VTV) -3.84 26.51 2.26 25.65
Stocks Bonds Commodities
(*)YTD - 30 April 2022

US Stock Style Drawdowns

US Stock Style Maximum Drawdowns, in last 5,10,25 years.

The following table represents US Stock Style total returns and maximum drawdown in the same period. Columns are sortable.

US STOCK STYLE - TOTAL RETURNS vs DRAWDOWNS (%)
Return: Total Return (%) - DD: Maximum Drawdown (%)
Last Update: 30 April 2022
5Y
10Y
25Y
ETF Return DD Return DD Return DD
US Mid Cap Blend (IJH) +55.61 -29.70 +192.90 -29.70 +1085.92 -49.45
US Mid Cap Value (VOE) +55.65 -31.25 +207.54 -31.25 +1041.59 -56.45
US Small Cap Value (IJS) +48.48 -40.32 +190.25 -40.32 +992.48 -54.13
US Small Cap Growth (IJT) +52.65 -32.91 +204.22 -32.91 +980.42 -51.05
US Small Cap Blend (IJR) +52.98 -36.12 +204.00 -36.12 +973.23 -51.79
US Mid Cap Growth (IJK) +54.49 -24.83 +181.14 -24.83 +919.41 -48.22
US Large Cap Growth (VUG) +110.96 -21.83 +297.35 -21.83 +823.35 -53.58
US Large Cap Blend (SPY) +88.94 -19.43 +256.54 -19.43 +702.99 -50.80
US Large Cap Value (VTV) +67.93 -25.07 +218.08 -25.07 +627.43 -54.78
Stocks Bonds Commodities
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