Relative Forward P/E of Russell 1000 Value vs. Growth Indices Valuation extremes still remain between Value vs. Growth, despite the recent strength in Value. Image: BofA US Equity & Quant Strategy
Russell 2000 Index – Members Above 200-Day Moving Average Are investors too optimistic, as small-cap breadth is reaching overbought levels? Image: Morgan Stanley Wealth Management
Performance of 50% Nasdaq + 50% Russell 2000 vs. S&P 500 Index Will the divergence continue to widen? Image: J.P. Morgan
Small Caps – Russell 2000 Distance from 200-Day Moving Average Is there is too much optimism built into small-caps? Image: Bespoke Investment Group
Valuation – Relative Forward P/E: Russell 2000 vs. Russell 1000 Should investors favor small caps vs. large caps, as the relative forward P/E of the Russell 2000 vs. Russell 1000 is at its lowest level since the early 2000’s? Image: BofA US Equity & Quant Strategy
Performance – % of Large-Cap Active Funds that Outperformed their Russell 1000 Benchmarks in January January was a tough month for large-cap active funds. Image: BofA Global Investment Strategy
Nasdaq Composite/Russell 2000 Ratio Should investors expect the start of a long reversal? Image: The Daily Shot
Small Cap Stocks – Russell 2000 Total Return Bases on President/Congress Since 1979 Historically, small caps’ highest average returns have been in period of Democratic President with a Democratic Congress. Image: BofA US Equity & Quant Strategy
Performance Small-Cap Stocks – Russell 2000 vs. S&P 500 Relative Total Returns Based on President/Congress Since 1979 Historically, small cap stocks have outperformed large cap stocks in periods of a Democratic President and Democratic Congress. Image: BofA US Equity & Quant Strategy
U.S. Small-Cap Stocks – Russell 2000 Index/S&P 500 Index Will U.S. small-cap stocks continue outperform U.S. large-cap stocks? Image: Morgan Stanley Wealth Management