Performance – Large Cap vs. Small Cap

Performance – Large Cap vs. Small Cap Considering their appealing valuations, is there still a chance that US small-cap stocks could outperform large-cap stocks in 2024? Image: Goldman Sachs Global Investment Research

Flow into U.S. Small Cap Stocks

U.S. Small Cap Fund Flows The trend of strong inflows to U.S. small-cap funds does suggest that investors continue to view U.S. small caps as an attractive investment opportunity. Image: BofA Global Investment Strategy

Small Cap Stocks – Relationship Between Relative Fwd P/E of Russell 2000 vs. Russell 1000 and Subsequent 10-Year Annualized Relative Returns

Small Cap Stocks – Relationship Between Relative Fwd P/E of Russell 2000 vs. Russell 1000 and Subsequent 10-Year Annualized Relative Returns Investing in small-cap stocks during periods when they are trading at a significant discount to large-cap stocks may present attractive opportunities for long-term investors. Image: BofA US Equity & Quant Strategy

U.S. Small Cap Stocks – S&P 600 / S&P 500

U.S. Small Cap Stocks – S&P 600 / S&P 500 U.S. small business confidence is deteriorating, which does not bode well for U.S. small-caps, but relative valuations remain attractive. Image: BCA Research

Small Cap Stocks vs. Large Cap Stocks

Small Cap Stocks vs. Large Cap Stocks Relative valuations still suggest that small-caps could outperform large-caps over the next decade. Image: BofA Global Research