Gold Minus Oil Annual Net Return

Gold Minus Oil Annual Net Return This year saw the biggest gold outperformance vs. oil since 1980. Image: BofA Global Investment Strategy

Performance – Russell 1000 Value/Growth Month Returns

Performance – Russell 1000 Value/Growth Month Returns This month sees the strongest outperformance in small cap value since the 2000s (September return projected to month end). Image: BofA Global Investment Strategy

S&P 500 – S&P 5 vs. S&P 495

S&P 500 – S&P 5 vs. S&P 495 This chart highlights the outperformance of the biggest five companies in the S&P 500 vs. the remaining 495 stocks. Image: BCA Research

Performance – S&P 500 Tech vs. S&P 500 Banks Total Return Relative

Performance – S&P 500 Tech vs. S&P 500 Banks Total Return Relative Tech stocks have weathered the coronavirus panic. The outperformance of tech vs. banks is the biggest since the dotcom bubble and the Global Financial Crisis. Image: BofA Global Investment Strategy

Mega-Cap Growth Stocks vs. S&P 500

Mega-Cap Growth Stocks vs. S&P 500 This chart highlights the outperformance YTD of mega-cap growth stocks vs. the S&P 500. Image: Deutsche Bank Asset Allocation