Size Effect
Size Effect
Size Effect
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• Recent Returns of Small Cap Stocks<br />
– Total Returns from Morningstar Small Cap, Mid Cap &<br />
Large Cap Indexes<br />
YTD 1 Yr 3 Yr Avg 5 Yr Avg 10 Yr Avg<br />
Small Cap 6.50% 30.33% 10.16% 5.11% 8.23%<br />
Mid Cap 6.82% 28.35% 6.52% 4.67% 7.19%<br />
Large Cap 5.24% 18.83% 1.60% 2.63% 1.94%
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