Total Return by Market Cap and Investment Style

Which investment approach is outperforming so far in 2023?

Today’s chart answers that question by presenting the inflation-adjusted total return for both market cap and investment style.

Today’s chart illustrates that¬†large-cap growth has significantly outperformed so far in 2023¬†(blue columns).

Real Total Return by Market Cap and Investment Style

What is considered a growth stock?

Generally, a growth stock is a share in a company that has above average earnings growth and has the potential to grow faster than the overall economy.

What is considered a value stock?

Generally, a value stock is a share in a company that is appears to be undervalued based on some fundamental criteria such as earnings, dividends, revenue, book value, etc.

What is market cap?

Market cap, short for market capitalization, is the total market value of a company’s outstanding shares.

What is the difference between large-cap and small-cap?

Market cap categories break down as follows: mega-cap ($100 billion plus), large-cap ($10 billion-$100 billion), mid-cap ($2 billion-$10 billion), small-cap ($300 million-$2 billion), and micro-cap (less than $300 million).