US Market Overview in Style

Share:

Trailing Returns %
Morningstar Indexes Quarter 6 Month 1 Year 3 Year 5 Year 10 Year
US Market 12.42 16.05 30.73 3.57 0.03 10.56
Large Cap 11.72 13.99 27.04 6.19 2.40 10.48
Mid Cap 13.78 20.32 38.38 2.64 5.97 10.27
Small Cap 15.25 24.87 47.70 7.37 9.44 10.28
US Value 15.25 16.95 29.75 3.61 3.87 NA
US Core 11.57 15.26 28.63 2.76 2.36 NA
US Growth 10.73 16.15 34.12 12.90 7.35 NA