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PUBLICATIONS > Journal of Indexes > JOI Stats > U.S. Market Overview In Style
Journal of Indexes

U.S. Market Overview In Style

Share:

Trailing Returns %
Morningstar Indexes 3-Month YTD 1-Yr 3-Yr 5-Yr 10-Yr
US Market 8.47 8.90 18.28 –5.77 2.36 0.66
Large Cap 8.15 6.60 14.70 –6.84 1.65 –1.07
Mid Cap 9.50 14.79 27.56 –3.54 3.97 4.98
Small Cap 8.79 15.32 28.99 –1.91 4.36 6.38
US Value 6.92 8.92 16.46 –8.10 0.76 3.75
US Core 6.78 8.29 17.48 –4.38 3.32 2.25
US Growth 12.26 9.67 21.28 –5.10 2.67 –4.58
Large Value 6.87 7.43 13.02 –10.33 –0.28 1.92
Large Core 5.82 5.54 13.43 –5.23 2.78 0.35
Large Growth 12.49 7.16 18.21 –5.24 2.00 –6.28
Mid Value 7.25 12.48 24.56 –2.87 2.89 8.08
Mid Core 9.85 15.76 28.86 –2.87 4.35 7.48
Mid Growth 11.50 16.04 29.18 –5.07 4.39 –0.54
Small Value 6.49 14.16 29.74 0.78 4.66 11.09
Small Core 7.85 14.25 26.42 –2.50 4.18 8.39
Small Growth 12.19 17.61 30.87 –3.99 3.90 –0.13
Morningstar Data
Morningstar Data
Biggest Influence on Style Index Performance
YTD Constituent
Return % Weight %
Best Performing Index
Small Growth 17.61
Riverbed Technology Inc. 150.72 0.58
TIBCO Software Inc. 99.58 0.74
Sotheby's 96.00 0.69
Informatica Corp. 57.23 1.05
WABCO Holdings Inc. 79.99 0.75
Worst Performing Index
Large Core 5.54
Philip Morris International Inc. 25.78 2.87
International Business Machines Corp. 11.33 5.41
McDonald's Corp. 27.60 2.11
Caterpillar Inc. 41.49 1.11
Procter & Gamble Co. 8.07 5.56

Morningstar Data
Source: Morningstar. Data as of Oct. 31, 2010.

Notes and Disclaimer: ©2010 Morningstar, Inc. All Rights Reserved. Unless otherwise noted, all data is as of most recent month end. Multi-year returns are annualized. NA: Not Available. Biggest Influence on Index Performance lists are calculated by multiplying stock returns for the period by their respective weights in the index as of the start of the period. Sector and Industry Indexes are based on Morningstar's proprietary sector classifications. The information contained herein is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
 

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