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Exploiting the edge from historical market patterns

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Year to Date Global Equity Returns by Style

Posted on May 15, 2008

By clicking on the above chart, you'll be able to see comparative year-to-date returns for EAFE (Europe, Australasia, Far East) value stocks (EFV); EAFE growth stocks (EFG); S&P 500 value stocks (IVE); and S&P 500 growth stocks (IVW).Here are a few noteworthy observations:1) Across the world, equities have retraced most of their year-to-date losses (though they remain below their 2007 peaks);2) Growth has been outperforming Value among the EAFE stocks since the January market lows, and now in the last month has outperformed Value among U.S. stocks;3) U.S. Value stocks were relative performa...

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bear market , lows , markets , sp
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