Missing the middle of anything leaves a pretty big hole. And that’s especially true when it comes to the market. Since 1994, mid caps have outperformed large caps 53% of the time and small caps 50.3%,1 yet many portfolios don’t include mid-cap exposures. Explore mid cap’s outperformance, as this asset class can make all the difference in portfolios.
Equity Allocation Tool
Use this tool to view the historic impact of increasing a portfolio’s mid-cap allocation, versus large- and small-cap allocations. To start, enter your equity allocation in the “Enter starting amount” field and use the slider to see how increasing your mid-cap allocation impacts returns.
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Source: Bloomberg Finance, L.P., as of December 31, 2021.
Methodology: The representation of the performance is based on the actual index data of the S&P 500® Index, the S&P MidCap 400® Index and the S&P Small Cap 600® Index from January 1, 1995 until December 31, 2021.
Past performance is not a reliable indicator of future performance. Index returns do not represent actual ETF performance and are for illustration purposes only. Index performance does not reflect charges and expenses associated with the fund or brokerage commissions associated with buying and selling exchange traded funds. It is not possible to invest directly in an index.
1 FactSet, as of December 31, 2021. Return data from January 1, 1994 to December 31, 2021, based on price returns. Past performance is not a reliable indicator of future performance. Mid caps = S&P MidCap 400 Index, Small Caps = S&P Small Cap 600 Index, Large Caps = S&P 500 Index.
2 FactSet, as of December 31, 2021. Return data from January 1, 1994 to December 31, 2021. Past performance is not a reliable indicator of future performance.
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