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Dec 07 2021

Additional Factors

  • Dec 7, 2021

The average return of the largest 25 firms ended the month flat. For the first time in 2021, this helped propel the Cap Weighted measure past the Equal Weighted average in the YTD race. The relative gain (+15.5%) enjoyed by the Equal Weighted index over the Cap Weighted measure from 8/31/20 to 5/28/21 has now been more than halved in the last six months.


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager