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Nov 05 2022

Additional Factors

  • Nov 5, 2022

Value stocks have had incredible performance relative to Growth. At the end of October, IVE (iShares S&P 500 Value) had a 20% YTD advantage over IVW (iShares S&P 500 Growth). That’s easily the largest annual performance gap in favor of Value: Over the 22-year history of data, no other year reached double digits.

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About The Author

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