Has value really lost its vigor? While growth stocks have outperformed in the past decade, value returns have largely tracked their long-term historical average. There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into…
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While…
Asking the right questions and following a few key principles can improve your odds of long-term investment success. At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a…
Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds,…
For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to…
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Jake DeKinder, Head of Advisor Communication, explains why investors should view recent market declines as part of the nature…
A high-level overview from Pensions & Investments that illustrates Dimensional’s success with charts on the firm’s growth, performance, and low costs.
