US stock market index returns – 2015 first quarter

stockindexcloudThe table below provides US stock market returns for the first quarter ending on March 31, 2015 as measured by major index providers.

First quarter returns

The three month results show that growth stock indexes outperformed value stock indexes in all size dimensions:  large-cap, mid-cap, and small-cap stocks.  Mid-cap and small-cap  market indexes outperformed large-cap market indexes.

Note that index providers have differing metrics for defining size and style dimensions, and employ differing  transition metrics for stocks migrating from size and style categories. These differences are reflected in the dispersion of returns in each category.

Return Table

CRSP Dow Jones Morningstar MSCI Russell S&P Wilshire
Total Market 1.81% 1.80% 1.77% 1.84% 1.80% 1.80% 1.77%
Completion 5.30% 5.21% 5.30% 5.26%
Large Blend 1.31% 1.41% 0.78% 1.49% 1.59% 0.95%
Large Value -0.55% -1.23% -1.43% -1.14% -0.72% -0.69%
Large Growth 3.46% 4.24% 4.88% 4.05% 3.84% 2.47%
Mid Blend 4.32% 6.47% 4.50% 4.77% 3.95% 5.31%
Mid Value 2.59% 3.26% 1.67% 2.46% 2.42% 2.83%
Mid Growth 6.09% 8.78% 7.78% 7.06% 5.38% 7.55%
Small Blend 4.79% 4.79% 4.38% 4.56% 4.32% 3.96%
Small Value 3.51% 2.10% 2.41% 2.69% 1.98% 1.29%
Small Growth 6.27% 6.65% 6.70% 6.40% 6.63% 3.96%
About

Barry Barnitz, administrator of both the Bogleheads® wiki and of Financial Page, a Bogleheads® blog

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April 2015
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