2015 US stock market index returns

stockindexcloudThe table below provides US stock market returns for 2015 as measured by major index providers. For the year, large cap stocks provided superior returns  over mid cap and small cap stocks, and growth stocks outperformed value stocks.

2015 returns

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 -0.40% -0.44% -0.69% -0.60% -0.48% -0.47% -0.67%
Completion -3.91% -3.41% -3.35% -2.65%
Large Blend 1.10% 1.08% -0.93% 1.89% 0.92% 1.38%
Large Value -0.86% -1.02% -1.43% -1.65% -3.83% -3.13%
Large Growth 3.38% 3.30% 7.71% 5.80% 5.67 -5.52%
Mid Blend -1.28% 0.02% -1.40% -1.59% -2.94% -2.18%
Mid Value -1.75% -0.71% -2.81% -4.01% -4.78% -6.65%
Mid Growth -0.93% 0.38% -0.71% -0.07% -0.20% -2.02%
Small Blend -3.68% -4.23% -5.46% -3.65% -4.41% -1.97%
Small Value -4.64% -6.56% -8.51% -5.10% -7.47% -6.67%
Small Growth -2.60% -2.73% -0.18% -2.23% -1.38% 2.78%
About

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

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