2016 US stock market index returns

stockindexcloudThe table below provides US stock market returns for 2016 as measured by major index providers. For the year, small cap stocks provided superior returns over large cap and mid cap stocks, and value stocks outperformed growth stocks.

2016 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 12.68% 12.62% 12.44% 12.67% 12.74% 12.65% 13.37%
Completion

15.75%

16.59% 15.95% 16.49%
Large Blend 11.75% 11.76% 11.18% 11.72% 12.05% 11.96%
Large Value 16.93%

16.51%

18.91% 17.70% 17.34% 17.40%
Large Growth 6.16% 6.80% 1.79% 5.93% 7.08% 6.89%
Mid Blend 11.25% 14.41% 14.39% 12.62% 13.80% 20.74%
Mid Value 15.28% 20.27% 25.21% 20.23% 20.00% 26.53%
Mid Growth 6.78% 10.06% 6.46% 5.43% 7.33% 14.77%
Small Blend 18.26% 19.87% 20.25% 20.41% 21.31% 26.56%
Small Value 24.82% 27.54% 27.96% 27.64% 31.74% 31.32%
Small Growth 10.62% 14.88% 9.61% 13.44% 11.32% 22.16%
About

Barry Barnitz, administrator of both the Bogleheads® wiki and of Financial Page, a Bogleheads® blog. In addition I serve as an administrator of finiki, the Canadian financial wiki, and as an administrator of the John C. Bogle Center for Financial Literacy site.

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