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Returns

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S&P 500 total excess annualized return per CAPE

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S&P 500 years with a return of 20% or more since 1928

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Ratio of the growth of a dollar for small cap value vs small cap non-value (January 1963-June 2023)

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Ratio of the growth of a dollar for small cap vs large cap (June 1926-June 2023)

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EAFE vs US Returns since 1970

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MSCI EAFE vs MSCI USA since 2003

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MSCI EAFE growth – value (1 year) since June 2004

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Annualized rolling ten year relative total return of growth vs. value since 1988

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Total return components of the Bloomberg U.S. aggregate index (%)

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The cost of timing the market: value of $10,000 invested in the S&P 500 Jan 2003-Dec 2022

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