The historical performance for the S&P Midcap 500 BARRA Value Index has been better than the BARRA Growth Index from 1 Jan 75 to 1 Sep 97. The Value Index returned 17.5% and the Growth Index returned 15.1% during this period.
A monthly comparison of the 2 year annulized return for the Value and Growth Indexes from 31 Dec 76 to 1 Sep 97, shows the Value Index return being higher than the Growth Index return in 148 of the 249 months compared. The monthly average of the 2 year returns during this time for the Value Index was 16.0% and for the Growth Index, it was 13.9%.
A monthly comparison of the 4 year annulized return for the Value and Growth Indexes from 31 Dec 78 to 1 Sep 97, shows the Value Index return being higher than the Growth Index return in 169 of the 225 months compared. The monthly average of the 4 year returns during this time for the Value Index was 15.6% and for the Growth Index, it was 13.7%.
S&P Midcap 400 - BARRA Growth and Value Index Historical Performance
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