The historical performance for the S&P Midcap 400 BARRA Value Index has been better than the BARRA Growth Index from 1 May 91 to 1 Sep 97. The Value Index returned 18.1% and the Growth Index returned 16.8% during this period.
A monthly comparison of the 2 year annulized return for the Value and Growth Indexes from May 93 to Sep 97, shows the Value Index return being higher than the Growth Index return in 44 of the 52 months compared. The monthly average of the 2 year returns during this time for the Value Index was 16.2% and for the Growth Index, it was 14.0%.
A monthly comparison of the 4 year annulized return for the Value and Growth Indexes from May 95 to Sep 97, shows the Value Index return being higher than the Growth Index return in 27 of the 28 months compared. The monthly average of the 4 year returns during this time for the Value Index was 15.7% and for the Growth Index, it was 13.7%.
S&P 500 - BARRA Growth and Value Index Historical Performance
For more information about the BARRA indexes, see the BARRA home page