Morningstar.com: Stock Performance by Investment Style

Welcome! Please Log In

Home Portfolio Stocks Options Funds ETFs Hedge Funds Markets Tools Personal Finance Discuss

Stock Performance by Investment Style


Aggregated Returns ( % )
Morningstar Style Index	Morningstar Style Box	3rd Qtr Return	1-Year	3-Year	5-Year
Large Value		7.47	17.33	17.92	9.82
Large Core		6.55	11.98	12.39	5.60
Large Growth		3.34	2.98	4.53	1.84
Medium Value		2.65	10.65	20.04	15.26
Medium Core		2.34	8.44	16.80	14.35
Medium Growth		-1.78	7.19	15.46	10.63
Small Value		3.08	10.78	18.88	17.80
Small Core		1.17	13.59	19.19	16.95
Small Growth		-1.94	4.79	11.80	10.37

Data as of 9/29/2006. Three and five-year returns are annualized.

P o s t e d 9/29/2006
Before the end of the quarter, Morningstar shows preliminary data using trailing 13-week returns to approximate total returns for the quarter. This information is updated to reflect quarterly returns as soon as our quarterly total-return data are finalized.

Content Partners