These indexes were chosen because of their scope in their respective asset classes and their general popularity for tracking and measuring these segments.
Figure 1: Year-to-Date Index Performance
For definitions of indexes in the charts, please visit our Glossary.
• Small Caps Outperformed Large Caps – All but one of the small-cap indexes above outperformed domestic, international and emerging market large-cap indexes mentioned. The chart illustrates the importance of looking beyond the large-cap market. The Russell 2000 Index, a market barometer for small caps, outperformed the S&P 500, MSCI EAFE and MSCI EM indexes by 7.90%, 11.55% and 32.04%, respectively.