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Updating My Favorite Performance Chart for 2020

By Ben Carlson, CFA
A Wealth of Common Sense

2020 was a weird year. One of the more surprising moves in 2020 to me was the fact that the Russell 2000® Index of small companies outperformed the S&P 500® Index. Yet, you’ll notice on the asset allocation quilt that small caps underperformed large caps by quite a bit.

What gives?

The Russell 2000 outperformed the S&P SmallCap 600® Index by nearly 9%. This is getting into wonk territory, but the Russell 2000 holds more microcaps than the S&P 600. And, micro caps actually outperformed small caps, mid caps, and large caps in 2020.

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z - Cover Image: Updating My Favorite Performance Chart for 2020