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Tag Archives: S&P SmallCap 600

Aug 29, 2022

S&P U.S. Core Indices Mid-Year 2022: Analyzing Relative Returns to Russell

In Q2 2022, the S&P 500®, S&P MidCap 400® and S&P SmallCap 600® all fell about 15%, continuing the declines from Q1 as of June 30, 2022 (see Exhibit 1). The S&P 500 experienced its worst first half since 1970. Amid the challenging environment, the S&P U.S. Core and Style Indices have generally proved more…

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Aug 18, 2022

S&P U.S. Indices Mid-Year 2022: Analyzing Relative Returns to CRSP

The first half of 2022 saw supply chain disruptions, interest rate hikes amid rising inflation and geopolitical tensions sour sentiment, creating a complex environment for equity markets. The S&P 500® was down 20%, which represented the worst start of the year since 1970. What was the impact on other S&P DJI U.S. equity indices and…

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Jul 11, 2022

Patience Is a Virtue

With the first half of 2022 in the books, commentators have noted that this year’s -20.0% total return for the S&P 500® is the worst January-June result in more than 50 years. Painful as the first six months were, what might they tell us about the rest of the year? History gives us both bad…

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May 27, 2022

Examining the Effectiveness of Indexing Small Caps

How does profitability influence risk and return in small-cap equities and why is it important to know what’s under the hood of your small-cap index S&P DJI’s Garrett Glawe, State Street Global Advisors’ Matthew Bartolini, and ValMark Advisors’ Michael McClary take a closer look at the S&P SmallCap 600.

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Mar 15, 2022

Markets Remained Volatile, But History Shows Return to Calm

The Russia-Ukraine conflict is now in its third week and markets remain volatile. The major U.S. equity benchmarks dropped about 10% from their peaks, with the exception of the Energy sector. The CBOE Volatility Index (VIX®), the so-called “fear gauge,” has been hovering above 30, which is the 90th percentile of its historical value. Its…

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Mar 11, 2022

Style Perspectives In Vogue

U.S. equities have had a tough start to the year amid rising inflation concerns, anticipated rate hikes by the Federal Reserve, earnings misses from several mega-cap companies, and ongoing geopolitical tensions emanating from the Russia-Ukraine conflict. Exhibit 1 shows that the S&P 500®, S&P MidCap 400®, and S&P SmallCap 600® all declined in the first…

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Feb 9, 2022

U.S. Equities’ Resilient Run

It has been a tricky start to 2022, with drawdowns in many segments of the equity markets. Stocks have experienced divergent performances amid varied earnings announcements, a surging energy complex, geopolitical risks, and expectations for interest rate hikes from the U.S. Federal Reserve. Though far from the same magnitude, recent returns have been reminiscent of…

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Jan 26, 2022

S&P SmallCap 600: A Pandemic Case Study

Index construction matters when seeking to understand differences in index characteristics and any resulting divergences in index performance. One of the clearest examples of the importance of index construction comes when comparing the S&P SmallCap 600® and the Russell 2000. Indeed, while both indices are designed to measure the performance of the small-cap U.S. equity…

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Jan 25, 2022

How Does Indexing Small-Cap Equities Work for Insurers?

How does profitability influence risk and return in small-cap equities? S&P DJI’s Raghu Ramachandran and Garrett Glawe join Vanguard’s Ilene Kelman and Cardinal Investment Advisors’ Matt Padberg to take a closer look at aligning index objectives with strategic objectives.

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Nov 3, 2021

The S&P SmallCap 600 Turns 27

The S&P SmallCap 600® celebrated its birthday last week, marking 27 years since its launch on Oct. 28, 1994. Designed to reflect the performance of small-cap U.S. equities, the index’s cumulative total returns have been affected by trends and narratives impacting the equities segment, historically. For example, Exhibit 1 shows that the S&P 600™ was…

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