Value Judgments: Viewing the Premium’s Performance Through History’s Lens

Value Judgments: Viewing the Premium's Performance Through History's Lens

There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into the data shows value’s recent performance has largely tracked with history. Growth, on the other hand, has been an outlier. To learn more, download our free issue brief, Value Judgments: Viewing the Premium’s Performance Through History’s Lens.

Chart displaying performance of US Value stocks in past 10 years and since 1926

Advantage or disadvantage of investing in value stocks in select global markets over past 10 years

Performance of US value and US growth stocks over 1 to 15 year trailing periods