investwithlokeshmalhotra.com

Rotation In Markets – Calendar Year Performance Of Different Market Cap Indices

Linearity is not the characterstic of Markets. Different Market Caps ( Large- Mid and Small) have generated different returns in different time year. The Data is of Calendar Year representing January to December period. CY2023 YTD represents data till October 31 2023. And for CY 2005 the period is April 1 2005 to Dec31 2005

 

Source- White Oak Mutual Fund Presentation

 

# Disclaimer- Please note that this Blog has been created with the primary goal of providing its readers with up-to-date information on the Financial Markets. Its purpose is to share knowledge about Financial products, insights from Market experts, recent developments in the financial industry, and business-related information about companies. It is important to emphasize that the Blog should not be interpreted as providing any form of advice. It does not intend to recommend or endorse the buying, selling, or trading of any financial product. The Blog is purely educational in nature.