It’s a stat…and that’s that! – Value vs. Growth

This week’s “It’s a stat… and that’s that!” compares the median returns of Value and Growth funds in several equity universes over 1, 3 and 5 years to the end of Q2 2019.

Gross Median Returns (to the end of Q2 2019)

Median Return

1 year

Median Return

3 years (annualised)

Median Return

5 years (annualised)

Growth

Value

Growth

Value

Growth

Value
European Equity (EUR)

1.5%

-1.3%

9.1%

8.7%

9.1%

5.5%
Global Equity (USD)

8.9%

2.1%

16.0%

9.8%

9.5%

4.9%
UK Equity (GBP)

-1.9%

-5.2%

11.8%

9.0%

8.4%

5.1%
US Equity (USD)

11.3%

4.4%

18.4%

11.4%

12.7%

7.6%

 

*Gross median returns based on asset manager data populated in CAMRADATA Live @ 30th June 2019