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
Missed out on last week’s stat? Click here to take a look at our percentage of vehicles achieving positive returns.