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Asset Category:Â U.S. Mid Cap Growth
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Long-Term Performance: 10.21% CAGR
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Correlation to U.S. Markets:Â 0.95
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S&P 500 Performance (US Large Cap Blend): 10.45% CAGR
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Back test timeframe: January 1972 – June 2023
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Oldest ETF back tested:Â iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Long-Term Performance: 7.73% CAGR
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Correlation to U.S. Markets:Â Â 0.94
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S&P 500 Performance: 7.03% CAGR
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Back test timeframe: August 2000 – June 2023
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Number of ETFs available in this asset class: 35
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Number of ETFs in this asset class that are 10-years old or older: 10
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – June 2023
IJK vs SPY: August 2000 – June 2023
IJK vs SPY: July 28, 2000 – June 30, 2023
