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Asset Class: U.S. Large Cap Growth
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Correlation to U.S. Markets: 0.96
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Long-Term Performance: 10.59% CAGR
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U.S. Large Cap Blend Performance (S&P 500): 10.52% CAGR
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Back test timeframe: January 1972 – January 2024
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Correlation to U.S. Markets: 0.86
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Long-Term Performance: 9.40% CAGR
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S&P 500 Performance: 7.39% CAGR
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Back test timeframe: April 1999 – January 2024
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Number of ETFs available in this asset class: 111
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Number of ETFs in this asset class that are 10-years old or older: 23
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – January 2024
