ATX Portfolio Advisors, Fee-Only (When You're Up) Financial Planning & Wealth Management

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DFA: Value Judgments: Viewing the Premium’s Performance Through History’s Lens

Value stocks have underperformed growth stocks by 3.4% a year for over a decade . While it may be a valid question to ask if tilting a portfolio to value still makes sense, it may be helpful to understand first how recent performance stacks up historically. So how do the returns for value and growth stocks over the past decade compare with their long-term averages?

Click HERE to see the answer in a recent Issue Brief from DFA.