Small Cap Style Analysis 1Q15
The Small Cap Value style ranks eleventh out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Small Cap Value style as a whole underperformed the Russell 3000 in 2014, rising 10% to the Russell’s 11%. It was the tenth best performing style last year, only surpassing Small Cap Blend and Small Cap Growth styles in terms of performance. With a 10% aggregate annual return, there’s certainly greater value here for investors that play their cards right.