Rotation in Markets - Calendar Year Performance of Different Market Cap Indices

Rotation in Markets - Calendar Year Performance of Different Market Cap Indices

Linearity is not the characterstic of Markets. Different Market Caps ( Large- Mid and Small) have generated different returns in different time year. The Data is of Calendar Year representing January to December period. CY2023 YTD represents data till October 31 2023. And for CY 2005 the period is April 1 2005 to Dec31 2005

Source- White Oak Mutual Fund Presentation

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