Russell 2000 Index

Since its debut in 1979, the Russell 2000 index of small-cap companies has broadly kept pace with both the Russell 1000 and S&P 500 indices of larger and mid-cap stocks (Figures 1 and 2). However, while small and large-cap companies have delivered similar overall performances over the past four...

If you read a lot of financial news, you’ll see many daily market stories that focus on the performance of three U.S. stock market indices: the S&P 500 Index (INDEXSP: .INX), the Dow Jones Industrial Average (INDEXDJX: .DJI), and the NASDAQ Composite Index (...

The Russell 2000 futures contract has been the laggard for much of the past year, underperforming the other three major equity indexes. This relative lack of participation among the small-caps, when coupled with macro factors such as the Trade War and slowing global economic data, raised some...

Over the long haul, small-cap stocks outperform their large-cap peers. Over the past 20 years, the widely followed Russell 2000 Index has delivered average annualized returns of 6.6% compared to 4.6% for the Russell 1000, but volatility has been higher for the small-cap Russell 2000. “And...

For most of 2017, volatility has remained tame, but heading into the final weeks of trading, small-cap stocks may be in for a volatile ride. The Expert Matt Maley, an equity strategist with Miller Tabak. The Strategy As the White House appears ready to debate the tax bill, the small-cap iShares...

With U.S. equities continuing to march higher, a broad array of small-cap exchange-traded funds have recently been touching record highs. That is nice, but those new highs do not erase the substantial underperformance of smaller U.S. stocks relative to their international counterparts this year....

Since Election Day, small-cap stocks and exchange-traded funds have been enjoying a blistering pace, but that rally is eliciting concern among some market observers. For example, the iShares Russell 2000 Index (ETF) (NYSE: IWM) is up 13.3 percent over the past month, but there are signs some of the...

Historical data indicate many investors typically allocate significant portions of their portfolios to domestic large-caps, while being underweight international stocks. From there, it can logically be inferred that most investors are grossly underweight international small-caps, if they have any...

It is believed that small-cap value stocks are excellent long-term investments, but over the past three years, the Russell 2000 Value Index has lagged the benchmark Russell 2000 Index and the Russell 2000 Growth Index in significant fashion. Small-cap value stocks lagging broader small-cap...

Small caps are playing a significant role in leading stocks higher off the February lows. For example, the Russell 2000 Index is up nearly 15 percent over the past 90 days, but investors still have some affinity for large- and mega-cap stocks. Just look at the Rydex Russell Top 50 ETF (NYSE: XLG)....

U.S. small-caps have rebounded nicely off their February lows, but the benchmark Russell 2000 Index is still saddled with a modest year-to-date loss. Exchange-traded funds investors have the benefit of choosing from myriad small-cap funds, some of which have been solid performers this year. One of...

Shares of VASCO Data Security International, Inc. (NASDAQ: VDSI) surged higher by 8 percent Tuesday morning, but are still lower by nearly 35 percent year-to-date. Stan Berenshteyn of Sidoti & Company initiated coverage of Vasco with a Buy rating and $34 price target. Berenshteyn noted that...

The small-cap stocks, as measured by the Russell 2000 Index, closed 2014 with a gain of 3.5 percent. However, when compared to its larger peers, the index greatly underperformed for the first time in years. Through February, the Russell 2000 is up 2.4 percent, slightly outperforming the S&P...