Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out. That’s because researchers have found that the so-called small-cap effect — the tendency for ...

The January effect, initially observed in small-cap stocks, has diminished over time, likely due to randomness rather than a true market anomaly. From 1979 to 2024, November and December have been the ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

Small-cap stocks have underperformed the large caps in the past year. SPDR Portfolio S&P 600 Small Cap ETF SPSM has gained 9.8% in the past year (as of Jan. 6, 2025) versus 25.4% gains in the SPDR S&P ...