No. of Recommendations: 0
First, S & P has a few different indices and until this year the large-cap growth index was one of the top ones(As was a Nasdaq tracker of course) and this year marks a return to the flip side where value indices may be better as well as mid-cap indices if you look at S & P's current stats( you'd see that as of the close on 12/28 while the 500 is down 9%, the mid-cap 400 is UP 18.39% and the small-cap 600 is UP 13.01% which may just illustrate that at different times different chunks of the market do well.

Also, from 1994-1999 the S & P 500 beat I think 95 out of 100 Morningstar indices(One source: ).

I think the key is to have context in what you read as well as an understanding that index funds should underperform their benchmark by an amount equal to their expenses.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.