Return and Standard Deviation of Mid-Cap Stocks vs Large-Cap and Small-Cap Stocks
Source: Morningstar, Inc. as of 9/30/12. Large-cap stocks are represented by the Russell 1000 Index, an index of the 1,000 largest companies in the Russell 3000 Index. Mid-cap stocks are represented by the Russell Midcap Index, which measures the performance of the mid-cap segment of the U.S. equity universe. Small-cap stocks are represented by the Russell 2000 Index, which measures the performance of the 2,000 smallest companies in the Russell 3000 Index. It is not possible to invest directly in an index. Standard deviation measures performance fluctuation — generally the higher the standard deviation, the greater the expected volatility of returns.
