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Price Momentum Stocks the Best Performing Stocks in the S&P 500 YTD

Sep 14, 2018

  • The S&P 500 has outperformed all factors in 2018, with a YTD return spread of 7.61%, as seen in the chart below.  
  • Price Momentum has been the best performing factor in the S&P 500 in 2018, with a YTD return spread of 6.29% rivaling that of the S&P 500. 
  • Value stocks have been the clear laggard within the S&P 500, with a YTD return spread of -9.58%.  
  • Strong price momentum factor performance and poor value factor performance in the S&P 500 suggests investors have payed less attention to fundamental value in 2018.

2018 YTD Factor Performance within the S&P 500

Source: Capital IQ