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IWM Has Trailed the S&P 500 for a Decade While Carrying More Risk: The Small-Cap Premium That Never Fully Arrived

Source: 247wallst.com

Investor Sentiment & PositioningMarket Technicals & Flows
IWM Has Trailed the S&P 500 for a Decade While Carrying More Risk: The Small-Cap Premium That Never Fully Arrived

The article questions whether the higher risk embedded in small-cap funds has delivered the expected long-term return premium over the past decade. With millions of retirement portfolios exposed to small caps, the focus is on reassessing the historical risk-reward proposition rather than reporting a new market-moving development.

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