US mid cap index returns

''Main article: Mid caps

The growing proliferation of indexes from index providers, along with a corresponding growing number of index funds and ETFs, creates a number of issues for investors, since the index returns of the different providers result in a dispersion of both yearly and multi-period returns. Dispersion of returns is not as considerable an issue with Total Market indexes, but as we go into style and smaller size indexes, dispersion of return increases in magnitude. These return differences are mainly due to the differing methodologies index providers utilize in constructing their indexes. Different benchmarks cover varying ranges of stocks, have different selection criteria for growth versus value, and are even maintained and rebalanced differently. Each index provider's suite of index funds occupies the following segment of the Index Strategy Box:



Mid cap blend index returns
Indexes: CRSP Mid Cap Index; Dow Jones U.S. Mid-Cap Total Stock Market Index; Morningstar Mid Cap Index; MSCI US Mid Cap 450 Index; Russell Midcap Index; S&P MidCap 400 Index

Mid cap growth index returns
Indexes: CRSP Mid Growth Index; Dow Jones U.S. Mid-Cap Growth Total Stock Market Index; Morningstar Mid Growth Index, MSCI US Mid Cap Growth Index; Russell Midcap Growth Index; S&P MidCap 400 Growth Index

Mid cap value index returns
Indexes: CRSP Mid Cap Index; Dow Jones U.S. Mid-Cap Value Total Stock Market Index; Morningstar Mid Value Index; MSCI US Mid Cap Value Index; Russell Midcap Value Index; S&P MidCap 400 Value Index

Methodologies

 * CRSP
 * Dow Jones
 * Morningstar
 * MSCI
 * Russell
 * S&P

Spreadsheets

 * Mid cap blend:(view Google Spreadsheet in browser or download as xls, ods, or pdf)


 * Mid cap growth:(view Google Spreadsheet in browser or download as xls, ods, or pdf)


 * Mid cap value:(view Google Spreadsheet in browser or download as xls, ods, or pdf)