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: 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: 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: 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

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

Data sources
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Dow Jones Indexes

 * SPDR semi-annual reports 2009-2006
 * Dow Jones Indexes search for historical returns 2006-2002

Morningstar

 * Morningstar Market Barometer Ten-Year Recap 2000-2009
 * Morningstar Periodic Table 2008-1999
 * Morningstar Indexes Yearbook 2004 1998-1997

MSCI

 * Vanguard 2009-2006
 * MSCI 10 Year Annual Returns 2005-1996

Russell

 * Russell Index historical performance cycles 2009-2000
 * Janus Periodic Table of Investment Returns (1997-2011)
 * STIR Periodic Table 1998-2007
 * Assetplay.net 1979-2000

S&P

 * Ishares mid cap overview pages 2009-2001
 * Callan Periodic Table 2004-1985
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