Discover the Best Russell 2000 Funds for Success!"

The best Russell 2000 funds encompass a diverse range of investment options tailored to different investor preferences and risk appetites. These funds typically include small-cap stocks from a wide array of industries, offering the potential for significant growth opportunities. With careful research and analysis, investors can identify top-performing Russell 2000 funds that align with their investment objectives. These funds often exhibit strong historical performance, solid management teams, and low expense ratios, making them attractive choices for those seeking exposure to the dynamic small-cap segment of the market. Whether aiming for aggressive growth or more conservative returns, the best Russell 2000 funds provide investors with the tools they need to build a well-rounded and successful investment portfolio.

Schwab Small Cap Portfolio:
Initial Balance: $10,000
Final Balance: $34,090
Compound Annual Growth Rate (CAGR): 10.53%
Standard Deviation (Stdev): 19.06%
Best Year: 38.69%
Worst Year: -20.42%
Maximum Drawdown: -32.09%
Sharpe Ratio: 0.56
Sortino Ratio: 0.85
Market Correlation: 0.90
Expense : 0.04%

Vanguard Russell 2000 ETF:
Initial Balance: $10,000
Final Balance: $34,016
Compound Annual Growth Rate (CAGR): 10.51%
Standard Deviation (Stdev): 19.06%
Best Year: 38.76%
Worst Year: -20.49%
Maximum Drawdown: -32.17%
Sharpe Ratio: 0.56
Sortino Ratio: 0.85
Market Correlation: 0.90
Expense: 0.10%

Fidelity Small Cap Index Portfolio:
Initial Balance: $10,000
Final Balance: $34,483
Compound Annual Growth Rate (CAGR): 10.63%
Standard Deviation (Stdev): 19.07%
Best Year: 39.02%
Worst Year: -20.27%
Maximum Drawdown: -32.04%
Sharpe Ratio: 0.57
Sortino Ratio: 0.86
Market Correlation: 0.90
Expense: 0.025%

Shares Russell 2000 ETF:
Initial Balance: $10,000
Final Balance: $33,843
Compound Annual Growth Rate (CAGR): 10.46%
Standard Deviation (Stdev): 19.09%
Best Year: 38.69%
Worst Year: -20.48%
Maximum Drawdown: -32.29%
Sharpe Ratio: 0.56
Sortino Ratio: 0.84
Market Correlation: 0.90
expense: 0.19%

These portfolios primarily focus on small-cap stocks, aiming for growth potential. They have similar performance metrics, with consistent CAGR and standard deviation levels. The Sharpe and Sortino ratios indicate the risk-adjusted returns, which are relatively stable across all portfolios. Additionally, the high market correlation suggests that the portfolios closely track the broader market movements.

Тэги:

#russell_2000 #russell_2000_index #russell_2000_futures #russell_2000_etf #مؤشر_russell_2000 #عقود_russell_2000 #russell_2000_stock #what_is_russell_2000 #o_que_é_o_russell_2000 #índice_russell_2000 #russell_2000_(index) #que_és_el_russell_2000 #russell_2000_vs_s&p_500 #russell_2000_contract #what's_the_russell_2000 #russell_2000_explained #russell_2000_index_fund #what_is_the_russell_2000 #what_is_russell_2000? #sp500 #market_analysis #stock_market_crash

Скачать видео