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Stingy Investor Tip Sheet

Downside by Style

Value stocks didn't fare well in the recent downturn. Even high yield stocks, which provided downside protection in past bear markets, did just as poorly as the markets. The winners were growth stocks and dividend growth stocks.

At least that's the conclusion one draws by studying the daily prices of the representative set of exchange traded funds shown in the graphs below.

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Downside by Style
Index Low Current
Dividend Growth (VIG)-46.80%-18.15%
S&P500 Growth (IVW)-49.60%-20.69%
S&P500 (IVV)-55.97%-27.63%
High Yield (VYM)-56.98%-27.32%
S&P500 Value (IVE)-62.13%-34.27%
Source:, October 19, 2009, Calculated from IVV's highest daily closing price, including reinvested dividends.

10/19/2009   11:30 PM EST   Permlink   save & shareMarkets

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Disclaimers: Consult with a qualified investment adviser before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...