Oksana Koneva

Russell 2000 gains nearly all of its 5-year rally in past year, Phil Rosen notes

Russell 2000 gains nearly all of its 5-year rally in past year, Phil Rosen notes
Russell 2000 gains 28 percent in five years

Phil Rosen highlights that the Russell 2000 index has risen 28 percent over the last 5 years, with nearly the entire rally occurring within the past 12 months.

He adds that the S&P 500 has outperformed small-cap stocks since 2021 despite small-caps leading performance this year.

Rosen previously noted that September is historically the S&P 500's weakest month, averaging a -0.9% decline since 1975, according to his recent analysis. He has also reported on retail sector divergence, with Target outperforming competitors like Lowe's and Home Depot over the past year in a separate article. These observations provide additional context to the recent performance trends in major equity indexes.

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