What Does Historical Data Reveal About the Performance of Value Stocks Compared to Growth Stocks?

Historical US data since 1927 consistently highlights the outperformance of value stocks, averaging an annual 4.4% advantage over growth stocks. The enduring principle of lower relative prices yielding higher expected returns remains key. Despite occasional dips, value premiums often reach 15%, reinforcing the appeal of value investing. #ValueStocks #Investing #financialhistory
Graph source: Dimensional 2023

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