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Bespoke: Average Small Cap Stock in “Bear Market” Territory

FYI: Most people watching have noticed that the recent weakness in equities has been especially tough on the small-cap space, and another illustration of that trend is to look at the distance that stocks are currently trading from their 52-week highs. Within the large-cap S&P 500, the average stock is currently 13.2% below its 52-week high. Moving down the market cap spectrum, though, the numbers get progressively worse. In the S&P 400 mid-cap space, the average spread is 16.9%, while members of the S&P 600 Small Cap index are down an average of 20.7%. Using the standard bear market definition of a 20% decline from a high, the average small-cap stock is in a bear market!

Looking at the spreads between current prices and 52-week highs, stocks in the Consumer Discretionary sector are further from their highs than any other sector (-22.9%), but Technology isn’t far behind at 21.4%. For two sectors that were market leaders, Tech and Discretionary have certainly seen a good deal of profit-taking lately. Outside of these two, other sectors where the ‘average’ stock has seen a pretty sizable pullback from its 52-week high include Materials (-19.8%), Health Care (-17.9%), and Consumer Staples (-16.6%). On the other end of the spectrum, Utilities (-6.1%) is the only sector where stocks are currently down by an average of less than 10% from their 52-week highs.
Regards,
Ted
https://www.bespokepremium.com/think-big-blog/average-small-cap-stock-in-bear-market-territory/

Comments

  • edited October 2018
    My small/mid cap sleeve is off its 52 week high by -6.8% as of market close on 10/9/18. This sleeve consist of the following three funds with (percent off 52 week highs) AOFAX (-11.28%), NDVAX (-4.09%) & PMDAX (-6.26%). Year-to-date the sleeve is up +6.5%.
  • Is it to late to leave the party ?
    Derf
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