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The Cyclical Nature of Growth vs. Value Investing

Each style has had its ups and downs over the years. Could the cycle be turning once again?



History shows that the performance of growth stocks and value stocks has been cyclical. Growth stocks outperformed in the ‘90s during the dotcom era and have performed extremely well over the past decade. Value stocks outperformed after 2001 as investors placed a greater value on dividends and stock valuations. This cyclical behavior highlights the benefits of having both types of investments in a portfolio.

 

Russell 1000 Index: Growth vs. Value

Five-Year Monthly Rolling Returns (1983-3/21)

CCWP105_Figure1

 

Past performance does not guarantee future results. The chart shows the values of the Russell 1000 Growth Index returns minus the Russell 1000 Value Index returns. When the line is above 0, growth stocks outperformed value stocks. When the line is below 0, value stocks outperformed growth stocks. The performance shown above is index performance and is not representative of any Hartford Fund’s performance. Indices are unmanaged and not available for direct investment. For illustrative purposes only. Data Sources: Morningstar and Hartford Funds, 5/21.

 

Hartford Funds Value Suite*

Value Funds Ticker Symbols

Value Funds Ticker Symbols

Hartford Dividend and Growth Fund (I share) HDGIX
Hartford Equity Income Fund (I share) HQIIX
Hartford MidCap Value (I share) HMVJX
Hartford Quality Value (I share) HVOIX
Hartford Small Cap Value (I share) HSEIX
Hartford Schroders International Multi-Cap Value (I share) SIDNX
Hartford International Value  (I share) HILIX
Hartford Multifactor Large Cap Value Fund (F share) HMLFX
Hartford Mulifactor US Equity ETF ROUS
Hartford Multifactor Small Cap ETF ROSC
Hartford Multifactor Diversified International ETF RODE

 

Talk to your financial professional today about the allocation to value stocks that's right for you.



* For a full list of Hartford Funds, please visit our product list. Certain classes of Funds are closed to new investors. For more details, see the Fund’s prospectus.

Russell 1000 Growth Index measures the performance of the large-cap growth segment of the US equity universe. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values.

Russell 1000 Value Index is an unmanaged index measuring the performance of those Russell 1000 Index companies with lower price-to-book ratios and lower forecasted growth values. 

 

Important Risks: Investing involves risk, including the possible loss of principal. 

 

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