Stats › Long run returns › Lost decade
The S&P 500 lost 9% over 2000 to 2009, equal weighted gained 64%
The only difference between these two lines is how the constituents are weighted. Source: AMG Wealth, the lost decade revisited.
A cap weighted index holds each company in proportion to its market value. From 2000 to 2009 the S&P 500 lost about nine percent while the same five hundred companies held equally gained sixty four. The weighting, not the companies, produced the difference.
-9%Cap weighted, 2000 to 2009
+64.0%Equal weighted, same years
3Bear markets in the decade
44.19CAPE at the start
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