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How this small-cap stock picker’s ‘ownership’ approach has helped him beat the Russell 2000
- Investing Markets
Ramit Sethi- 5 minutes read
So far, 2026 is turning out to be a very good year for small-cap stocks, following a long period during which this group underperformed large caps.
Through Tuesday, the Russell 2000 Index
RUT — by general consensus the U.S. benchmark for small-cap stocks — had returned 20.2% for 2026, outperforming the S&P 500 SPX, which had returned 10.9%. For five years through 2025, the Russell 2000 had returned 34%, way behind the S&P 500’s return of 96%, according to data provided by FactSet. All performance figures in this article include reinvested dividends.
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