u/whatthewhat_007

I was messing around with some rolling return data on the available funds in my 401(k) account today. Mainly comparing three different funds:

VIIIX (S&P 500 index)
JLGMX (Large Cap growth)
VEMPX (small/mid cap).

Large/mega caps have dominated the market for at least the last 10 years. However, this year is the first time since 2013 that VEMPX has outperformed both VIIIX and JLGMX through the first 4 months of the year. Anything could happen with them the rest of the year, but I thought it was an interesting data point to share. Any insight on what stocks or factors may be driving the relative outperformance of the small/mid caps thus far this year?

Anyone familiar with this ETF? How should it ideally be implemented into a long-term portfolio? It's only been available since 9/2024, but it's had nearly identical returns compared to SSO since then. Could it serve as a SSO alternative, but possibly with less volatility decay?

MTUM ending value is greater than total contributions, but still shows a negative cumulative return and negative CAGR. What am I not understanding?