Does joining a major index pay?
Across 43 index additions, measured from the effective-date close. In the 30 days before the close, the average stock moved +20.0%.
Returns by holding period
Average and median return at each window, and the share that finished higher
| Window after close | Sample | Average | Median | Finished higher | Avg vs index |
|---|---|---|---|---|---|
| 1W | 42 | -0.9% | -1.4% | 38% | -1.1% |
| 1M | 42 | -0.4% | +1.9% | 52% | -1.3% |
| 3M | 41 | +4.6% | +5.6% | 56% | +0.9% |
| 6M | 40 | +13.1% | +13.4% | 68% | +5.0% |
| 1Y | 33 | +21.0% | +10.2% | 61% | +3.6% |
| Entries in the register | 43 | Samples shrink at longer windows because recent entries haven't reached them yet | |||
Best and worst one-year results
The two ends of the register at the 1Y window