Does joining the S&P MidCap 400 pay?
Aggregate statistics across 78 S&P MidCap 400 additions in the dataset, measured from the effective-date close.
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Headline statistics
Additions tracked
78
Average 30d run-up into inclusion
+4.3%
1Y hit rate
47.1%
Returns by holding period
| Window | Sample | Average | Median | Positive | Avg vs index |
|---|---|---|---|---|---|
| 1W | 76 | -1.5% | -0.6% | 45% | -1.7% |
| 1M | 75 | +2.8% | +2.3% | 56% | +1.9% |
| 3M | 64 | +8.3% | +0.1% | 52% | +4.9% |
| 6M | 55 | +4.8% | +1.0% | 51% | -1.2% |
| 1Y | 34 | +9.1% | -3.5% | 47% | -3.6% |