Small Cap Dominates Institutional Product Performance in Q1 2011

Small and Small/Mid Cap actually tied the quarter with a 10.4% return. U.S. Growth Equity returned 9.7% in Q1, while U.S. Mid Cap Equity gained 9.4%.  

Over the one year period ending March 31, 2011, U.S. Small Cap Equity returned 32.6%, Small/Mid Cap returned 31.7%, and Growth posted a 31.6% gain, according to IM’s data.  

Among fixed income categories, U.S. High Yield Bond led the quarter with 4.3%, followed by U.S. Fixed Income (1.7%), and U.S. Broad Market Core+ and U.S. Investment Grade Corporate (tied at 1.6%).  

Among International and Global products, those in the Global Equity category posted a 5.4% return, while International Equity gained 4.2% and Emerging Markets Debt gained 2.5%.  

Investment Metrics, LLC is an independent provider of investment performance and reporting solutions.  Performance returns of the top quartile breakpoints (top 25% highest values) of each institutional peer group category for periods ending March 31, 2011, are gross of fees.