Year-to-Date Weekly Chart

Small-Cap Value Stocks Investment Style



For the week ended 03/05/2021 JKL closed at $166.81. The first weekly close of the year was at $142.08 which makes the latest close 17.4% higher in the latest week than early this year.

The price for JKL which represents the Small-Cap Value Stocks investment style (or target) has ranged from a low of $76.82 to $167.07. This puts the latest close 0.2% below the high for the year and 117.1% above the low for the year.

For the purpose of comparison, the S&P 500 index closed the last week at 166.81. This weeks' close was 0.2% below this years high and 117.1% above this years low.

This style is up roughly 17.4% for the year, which is out performing the market by 0.0%, which is up by 17.4% so far this year.

The Small-Cap Value Stocks style contains the companies with a market value of less than $2 Billion and considered to trade below the value of their collective assets.

About the Writer

This page was created and is maintained by Kurt Tietjen, Founder of Stavera, High Peak Media & Kurt is an executive, data scientist and software engineer who holds an MBA in Management Information Systems. In 2010, he partnered with scientists at Northwestern University to launch The Street Wire. This was one of the first mainstream uses of what would become “Narrative Science”, an artificial intelligence platform specializing in natural language generation. You can contact Kurt on LinkedIn here.