Best performing Russell 3000 stocks YTD

2013’s Top Stocks…So Far

FRIDAY, JULY 5, 2013 AT 02:05PM


We’re now a few trading days into the second half of the year, and with not much going on this Friday after July 4th, we thought now was as good of a time as any to highlight some year-to-date performance numbers. Below is a chart showing the YTD performance of the S&P 500 and its ten sectors (purple bars) along with the average YTD performance of stocks in the Russell 3,000 by sector (green bars).  As you’ll see in the chart, while 2013 has been a great year for the largecap S&P 500, it has been an even better year when you include all of the midcap and smallcap stocks that make up the US equity market.  (The Russell 3,000 is made up of all Russell 1,000 — large and midcaps — and Russell 2,000 — smallcaps — stocks and represents 98% of the US stock market.) As shown below, the cap-weighted S&P 500 is currently up 13.9% year to date, but the average stock in the Russell 3,000 is up 22.3%!  The S&P 500 Consumer Discretionary sector is up 21.4% YTD, but the average Consumer Discretionary stock in the Russell 3,000 is up significantly more than that at 32.5%.  Technology stocks have done much better in 2013 than the S&P 500 Technology sector suggests as well.  Due to Apple’s struggles, the S&P 500 Tech sector is up just 7.4% YTD, but the average Technology stock in the Russell 3,000 is up 21.9%.  The only sector where largecaps are doing better than midcaps and smallcaps is the Financials.  As shown, the S&P 500 Financial sector is up 20.1% YTD, while the average Financial stock in the Russell 3,000 is up 16.9%.  These results within the Financial sector coincide with a post we did a couple of weeks ago on the impact that Dodd-Frank might be having on smaller financial firms. As mentioned above, the average Russell 3,000 stock is up 22.3% year to date.  Of the stocks that make up the Russell 3,000, 81.8% are in the green so far this year, while 86 stocks in the index are up more than 100%.  Below is a list of the 50 best performing Russell 3,000 stocks so far in 2013.  As shown, Revolution Lighting Technologies (RVLT) is up the most with a gain of 479.92%, followed by Clovis Oncology (CLVS) and YRC Worldwide (YRCW).  Some other notables on the list include Tesla (TSLA), Best Buy (BBY) and Netflix (NFLX).  Outside of these names, however, you’ve probably never heard of most of the stocks.  If you’re looking for new ideas, why not take some time to become familiarized with this year’s big winners.  It can’t hurt!

About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (, the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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