Comparison of monthly performance FTSE 100 v FTSE 250

Recently we have looked at the monthly seasonalities of the FTSE 100 and FTSE 250 Indices. Here, we will look at the comparative monthly performance of the FTSE 100 Index against the FTSE 250 Index.

The following table shows the out-performance of the FTSE 100 over the FTSE 250 for every month since 1986 (the year of introduction of the latter index). For example, in January 1986 the FTSE 100 month return was 1.6%, that for the FTSE 250 was 2.6%, and so the out-performance of the FTSE 100 over the FTSE 250 was -1.0 percentage points. Negative values (i.e. those months when the FTSE 250 out-performed the FTSE 100)  are highlighted with a blue cell background.

Monthly out-performance of FTSE 100 over FTSE 250 [1986-2014]As can be quite clearly seen the FTSE 250 has been strong relative to the FTSE 100 for the three months January to March.

This can also be seen in the chart below which shows the average FTSE 100 out-performance of the FTSE 250 for each of the 12 months since 1986. For example, on average in January the FTSE 100 has under-performed the FTSE 250 Index by 1.5 percentage points.

Monthly average out-performance of FTSE 100 over FTSE 250 [1986-2014]This average comparative chart shows that the FTSE 250 has been significantly strong relative to the FTSE 100 Index January-March, and relatively weak September-October.


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