| vs. R2500 Value | ||
| Up Capture | 101.4 | |
| Down Capture | 84.3 | |
| Alpha | 4.1 | |
| Beta | 0.94 | |
| Sharpe Ratio vs. 3-month T-Bill | 0.63 |
| TIM | Russ 2500 Value | ||
| Weighted Avg. Market Cap ( $B) | 2.4 | 2.1 | |
| Median Market Cap ($B) | 1.6 | 0.60 | |
| P/E (forward 12 mos.) | 8.9 | 14.4 | |
| Price/Book | 1.7 | 1.3 | |
| EPS Growth (5 Years) | 21.9 | 12.0 |