What a difference a year makes. After one of the worst years in history for investors, 2009 brought above-average returns across all equity styles. Aided by unprecedented monetary and fiscal stimulus, credit markets thawed and investors’ risk tolerance returned. Like the emergency room patient who doctors stabilize before nearly losing to anaphylactic shock, stocks rose from what felt like the dead in March, climbing a wall of worry to recoup roughly half of the damage done since the highs of 2007.