S&P 500 Gains Between 8-10% Are Quite Rare Historical data since 1950 suggests that investors can expect more upside potential for the S&P 500 in 2025, as it rarely offers average returns over a given year. Image: Carson Investment Research
S&P 500 Gains of 20% Happen More Than Losses Since 1950, the U.S. stock market has seen more years achieving gains of 20% or more than those with losses. This encourages investors to keep a long-term perspective and avoid panic selling—both crucial for building wealth. Image: Carson Investment Research
S&P 500 Returns After >10% Gain in November and December When the S&P 500 posts a gain of more than 10% in November and December, it tends to perform strongly in Q1 and the following 12 months, with an average 19.5% increase in value seen a year later since 1950. Image: Carson Investment Research
Real S&P 500 Gain and 1942-1946 Analog Will U.S. equities continue to follow the 1942-1946 analog? Image: Fidelity Investments
Analysts’ Expected S&P 500 Gains in 12 Months Analysts are optimistic and expect the S&P 500 to be up 16.1% in 12 months. Image: The Daily Shot
What Happens The Year After The S&P 500 Gains More Than 30% (Total Return) Historically, the chart shows that the following year has been higher 10 of 12 times and the average return is 15.2%. Image: Ryan Detrick, LPL Financial LLC
S&P 500 Gains Outside Regular Trading Hours The S&P 500 loves the night, after the market closes. Since 1993, the real profits have come outside regular trading hours. Image: The New York Times, Bespoke Investment Group
S&P 500 5% Gains and What Happened Next Since 1950, the S&P 500 has surged 5% or more in a single day on 23 occasions. A year later, stocks climbed an average of 26.9%, with positive returns in over 91% of cases—good news for bulls! Image: Carson Investment Research
Performance – Spread Between Quarterly Percentage Gains in S&P 500 Value and Growth Indexes Value stocks have significantly outperformed growth stocks in the first quarter of 2025. The upcoming earnings reports will play a pivotal role in determining whether this trend will persist or if growth stocks will reclaim their leadership. Image: Bloomberg
The Worst Day of the Year for the S&P 500 When It Gains >20% for the Year Monday saw the S&P 500 drop 2.7%, its worst day this year. Even in years with strong returns over 20%, single-day losses average 3.5% since 1950. Sharp daily declines are often part of significant annual gains. Image: Carson…
S&P 500 Performance One Year After 5% Monthly Gains Historically, since 1950, when the S&P 500 records gains of over 5% in November, it tends to continue this momentum, averaging a 12.8% return one year later, resulting in a profitable period for investors. Image: Carson Investment Research