S&P 500 Performance After >60% of the Components Make a 20-Day High When more than 60% of S&P 500 components hit a 20-day high, the S&P 500 index tends to perform strongly in the following 12 months, with an average 18% increase in value seen a year later since 1972. Image: Carson Investment Research
S&P 500 Performance After a New All-Time High After More a Full Year Without One Historically, when the S&P 500 index has reached new highs following a period of more than a year without achieving such levels, it has seen a significant increase in value of approximately 15% a year later. Image: Carson Investment Research
S&P 500 Performance After a Monthly Gain of >8% Historically, when the S&P 500 gains more than 8% in a month, it tends to perform well in the following 12 months. On average, it has seen a 15.8% increase in value a year later. Image: Carson Investment Research
S&P 500 Performance After Four Week Win Streak >10% When the S&P 500 experiences four consecutive weeks of gains and achieves a cumulative increase of over 10% throughout this period, it can be interpreted as an indication of robustness and resilience in the market. Image: Carson Investment Research
S&P 500 Performance When Up > 10% on Trading Day 218 When the S&P 500 is up more than 10% on the 218th trading day, a solid year-end rally is very likely. Image: Carson Investment Research
S&P 500 Performance After 7-Day Win Streaks Historically, 7-day win streaks tend to be bullish for U.S. stocks over the next 12 months. Image: Carson Investment Research
S&P 500 Performance When Down In October, But Still Positive YTD When the S&P 500 declines in October but maintains a positive performance since the beginning of the year, historical trends suggest that the last two months of the year tend to show positive returns. Image: Carson Investment Research
S&P 500 Performance After a Year of No Record Highs From a historical perspective, the absence of a record high in the S&P 500 Index since the start of the year could indicate the possibility of a substantial rally taking place in 2024. Image: Bloomberg
S&P 500 Performance After Bear (and Near Bear) Markets End Throughout its history, the S&P 500 has consistently rebounded and performed strongly after bear markets. Additionally, in every new bull market, it has generated positive returns in the second year. Image: Carson Investment Research
S&P 500 Performance per Year of a 4-Year Presidential Cycle Based on historical data, it is generally observed that the fourth year of a new president’s term typically shows robust performance in U.S. stocks, which can be seen as encouraging for investors. Image: Carson Investment Research