S&P 500 Performance One Year After 5% Monthly Gains There’s very good news for bulls: Since 1950, whenever the S&P 500 has gained more than 5% in May, it has historically been higher 12 months later, with an average increase of 19.9%. Image: Carson Investment Research
S&P 500 Performance The S&P 500 is poised for its best monthly performance since July 2023, marking a significant turnaround and defying the old “sell in May and go away” adage. Image: Bloomberg
S&P 500 Performance After at Least 15 Weeks of AAII Bears over Bulls Ends A streak of 15 consecutive weeks with more bears than bulls in the AAII survey is rare—only four other periods have lasted this long. In each case, the S&P 500 was higher 12 months later, with an average gain of 27.5%.…
S&P 500 Performance After >19% in 27 Trading Days This is more than just another bear market rally, as the S&P 500 has jumped over 19% in 27 trading days. Historically, since 1950, similar rallies have averaged a 32% gain one year later, with positive returns every time. Image: Carson Investment Research
Median S&P 500 Performance Around Drawdowns Close to or Larger than 20% Since 1950 In the absence of recession, short-lived market drawdowns are often followed by strong recoveries, offering attractive returns to investors who stay the course rather than selling in panic. Image: Goldman Sachs Global Investment Research
S&P 500 Performance After >58% of Components Make a New 20-Day High More good news for bulls: Since 1976, the S&P 500 has gained an average of 18.7% in the 12 months after more than 58% of its components hit a 20-day high, with positive returns every single time. Image: Carson Investment Research
Average S&P 500 Performance Around Drawdowns Close to or Larger than 20% Since 1950 U.S. equities have experienced one of the sharpest drawdowns in the past 75 years. Historically, such sharp declines are often followed by strong recoveries. Image: Goldman Sachs Global Investment Research
Average S&P 500 Performance During Corrections In bear markets, sharp rallies are common but rarely signal a true bottom, as the primary downtrend tends to reassert itself afterward. Many investors believe the direction of U.S. stocks in 2025 remains uncertain. Image: Bloomberg
S&P 500 Performance Recovering 50% of Bear Market With the S&P 500 regaining half of its near-bear market losses in 2025, history strongly suggests that the lows may already be behind us. Since 1950, the S&P 500 has always produced positive returns one year later. Image: Carson Investment Research
Median S&P 500 Performance During 10% Corrections If there is no recession, U.S. stocks tend to do well after market corrections, often rebounding strongly and offering attractive returns to investors who stay the course. Image: Goldman Sachs Global Investment Research
S&P 500 Performance When There is a 6-Day Win Streak During a Calendar Year Bulls once again have reason to smile: a six-day S&P 500 winning streak has preceded positive annual performance in 15 out of 16 years since 2005, with 2018 being the only exception. Image: Carson Investment Research