Forecast 10-Year Annualized S&P 500 Returns Goldman Sachs expects the S&P 500 to deliver an average annualized total return of 6% during the next 10 years. Image: Goldman Sachs Global Investment Research
Five Approaches to Estimating 10-Year Annualized S&P 500 Returns According to Goldman Sachs, U.S. stocks have a 90% chance of beating Treasury bonds over the next 10 years. Image: Goldman Sachs Global Investment Research
S&P 500 Return Attribution Past 5 Years The performance of the S&P 500 is largely driven by stocks in the technology and e-commerce sectors. Image: BofA Research Investment Committee
Volatility – S&P 500 Return vs. VIX Despite the market rally, the VIX remains high and suggests a regime of high volatility in the near term. Image: Goldman Sachs Global Investment Research
S&P 500 Return and U.S. Aggregate Bond Fund minus Fed Holdings Historically, U.S. equities tend to deliver positive returns when fixed income assets contract. Image: Arbor Research & Trading LLC
Cumulative S&P 500 Return Since February 12 Explained by Sevent Factors and the Residual This chart suggests that the S&P 500 is driven primarily by U.S. growth. Image: Goldman Sachs Global Investment Research
S&P 500 Return Last of Month Based on MTD Bond-Equity Performance Historically, pension fund rebalancing into equities has had a mild impact on performance. Image: Deutsche Bank Asset Allocation
S&P 500 Returns by Decade Excluding the 10 Best and 10 Worst Days Since 1930, excluding the best 10 days per decade, the S&P 500 returns would be only 91%. Image: BofA US Equity & US Quant Strategy
S&P 500 Returns in Recessions since 1928 Currently, the S&P 500 is in the middle of the distribution of selloffs seen historically around previous recessions. Image: Deutsche Bank Asset Allocation
S&P 500 Return Gains and Recent U.S. Recessions This chart shows the S&P 500 return gains after most recent U.S. recessions. Image: Statista