S&P 500 Seasonality

S&P 500 Seasonality From Election Day in November to the end of the year, the S&P 500 index has historically seen a median return of 4%, reflecting a seasonal pattern where investor optimism and holiday spending boost market performance. Image: Goldman Sachs Global Investment Research

S&P 500 Seasonality Since 1928

S&P 500 Seasonality Since 1928 The seasonal trends observed since 1928 indicate a pattern where July and August typically see positive stock performance, followed by a dip in late summer and a rally into the year-end. Image: BofA Global Research

S&P 500 Seasonality

S&P 500 Seasonality Analyzing historical trends can provide investors and traders with valuable insights, as it helps to understand the S&P 500’s past performance in the fourth quarter. Image: Goldman Sachs

Performance – Russell 2000 vs. S&P 500 Seasonality

Performance – Russell 2000 vs. S&P 500 Seasonality Small caps historically tend to outperform the S&P 500 from December to February. Allocating a portion of the portfolio to small cap stocks during this time may benefit investors. Image: Goldman Sachs Global Investment Research

S&P 500 Seasonality Since 1985

S&P 500 Seasonality Since 1985 Chart showing the S&P 500 seasonality from 1985 to 2019. This is not a forecast. Image: Goldman Sachs Global Investment Research

VIX and S&P 500 Seasonality

VIX and S&P 500 Seasonality The chart shows the seasonality map for the VIX and the S&P 500, and how they move in opposite directions. Image: Topdown Charts

Nasdaq 100 and S&P 500 Seasonality

Nasdaq 100 and S&P 500 Seasonality The Nasdaq 100 and S&P 500 seasonality chart from 1985 to 2018 (excluding 2008). This is not a forecast. Image: Goldman Sachs

Seasonality – S&P 500 Index Performance Post-Election Years

Seasonality – S&P 500 Index Performance Post-Election Years In post-election years since 1950, February has been a challenging month for investors, with the stock market experiencing an average decline of 1.3% and negative returns 50% of the time. Image: Carson Investment Research