S&P 500 Average Return for Each Day This spreadsheet shows the S&P 500 average return for each day from 1950 to 2018. “History never repeats itself but it rhymes” said Mark Twain. You may also like “S&P 500 vs. Its Seasonal Pattern.” Picture source: Ryan Detrick, LPL Financial LLC
S&P 500 Average Monthly Returns Since 1950, and over the past 10 & 20 years, the S&P 500 has been positive on average in July, but not in August and September. Picture source: Ryan Detrick, LPL Financial LLC
S&P 500 PE Level vs. Average 12-month Return The chart shows how market valuation affects future equity returns since 1930. You may also like “Why the Stock Market Valuation Matters Before a Recession?“ Picture source: Richardson GMP
ISM Manufacturing Index vs. Average S&P 500 Index Returns An interesting chart showing the ISM Manufacturing Index and the S&P 500 Index forward 12-month return.Low returns when the ISM Manufacturing Index is above 60 and high returns when the ISM Manufacturing Index is below 40. Picture source: Jeroen Blokland
S&P 500 20-Year Annualized Return This chart puts the last two decades into perspective (average 7.4% annualized return since 1960). Picture source: Ryan Detrick, LPL Financial LLC
Time From First 10Y-2Y Yield Curve Inversion And S&P 500 Returns The S&P 500 tends to rise after an inverted yield curve. Last three 10Y-2Y curve inversions, further gains average 33%. Picture source: Fundstrat Global Advisors, LLC
Distribution of Calendar Year Returns: Dow Jones since 1900 The chart shows the calendar year returns on the Dow Jones since 1900, from lowest to highest. It also show that an average return (black bars) does not really exist if we take into account the distribution of calendar year returns since 118 years. Picture source: Jeroen Blokland
Dow Jones Transportation Average vs. S&P 500 This interesting chart suggests that the Dow Jones Transportation Average underperforms in secular bull markets. Actually, the S&P 500 had higher returns when the Dow Jones Transportation Average experienced negative momentum. Picture source: Oppenheimer & Co.
Initial Fed Rate Cuts and Resulting Forward Market Returns This spreadsheet also shows that the S&P 500 has performed well on average, around first Fed rate cut. Picture source: Fundstrat Global Advisors, LLC
Distribution of Forward Returns by 200MA Slope This great chart shows the distribution of forward returns when the slope of S&P 500’s 200-day moving average is lower, flat or higher. Picture source: Ritholtz Wealth Management
