Seasonality – S&P 500 Index Average Monthly Returns The S&P 500 index tends to have positive returns in the fourth quarter of the year, especially in the third year of a presidential term. Image: Carson Investment Research
10-Year Annualized Monthly Returns for the S&P 500 U.S. large-cap stocks have shown robust returns over a 10-year period. Image: BofA Global Investment Strategy
Seasonality – Nasdaq Monthly Returns Seasonality is very useful for assessing probabilities, not certainties. This is one factor that can impact the Nasdaq price. Image: Goldman Sachs Global Investment Research
Seasonality – S&P 500 Monthly Returns Will May be a positive month for the U.S. stock market? Image: Goldman Sachs Global Investment Research
S&P 500 Average Median and Positive Hit Rate of Monthly Returns Based on Credit/Fed Cycles Fed easing and credit tightening regime does not bode well for U.S. equities. Image: BofA US Equity & Quant Strategy
10-Year Annualized Monthly Returns From Tech Should investors face the harsh reality of lower tech returns? Image: BofA Global Investment Strategy
Seasonality – Monthly Return Stats for the S&P 500 Historically, the S&P 500 has performed the worst during the month of September on average. Image: Topdown Charts
Seasonality – S&P 500 Average Monthly Returns How long can the summer rally in U.S. stocks last? Image: Evercore ISI
Russell 2000 vs. S&P 500 – Annualized Average Monthly Return Small cap stocks tend to underperfom the S&P 500 when growth slows. Image: Goldman Sachs Global Investment Research
S&P 500 Index Average Monthly Returns in December Historically, when the S&P 500 is up more than 10% year-to-date, the month of December tends to be up 2% on average. Image: LPL Research