Seasonality – S&P 500 Monthly Returns The performance of the U.S. stock market in January is often considered as a key indicator for the year ahead. Although January’s stock returns can seem erratic, the median return has been around 1.5% since 1950. Image: Goldman Sachs Global Investment Research
Seasonality – Monthly Return Stats for the S&P 500 While January’s stock performance in the U.S. can sometimes seem like a gamble—akin to a coin flip—the average return has been around 1.1% since 1964. Image: Topdown Charts
Seasonality – S&P 500 Index Average Monthly Returns Bulls are grinning wider than a kid in a candy store, as December historically shines as one of the most promising months for U.S. stocks in presidential election years, boasting an average return of 1.3% since 1950. Image: Carson Investment Research
S&P 500 Monthly Returns and Percentage of Time Up – Presidential Cycle Year 4 Seasonality provides valuable insights into stock market trends. Historically, after experiencing weaknesses in September and October during election years, the S&P 500 tends to rebound with strong returns in November and December. Image: BofA Global Research
S&P 500 Monthly Returns During an U.S. Election Year The S&P 500 has historically performed well in August during presidential election years, contributing to an overall positive market sentiment and potentially extending the summer rally. 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
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
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