Seasonality – S&P 500 Average Monthly Returns Since 1950 Since 1950, the S&P 500 has returned just 1.7% from May to October, versus more than 7% from November to April. When the market hits May near record highs, that already weak stretch has tended to get weaker. Image: Real Investment Advice
Seasonality – Monthly Return Stats for the S&P 500 May often looks flat for U.S. stocks on paper, but the ride is rarely smooth, with plenty of swings before the dust settles. Image: Topdown Charts
S&P 500 Average Monthly Returns Since 1950 Since 1950, May has been a dead spot for U.S. stocks. The market typically finds its footing in June and July, only to see momentum fade as August and September drag returns lower. Image: Real Investment Advice
60/40 Portfolio Monthly Return Decomposition The classic 60/40 portfolio slid 3.7% in March as stocks and bonds dropped in tandem. Such lockstep declines aren’t unusual when markets brace for higher prices or sticky inflation ahead. Image: J.P. Morgan Asset Management
Seasonality – S&P 500 Index Average Monthly Returns March and April have a history of treating U.S. stocks well, as seasonal tailwinds lift sentiment. Maybe a dose of spring optimism is making the rounds on trading desks. History, for now, is on the bulls’ side. Image: Carson Investment Research
S&P 500 Average Monthly Return Above and Below 200-Day Moving Average Historically, the S&P 500 has performed well in April, averaging gains of over 2% since 1950 when starting below its 200-day moving average. Image: Oppenheimer & Co. Inc. and Bloomberg
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
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
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