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
Seasonality – S&P 500 Index Average Monthly Returns Historically, December has been a good month for U.S. stocks during midterm years. Image: Carson Investment Research
10-Year Annualized Monthly Returns From Tech Should investors face the harsh reality of lower tech returns? Image: BofA Global Investment Strategy
10-Year Annualized Monthly Returns for the S&P 500 According to BofA, a “recession shock” is coming and new lows for U.S. stocks are likely in the first quarter of 2023. 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
Seasonality – S&P 500 Monthly Returns Historically, December has been strong for the S&P 500. 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
S&P 500 Monthly Returns Since 1985 More gains to come in Q4? Image: Goldman Sachs Global Investment Research