S&P 500 Average Monthly Performance and How Often Each Month is Higher Since 1950, the S&P 500 has posted positive results 75% of the time in December, which is the highest percentage of any month. Image: Carson Investment Research
S&P 500 Performance the Year After a Negative Midterm Year Will 2023 be a positive year for the S&P 500, despite recession fears? Image: Carson Investment Research
Annual 60/40 Portfolio Performance The 60/40 portfolio is on pace for its worst year in the past 100 years. Image: BofA Global Investment Strategy
U.S. vs Emerging Market Equities Relative Price Performance Will emerging market equities outperform U.S. equities in 2023? Image: BofA Global Investment Strategy
Performance vs. S&P 500 by Uses of Cash U.S. companies that spend the most cash on dividends and buybacks have outperformed the S&P 500 since 1992. Image: Goldman Sachs Global Investment Research
Performance – Nasdaq 100 vs. Russell 1000 Value Will small-cap value continue to outperform big tech? Image: BofA Global Investment Strategy
U.S. 10-Year Real Rates vs. Relative Performance of Nasdaq 100 vs. S&P 500 Will the Nasdaq continue to underperform the S&P 500 as U.S. real rates rise? Image: BofA US Equity & Quant Strategy
Performance – Dow Jones Industrial Average vs. Nasdaq Will the Nasdaq continue to track the 1972-75 Dow Jones Industrial Average analog? Image: BofA Global Investment Strategy
S&P 500 Drawdown from 52-Week High and S&P 500 Performance 1-Year Later Historically, the S&P 500 has been positive one year after a 33% decline from 52-week high. Image: Charles Schwab
S&P 500 Performance November – April During Midterm Years Historically, during a midterm year, the next six months have been positive for U.S. stocks. Image: Carson Investment Research