S&P 500 Top 5 Stocks’ Weight vs. 1-Year Forward Returns There is no correlation between the top 5 stock’s market cap weight and the S&P 500 forward 1-year total return. Image: Goldman Sachs Global Investment Research
Returns – S&P 500 Index Performance Preceding the First Fed Rate Hike Historically, the S&P 500 tends to do well before the first Fed rate hike. Image: True Insights
U.S. Equity Price Returns from Each Valuation Decile Should U.S. equity investors expect negative annualized returns over the next 5 years? Image: Goldman Sachs Global Investment Research
30-Year U.S. Bond Total Return Minus S&P 500 Total Return Will the S&P 500 continue to outperform U.S. bonds this year? Image: BofA Global Investment Strategy
S&P 500 Index Returns Under a Higher 10-Year Yield Historically, higher rates tend to be bullish for the S&P 500. Image: LPL Financial LLC
S&P 500 Sectors Returns Will 2022 be a solid year for financials and energy stocks? Image: The Daily Shot
Rolling 1-Month S&P 500 Return vs. Z-score of 1-Month Change in 10-Year U.S. Treasury Yields When U.S. Treasury yields increase too fast, the S&P 500 tends to struggle. Image: Goldman Sachs Global Investment Research
Average Gold Returns by Interest Rate Regime Generally, the price of gold tends to suffer with rising real yields. Image: Goldman Sachs Global Investment Research
Returns – Years Following S&P 500 Price Gain > 27% Since WWII, when the S&P 500 is up more than 27% at the end of the year, the following year tends to be bullish for U.S. stocks. Image: Fundstrat Global Advisors, LLC
Buybacks – S&P 500 Index Return Decomposition Share buybacks account for a large portion of the total return of the S&P 500 Index. Image: True Insights