Keyword: return

Starting Valuation Predicts Future Returns Based on the Shiller CAPE ratio, the chart suggests a 10-year compound annual growth rate of only 2% to 4% for the U.S. stock market. Image: Fidelity Investments

Russell 2000 vs. Russell 1000 and Subsequent 10-Year Annualized Relative Returns Chart suggesting that small caps should outperform large caps over the next 10 years (R² = 0.42). Image: BofA Merrill Lynch US Equity & US Quant Strategy

MSCI ACWI Total Return Index – Rallies and Corrections Interesting chart showing the deviation of the MSCI AC World Total Return Index against its trend line, like the swing of a pendulum. Image: Fidelity Investments

ISM Manufacturing Index and Credit Returns Across Economic Cycles Since 2004 If investors get the ISM Manufacturing right, they do well. Image: J.P. Morgan Asset Management

December Return vs. All Months Return Historically, the percentage of positive returns in December has been above average for stocks and bonds since 1990. Image: Goldman Sachs Global Investment Research

S&P 500 Total Return and Maximum Pullback This year, the S&P 500’s pullback (from peak to trough) of 6.8% is one of the smallest pullbacks in recent history. Image: Ryan Detrick, LPL Financial LLC

Historical S&P 500 December Returns December 2018 was the worst december for U.S. equities since the Great Depression. Image: Goldman Sachs Global Investment Research

Distribution of Monthly S&P 500 Returns Since 1928 December was an abnormally bad month for U.S. equities in 2018. Image: Goldman Sachs Global Investment Research

Total Return since 2008: 60/40 Portfolio, S&P 500 and U.S. Treasury 20+ Year The current bull market began 10 years ago, but the next 10 years could be very different. Image: Financial Times

Bull Market: Percentage of Assets With Returns Lower Than T-Bills 2019 was a ‘bull market in everything’. Should investors be worried? Image: Goldman Sachs Global Investment Research