Arithmetic Average Annual Real Return of S&P 500 over Different Periods U.S. equity investors often look to long-term historical stock market returns as a benchmark, wondering if current returns will revert to their historical averages. Image: Real Investment Advice
Magnificent 7 Price Return The Magnificent Seven stocks have surged more than 60% this year—turns out they really are “magnificent” at making money! Image: Bloomberg
S&P 500 Returns Final Six Months When Up >10% at Midpoint of Year Bulls are smiling again, as December has been the cheerleader of the U.S. stock market since WWII—always positive in election years when the S&P 500 is up 10% or more at the midpoint! Image: Carson Investment Research
S&P 500 Return – Year 3 of Bull Market Like a kid who loses interest in his favorite toy after two years, the S&P 500 tends to slow down in the third year of a bull market. Its gains often become less impressive compared to the first two years. Image: MarketDesk
Seasonality – Monthly Return Stats for the S&P 500 Why do U.S. stocks love December? Because they know it’s time for their annual Santa Claus rally, with an average monthly return of 1.3% since 1964! Image: Topdown Charts
Seasonality – S&P 500 Index Average Monthly Returns Bulls are grinning wider than a kid in a candy store, as December historically shines as one of the most promising months for U.S. stocks in presidential election years, boasting an average return of 1.3% since 1950. Image: Carson Investment Research
S&P 500 Index Single Day Average Returns Bulls are smiling once again as we are in one of the strongest periods of the year for U.S. stocks. Image: Carson Investment Research
Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index U.S. equity sector rotations are pricing in a “no landing” economic scenario, where the U.S. economy avoids both recession and significant slowdown, maintaining steady growth instead. Image: Goldman Sachs Global Investment Research
Indexed Return With their massive market caps and impressive price appreciation, the Magnificent Seven stocks have played a crucial role in driving the S&P 500 index’s performance. Image: Goldman Sachs Global Investment Research
S&P 500 Returns After Back-to-Back 20% Returns Bulls smile when the S&P 500 experiences two consecutive years with returns of 20% or more, as the following year has historically seen a median return of 12.8%, based on data since 1950. Image: Carson Investment Research
Magnificent 7 vs. S&P 493 Relative Return While the Magnificent 7 are expected to continue performing well, their relative outperformance compared to the S&P 493 is likely to diminish in 2025, suggesting a potential diversification in market leadership. Image: Goldman Sachs Global Investment Research