S&P 500 Return Last of Month Based on MTD Bond-Equity Performance Historically, pension fund rebalancing into equities has had a mild impact on performance. Image: Deutsche Bank Asset Allocation
Dow Jones Daily Returns and 6 Sigma Events As the chart shows, an event of 6 standard deviations above or below the mean, is extremely rare. Image: Macrobond Financial
S&P 500 Index Return Excluding Best 10 Days Per Decade Since 1930, if an investor missed the S&P 500′s 10 best days per decade, the S&P 500 returns would be only 91%. Image: CNBC
U.S. Equity Market Total Return Volatility and VIX Currently, the monthly volatility of U.S. equities is the highest on record. Image: BofA Global Investment Strategy
Total Returns by Decade History suggests that over a 10-year time horizon, returns are rarely negative. Image: BofA US Equity & Quant Strategy
S&P 500 Returns by Decade Excluding the 10 Best and 10 Worst Days Since 1930, excluding the best 10 days per decade, the S&P 500 returns would be only 91%. Image: BofA US Equity & US Quant Strategy
S&P 500 Returns in Recessions since 1928 Currently, the S&P 500 is in the middle of the distribution of selloffs seen historically around previous recessions. Image: Deutsche Bank Asset Allocation
Secular Bull Market In Equities: MSCI Country Indices and Number of Years with Negative Real Total Return 60% of MSCI country indices have posted negative real return over the past 10 years. Image: Pictet Asset Management
S&P 500 Return Gains and Recent U.S. Recessions This chart shows the S&P 500 return gains after most recent U.S. recessions. Image: Statista
Expected Real Return of U.S. Equities and U.S. Bond Over Next 5 Years This chart suggests a real return of around 5% p.a. on U.S. equities over the next 5 years vs. -5% for U.S. Treasury bonds. Image: Pictet Asset Management