Indexed Return

Indexed Return The top-5 stocks in the S&P 500 index, with significant market capitalization and stellar price performance, have played a crucial role in driving the index’s performance year-to-date. Image: Goldman Sachs Global Investment Research

Ranked Cross Asset Returns by Year

Ranked Cross Asset Returns by Year As of now, the S&P 500 is the top performer in 2024, with consistent gains and resilience. Image: BofA Global Investment Strategy Click the Image to Enlarge

Performance of Different U.S. Fama French Factor Returns

Performance of Different U.S. Fama French Factor Returns U.S. small-cap value has been the best bet over the past 25 years. However, small-cap value stocks are typically more volatile in the short term, making a long-term investment strategy necessary. Image: BofA Research Investment Committee

S&P 500 1-Day Returns After Down Days

S&P 500 1-Day Returns After Down Days While past performance is not indicative of future results, over the course of the last two decades, the “buy-the-dip” trend has been particularly strong, and the strategy has proven to be successful for a large number of investors. Image: BofA Global Research

Median 2-Week S&P 500 Returns

Median 2-Week S&P 500 Returns Based on historical patterns, the U.S. stock market has demonstrated strength in the first half of June, especially during election years. Image: Goldman Sachs Global Investment Research

Decomposition of S&P 500 Total Returns

Decomposition of S&P 500 Total Returns Stock buybacks have contributed to higher earnings per share over the past decade. By decreasing outstanding shares, buybacks have boosted EPS for many companies. Image: BofA US Equity & Quant Strategy

S&P 500 Returns After >10% YTD End of May

S&P 500 Returns After >10% YTD End of May Bulls smile when the S&P 500 index has gained more than 10% after the first five months of the year, as the average return for the rest of the year has been 8.8% since 1950. Image: Carson Investment Research

Returns for Small, Mid, and Large Caps

Returns for Small, Mid, and Large Caps U.S. small caps have a track record of outperforming larger companies over extended periods, with potential for a resurgence in performance based on valuation, profitability, and historical trends. Image: BofA US Equity & Quant Strategy

Seasonality – S&P 500 Index Average Monthly Returns

Seasonality – S&P 500 Index Average Monthly Returns Seasonality provides a tailwind, with June tending to be a strong month for U.S. stocks in the fourth year of the U.S. presidential cycle. Image: Carson Investment Research