Search Results for: return

S&P 500 Returns Around Government Shutdowns Historically, U.S. government shutdowns have not significantly affected the U.S. stock market. Image: Goldman Sachs Global Investment Research

Real S&P 500 Index Periods of Zero Returns When the real S&P 500 index is very extended from its exponential growth trend line, it can take a long time to recover from a bear market, despite the Fed’s interventions. Image: Real Investment Advice

S&P 500 Sector Return Dispersion J.P. Morgan expects rates will increase into year-end, which could contribute to a meaningful pullback in the S&P 500. Image: J.P. Morgan Asset Management

Real Returns in Governement Bonds over the Last 5 Years Real returns in U.S. governement bonds are negative over the last 5 years, as in many other countries. Image: Deutsche Bank

Commodities Rolling 10-Year Annualized Returns Historically, commodity bull markets tend to last for years. Image: BofA Global Investment Strategy

S&P 500 Index Returns in September Historically, September has been the worst month of the year for U.S. stocks. What about this year? Image: LPL Financial LLC

Small Cap Stocks – Relationship Between Relative Fwd P/E of Russell 2000 vs. Russell 1000 and Subsequent 10-Year Annualized Relative Returns Could small caps outperform large caps over the next 10 years? Image: BofA US Equity & Quant Strategy

U.S., European, and Developed Ex-U.S. Equity Returns Will U.S. equities continue to outperform global equities ex-U.S.? Image: BofA Research Investment Committee

S&P 500 Annualized Forward 10-Year Returns (Forecast vs. Actual) The current S&P 500 valuation suggests that equity investors should expect negative annualized returns over the next 10 years. Image: BofA Global Research

S&P 500 Normalized P/E vs. Subsequent Annualized Returns The current S&P 500 normalized P/E suggests that equity investors should expect annual price returns of -0.8% over the next 10 years (R² = 0.79). Image: BofA US Equity & Quant Strategy