Search Results for: return

Returns – Average Year for the S&P 500 Over the past 20 years, the S&P 500 has bottomed around the middle of March. Image: Carson Investment Research

Dow Jones Industrial Average Returns Post Last Fed Rate Hike Should investors sell the last Fed rate hike? Image: BofA Global Investment Strategy

Seasonality – S&P 500 Returns in March Will the last two weeks of March be positive for the S&P 500 Index this year? Image: LPL Research

S&P 500 Average Median and Positive Hit Rate of Monthly Returns Based on Credit/Fed Cycles Fed easing and credit tightening regime does not bode well for U.S. equities. Image: BofA US Equity & Quant Strategy

Average Monthly S&P 500 Return During Different ISM Cycle Phases Conditional on Bond Yield Changes Historically, rising bond yields are a headwind for U.S. equity returns. Image: Goldman Sachs Global Investment Research

Returns for 60/40 Portfolio The traditional 60% stocks and 40% bonds portfolio has performed well since the beginning of the year. Image: BofA Global Investment Strategy

Share of Median S&P 500 Stock’s Trailing 6-Month Return Explained by Micro Factors 53% of median stock’s trailing 6-month return can be explained by micro factors. Will active management outperform in 2023? Image: Goldman Sachs Global Investment Research

S&P 500 Index Returns in February Historically, the second half of February tends to be challenging for U.S. stocks. Image: Carson Investment Research

Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index Equity industry rotations are pricing in a soft landing. Image: Goldman Sachs Global Investment Research

S&P 500 NTM EPS vs. Total Return Level An earnings recession is currently not priced into U.S. equities. Image: Morgan Stanley Research