S&P 500 Monthly Returns During an U.S. Election Year The S&P 500 has historically performed well in August during presidential election years, contributing to an overall positive market sentiment and potentially extending the summer rally. Image: Carson Investment Research
Ranked Cross Asset Returns by Year Exhibiting exceptional resilience, gold has emerged as the standout performer of 2024, at least for the time being. Image: BofA Global Investment Strategy Click the Image to Enlarge
S&P 500 Monthly Returns and Percentage of Time Up – Presidential Cycle Year 4 Seasonality serves as a valuable tool for assessing probabilities in the stock market. According to historical data, U.S. stocks often demonstrate notable strength during the summer months of election years. Image: BofA Global Research
Indexed Return The S&P 500’s year-to-date performance has been heavily influenced by the outstanding performance of its five largest stocks, which possess significant market capitalization and have delivered exceptional price appreciation. Image: Goldman Sachs Global Investment Research
S&P 500 Index Returns in July Historically, July has shown strong performance in the U.S. stock market during its first half. The market often peaks on July 17, as investors take profits before the traditional summer slowdown. Image: Carson Investment Research
Components of S&P 500 Total Return Given that S&P 500 returns in the past five years were driven more by valuations than earnings, investors should anticipate a reversal of this trend, where earnings become a more significant driver of returns. Image: Morgan Stanley Wealth Management
30-Year U.S. Treasury Total Return Index Over the past four years, 30-year U.S. Treasury bonds have experienced their worst loss in over a century, with a decline of 54% in total return. Image: BofA Global Investment Strategy
Small Cap Stocks – Relationship Between Relative Fwd P/E of Russell 2000 vs. Russell 1000 and Subsequent 10-Year Annualized Relative Returns For long-term investors, periods when small-cap stocks are trading at a significant discount to large-cap stocks may offer attractive investment opportunities. Image: BofA US Equity & Quant Strategy
Median 2-Week S&P 500 Returns Seasonality should be viewed as a valuable tool rather than a crystal ball for predicting future market movements. Historical patterns indicate that the U.S. stock market has shown strength in the first half of July. Image: Goldman Sachs Global Investment Research
Arithmetic Average Annual Real Return of S&P 500 over Different Periods Long-term historical stock market returns provide a reference point for U.S. equity investors, who may wonder if returns will revert to their long-term averages. Image: Real Investment Advice