S&P 500 Growth vs. Value – Relative Total Return Value is back in favor to start the year, as lofty valuations keep investors on edge. Still, growth could stage a comeback if earnings deliver some upside surprises. Image: Topdown Charts
Forward P/E Ratio and Subsequent 5-Year Annualized Returns With U.S. stocks still priced for perfection, the easy-money ride in equities looks over, leaving patience as the best trade for the next five years. Image: J.P. Morgan Asset Management
S&P 500 Returns When January Is Up Between 0-2% The bulls have history on their side: when the S&P 500 gains between 0% and 2% in January, the next 11 months have gone higher 92% of the time since 1950, posting a median gain of 13.6%. Image: Carson Investment Research
Returns for Major Global Financial Assets Markets kicked off the year with solid gains in January, lifted by upbeat economic data that kept investors piling into risk assets. The S&P 500 briefly topped 7,000 for the first time, setting an optimistic tone for the months ahead. Image: Deutsche Bank
Seasonality – S&P 500 Index Average Monthly Returns February’s returns may be flat, but the ride rarely is, making it one of the market’s more unpredictable stretches for U.S. stocks. Image: Carson Investment Research
S&P 500 Returns – First Five Days >1% and a Positive January Combo History favors the bulls: when the S&P 500 rises more than 1% in the first five days and January closes in the green, the market has finished the year higher 92% of the time, with a median 19.1% gain since 1950. Image:…
S&P 500 Index Returns Based on If January Is Higher or Lower Bulls have reason to smile: a positive January often sets the tone for a bullish year. When the S&P 500 finishes the month higher, history shows full-year gains averaging 16.9% since 1950. Image: Carson Investment Research
Seasonality – Monthly Return Stats for the S&P 500 February has a history of flat returns but plenty of drama, earning its reputation as one of the market’s trickier months for investors. Image: Topdown Charts
Median 2-Week S&P 500 Returns The first half of February has usually brought modest S&P 500 gains, followed by a challenging second half, resulting in overall monthly flat performance. Image: Goldman Sachs Global Investment Research
S&P 500 Returns in January The S&P 500 is up 1% so far this month. January has finished higher three years in a row. Could this be the fourth? Since 1950, when January finishes in the green, the rest of the year has risen 87% of the time. Image: Carson Investment Research
YTD Returns of Select Equity Indices Wall Street has lost some spark. The KOSPI, fired up by semiconductor leaders, has surged 15% this year, dwarfing the S&P 500’s and Nasdaq 100’s modest 1% gains. Image: Goldman Sachs Global Investment Research