S&P 500 5% Gains and What Happened Next Since 1950, the S&P 500 has surged 5% or more in a single day on 23 occasions. A year later, stocks climbed an average of 26.9%, with positive returns in over 91% of cases—good news for bulls! Image: Carson Investment Research
Performance – Spread Between Quarterly Percentage Gains in S&P 500 Value and Growth Indexes Value stocks have significantly outperformed growth stocks in the first quarter of 2025. The upcoming earnings reports will play a pivotal role in determining whether this trend will persist or if growth stocks will reclaim their leadership. Image: Bloomberg
The Worst Day of the Year for the S&P 500 When It Gains >20% for the Year Monday saw the S&P 500 drop 2.7%, its worst day this year. Even in years with strong returns over 20%, single-day losses average 3.5% since 1950. Sharp daily declines are often part of significant annual gains. Image: Carson…
S&P 500 Performance When >2% Daily Gain at an All-Time High Since 1950, the S&P 500 index has demonstrated robust performance in the year following a daily gain of over 2% at an all-time high, with a median increase of 12.4%. Image: Carson Investment Research
S&P 500 Performance One Year After >4% Monthly Gains Since 1950, the S&P 500 has never been lower a year after a monthly gain of over 4% in May. This period has been particularly profitable for investors, with an average gain of 20.1%. Image: Carson Investment Research
S&P 500 Performance After >25% Gain in 100 Trading Days An increase of 25% or more in the S&P 500 within 100 days (using the first signal in a cluster) suggests a positive outlook for the next 12 months, historically resulting in a median gain of 13.4% since 1950. Image: Carson Investment Research
S&P 500 Performance After Back-To-Back 10% Quarterly Gains Following two consecutive quarterly gains of 10%, which is quite rare, the S&P 500 has, on average, increased by 12.3% a year later since 1954. Image: Carson Investment Research
S&P 500 Performance After >25% Gain in 21 Weeks A 25% or more increase in the S&P 500 in 21 weeks (using the first signal in a cluster) suggests a bullish outlook over the next 12 months, with an average gain of 21.5% since 1950. Image: Carson Investment Research
S&P 500 Performance After >20% Gain in 18 Weeks The S&P 500 index has historically shown strong performance after >20% gains in 18 weeks. On average, one year later, the index has increased in value by 18.1% since 1950. Image: Carson Investment Research
S&P 500 Performance After >19% Gains in Three Months According to historical data, when the S&P 500 posts a gain of more than 19% in three months, it suggests a bullish outlook over the next 12 months, with a median return of 16.1% since 1950. Image: Carson Investment Research
20% Yearly Gains for the S&P 500 Index and What Happened Next A significant annual gain of 20% in the S&P 500 index is often indicative of continued positive performance in the following year, with a median return of 12.1% seen a year later since 1950. Image: Carson Investment Research