S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle

S&P 500 Index Quarterly Returns Based on the Four-Year Presidential Cycle In post-election years, Q1 tends to be weak. Q2 often shows stronger performance, while Q3 usually experiences some weakness. As the saying goes, “History doesn’t repeat itself, but it often rhymes.” Image: Carson Investment Research

Median 2-Week S&P 500 Returns

Median 2-Week S&P 500 Returns Since 1950, the first half of July has consistently been a seasonally strong period for the S&P 500, making it the best half-month of the year. Image: Goldman Sachs Global Investment Research

Returns – Magnificent Seven vs. European Banks

Returns – Magnificent Seven vs. European Banks Since January 2022, European banks have outperformed U.S. mega-cap tech stocks—a notable achievement considering the longstanding dominance of American tech giants in global markets. Image: Goldman Sachs Global Investment Research

Seasonality – S&P 500 Index Average Monthly Returns

Seasonality – S&P 500 Index Average Monthly Returns Bulls have reason to smile: historically, July has been the best month in post-election years and over the past 20 years. This suggests there is further upside potential ahead. Image: Carson Investment Research

S&P 500 Risk-Adjusted Returns

S&P 500 Risk-Adjusted Returns The S&P 500’s risk-adjusted return in 2025 has been disappointing so far, reflecting a challenging market environment characterized by increased volatility and lower-than-average returns. Image: Goldman Sachs Global Investment Research

Risk-Adjusted Returns Across U.S. Equity Indices

Risk-Adjusted Returns Across U.S. Equity Indices The S&P 500’s performance so far this year has been marked by relatively low returns and high volatility, leading to weak risk-adjusted outcomes and signaling a challenging environment for investors seeking favorable risk-reward balances. Image: Goldman Sachs Global Investment Research

Seasonality – S&P 500 Index Returns in June

Seasonality – S&P 500 Index Returns in June Historically, the U.S. stock market often weakens—and even posts negative returns—in the latter half of June. Could this time be different? Image: Carson Investment Research

Stock Returns over the Past 33 Presidential Terms Starting on Inauguration Day

Stock Returns over the Past 33 Presidential Terms Starting on Inauguration Day U.S. stocks, after experiencing a historic drop at the start of the year, have made a strong recovery during Trump’s second term and are now in positive territory for 2025, fueling renewed optimism among bulls. Image: Carson Investment Research

S&P 500 Returns – Strong vs. Weak Periods

S&P 500 Returns – Strong vs. Weak Periods U.S. stock market returns do tend to be weaker on average during the summer months (May–October) compared to the winter months (November–April). However, investors should consider seasonality as a tendency rather than a rule. Image: Real Investment Advice