S&P 500 Monthly Median Returns and % of Years with Positive Return since 1985 Historically, September has been challenging for U.S. stocks. Image: Goldman Sachs Global Investment Research
Average Monthly S&P 500 Returns and Volatility with Different Growth/Policy Mix Should U.S. equity investors expect anemic monthly returns this year? Image: Goldman Sachs Global Investment Research
BB HY Monthly Total Returns U.S. BB rated high yield corporate bonds have dropped sharply in January. Image: BofA Global Investment Strategy
Seasonality – S&P 500 Value vs. Growth (Monthly Average Returns) Historically, returns for Value vs. Growth tend to be negative in February. Image: Topdown Charts
Returns – Frequency of Monthly Gains in S&P 500 When Yields Rise and Decline Should equity investors be worried about rising interest rates? Image: Financial Times
S&P 500 Returns – What Happens After 10% Monthly Gains? Historically, after 10% monthly gains, the S&P 500 tends to be positive over 6 and 12 months. Image: LPL Research
Seasonality – Average Monthly Total Return for the S&P 500 Index and Statistical Significance Over the past 20 years, July has been positive on average with a high confidence level. Image: Morgan Stanley Research
Distribution of Monthly S&P 500 Returns Since 1928 December was an abnormally bad month for U.S. equities in 2018. Image: Goldman Sachs Global Investment Research
S&P 500 – Historical September Monthly Total Returns September is usually a volatile month. But since to 1980, September has been positive 54% of the time. Image: Richardson Wealth
S&P 500 Annual Return vs. Annual Return Ex-10 Best Days The “rule of 10 best days” highlights the risks of market timing. Since 2015, excluding the 10 best trading days each year would have turned the S&P 500’s positive returns into significant losses. Image: Fundstrat Global Advisors, LLC
Magnificent Seven Contribution to S&P 500 Returns The Magnificent Seven stocks have played a crucial role in driving the S&P 500’s performance in 2024, continuing the momentum from their remarkable gains in 2023. Image: Alpine Macro