S&P 500 Total Returns in Years After 20%-plus Gains
S&P 500 Total Returns in Years After 20%-plus Gains Historically, the S&P 500 has finished higher 79% of the time with an average gain of 13%. Image: Truist
S&P 500 Total Returns in Years After 20%-plus Gains Historically, the S&P 500 has finished higher 79% of the time with an average gain of 13%. Image: Truist
S&P 500 Returns After 20%-plus Gains at the End of October Historically, the return for the last two months has averaged 6.2%. Image: LPL Research
S&P 500 Projection Based on Years When Index Gains at Least 15% by April The chart shows the S&P 500 projection based on years when the index gains at least 15% by April (11 times since 1928). This is not a forecast. Image: Wojciech Białek, Macrobond
Years Without a 20% Gain for the S&P 500 Index This great chart shows the number of years without a 20% gain since 1950. Could the S&P 500 gain 20% this year? Image: LPL Research
S&P 500 Aggregate vs Median Earnings Growth S&P 500 earnings rose 14.5% year-on-year in Q4 2025, exceeding initial estimates and marking the strongest quarterly gain in four years as profit growth broadened across sectors. Image: Deutsche Bank
S&P 500 Intra-Year Declines vs. Calendar Year Returns Investors stomach average yearly pullbacks of around 14%, but the S&P 500 still closed higher in 35 of the past 46 years. Volatility, after all, is the price of admission for long-term gains. Image: J.P. Morgan Asset Management
Performance of S&P 500 Megacap Growth Stocks vs. Rest of S&P 500 Mega-cap growth and tech names have rebounded from the bottom of their decade-long channel against the rest of the S&P 500, echoing the rotation that followed the Deepseek announcement in July 2024. Image: Deutsche Bank Asset Allocation
U.S. Consumer Confidence in Higher Stock Prices vs. S&P 500 Trailing Valuations Confidence in future stock gains is fueling higher valuations, with investors paying up for growth they believe will last. But that conviction could prove fragile if those expectations falter. Image: Real Investment Advice
S&P 500 Forward Earnings Estimates Improving earnings fundamentals in the S&P 500 are keeping investors cautiously optimistic, as faster growth fuels confidence in another year of equity gains. Image: Real Investment Advice
Performance – S&P 500 Relative to FTSE All-World Excluding U.S. US stocks have sunk to a two-year low versus global peers, as tariffs bite and AI gains stay concentrated among a handful of megacaps. Diversifying beyond the U.S. is paying off. Image: Bloomberg
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