Real Annualized Equity Returns in Local Currency and U.S. Dollar Over a long period of time, this chart suggests that there is a small difference between local currency equity returns and U.S. dollar hedged returns. Image: Credit Suisse
S&P 500 Operating Earnings / NIPA Profits and S&P 500 Returns Interesting chart suggesting that S&P500 2-year returns will be negative, as they were in the late 1990s, when S&P 500 operating earnings rose relative to NIPA profits (thanks to buybacks). Image: Oxford Economics, Macrobond
Conference Board U.S. LEI and 6-Month S&P 500 Forward Return A Fed rate cut is good for the S&P 500 when the Conference Board U.S. LEI is positive. Image: Fundstrat Global Advisors, LLC
U.S. Equities – One Year Return After a Fed Rate Cut The chart shows how U.S. equities have historically performed after a 25 bps and 50 bps Fed rate cut over the last 35 years. You may also like “First Fed Rate Cut.” Image: Ycharts
S&P 500 Returns After Rate Cuts Near Highs Since 1980, the Fed has cut rates 17 times (S&P 500 within 2% of new highs). One year later, the S&P 500 was still higher. Image: Ryan Detrick, LPL Financial LLC
Maximum Drawdown vs. Annual S&P 500 Returns The annual return of the S&P 500 can be positive, even after a large drawdown. Image: Of Dollars And Data
Asset Classes Total Return since the Great Recession The chart shows how asset classes and economic indicators have performed since the Great Recession. The S&P 500 is the big winner. Image: Goldman Sachs Global Investment Research
Bull Markets (Total Return) Since the March 2009 low, the S&P 500 is up 397% and remains in a long-term bull market. Image: Fidelity Investments
S&P 500 Index Returns After Fed Rate Cuts Near New Highs The adage of “don’t fight the Fed” may be too simplistic, but usually, the market doesn’t care too much about other things, as long as the Fed stays dovish. Image: LPL Research
Time, Diversification and the Volatility of Returns This chart shows how the volatility of returns decreases over time (range of equity, bond and blended total return). Picture Source: J.P. Morgan Asset Management
Risk and Return by Asset Class This interesting chart shows risk and return by asset class since 1970 and since 2009. Image: Fidelity Investments