S&P 500 Various Declines per Year Market fluctuations are normal in investing, so effectively understanding and managing volatility is crucial for investors aiming to achieve favorable returns in financial markets. Image: Carson Investment Research
Stock Buybacks vs. S&P 500 With companies entering blackout periods in mid-June, share buybacks will slow, reducing a major source of equity demand. In an overbought market, this could amplify any weakness until buybacks return in late July. Image: Real Investment Advice
S&P 500 Earnings Yield Minus U.S. 10-Year Treasury Yield The recent rally has made U.S. equities relatively expensive compared to bonds. Historically, when the risk premium has been at current levels, the S&P 500 has delivered an average 12-month return of only 2.5% over the past three decades. Image: Bloomberg
S&P 500 After 5% Gain In May Historically, when May delivers a gain of over 5%, June tends to see continued strength, and the following 12 months have always produced positive returns, averaging close to 20% since 1985. Image: Carson Investment Research
S&P 500 Yearly Performance During Bull Markets Historically, the first two years of a bull market tend to deliver robust returns. While the third year may test investors’ patience, historical trends suggest that better times often follow. Image: Carson Investment Research Click the Image to Enlarge
S&P 500 Valuation The S&P 500 remains significantly overvalued according to several long-term valuation metrics. Historically, such elevated valuations have often preceded periods of below-average long-term equity returns. Image: Bloomberg
S&P 500: What Happens If You Miss the 10 Best/Worst Days Missing the S&P 500’s best days has a devastating impact on long-term returns, and the best and worst days are often clustered together, making market timing extremely risky and usually counterproductive. Image: Topdown Charts
Developed Market Gold ETF After a sustained period of outflows, developed market gold ETFs saw a return to positive investment flows in 2025, though inflows are still modest relative to historical highs. Image: Deutsche Bank
S&P 500 Performance After >19% in 27 Trading Days This is more than just another bear market rally, as the S&P 500 has jumped over 19% in 27 trading days. Historically, since 1950, similar rallies have averaged a 32% gain one year later, with positive returns every time. Image: Carson Investment Research
Median S&P 500 Performance Around Drawdowns Close to or Larger than 20% Since 1950 In the absence of recession, short-lived market drawdowns are often followed by strong recoveries, offering attractive returns to investors who stay the course rather than selling in panic. Image: Goldman Sachs Global Investment Research
S&P 500 Index and 200-Day Moving Average Regaining the 200-day moving average is a constructive technical signal for the S&P 500 index, as forward returns tend to be positive more often than not. Image: Bloomberg