YCharts’ Post

The average annual total return of the S&P 500 Index from 1970 - 2024 was 10.83%

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The average annual total return of the S&P 500 Index for the period shown below was 10.83%.

According to the average return of the S&P 500 index for each month since 1928🔥 September is considered the worst-performing month for the index 🔻📉 Based on your analysis, how do you think the end of September will turn out?🗓

The current downside potential of S&P 500 index is at least 30 percent

GS: We estimate the S&P 500 will deliver an annualized nominal total return of 3% during the next 10 years (7th percentile since 1930) and roughly 1% on a real basis.

The S&P 500 has closed the day higher 12 out of the last 16 trading days The index is up over 3.4% in less than a month

S&P 500 Index performance in past 15 years is the 3rd best in history (others better ended in 1958 and 1999) returns after 1958 were single digits for next year, 3-year, 5-year and 10-years while post 1999 had mostly negative forward returns.

The S&P 500 has returned 14.48% through the month of June. Since 1950, double-digit returns in the first six months of the year have led to an average 7.7% return in the last six months of the year (with an 83% win rate).

U.S. equity valuations are high by all acounts. However, robust earnings growth forecasts alongside a potential soft-landing scenario beg the question as to whether such valuations might be justified.