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S&P 500 Index First Six Months, Second Six Months, and Annual Returns

By JLP | June 23, 2011

As you know, I like to take my S&P 500 total return data base and look at the numbers in different ways and then post what I have found, regardless of the outcome.

My latest look at the data involved looking at the returns for the first six months of each year and seeing what happened the following six months of the year. Here is what I found (you can click on the graphic to see a larger PDF version):

• 17.65% – Negative total return for first six months of year followed by negative total return for the second six months for the rest of the year.

• 22.35% – Negative total return for first six months of year and a negative total return for the year.

• 50.59% – Positive total return for first six months of year followed by positive total return for the second six months for the rest of the year.

• 54.12% – Positive total return for first six months of year and a positive total return for the year.

• 70.93% – Positive total return for the year (out of 85 years).

Topics: Investing, S&P 500 Index | No Comments »


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