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S&P 500 Index

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YTD Total Returns for the S&P 500 and Other Indexes

Tuesday, May 1st, 2012

Here’s the latest performance update for the indexes I follow here at AFM: S&P 500, MidCap 400, SmallCap 600, and Other Indexes Total Returns (April 2012)

Comparing the S&P 500 Equal-Weighted Index TR with the S&P 500 Index TR

Tuesday, April 17th, 2012

The S&P 500 Index is market cap weighted. That means that the larger the market cap of the company, the more weight it has in the index. The idea behind the S&P Equal-Weighted Index is to (you guessed it) give equal weight to each company in the index. Of course, this changes the dynamics drastically [...]

What If You Could Dollar Cost Average Your Social Security Contributions

Wednesday, March 28th, 2012

This is a follow-up to yesterday’s post, which you can read here. As I mentioned yesterday, I have monthly total return data for BOTH the S&P 500 Index and the Barclay’s Aggregate Bond Index going back to January 1991 (I have S&P data going back to 1926). I thought it would be interesting to look [...]

Interesting Ways to Look at Return and Volatility 1991 – 2011

Monday, March 26th, 2012

How’s that for a catchy title? I have monthly total returns for the S&P 500 (S&P 90 prior to February 1957) going all the way back to January 1926. However, I only have the Barclay’s Aggregate Bond Index (formerly known as the Lehman Aggregate Bond Index) going back to January 1991. Anyhow… I thought it [...]

Total Return Update for the S&P 500 and Other Indexes

Friday, March 16th, 2012

Better late than never… Here are the year-to-date total return numbers for the S&P 500, S&P Midcap 400, S&P Smallcap 600, MSCI EAFE, MSCI ACWI ex US, MSCI Emerging Markets, Barclay’s Aggregate Bond Index (formerly the Lehman Aggregate Bond Index), Oil, and Gold. I’m thinking of adding the returns for the corresponding exchange-traded funds so [...]

A Complete Streak History of the S&P

Wednesday, February 8th, 2012

This is Part 2 of my last post. What follows is a complete streak history of the S&P going all the way back to 1926. What you will see is the month or months in the streak, the length of the streak and the total return during the streak. It’s pretty self-explanatory. The graphic after [...]

S&P Positive and Negative Streaks 1926 – 2011 (Part 1)

Tuesday, February 7th, 2012

Through January 2012, there are 1,033 months of total returns for the S&P (January 1926 – January 2012). Here’s a look at how those months break down as far as streaks go. You’ll notice that there are a lot more one-month negative streaks than positive streaks. Looking at the data, I noticed that during longer [...]

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