S&P 500 Index
« Previous EntriesIndex Performance Update for the S&P 500 and Other Indexes
Tuesday, April 2nd, 2013Good morning! I meant to post this over the weekend but never got around to it. Here are the updated year-to-date returns for the indexes I follow here at AFM: March 2013′s 3.75% total return for the S&P 500 was its 21st best since 1926.
Comparing a 50/50 Portfolio with a 100% Stock Portfolio (1-Year Holding Periods)
Wednesday, March 6th, 2013Here is the latest from my portfolio research. Below is a graphic comparing a 50% Stocks/Bonds portfolio with a 100% Stocks portfolio. I used monthly total returns for both asset classes. As the notes point out, I assumed $100 invested at the beginning of each month for 12 months to calculate the “Ending Value.” There [...]
A Look at 1-Year Rolling Period S&P Total Returns
Tuesday, February 26th, 2013I wanted to take a deeper look at one-year returns for the S&P 500*. I looked at the following: • I began with January 1926 and calculated the one-year return. Then, I moved to February 1926 and calculated that one-year return. I repeated the exercise for every rolling one-year period through 2012. • I also [...]
What Does a Positive January Mean for the Rest of the Year?
Friday, February 1st, 2013So, we had another January with a positive return. This January, the S&P 500 had a total return of 5.18%. You have probably heard about the January Effect. Basically, it means what happens in January usually foreshadows what will happen for the year. I decided to look back at the returns I have to see [...]
YTD Total Returns for January 2013
Friday, February 1st, 2013Here are January’s returns along with with the monthly history that I have so far. January’s 5.18% return for the S&P 500 was its best for January since 1997 and ranks as the 20th best for the month of January going all the way back to 1926.
S&P 500 1-Year Rolling Total Returns
Thursday, January 31st, 2013I know most AFM readers don’t care about this stuff but I love crunching numbers and sharing the results. For this study, I looked at 1-year rolling total returns. I began with January 1926 – December 1926 and then February 1926 – January 1927, all the way through January 2012 – December 2012. There were [...]
S&P 500 20-Year Rolling Period Returns Through 2012
Tuesday, January 29th, 2013An AFM reader sent me an email and asked me to update the 20-year rolling period returns for the S&P 500 Index. Here they are:
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