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S&P 500 Index

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As Goes January…?

Monday, February 10th, 2014

The S&P 500 Index was down 3.46% in January. There’s a saying that goes something like “As goes January…” Well, based on history, that’s not necessarily true. Take a look at the following two graphics. The first one is all the returns (these are total returns) for the month of January listed in order from […]

2013 Total Returns for the S&P 500 and Other Indexes

Wednesday, January 1st, 2014

2013 Wow! What a year. • The Dow Jones Industrial Average was up 29.65% • The S&P 500 Index was up 32.39% • The S&P MidCap 400 Index was up 33.50% • The S&P SmallCap 600 was 41.31% Of the ten indexes I keep track of here at AFM, 7 were up. Of the three […]

YTD Index Performance Update

Saturday, September 7th, 2013

August was a rough month. See below…

The History of the S&P 500 and September

Wednesday, September 4th, 2013

It’s September, folks. Did you know… September is the ONLY month with an average NEGATIVE total return since 1926? It’s true. The average total return for the month of September is -.67%. Of the 87 Septembers I have data for, 42 of them were negative and 45 were positive. I found this interesting and decided […]

S&P 500 5 and 10 Calendar Year Rolling Returns

Friday, August 2nd, 2013

One of my readers asked for S&P 500 rolling returns based on the calendar year instead of all the months. It does simplify things as it takes each report down to two pages instead of 19. So, here are the results: S&P 500 5-Year Calendar Period Rolling Returns S&P 500 10-Year Calendar Period Rolling Returns

Index Performance Update Through July

Thursday, August 1st, 2013

After the June hiccup, the S&P 500 and other indices I follow here on AFM kept on marching. The S&P 500 had a total return of 5.09% in July. In the 53 months since February of 2009, which marked the beginning of the current bull market, the S&P has had 38 up months and 15 […]

An Updated Report on the S&P 5 and 10-Year Rolling Total Returns

Wednesday, July 24th, 2013

Two people in the last couple of days emailed me, asking for an update on the S&P 500 5 and 10-Year Rolling Total Returns reports. Here they are: Each report has a cover sheet with some summary information. Please email me if you have any questions (JLP – at – AllFinancialMatters.com). S&P 500 5-Year Rolling […]

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