S&P 500 Index« Previous Entries Next Entries »
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
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 […]
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 […]
I came across 10 Years Later: Where in the World is Equal Weight Indexing Now? (PDF) this morning. In the study was the following chart (I took the information and made my own spreadsheet): Of course, that only tells part of the story. Here are the risk-adjusted returns: The study’s author mentions that the returns […]
Here is your total return update: S&P 500, MidCap 400, SmallCap 600, & Other Indexes Performance (01-2011 – 05-2013) This May’s 2.34% total return for the S&P 500 broke a 3 year losing streak for the month of May.
I know the stock market has little to do with who happens to be the President but it’s still interesting to look at. I’m no fan of Obama but the S&P 500 has performed nicely since he has taken office (yes, it pains me to write that) as illustrated by this chart that I put […]
Good 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.
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