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S&P 500 Index

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Interesting Comparison of S&P 500 and the S&P 500 Equal Weight Indexes

Thursday, June 6th, 2013

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 […]

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

Monday, June 3rd, 2013

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.

Chart of the Day: The S&P 500 TR Since Obama Took Office

Thursday, May 23rd, 2013

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 […]

Index Performance Update for the S&P 500 and Other Indexes

Tuesday, April 2nd, 2013

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.

Comparing a 50/50 Portfolio with a 100% Stock Portfolio (1-Year Holding Periods)

Wednesday, March 6th, 2013

Here 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, 2013

I 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, 2013

So, 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 […]

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