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S&P 500 Index

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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 […]

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 […]

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