Archives For S&P 500 Index History

I can sum up August 2015’s market performance for you in one word:


In the eight indexes I follow (plus crude and oil), only two were up during August: crude oil and gold.

The S&P 500 Index—the index I follow most closely and have the most data on—was down 6.03%. That was its worst August performance since 2002.

Year-to-date, everything is down except the Barclay’s Aggregate Bond Index.

You can see the results for yourself by downloading the latest PDF: S&P 500, MidCap 400, SmallCap 600, & 1500 Performance History (01-2011 – 08-2015)

Here 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.

HAPPY NEW YEAR! I hope 2013 is a great year for all the AFM readers out there!

Here are the total returns for 2012 for the S&P 500 Index, S&P Midcap 400, S&P Smallcap 600, and other indexes I follow here at AFM.

December’s .91% return for the S&P 500 Index was the 58th best for the month going back to 1926.

The geometric monthly return for all 1,044 months going back to 1926 is .779%

Here is the November update for the index returns I follow here on AFM:

Index Performance November 2012

November’s .58% total return for the S&P 500 was its best since November 2009.

Flying through the year…

October was a not-so-good month for stocks, as you can see from the graphic (click on the graphic to download the PDF version):

S&P Total Return Index Performance October 2012

Because I like stats, I thought I would share with you this graphic I put together that shows a different way of looking at the S&P 500 Index’s history:

S&P 500 Index Stats on a Month by Month Basis October 2012

DJIA TR vs. S and P 500 TR YTD 2012

January’s -8.43% total return for the S&P 500 Index was the worst in the history of the index*.

I ranked the ten worst Januarys in the S&P’s history:

10 Worst Januarys in S&P History

This year’s January return was the worst by far. But, that’s just part of the story. Take a look at the next graphic, which shows the annual return that followed the worst Januarys. As you can see, it doesn’t look too good:

10 Worst Januarys in S&P History (and what followed)

Of the nine other worst Januarys, only three of them had a positive return for the entire year. Now before you go and sell everything, keep in mind that I ranked the thirty worst Januarys and 14 of them had positive returns for the year.

If you’re interested, you can read some other posts I put together on this topic:

The 50 Worst Months in S&P History and What Followed

The 50 Best Months in S&P History and What Followed

Dollar-Cost-Averaging Your Way Through the Depression

* The S&P 500 was created in February 1957. Prior to that, it was composed of 90 stocks.