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Category: annual return

A Look at Annual Returns (Again)

April 24, 2025 Brian Gilmartin Leave a comment

(Click on above spreadsheet.) This chart may be puzzling to some, but shows “annual” or what is sometimes called “annualized…

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Posted in: annual return, SP 500 annual return

Updating SP 500 Annual Returns / Nasdaq Composite Still Testing the November ’21 All-Time-High

May 6, 2024 Brian Gilmartin Leave a comment

It gets almost no press, but with a lot of the mega-cap tech, consumer discretionary and communication services stocks still…

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Posted in: annual return

SP 500 and Bond Market Annual Returns / Style-Box Update

April 3, 2024 Brian Gilmartin Leave a comment

This SP 500 annual return table shows the annual returns for the benchmark for various periods going back to 1/1/2000.…

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Posted in: annual return, QQQ, Style analysis

Basically, the SP 500 is Flat Over the Last 24 Months

January 7, 2024 Brian Gilmartin Leave a comment

The first week of 2024, the SP 500 has backed away from it’s all time (trading) high of 4,818, from…

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Posted in: annual return, JPM

SP 500 Annual Returns, Bond Market Annual Returns and Style Box Update

October 3, 2023 Brian Gilmartin Leave a comment

Enlarge the above table, but it gives readers the SP 500 “annual” or annualized returns for various time periods, through…

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Posted in: annual return, Bond Market(s), Bond Market(s) annual return, SP 500 annual return

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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