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Category: Average Annual Return

The Math is Starting to Work Against Long-Term US Stock Returns

November 10, 2024 Brian Gilmartin Leave a comment

The SP 500 (SPY) is up +27.04% YTD as of 11/8/2024. The 2023 total return for the SP 500 was…

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Posted in: Average Annual Return, SP 500 Earnings Yield, SP 500 total return, Weekly Earnings Update

Updating SP 500 “Annual” Returns, and Some Other Good Stats for Readers

January 1, 2023 Brian Gilmartin Leave a comment

If only one blog post was done once a month for readers, updating “annual” or “average, annual” returns for the…

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Posted in: annual return, Average Annual Return, Treasuries

StyleBox Update: It Could be Reasonable to Expect Large-Cap Growth to Lag for a While Longer

August 16, 2022 Brian Gilmartin Leave a comment

Click on the spreadsheet and you’ll find an updated “stylebox” analysis through 8/15/22. Because performance is downloaded monthly, it’s preferred…

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Posted in: annual return, Average Annual Return, Style analysis

Best Blog Post of 2021 and Some Quick Hits on 2022

December 30, 2021 Brian Gilmartin Leave a comment

This post was probably the best blog post on this blog this past year. All returns are as of 11/30/21.…

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Posted in: 2022, Average Annual Return, Bond Market(s)

The SP 500’s Average, Annual Return: Time for Reflection

December 3, 2021 Brian Gilmartin Leave a comment

Source: Ycharts performance calculator All returns as of 11/30/21 The above table was prepared for a client dinner last night…

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Posted in: Average Annual Return

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Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

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