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Category: SP 500 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

A Red Flag / SP 500 Annual Returns / Top 10 Holdings

July 4, 2024 Brian Gilmartin Leave a comment

In JPMorgan’s (JPM), “Guide to the Market” presentation last Monday, July 1 ’24, Dr. David Kelly, JPMorgan’s Chief Global Strategist,…

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Posted in: SP 500 annual return

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

Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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