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Chief Market Strategist
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  S&P 500 Index Stock Prices Relative To Their 52-Week Highs
Posted Under: Broader Stock Market
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View from the Observation Deck 

  1. Today's blog post is an update of one we did on 2/16/16 (click here to view). Today's chart reflects improvement across the board.
  2. The S&P 500 Index, which is capitalization-weighted, posted a total return of -0.51% for the 12-month period ended 5/16/16, according to Bloomberg. On a price-only basis, which excludes dividends, the index was down 2.64%.
  3. The averages in the chart simply reflect where each of the 500 stocks stood, by sector, relative to their 52-week high as of 5/16/16. Their respective cap-weightings were not factored into the calculations.
  4. As of 5/16/16, the S&P 500 Index, on a cap-weighted basis, stood 3.01% below its all-time high of 2130.82, which was established on 5/21/15. That is down from 12.49% on 2/12/16 (previous post).
  5. As indicated by the percentages in the chart, the three sectors reflecting the least damage over the past 52 weeks are all considered to be defensive in nature.

This chart is for illustrative purposes only and not indicative of any actual investment. The illustration excludes the effects of taxes and brokerage commissions and other expenses incurred when investing. There can be no assurance that any of the projections cited will occur. Investors cannot invest directly in an index. The S&P 500 Index is a capitalization-weighted index comprised of 500 stocks used to measure large-cap U.S. stock market performance, while the 10 major S&P 500 Sector Indices are capitalization-weighted and comprised of S&P 500 constituents representing a specific sector.

To Download a PDF of this post, please click here.

Posted on Tuesday, May 17, 2016 @ 1:12 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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