Home Logon FTA Investment Managers Blog Subscribe About Us Contact Us

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
Bob Carey
Chief Market Strategist
Bio
X •  LinkedIn
 

  S&P 500 Index Stock Prices Relative To Their 52-Week Highs
Posted Under: Broader Stock Market
Supporting Image for Blog Post

 
View from the Observation Deck  
  1. The averages in the chart simply reflect where the stocks in the S&P 500 Index stood, by sector, relative to their 52-week highs as of 11/30/17. 
  2. From 11/30/16 through 11/30/17, the S&P 500 Index, which is capitalization-weighted, posted a total return of 22.87%, according to Bloomberg. On a price-only basis, which excludes dividends, the index was up 20.41%.
  3. Year-to-date through 11/30/17, 73.5% of the stocks in the S&P 500 Index (currently 505) had positive returns on a price-only basis, according to S&P Down Jones Indices. In 2016, 69.7% of stocks in the index finished the year in positive territory.  
  4. As of 11/30/17, the S&P 500 Index, on a cap-weighted basis, stood at its all-time high of 2,647.58, according to Bloomberg.
  5. The 10 largest stocks in the index by market capitalization have significantly outperformed the overall index since the start of 2015, according to data from S&P Dow Jones Indices. That explains why the S&P 500 Index has been setting new all-time highs even though many of its constituents sit below, and in some cases well below, their respective 52-week highs, in our opinion.

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. 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 11 major S&P 500 Sector Indices are capitalization-weighted and comprised of S&P 500 constituents representing a specific sector.

Download a PDF of this post, please click here
Posted on Tuesday, December 5, 2017 @ 4:01 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.
Search Posts
MARKET ANALYSIS
Market Commentary and Analysis
Market Commentary Video
Monthly Talking Points
Quarterly Newsletter
Market Observations
Subscribe To Receive Email
 


 PREVIOUS POSTS
Sector Performance Via Market Capitalization Since Trump Won The Presidential Election
24K
This Covered Call Index Tends To Beat The Broader Market In Low Return And Negative Return Climates
Information Technology + Consumer Discretionary = Internet Retail
An Update On The Recovery In Financial Stocks
A Year Later Most Of The Major S&P Stock Indices Are Deep In The Black
A Global Snapshot of Government Bond Yields
Is a Correction Coming?
How The S&P 500 Index Has Performed Since The Federal Reserve Began Hiking Interest Rates On 12/16/15
A Snapshot Of Major Emerging Markets Stock Indices
Archive
Skip Navigation Links.
Search by Topic
Skip Navigation Links.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
Home |  Important Legal Information |  Privacy Policy |  California Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2024 All rights reserved.