Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow Us: 

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
Bob Carey
Chief Market Strategist
Click for Bio

Follow Bob on Twitter Follow Bob on LinkedIn View Videos on YouTube
 

  The Bull Market In The S&P 500 Index May Be Picking Up Steam After A Sluggish
Posted Under: Broader Stock Market

 

View from the Observation Deck 

  1. From 1981 through 2015, the average number of stocks in the S&P 500 Index that finished the calendar year in positive territory was 312, according to data from S&P Dow Jones Indices.
  2. As indicated in the chart, the number of stocks in the index that were up through the first eight months of 2016 totaled 355, outpacing each of the previous five-year averages. 
  3. From 1981 through 2015, the year with the highest number of stocks in positive territory was 2003 (458), followed closely by 2013 (457). The year with the fewest was 2008 (25). No other year registered below 100 stocks.
  4. Year-to-date through August, the S&P 500 Index posted a total return of 7.82%, according to Bloomberg. In 2015, the index was up just 1.38%, on a total return basis. Only 215 stocks were up in 2015.
  5. For comparative purposes, from 1926 through 2015, the S&P 500 Index posted an average annual total return of 10.02%, according to Ibbotson Associates/Morningstar.

This chart is for illustrative purposes only and not indicative of any actual investment. 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.

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

Posted on Tuesday, September 6, 2016 @ 1:38 PM • Post Link Share: 
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


 PREVIOUS POSTS
Stocks Ended Sept. 2, 2016
US Economy and Credit Markets Ended Sept. 2, 2016
Snapshot of U.S. Equity Styles/Market Caps
The U.S. Dollar Index Has Been Range Bound Since March 2015
Stocks Ended Aug. 26, 2016
US Economy and Credit Markets Ended Aug. 26, 2016
A Snapshot of Bond Valuations
S&P 500 Index Stock Prices Relative To Their 52-Week Highs
The Critical Importance of Asset Allocation
Stocks Ended Aug. 19, 2016
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.
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 © 2022 All rights reserved.