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
 

  How Stocks Have Fared In The First Year Of A Four-Year Presidential Term
Posted Under: Conceptual Investing
Supporting Image for Blog Post

 
View from the Observation Deck  
  1. What makes today's blog post different from many like it is we included sector performance. Based on the availability of sector data, we could only go back as far as 1993.
  2. As indicated in the table, of the seven years featured, the Democrats controlled the White House in four of them, as was the case with the Senate. With respect to the House of Representatives, Republicans controlled five of the seven.
  3. There are 81 total returns in the table and 66, or 81.5%, of them were positive.
  4. The only sector without a negative total return over all seven years was Materials. 
  5. The following returns reflect the averages for 11 of the indices (excluding Real Estate) in the table over the seven years: 16.73% (S&P 500); 8.23% (Communication Services); 21.83% (Consumer Discretionary); 11.53% (Consumer Staples); 14.29% (Energy); 18.76% (Financials); 16.18% (Health Care); 22.05% (Industrials); 17.83% (Information Technology); 18.26% (Materials); and 8.85% (Utilities). 
  6. For comparative purposes, from 1926 through 2019, the average annual total return on the S&P 500 Index was 10.20%, according to Morningstar/Ibbotson Associates. 
This chart is for illustrative purposes only and not indicative of any actual investment. There can be no assurance that any of the projections cited will occur. The illustration excludes the effects of taxes and brokerage commissions or other expenses incurred when investing. Investors cannot invest directly in an index. The S&P 500 Index is an unmanaged index of 500 stocks used to measure large-cap U.S. stock market performance. 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 Thursday, August 20, 2020 @ 3:13 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
Homebuilder-Related Stocks Closing In On 2005 Historical Peak
US Stock Markets Ended August 14, 2020
US Economy and Credit Markets Ended August 14, 2020
A Snapshot Of Bond Valuations
Internet Advertising Revenue Still Growing At A Double-Digit Clip
US Stock Markets Ended August 7, 2020
US Economy and Credit Markets Ended August 7, 2020
The Action In The Stock Market Has Been Fast And Furious
A Snapshot Of Sector Investing
US Stock Markets Ended July 31, 2020
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.