Blog

Ross Polking Thumbnail Photo

Through September of this year, the S&P 500 had a total return of 8.34%.  From 1926 through 2013, this widely-regarded US large company index has boasted an average annual total return of just north of 10% according to Morningstar data.  CNBC recently highlighted that the S&P posted fourth quarter gains of 2.5%, on average, since 1946 in mid-term election years…which we find ourselves in today.  This same source pointed out that the best six-month period for equities in the U.S. annually (since post-World War II) has been the November-April time frame with a 15.3% average gain.  What does this all mean?  Nothing, naturally, other than to stay diversified.

 

 

 


PLEASE NOTE LIMITATIONS: Please see Important Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/info-disclosure/. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.