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S&P 500 Index Performance After Back-to-Back Years of 20% Returns or Greater

 Year Returns (%)
Year 1 Year 2  Year 3
1927 and 1928 37.5 
 43.6  -8.4
1935 and 1936 47.7
 33.9
 -35.0
1942 and 1943 20.3
 25.9
 19.8
1950 and 1951 31.7
 24.0
 18.4
1954 and 1955 52.6
 31.6
  6.6
1975 and 1976 37.2
 23.9
 -7.2
1982 and 1983 21.5
 22.6
   6.3
1995 and 1996 37.6
 23.0
 33.4
1996 and 1997 23.0
 33.4
 28.6
1997 and 1998 33.4
 28.6
 21.0
1998 and 1999 28.6  21.0  -9.1
2023 and 2024 26.3 25.0    ?  
Average Return (%)                6.7
infographic: Stocks were positive 64% of the time after back-to-back years of 20% returns

As of 12/31/24. Past performance does not guarantee future results.  The S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. Indices are unmanaged and not available for direct investment. Data source: Morningstar, 1/25.

Talk to your financial professional to make sure you have the appropriate exposure to stocks.

Investing involves risk, including the possible loss of principal. 

All information provided is for informational and educational purposes only and is not intended to provide investment, tax, accounting or legal advice. As with all matters of an investment, tax, or legal nature, you and your clients should consult with a qualified tax or legal professional regarding your or your client’s specific legal or tax situation, as applicable. The preceding is not intended to be a recommendation or advice.

 

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