Presidential Election Years Have Been Good for Investors

Elections can create uncertainty, but sitting on the sidelines could be a costly mistake.

 
S&P 500 INDEX AVERAGE

 ANNUAL RETURNS (1928-2023)
PRESIDENTIAL

 ELECTION YEARS

 11.57%
ALL YEARS

 10.01%

STOCKS HAD
A POSITIVE
RETURN IN

83%

OF PRESIDENTIAL
ELECTION YEARS

DURING PRESIDENTIAL ELECTION YEARS, STOCKS AVERAGED A GAIN OF
2.78%	vs.	9.34%
IN THE FIRST HALF		IN THE SECOND HALF

STOCK RETURNS IN PRESIDENTIAL ELECTION YEARS
Election Year	President Elected	S&P 500 Index Total Return (%)
1928	Hoover	43.61
1932	Roosevelt	-8.19
1936	Roosevelt	33.92
1940	Roosevelt	-9.78
1944	Roosevelt	19.75
1948	Truman	5.50
1952	Eisenhower	18.37
1956	Eisenhower	6.56
1960	Kennedy	0.47
1964	Johnson	16.48
1968	Nixon	11.06
1972	Nixon	19.00
1976	Carter	23.93
1980	Reagan	32.50
1984	Reagan	6.27
1988	Bush (H.W.)	16.61
1992	Clinton	7.62
1996	Clinton	22.96
2000	Bush (W.)	-9.10
2004	Bush (W.)	10.88
2008	Obama	-37.00
2012	Obama	16.00
2016	Trump	11.96
2020	Biden	18.40

■ Republican ■ Democrat

Past performance does not guarantee future results. Indices are unmanaged and not available for direct investment. S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. Data Source: Morningstar, 3/24.

Talk to your financial professional to help ensure your portfolio is well positioned regardless of who wins the election.

Investing involves risk, including the possible loss of principal.

This material is provided for educational purposes only.

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