Dow Jones Performance Under Various U.S. Presidents This chart puts into perspective the Dow Jones performance under various U.S. presidents. The annualized return under President Trump is high, given tightening monetary policy. Image: Ryan Detrick, LPL Financial LLC
OECD Unemployment Rate and MSCI World As the chart suggests, very low unemployment isn’t usually great for stocks returns. Image: Morgan Stanley Research
Sector Performance in the 9 Months Prior to Past U.S. Presidential Elections This chart shows the sector median excess return vs. the S&P 500 during 9 months before 11 presidential elections since 1976. Image: Goldman Sachs Global Investment Research
Average S&P 500 1-Year Performance Based on Valuation Starting Point The S&P 500 P/E ratio is over 18x currently. As valuations rise, expected returns fall. Image: Richardson Wealth
S&P 500 January-January Price % Changes during Years Associated with Chinese Lunar New Years since 1900 2020 is the year of the rat by the Chinese lunar calendar. This chart shows S&P 500 returns during each of the Chinese lunar years. Image: CFRA, S&P Global
The U.S. Presidential Cycle How U.S. presidential elections affect stock market returns? This chart shows the forward return for the U.S. stock market based on election outcomes. Image: Fidelity Investments
U.S. Presidential Elections and the Stock Market The first two years of presidential terms tend to produce below-average returns, while the next 2 years tend to produce above-average returns. Image: Fidelity Investments
U.S. Asset Correlations and Fed Balance Sheet Trends The correlations between U.S. asset returns and Fed balance sheet growth are generally inconsistent and dimishing over time. Image: J.P. Morgan
Incumbent Presidential Election Years Since 22nd Amendment Incumbent presidential election years have traditionally been good for equities, with an average return of 11.4% since 22nd amendment. Image: Morgan Stanley Research
Dow Jones Annual Change with All Major Conflicts since WWI Chart showing how the Dow Jones has behaved in times of conflict. The best annual return took place during WWI. Image: Ryan Detrick, LPL Financial LLC