S&P 500 vs. 60/40 Portfolio Since 2020, the S&P 500 has delivered higher returns than the 60/40 portfolio but with greater volatility, while the 60/40 portfolio has provided more stability at the cost of lower overall gains. Image: Bloomberg
S&P 500 Performance Over Past 12 Months Although volatility has been high, the S&P 500 is little changed over the past 12 months. Image: CNBC
Interaction of S&P 500 and VIX In contrast to 2008, the current VIX and its lack of decline in recoveries suggest volatility in equities could persist. Image: Deutsche Bank
S&P 500 Average Daily Percentage Move: 1928-2020 The volatility has been unusual over the last five weeks, as the S&P 500’s average absolute daily percentage change has been +/-4.8%. Image: Bespoke Investment Group
Strategists’ S&P 500 Year-End Targets Despite the extreme volatility, the consensus year-end target for the S&P 500 is now 3,038. Image: CNBC
Performance of S&P 500 Index Around Global Health Emergencies Historically, market reactions to previous major health scares have shown short-term volatility, but no disruptions over an extended period of time. Image: Ned Davis Research
Presidential Election Years and S&P 500 Index Average Cumulative Returns This chart suggests that since 1932, volatility during primaries can produce strong returns. Image: Capital Group
S&P 500 vs. Hedge Fund Research Global Index Hedge funds have underperformed the S&P 500 this year, but volatility has been lower. Image: Financial Times
The Value of Diversification – 60/40 Portfolio vs. S&P 500 This chart shows the return and volatility of a 60/40 portfolio vs. S&P 500. Image: Fidelity Investments
S&P 500 Total Return vs. BarclayHedge Hedge Fund Index Hedge funds have underperformed the S&P 500 over the past decade, but volatility has been lower. Image: The Daily Shot, Bloomberg
Performance of Hedge Fund Index vs. S&P 500 Hedge fund returns have not been as good as those of the S&P 500, but volatility has been lower. Image: Richardson Wealth