Market Overview - The S&P 500 Index (SPX) has experienced a three-month winning streak, gaining approximately 14% [1] - Historically, August has averaged a return of 0.17% with 56% of the returns being positive, making it the third worst month of the year [2][3] - September is noted as the worst month of the year, with an average return of -0.88% and only 45% of returns positive [2][3] Two-Month Performance - The two-month period from August to September has averaged a loss of 0.73%, with only 54% of returns positive [5][6] - When positive, the average return for this period is 3.52%, while negative returns average a loss of 5.71% [5] Historical Performance Insights - In instances where the SPX was up for three consecutive months before August, August has been positive 100% of the time, averaging a gain of 2.83% [6][7] - The subsequent two months (August-September) averaged a return of 3.06%, with 92% of returns positive [7] Notable Stocks Performance - Nvidia (NVDA) has been highlighted as a top performer, averaging a return of 6.89% from the end of July through September, with 80% of the returns positive [9][10] - Other notable stocks include CDW, TIX, and AON, all showing strong average returns and positive percentages [10] Underperforming Stocks - The worst performers from August to September include BEN, NUE, and SWKS, with average returns of -9.56%, -7.36%, and -6.99% respectively, and only 10% of returns positive [11][12] - Other underperformers include DLTR and WYNN, which also showed significant negative returns [12]
Can the S&P 500 Rally Overcome Bearish Seasonality?
Schaeffers Investment Researchยท2025-07-31 12:00