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Chart of the Day: 19 Good to Only 3 Bad

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jan 9, 2024
S&P 500 from 1950 - 2022, good in green, bad in red

Contents

Today’s Chart of the Day was sourced by my Crews Bank & Trust colleague Jackson Garner, Trust Relationship Associate. The chart is from YCharts, an investment monitoring software we use. It shows the returns of the S&P 500 for the last 72 years, illustrating down years around a third of the time, and positive years two thirds of the time. Notably, the curve skews to the positive side with 19 of those years having 20% or more in gains, while only three years have losses of 20% or more.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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