Summertime and the Equity Markets

Summertime and the Equity Markets

Returns for the months of July and August. It can be a volatile time and more often than not, something of a geopolitical nature interferes with our vacations.

S&P 500

2005: 3.6% (July) -1.1% (Aug.)
2006: 0.5%…2.1%
2007: -3.2%…1.3%
2008: -1.0%…1.2%
2009: 7.4%…3.4%
2010: 6.9%…-4.7%
2011: -2.1%…-5.7%
2012: 1.3%…2.0%
2013: 4.9%…-3.1%
2014: -1.5%…3.8%

Nasdaq

2005: 6.2% (July) -1.5% (Aug.)
2006: -3.7%…4.4%
2007: -2.2%…2.0%
2008: 1.4%…1.8%
2009: 7.8%…1.5%
2010: 6.9%…-6.2%
2011: -0.6%…-6.4%
2012: 0.2%…4.3%
2013: 6.6%…-1.0%
2014: -0.9%…4.8%

Sources: “2015 Stock Trader’s Almanac”; Yahoo Finance

Wall Street History will return in two weeks.

Brian Trumbore