Broker Check

S&P 500 Performance and Recessions

| August 02, 2022

Chief Investment Officer Edison Byzyka, CFA and CEO David Hefty, CFP® walk you through understanding what the announcement of a recession means & how this may impact investing for the foreseeable future.

Recessions are often impossible to predict, despite conventional wisdom that may suggest otherwise. The data below represents an aggregation of S&P 500 average returns starting with the 18-months prior to an officially announced recession, followed by the 12-months after the official announced end of a recession. Given that the official start, and end, of a recession are significant lagging indicators, the data below provides for an objective overview of what investors have experienced historically when attempting to gauge the impact of a recession to equity markets.