Using the S&P 500 index data from Yahoo
Finance, I calculated the returns for each
July-to-July period from 1962 to 2022
(the most recent data available). Here's
the result:
Out of 61 periods (1962-2022), the S&P
500 index returned positive for:
* 44 periods (72.13%)
* 17 periods (27.87%) resulted in negative
returns.
The positive returns averaged around
7.35% per annum, while the negative
returns averaged around -3.77% per
annum.
Returns (%) - July to July:
* 0-5%: 14 times
* 5-10%: 15 times
* 10-15%: 8 times
* 15-20%: 4 times
* 20-25%: 2 times
* 25-30%: 1 time
* >30%: 2 times
Keep in mind that past performance is not
a guarantee of future results. It's essential
to consider other factors, such as risk,
volatility, and market conditions, before
making investment decisions.