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Bulls, Bears, and Benefits Thumbnail

Bulls, Bears, and Benefits

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.  The chart below, from Dimensional Fund Advisors, shows S&P 500 Index total returns from 1926 though March 2020, broken into bear markets (a fall of at least 20% from previous peak) and bull markets (gains of at least 20% from a previous trough).

Interestingly, there were both 17 bull and bear markets.  Bull markets averaged 56 months in length, and advances ranged from 21% to 936%.  Bear markets averaged 10 months, and declines ranged from -21% to -80%.

Put another way, as you look at the chart, there is a lot more blue than gold.  When the bear and bull markets are viewed together, it's clear that stocks have benefited disciplined, long-term investors.


S&P 500 Index Total Returns, January 1926 - March 2020

Source: Dimensional Fund Advisors
Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
In USD. Chart end date is 3/31/2020, the last peak to trough return of −23% represents the return through March 2020. Due to availability of data, monthly returns are used January 1926 through December 1989; daily returns are used January 1990 through present. Periods in which cumulative return from peak is −20% or lower and a recovery of 20% from trough has not yet occurred are considered Bear markets. Bull markets are subsequent rises following the bear market trough through the next recovery of at least 20%. The chart shows bear markets and bull markets, the number of months they lasted and the associated cumulative performance for each market period. Results for different time periods could differ from the results shown. A logarithmic scale is a nonlinear scale in which the numbers shown are a set distance along the axis and the increments are a power, or logarithm, of a base number. This allows data over a wide range of values to be displayed in a condensed way.  Source: S&P data © 2020 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.  Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission


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The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only.  Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures.