deepblue4you
This chart may be puzzling to some, but shows “annual” or what is sometimes called “annualized returns for the S&P 500 for various time periods.
- The cell in the upper right-hand corner shows the annual return for the
A Look At Annual Returns (Again)
Summary
- Looking at the annual return for the S&P 500 from 1/1/2000 to 3/31/25, some might be surprised to see that return at 7.44%.
- From 1/1/2022, or the last 27 months, those S&P 500 annual returns are very subdued, less than the 25-year average.
- Some might think the Trump tariffs are behind what’s happened in 2025, but after two +25% annual returns for the S&P 500 in 2023 and 2024, it wasn’t too hard to think 2025 might be a tougher year.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.