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Markets and Elections Part 3: Annualized Returns During U.S. Presidential Terms

In the last part of our series on markets and elections, we showed the history of market returns during election years and subsequent years. You may still be interested in how the market has performed over presidential terms. As you can see, on average, the market has experienced healthy growth over presidential terms, regardless of the party which holds office.

Source: Dimensional Fund Advisors LP.

All expressions of opinion are subject to change. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Diversification does not eliminate the risk of market loss. Investment risks include loss of principal and fluctuating value. There is no guarantee an investing strategy will be successful. Past performance is not a 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. The S&P data is provided by Standard & Poor’s Index Services Group.

Advisory services provided by TFO Wealth Partners, LLC. This chart is being provided for informational purposes only, does not constitute investment advice and does not necessarily represent the opinions of TFO Wealth Partners, LLC. Nothing in this chart should be interpreted as implying the performance of any client accounts, or securities recommendations. TFO Wealth Partners, LLC does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies.All expressions of opinion are subject to change. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Diversification does not eliminate the risk of market loss. Investment risks include loss of principal and fluctuating value. There is no guarantee an investing strategy will be successful. Past performance is not a 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. The S&P data is provided by Standard & Poor’s Index Services Group.

280WP – 2024.08

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