Historical Market Perspective - Money Weekly Newsletter from alooola®

Historical Market Perspective

January 12, 2026

U.S. stocks are coming off a third consecutive up year—something that has occurred 11 times over the past century—with a fourth straight positive year having happened seven times since 1928. _*1

Only 188 stocks in today’s S&P 500 were also members at the end of 1999, and just six—Microsoft, Walmart, Exxon Mobil, Oracle, Home Depot, and Johnson & Johnson—remain in the top 25 then and now. _*1

Over the past 100 years, the S&P 500 has experienced a 10% drawdown or worse in roughly two-thirds of all years, a 5% correction in 94% of years, and a 20% decline about once every four years. _*2

In 2025, the S&P 500 Growth index gained 22.3% versus 11.8% for value. This now means that eight of the past ten years’ growth has outperformed value. _*3

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alooola® is an SEC Registered Investment Adviser. Material presented is for informational purposes only, and is not meant to be advice to any individual. Talk with alooola® to see how this information may apply to you. Consider your current financial situation, tolerance for risk, and investment objectives before you invest funds in securities through alooola®. For a more complete explanation of the alooola® service, please visit www.alooola.com. Information presented, including past performance of various sectors, vehicles, and indices is not to be construed as a forecast or guarantee of future results. Actual results, performance, or events may differ materially from those expressed or implied herein, and all investments are subject to risk, including loss of principal.

Sources:

MFS – “Beyond the News”
Advisorpedia – “The Two Signals That Matter Most for Stocks in 2026”
A Wealth of Common Sense – “The Probability of Loss in the Stock Market”

*Past performance is not indicative of future performance

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