September 15, 2026

Putting Market Seasonality in Perspective

The S&P 500’s average return by calendar month since 1950 provides historical context on how market performance has varied throughout the year. While certain months have historically produced stronger or weaker returns on average, these patterns should be viewed as observations rather than predictions.

September has historically been the weakest month for the S&P 500, with an average return of -0.63% since 1950. In contrast, November has produced the strongest average return at 1.85%. While certain months have historically generated stronger or weaker returns on average, monthly market performance has varied considerably from year to year, reflecting the influence of economic conditions, corporate earnings, monetary policy, and investor sentiment.

Historical seasonal patterns can provide perspective on how market returns have varied throughout the calendar year. However, these patterns have not occurred consistently and should be viewed as historical observations rather than predictive indicators. Market conditions and other factors ultimately influence investment outcomes, reinforcing the importance of maintaining a disciplined, long-term investment approach.

The information included in this content is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only and is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material. KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Data is obtained from systems believed by KAR to be reliable. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by KAR. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. KAR’s investment strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Past performance is no guarantee of future results.