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Freedom Advisory

Casa
Puerto Rico
Guaynabo
Freedom Advisory

Your future, strategically guided. An SEC Registered Investment Advisor - independent, fiduciary, asset allocation, investment management.

27/04/2026

The S&P 500 annual return bars reflect the total percentage change in the index over a full calendar year. The diamonds reflect the largest drawdowns within each year.

From 1990 to 2025, the S&P 500 has delivered an average annual return of 10.1%. This impressive performance, however, has been accompanied by volatility, as investors have faced an average intra-year drawdown of -14.1% during that period. This shows that while gains have historically been significant in the S&P 500, they have not come without volatility.

In the current year, the S&P 500 has posted a year-to-date return of 5% and an intra-year drawdown of -9%.

07/04/2026

Markets are sending mixed signals right now. Short-term weakness across equities contrasts with still-solid 3–5 year returns, especially in tech and large caps. Volatility picking up again is a reminder: discipline and asset allocation matter more than timing.

13/03/2026

Recent market performance shows a divergence in global equities:

• S&P 500: -2.28%
• Dow Jones: -2.63%
• Nasdaq: -3.76%

Meanwhile:

• MSCI World ex-USA: +1.62%
• Emerging Markets: +6.25%

As U.S. markets pause after a strong run, international and emerging markets are showing renewed strength.

A timely reminder that diversification across global markets matters.

At Freedom Advisory, we focus on long-term positioning rather than short-term market noise.

13/03/2026

This chart illustrates how the S&P 500 has historically performed in the year following 2-day oil price surges of 20% or more, dating back to 1986.

There have been 8 unique instances of oil surging 20% or more over a 2-day period (since 1986). In 7 of 8 cases, the S&P 500 was higher one year later. The S&P 500 has generated a -1.00% return since March 6, 2026.

While past performance is not indicative of future results, the chart shows that the S&P 500 has historically shown resilience in the year following 2-day oil surges of more than 20%.

30/01/2026

The chart illustrates the rolling one-year performance spread between international and U.S. equities since the early 2000s. Positive periods indicate times when international stocks outperformed U.S. stocks over the prior year, while negative periods reflect periods of International underperformance.

The performance spread between international stocks and U.S. stocks over the past year is 13.2%.

The observed shifts in relative performance highlight how leadership between regions has varied over time. These rotations underscore that relative returns across global equity markets can change across different market environments rather than remain consistently concentrated in a single region.

20/01/2026

The chart shows the number of years the S&P 500 has fallen into various annual return buckets, highlighting the range of market performance over time.

The data shows that the most common annual return for the S&P 500 historically has been between 10% and 20%. The second most common annual return is between 20% to 30%.

The takeaway for investors is that the S&P 500 has historically tended to deliver positive annual returns. However, it's essential to recognize that negative return years are still part of the market's history. Even in strong years, there have historically been down years, and investors should be prepared for this mix of good and bad years as part of the long-term investment journey.

09/01/2026

The chart illustrates the power of dividends in driving long-term growth. When dividends were reinvested, the $1 invested in the S&P 500 grew significantly more over time compared to an investment without reinvested dividends.

As of January 8, 2026, a $1 investment in the S&P 500 with dividends reinvested (since 1990) would have grown to $39.97. However, a $1 investment in the S&P 500 without dividends reinvested would have grown to just $19.29 over that same timeframe.

The chart emphasizes the value of a buy-and-hold investment strategy that includes reinvesting dividends. The compounding effect of dividends has dramatically enhanced the growth of an investment in the S&P 500 over time.

01/01/2026

A new year brings new opportunities. At Freedom Advisory, we look forward to guiding our clients through the year ahead with thoughtful planning and a long-term perspective.

Happy New Year!

25/12/2025

This Christmas season, we’re thankful for the relationships that make our work meaningful. Thank you for allowing us to be part of your financial journey. Wishing you a Merry Christmas.

24/12/2025

The B500 didn’t simply land at 18%. It earned it, propelled by resilient fundamentals.

Dirección

Centro Internacional De Mercadeo/Tower II Suite 505
Guaynabo
00968-8067

Horario de Apertura

Lunes	08:00 - 17:00
Martes	08:00 - 17:00
Miércoles	08:00 - 17:00
Jueves	08:00 - 17:00
Viernes	08:00 - 17:00

Teléfono

+18006006030

Página web

http://www.freedom-advisory.com/

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