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Corona Virus Updates

Epidemics and Stock Market Performance since 1980

Epidemics and Stock Market Performance since 1980

There are many factors that can impact stock market returns, but one concern of investors today is how the stock market will be impacted by a major epidemic or outbreak. Below we look at the historical performance of the S&P 500 Index during several epidemics over the past 40 years. We believe looking at the market’s overall resiliency through several major epidemics can give us perspective on the benefits of investing for the long-term.

Source: Bloomberg, as of 2/24/20. Month end numbers were used for the 6- and 12-month % change. *12-month data is not available for the June 2019 measles. Past performance is no guarantee of future results.
The S&P 500 Index is an unmanaged index of 500 stocks used to measure large-cap U.S. stock market performance. Investors cannot invest directly in an index. Index returns do not reflect any fees, expenses, or sales charges. Returns are based on price only and do not include dividends. This chart is for illustrative purposes only and not indicative of any actual investment. These returns were the result of certain market factors and events which may not be repeated in the future.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.

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Anthony updates his clients on the Corona Virus's impact on the market.

Presented by Anthony R. Bartlett, ChFC, CASL, RICP®, AEP® President, Financial Planner,

Anthony R. Bartlett may be reached via his website Bartlettwealth.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated

Total Returns as of 5.01.20




Anthony updates his clients on the Corona Virus's impact on the market.

Presented by Anthony R. Bartlett, ChFC, CASL, RICP®, AEP® President, Financial Planner,

Anthony R. Bartlett may be reached via his website Bartlettwealth.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated




Anthony updates his clients on the Corona Virus's impact on the market.

Presented by Anthony R. Bartlett, ChFC, CASL, RICP®, AEP® President, Financial Planner,

Anthony R. Bartlett may be reached via his website Bartlettwealth.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated

Anthony updates his clients on the Corona Virus's impact on the market.

Presented by Anthony R. Bartlett, ChFC, CASL, RICP®, AEP® President, Financial Planner,

Anthony R. Bartlett may be reached via his website Bartlettwealth.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated




Anthony updates his clients on the Corona Virus's impact on the market.

Presented by Anthony R. Bartlett, ChFC, CASL, RICP®, AEP® President, Financial Planner,

Anthony R. Bartlett may be reached via his website Bartlettwealth.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated



Anthony updates his clients on the Corona Virus's impact on the market.

Presented by Anthony R. Bartlett, ChFC, CASL, RICP®, AEP® President, Financial Planner,

Anthony R. Bartlett may be reached via his website Bartlettwealth.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated