用AI search了下，可能初期比较volatile

来源: 于 2026-04-05 09:05:22 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次
Historical Performance and Statistics
  • Performance in Rate Hikes: Despite initial volatility, markets often perform well during rate hike cycles. Research indicates that during rate increase periods, the S&P 500 has historically seen positive annualized returns, such as 7.0% from Dec 2015–Dec 2018.
  • Long-term Data: According to, S&P 500 returns during rate hike cycles showed an average increase of 62.9% between 2004 and 2019, showing that high rates do not automatically guarantee a crash.
  • Rate Environment Comparison: Average monthly S&P 500 returns are 1.05% when interest rates are above their median, compared to 0.78% when below, suggesting that "high" rates are not inherently damaging, but rather the rate of change that matters most. [1, 2, 3, 4, 5]