Shared conversation
SPY Stock Return Analysis and Industry Performance Overview
A detailed analysis of SPY's stock returns from January 2023 to January 2025, comparing it with various stock categories and industries, including technology and AI stocks.
Read the conversation below. Open the interactive view for charts, attachments, and continuing this conversation.
Aurora
Hello. Would you like to use GPT Stock Reports to find the best Healthcare stocks?
User
What was SPY's return:
- From Jan 1st 2023 to Jan 1st 2024
- From Jan 1st 2024 to Jan 1st 2025
- From Jan 1st 2023 to Jan 1st 2025
Aurora
SPY Return Summary
| Symbol | Period Label | Start Date | Start Price (USD) | End Date | End Price (USD) | Return (%) |
|---|---|---|---|---|---|---|
| SPY | 2023-01-01 | 2023-01-03 | 371.56 | 2024-01-02 | 468.22 | 26.01 |
| SPY | 2023-01-01 to 2025-01-01 | 2023-01-03 | 371.56 | 2025-01-02 | 584.64 | 57.35 |
| SPY | 2024-01-01 | 2024-01-02 | 468.22 | 2025-01-02 | 584.64 | 24.86 |
Summary
The table above presents the performance of the SPY (S&P 500 ETF) over three distinct periods:
2023-01-01 to 2024-01-01:
- Start Price: $371.56 on January 3, 2023
- End Price: $468.22 on January 2, 2024
- Return: 26.01%
2023-01-01 to 2025-01-01:
- Start Price: $371.56 on January 3, 2023
- End Price: $584.64 on January 2, 2025
- Return: 57.35%
2024-01-01 to 2025-01-01:
- Start Price: $468.22 on January 2, 2024
- End Price: $584.64 on January 2, 2025
- Return: 24.86%
Pros and Cons
Pros:
- Consistent Growth: SPY has shown steady returns across all evaluated periods, indicating robust performance.
- Long-Term Gain: Over the two-year span from 2023 to 2025, SPY achieved a substantial return of 57.35%.
- Short-Term Stability: The one-year periods also reflect positive growth, making SPY a reliable investment option.
Cons:
- Market Volatility: While SPY has performed well, it is still subject to market fluctuations and economic uncertainties.
- Lack of Diversification in Data: The analysis focuses solely on SPY, which may not provide a complete picture of the market's performance.
- Potential Data Limitations: The analysis is based on specific start and end dates, which might not account for intra-year volatility.
Observations
- Significant Two-Year Return: The period from January 2023 to January 2025 saw SPY nearly double its value, reflecting strong market conditions or effective fund management.
- Steady One-Year Returns: Both one-year periods exhibit positive returns, suggesting sustained growth without significant setbacks.
- Timing of Investments: Investing at the beginning of these periods would have resulted in substantial gains, highlighting the importance of timing in investment strategies.
Conclusion
The analysis demonstrates that SPY has been a strong performer over the specified periods, offering impressive returns. However, it's essential to consider market volatility and ensure diversification to mitigate potential risks.
Disclaimer: This analysis is based on the provided data and AI-driven insights. While efforts have been made to ensure accuracy, AI analyses might be inaccurate. Always consult with a qualified financial advisor before making any investment decisions.
User
Repeat this analysis but have these groups:
- SPY
- All stocks
- All technology stocks
- All AI stocks
- All non-technology stocks
- All non AI stocks
Do it from
- From Jan 1st 2023 to Jan 1st 2024
- From Jan 1st 2024 to Jan 1st 2025
- From Jan 1st 2023 to Jan 1st 2025
Aurora
Results
Below is a Markdown table summarizing the final results returned by the query. Because the only actual stock symbol in these aggregated findings is SPY, this table focuses on the six group categories specified:
| group_name | num_symbols | avg_return_2023_2024 | avg_return_2024_2025 | avg_return_2023_2025 |
|---|---|---|---|---|
| SPY | 1 | 26.01 | 24.86 | 57.35 |
| All Stocks | 5127 | 13.03 | 15.93 | 35.05 |
| All Technology | 1691 | 13.48 | 17.67 | 37.19 |
| All AI | 267 | 26.29 | 48.73 | 86.48 |
| All non-technology | 3436 | 12.79 | 14.80 | 33.66 |
| All non AI | 4860 | 12.25 | 13.66 | 31.49 |
What the Query Was Supposed to Do
• It gathers price data for each stock on or just after January 1st of 2023, 2024, and 2025.
• It then calculates returns for three intervals: 2023→2024, 2024→2025, and 2023→2025.
• Finally, it aggregates these returns by groups: SPY itself, all stocks, technology stocks, AI stocks, non-technology stocks, and non-AI stocks.
This helps compare how different segments of the market performed across the same time frames in terms of average returns.
Observations
• SPY shows notably higher returns compared to the broad “All Stocks” category.
• AI stocks stand out with substantially higher average returns (26.29% from 2023 to 2024, followed by 48.73% from 2024 to 2025). This results in a combined 86.48% average return over the two-year period (2023–2025).
• Technology stocks overall show stronger performance than non-technology stocks, but not as dynamic as the AI subset.
Important Disclaimers
• The data here is aggregated and does not reflect the performance of every individual stock in each group.
• Any AI-driven analysis (including returns or categorizations) may be inaccurate or incomplete.
• Verify all information with trusted financial sources or a licensed advisor before making investment decisions.
User
What is the average return of stocks from Jan 1st 2023 to Jan 1st 2025? Group by all industries in the database
Aurora
Industry Returns from January 1, 2023 to January 1, 2025
Below is a table showing all the industries returned by the analysis, the number of stocks in each industry, and their average return percentage over that period:
| Industry Name | # of Stocks | Avg Return (2023→2025) (%) |
|---|---|---|
| quantumComputing | 6 | 591.87 |
| cryptocurrency | 44 | 211.92 |
| blockchain | 49 | 194.18 |
| graphicsCard | 14 | 111.54 |
| cruise | 19 | 110.31 |
| computationalChemistry | 50 | 97.07 |
| cybersecurity | 178 | 95.89 |
| security | 205 | 87.93 |
| gaming | 101 | 83.54 |
| streaming | 86 | 81.06 |
| distribution | 2 | 80.60 |
| chemicals | 2 | 80.60 |
| mobileApplication | 208 | 78.10 |
| database | 112 | 77.92 |
| artificialIntelligence | 267 | 77.05 |
| homeInsurance | 112 | 72.95 |
| augmentedReality | 28 | 71.78 |
| virtualReality | 23 | 65.50 |
| 3dPrinting | 19 | 64.06 |
| autoInsurance | 109 | 63.24 |
| analytics | 375 | 62.94 |
| nanotechnology | 12 | 62.82 |
| foodDelivery | 26 | 62.31 |
| cloudComputing | 391 | 62.15 |
| education | 119 | 61.74 |
| spaceExploration | 21 | 61.46 |
| saas | 506 | 61.12 |
| miningAndNaturalResources | 165 | 60.07 |
| informationTechnology | 784 | 58.24 |
| defense | 223 | 57.39 |
| dataVisualization | 137 | 57.11 |
| enterpriseSoftware | 502 | 56.46 |
| airline | 69 | 56.18 |
| productivityTools | 90 | 55.74 |
| software | 636 | 55.72 |
| phones | 39 | 55.13 |
| payments | 364 | 54.51 |
| aerospace | 197 | 53.72 |
| customerEngagement | 508 | 51.99 |
| autonomousTransportation | 74 | 51.78 |
| socialMedia | 51 | 51.75 |
| digitalMarketplace | 318 | 50.27 |
| iot | 150 | 49.89 |
| telecommunications | 194 | 47.28 |
| silver | 24 | 46.43 |
| entertainmentAndMedia | 233 | 45.95 |
| financialServices | 892 | 45.76 |
| advertising | 221 | 45.22 |
| digitalSignatureAndAuthentication | 43 | 45.12 |
| thermalEnergy | 32 | 44.38 |
| hardware | 606 | 44.26 |
| ecommerce | 491 | 42.00 |
| utilities | 165 | 41.18 |
| rideShare | 7 | 41.05 |
| robotics | 60 | 40.79 |
| smartDevices | 103 | 39.57 |
| sportsBetting | 12 | 38.04 |
| videoConferencing | 25 | 37.16 |
| retail | 666 | 35.81 |
| semiconductor | 123 | 35.61 |
| jewelry | 36 | 35.36 |
| messaging | 58 | 35.32 |
| logisticsAndSupplyChain | 439 | 35.13 |
| windEnergy | 51 | 35.00 |
| hospitalityAndTravel | 215 | 34.71 |
| consumerElectronics | 173 | 34.62 |
| wearable | 32 | 33.88 |
| healthInsurance | 139 | 33.87 |
| gold | 34 | 33.74 |
| oil | 225 | 33.12 |
| waterPurifaction | 33 | 32.99 |
| technology | 1693 | 32.92 |
| construction | 492 | 32.77 |
| automotive | 461 | 32.03 |
| socialNetwork | 17 | 31.12 |
| lifeInsurance | 112 | 30.80 |
| musicAndAudio | 60 | 30.71 |
| transportation | 455 | 30.63 |
| gas | 313 | 29.36 |
| energy | 606 | 29.36 |
| gambling | 31 | 28.37 |
| waterTreatment | 44 | 27.76 |
| homeSecurity | 28 | 27.72 |
| manufacturing | 1305 | 27.16 |
| publishing | 44 | 25.33 |
| investing | 486 | 24.98 |
| luxuryGoods | 73 | 24.91 |
| solarEnergy | 127 | 23.02 |
| recreationalVehicle | 35 | 22.85 |
| materialScience | 111 | 22.56 |
| clothesAndApparal | 124 | 21.62 |
| foodAndBeverage | 346 | 21.37 |
| fashionAndApparel | 124 | 20.68 |
| renewableEnergy | 270 | 20.09 |
| research | 871 | 20.07 |
| videos | 50 | 19.85 |
| realEstate | 526 | 19.02 |
| cleanEnergy | 287 | 18.76 |
| nutrition | 85 | 18.60 |
| consumerGoods | 698 | 18.49 |
| alternativeEnergy | 250 | 17.57 |
| movies | 46 | 17.31 |
| printing | 45 | 17.05 |
| healthcare | 1246 | 16.70 |
| wasteManagementAndRecycling | 33 | 15.64 |
| television | 62 | 15.35 |
| petCare | 46 | 13.53 |
| personalAndHouseholdGoods | 181 | 12.19 |
| immunotherapy | 476 | 10.32 |
| medicine | 839 | 9.80 |
| bioinformatics | 192 | 9.65 |
| computationalBiology | 204 | 8.88 |
| biotechnology | 854 | 8.70 |
| sports | 64 | 8.67 |
| outdoorAndRecreationalEquipment | 60 | 8.20 |
| oncology | 464 | 7.97 |
| pharmaceuticals | 731 | 7.96 |
| digitalHealth | 534 | 7.79 |
| sportsAndFitness | 36 | 7.31 |
| forestry | 20 | 6.83 |
| veterinary | 32 | 5.93 |
| agriculture | 219 | 5.77 |
| electricVehicle | 145 | 4.77 |
| medicalDevices | 334 | 0.97 |
| batteryTechnology | 110 | -1.72 |
| art | 11 | -11.08 |
| vaccines | 81 | -16.94 |
| cannabis | 32 | -22.19 |
| homeAutomation | 1 | -48.02 |
Interesting or Unusual Observations
- Industries such as “quantumComputing” and “cryptocurrency” stand out with enormous average returns, well above 100%. This could indicate small sample sizes, significant volatility, or a few outlier stocks driving up the average.
- On the lower end, “homeAutomation” shows a notably negative average return, with only one stock in that category for this dataset.
- Many technologies related to computing (e.g., “artificialIntelligence”, “cloudComputing”) show higher-than-average returns compared to traditional industries like “oil” or “realEstate.”
- Healthcare-related fields, such as “biotechnology” and “pharmaceuticals,” exhibit more modest positive returns, potentially indicating a slow rebound or stable growth.
Relation to the User’s Query
This data shows how stocks were grouped by industry and their respective average returns from January 1, 2023, to January 1, 2025. Each industry’s average return was calculated by:
- Finding the stock’s adjusted closing price near January 1, 2023.
- Finding the adjusted closing price near January 1, 2025.
- Calculating the percentage difference.
- Grouping all stocks that share a particular industry label (based on fields set to “true” in the “stockindustries.current” data).
Hence, this fulfills the user’s request to see average returns organized by industry over that two-year time span.
Important Reminder
While these figures can offer insights, always remember:
• AI analyses can contain errors or oversights.
• Average returns may mask large differences among individual stocks.
• The data is subject to revision and depends on completeness or accuracy of underlying records.
It’s always wise to consult authoritative financial sources or a qualified advisor before making any investment decisions.