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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.

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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:

  1. 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%
  2. 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%
  3. 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:

  1. Finding the stock’s adjusted closing price near January 1, 2023.
  2. Finding the adjusted closing price near January 1, 2025.
  3. Calculating the percentage difference.
  4. 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.

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