FAQs
S&P 500 10 Year Return (I:SP50010Y)
What is the rolling 10 year average return of the S&P 500? ›
The historical average yearly return of the S&P 500 is 12.58% over the last 10 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.52%.
What is the average return of the S&P 500 monthly? ›
Basic Info. S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year. This is lower than the long term average of 0.70%. The S&P 500 Monthly Total Return is the investment return received each month, including dividends, when holding the S&P 500 index.
What is the S&P 500 monthly return distribution? ›
Basic Info. S&P 500 Monthly Return is at -4.16%, compared to 3.10% last month and 1.46% last year. This is lower than the long term average of 0.55%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.
What is the 12 month return on the S&P 500? ›
Performance
| 5 Day | -0.51% |
|---|
| 1 Month | 2.92% |
| 3 Month | 2.73% |
| YTD | 10.64% |
| 1 Year | 23.24% |
S&P 500 10 Year Return (I:SP50010Y)
S&P 500 10 Year Return is at 167.3%, compared to 180.6% last month and 161.0% last year. This is higher than the long term average of 114.6%.
What is the S&P 500 CAGR for 10 years? ›
Average returns
| Period | Average annualised return | Total return |
|---|
| Last year | 25.7% | 25.7% |
| Last 5 years | 14.2% | 94.5% |
| Last 10 years | 15.3% | 316.2% |
| Last 20 years | 10.6% | 651.5% |
Overall, the S&P 500 grew at a compound annual growth rate of 13.8% over the last 15 years. Adjusting for inflation, the index grew 11.2% per year during that period.
What is the monthly yield of the S&P? ›
Basic Info. S&P 500 Dividend Yield is at 1.35%, compared to 1.47% last month and 1.66% last year.
What is monthly average return? ›
Monthly Return = (Closing Price on Last Day of Month / Closing Price on Last Day of Previous Month) - 1. People frequently convert annual returns to average monthly returns using this formula: Monthly Return = (Period Ending Price/Period Beginning Price)^(1/12) – 1.
The S&P 500 returned 345% over the last two decades, compounding at 7.7% annually. But with dividends reinvested, the S&P 500 delivered a total return of 546% over the same period, compounding at 9.8% annually. Investors can get direct, inexpensive exposure to the index with a fund like the Vanguard S&P 500 ETF.
Does S&P 500 pay monthly? ›
Does the S&P 500 Pay Dividends? The S&P 500 is an index, so it does not pay dividends; however, there are mutual funds and exchange-traded funds (ETFs) that track the index, which you can invest in. If the companies in these funds pay dividends, you'll receive yours based on how many shares of the funds you hold.
What rate of return should I expect from S&P 500? ›
5-year, 10-year, 20-year and 30-year S&P 500 returns
| Period (start-of-year to end-of-2023) | Average annual S&P 500 return |
|---|
| 5 years (2019-2023) | 15.36% |
| 10 years (2014-2023) | 11.02% |
| 15 years (2009-2023) | 12.63% |
| 20 years (2004-2023) | 9.00% |
2 more rowsMay 3, 2024
S&P 500 Seasonal Patterns
- Best Months: March, April, May, July, October, November, and December.
- Worst Months: January, June, and September.
The index has returned a historic annualized average return of around 10.26% since its 1957 inception through the end of 2023.
What is the 10 year average return on the Nasdaq? ›
The Nasdaq returned 264% over the last decade, compounding at 13.8% annually. Investors can get direct exposure to the index with the Fidelity Nasdaq Composite ETF (NASDAQ: ONEQ).
What is the S&P 500 5 year rolling average? ›
S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.
What is the annualized return of the S&P 500? ›
Bottom Line. Since 1957, the S&P 500's average annual rate of return has been approximately 10.5% (through March 2023) and around 6.6% after adjusting for inflation.
What is the S&P 500 rolling 2 year return? ›
Basic Info. S&P 500 2 Year Return is at 21.87%, compared to 15.98% last month and -0.28% last year. This is higher than the long term average of 14.10%. The S&P 500 2 Year Return is the investment return received for a 2 year period, excluding dividends, when holding the S&P 500 index.
