S&P 500 Monthly Return is at 5.17%, compared to 1.59% last month and -2.61% last year. This is higher 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. The S&P 500 index is a basket of 500 large US stocks, weighted by market cap, and is the most widely followed index representing the US stock market.
Basic Info. S&P 500 Monthly Total Return is at 4.96%, compared to -4.08% last month and 0.43% last year. This is higher than the long term average of 0.72%. 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 average return of the S&P 500 monthly? ›S&P 500 Monthly Return is at 4.80%, compared to -4.16% last month and 0.25% last year. This is higher than the long term average of 0.56%. 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 rolling 12 month return for the S&P 500? ›| Median | Negative Periods | |
|---|---|---|
| Annualized Rolling Return | +10.67% | 27.16% 497 out of 1830 |
| US Inflation Adjusted | +8.44% | 30.60% 560 out of 1830 |
Basic Info. S&P 500 12 Month Total Return is at 28.19%, compared to 22.66% last month and 2.92% last year.
What is the S&P 500 6 month return? ›| Period | Period Low | Performance |
|---|---|---|
| 6-Month | 4,682.11 +16.01% on 01/05/24 | +712.05 (+15.09%) since 12/14/23 |
| YTD | 4,682.11 +16.01% on 01/05/24 | +661.77 (+13.87%) since 12/29/23 |
| 52-Week | 4,103.78 +32.36% on 10/27/23 | +1,059.01 (+24.22%) since 06/14/23 |
| 2-Year | 3,491.58 +55.56% on 10/13/22 | +1,696.12 (+45.41%) since 06/14/22 |
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.
What is the average return of the S&P 500 in the last 100 years? ›Stock Market Average Yearly Return for the Last 100 Years
The average yearly return of the S&P 500 is 10.62% over the last 100 years, as of the end of April 2024. This assumes dividends are reinvested. Dividends account for about 40% of the total gain over this period.
Average Market Return for the Last 10 Years
Looking at the S&P 500 from 2013 to mid-2023, the average S&P 500 return for the last 10 years is 12.39% (9.48% when adjusted for inflation), which is also higher than the annual average return of 10%.
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 20 year rolling average return for the S&P 500? ›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.
| Rate of return | 10 years | 20 years |
|---|---|---|
| 4% | $72,000 | $178,700 |
| 6% | $79,000 | $220,700 |
| 8% | $86,900 | $274,600 |
| 10% | $95,600 | $343,700 |
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 are average monthly sp500 returns? ›Basic Info. S&P 500 Monthly Total Return is at 4.96%, compared to -4.08% last month and 0.43% last year. This is higher than the long term average of 0.72%. 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 ROI of the S&P 500 in 5 years? ›S&P 500 5 Year Return (I:SP5005YR)
S&P 500 5 Year Return is at 91.77%, compared to 70.94% last month and 54.51% last year. This is higher than the long term average of 45.44%. 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.
Using Shiller's data, since 1971 the S&P 500 has delivered an annualized return of 7.58%—or 10.51% with dividends reinvested. Investors who keep their money at work in the S&P 500 have been able to enjoy an annualized stock market return of around 10% over the long haul.
What is the average 5 year return on the S&P 500? ›| Period | Average annualised return | Total return |
|---|---|---|
| Last year | 26.2% | 26.2% |
| Last 5 years | 16.4% | 114.0% |
| Last 10 years | 15.3% | 314.1% |
| Last 20 years | 10.8% | 684.6% |
S&P 500 10 Year Return (I:SP50010Y)
S&P 500 10 Year Return is at 174.4%, compared to 167.3% last month and 156.3% last year. This is higher than the long term average of 114.8%.
General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.
What is the average annual return of the Vanguard S&P 500? ›Vanguard S&P 500 (VOO): Historical Returns
In the last 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.49% compound annual return, with a 15.14% standard deviation.
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