https://www.lazyportfolioetf.com/etf/spdr-sp-500-spy-rolling-returns/ (2024)

Data Source: from January 1871 to April 2024 (~153 years)
Consolidated Returns as of 30 April 2024

Holding the SPDR S&P 500 (SPY) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~153 years), the longest period with a negative return lasted 187 months (from September 1929 to March 1945).

This means that every rolling period of 188 months or above has always granted a positive return.

To obtain comprehensive information, please consult the page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

SPDR S&P 500 (SPY) ETF

Previous vs Next Returns - 10 Years annualized

Updated to April 2024

The annualized return of the last 10 years has been 12.31% (updated at Apr 30, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

SPDR S&P 500 (SPY) ETF

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 May 1994 - 30 April 2024 (30 Years)

Data Source: 1 January 1871 - 30 April 2024 (~153 years)

Inflation Adjusted:

Return Chart Capital Chart Table

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.67%	+160.57% Jul 1932 - Jun 1933	-67.84% Jul 1931 - Jun 1932	27.17% 497 out of 1829
US Inflation Adjusted	+8.44%	+179.03% Jul 1932 - Jun 1933	-64.30% Jul 1931 - Jun 1932	30.62% 560 out of 1829

1 Year Annualized Rolling Returns

Timeframes ending in every month

1 Year Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+10.00%	+55.64% Jul 1932 - Jun 1934	-54.64% Jun 1930 - May 1932	19.98% 363 out of 1817
US Inflation Adjusted	+7.37%	+56.79% Jul 1932 - Jun 1934	-49.63% Jun 1930 - May 1932	26.20% 476 out of 1817

2 Years Annualized Rolling Returns

Timeframes ending in every month

2 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.89%	+42.43% Mar 1933 - Feb 1936	-42.65% Jul 1929 - Jun 1932	16.01% 289 out of 1805
US Inflation Adjusted	+7.37%	+40.21% Sep 1926 - Aug 1929	-38.10% Jul 1929 - Jun 1932	22.16% 400 out of 1805

3 Years Annualized Rolling Returns

Timeframes ending in every month

3 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.47%	+41.06% Jul 1932 - Jun 1936	-27.87% Jun 1928 - May 1932	13.33% 239 out of 1793
US Inflation Adjusted	+7.33%	+40.55% Jul 1932 - Jun 1936	-23.65% Jun 1928 - May 1932	20.19% 362 out of 1793

4 Years Annualized Rolling Returns

Timeframes ending in every month

4 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.79%	+35.15% Jun 1932 - May 1937	-17.97% Sep 1929 - Aug 1934	10.72% 191 out of 1781
US Inflation Adjusted	+7.23%	+33.81% Jun 1932 - May 1937	-13.67% Sep 1929 - Aug 1934	19.48% 347 out of 1781

5 Years Annualized Rolling Returns

Timeframes ending in every month

5 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.52%	+30.77% Sep 1923 - Aug 1929	-12.68% Apr 1929 - Mar 1935	6.33% 112 out of 1769
US Inflation Adjusted	+7.15%	+30.52% Sep 1923 - Aug 1929	-10.78% Oct 1968 - Sep 1974	16.22% 287 out of 1769

6 Years Annualized Rolling Returns

Timeframes ending in every month

6 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+9.09%	+25.75% Feb 1922 - Jan 1929	-7.76% Jul 1925 - Jun 1932	3.87% 68 out of 1757
US Inflation Adjusted	+7.02%	+25.54% Feb 1922 - Jan 1929	-8.70% Oct 1967 - Sep 1974	14.17% 249 out of 1757

7 Years Annualized Rolling Returns

Timeframes ending in every month

7 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.69%	+28.16% Sep 1921 - Aug 1929	-8.26% Apr 1930 - Mar 1938	2.87% 50 out of 1745
US Inflation Adjusted	+6.78%	+28.53% Sep 1921 - Aug 1929	-6.82% Mar 2001 - Feb 2009	12.61% 220 out of 1745

8 Years Annualized Rolling Returns

Timeframes ending in every month

8 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.63%	+22.86% Sep 1920 - Aug 1929	-7.16% Apr 1929 - Mar 1938	2.65% 46 out of 1733
US Inflation Adjusted	+7.05%	+25.07% Sep 1920 - Aug 1929	-7.46% Apr 2000 - Mar 2009	12.46% 216 out of 1733

9 Years Annualized Rolling Returns

Timeframes ending in every month

9 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.59%	+21.28% Jun 1949 - May 1959	-5.38% Sep 1929 - Aug 1939	3.54% 61 out of 1721
US Inflation Adjusted	+6.89%	+20.41% Sep 1919 - Aug 1929	-5.89% Mar 1999 - Feb 2009	11.62% 200 out of 1721

10 Years Annualized Rolling Returns

Timeframes ending in every month

10 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.51%	+20.03% Sep 1918 - Aug 1929	-4.92% Sep 1929 - Aug 1940	2.52% 43 out of 1709
US Inflation Adjusted	+7.07%	+18.77% Sep 1918 - Aug 1929	-4.00% Mar 1998 - Feb 2009	13.34% 228 out of 1709

11 Years Annualized Rolling Returns

Timeframes ending in every month

11 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.59%	+19.33% Jun 1949 - May 1961	-4.40% May 1930 - Apr 1942	1.71% 29 out of 1697
US Inflation Adjusted	+7.03%	+17.15% Jun 1949 - May 1961	-3.96% May 1930 - Apr 1942	12.02% 204 out of 1697

12 Years Annualized Rolling Returns

Timeframes ending in every month

12 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.49%	+19.73% Aug 1942 - Jul 1955	-4.60% Sep 1929 - Aug 1942	1.60% 27 out of 1685
US Inflation Adjusted	+6.91%	+16.49% Dec 1948 - Nov 1961	-4.26% Sep 1929 - Aug 1942	9.08% 153 out of 1685

13 Years Annualized Rolling Returns

Timeframes ending in every month

13 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.51%	+20.46% May 1942 - Apr 1956	-1.72% Sep 1929 - Aug 1943	1.20% 20 out of 1673
US Inflation Adjusted	+6.94%	+16.11% May 1942 - Apr 1956	-2.76% Aug 1968 - Jul 1982	6.52% 109 out of 1673

14 Years Annualized Rolling Returns

Timeframes ending in every month

14 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.34%	+19.24% Aug 1982 - Jul 1997	-0.72% Sep 1929 - Aug 1944	0.24% 4 out of 1661
US Inflation Adjusted	+6.83%	+15.49% Jul 1949 - Jun 1964	-2.46% Aug 1967 - Jul 1982	5.42% 90 out of 1661

15 Years Annualized Rolling Returns

Timeframes ending in every month

15 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.23%	+19.22% Aug 1982 - Jul 1998	+0.80% Sep 1929 - Aug 1945	0.00% 0 out of 1649
US Inflation Adjusted	+6.78%	+15.44% Aug 1982 - Jul 1998	-1.64% Mar 1966 - Feb 1982	3.21% 53 out of 1649

16 Years Annualized Rolling Returns

Timeframes ending in every month

16 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.12%	+19.34% Jul 1982 - Jun 1999	+1.08% Oct 1929 - Sep 1946	0.00% 0 out of 1637
US Inflation Adjusted	+6.60%	+15.63% Jul 1982 - Jun 1999	-1.51% Aug 1965 - Jul 1982	1.28% 21 out of 1637

17 Years Annualized Rolling Returns

Timeframes ending in every month

17 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.14%	+18.81% Apr 1982 - Mar 2000	+1.13% Sep 1929 - Aug 1947	0.00% 0 out of 1625
US Inflation Adjusted	+6.58%	+14.98% Apr 1982 - Mar 2000	-1.23% Aug 1964 - Jul 1982	1.35% 22 out of 1625

18 Years Annualized Rolling Returns

Timeframes ending in every month

18 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.02%	+17.88% Apr 1980 - Mar 1999	+1.59% Sep 1929 - Aug 1948	0.00% 0 out of 1613
US Inflation Adjusted	+6.54%	+13.88% May 1942 - Apr 1961	-0.83% Jul 1901 - Jun 1920	0.93% 15 out of 1613

19 Years Annualized Rolling Returns

Timeframes ending in every month

19 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data

	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+7.98%	+17.90% Apr 1980 - Mar 2000	+1.60% Sep 1929 - Aug 1949	0.00% 0 out of 1601
US Inflation Adjusted	+6.63%	+13.52% Apr 1980 - Mar 2000	-0.58% Jul 1901 - Jun 1921	0.25% 4 out of 1601

20 Years Annualized Rolling Returns

Timeframes ending in every month

20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the page.

https://www.lazyportfolioetf.com/etf/spdr-sp-500-spy-rolling-returns/ (2024)

FAQs

What is the return rate of SPDR S&P 500? ›

Investment Returns as of Apr 30, 2024

	Chg (%)	Return (%) as of Apr 30, 2024
	1 Day	10Y
SPDR S&P 500 (SPY) ETF	0.14	12.31
US Inflation Adjusted return		9.20
Returns over 1 year are annualized \| Available data source: since Jan 1871

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Keep Reading ›

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%.

View Details ›

What is the 2 year return of the SPY? ›

Basic Info. S&P 500 2 Year Return is at 21.87%, compared to 15.98% last month and -0.28% last year.

Get More Info ›

What is the rolling 5 year return of the S&P 500? ›

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.

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What is the 12 month return on the S&P 500? ›

S&P 500 12 Month Total Return is at 22.66%, compared to 29.88% last month and 2.66% last year.

Learn More Now ›

Should I invest in SPDR S&P 500 ETF trust? ›

SPDR S&P 500 ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, SPY is a sufficient option for those seeking exposure to the Style Box - Large Cap Blend area of the market.

Show Me More ›

What is the lowest 20 year return on the stock market? ›

The worst 20 year return was a gain of less than 2% ending in 1949. This makes sense when you consider that period included the Great Depression and World War II. One of the neat things about the distribution of returns over 20 years is almost 90% of the time annual returns were 7% or higher.

Read On ›

What are the 5 top performing US stocks for 2024 year to date? ›

2024's 10 Best-Performing Stocks

Stock	2024 Return Through April 30
Super Micro Computer Inc. (SMCI)	202.1%
Alpine Immune Sciences Inc. (ALPN)	238.9%
Viking Therapeutics Inc. (VKTX)	327.6%
Janux Therapeutics Inc. (JANX)	431.2%

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May 3, 2024

Find Out More ›

What is the return of SPY 2024? ›

SPY 1 Year Total Returns (Daily): 28.78% for May 21, 2024.

What is the price of SPY in 2024? ›

SPY Price: 530.09 for May 20, 2024.

See Details ›

What is a good return on investment over 5 years? ›

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.

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What is the 15 year average return on the S&P 500? ›

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.

View Details ›

What is the 10-year average return on the Nasdaq? ›

Average returns

Period	Average annualised return	Total return
Last year	35.7%	35.7%
Last 5 years	19.3%	141.7%
Last 10 years	21.0%	574.9%

Discover More ›

What is the 10-year average return on the Dow Jones? ›

Average returns

Period	Average annualised return	Total return
Last year	16.0%	16.0%
Last 5 years	10.6%	65.6%
Last 10 years	14.0%	270.2%
Last 20 years	10.0%	569.5%

Know More ›

What is a 10-year annualized return? ›

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions.

Know More ›

What is the average return of the S&P last 60 years? ›

Stock market returns since 1960

This is a return on investment of 53,396.70%, or 10.26% per year. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 4,950.27% cumulatively, or 6.29% per year.

Learn More Now ›