S&P 500 1 Year Return Monthly Analysis: S&P 500 Returns (2024)

FAQs

S&P 500 1 Year Return Monthly Analysis: S&P 500 Returns? ›

S&P 500 1 Year Return is at 27.86%, compared to 28.36% last month and -9.30% last year.

S&P 500 12 Month Total Return is at 29.88%, compared to 30.45% last month and -7.73% last year.

S&P 500 Monthly Total Return is at 3.22%, compared to 5.34% last month and 3.67% last year.

S&P 500 2 Year Return is at 15.98%, compared to 16.51% last month and 3.43% last year. This is higher than the long term average of 14.07%. 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.

Stock Market Average Yearly Return for the Last 10 Years

The historical average yearly return of the S&P 500 is 12.68% over the last 10 years, as of the end of February 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.56%.

S&P 500 3 Month Return is at 10.16%, compared to 11.57% last month and 7.03% last year.

Expressed as a percentage, this figure is calculated by taking the change in accumulation unit value (AUV) during the period and dividing by the starting AUV.

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.

Does the S&P 500 pay dividends? ›

The S&P 500 index tracks some of the largest stocks in the United States, many of which pay out a regular dividend. The index's dividend yield is the total dividends earned in a year divided by the index's price. Historical dividend yields for the S&P 500 have typically ranged from between 3% to 5%.

For a point of reference, the S&P 500 has a historical average annual total return of about 10%, not accounting for inflation. This doesn't mean you can expect 10% growth every year; you could experience a gain one year and a loss the next.

Basic Info. S&P 500 5 Year Return is at 85.38%, compared to 83.02% last month and 55.60% last year. This is higher than the long term average of 45.20%. 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.

S&P 500 3 Year Return is at 32.26%, compared to 33.72% last month and 58.99% last year. This is higher than the long term average of 23.25%. The S&P 500 3 Year Return is the investment return received for a 3 year period, excluding dividends, when holding the S&P 500 index.

Average Market Return for the Last 30 Years

Looking at the S&P 500 for the years 1993 to mid-2023, the average stock market return for the last 30 years is 9.90% (7.22% when adjusted for inflation).

Annual rate of return (ROR) is the amount earned on an investment over a 12-month period, and is usually expressed as a percentage. That percentage can be positive or negative, depending on the amount gained or lost compared to the principal—the initial investment or beginning amount during the analyzed holding period.

S&P 500 3 Year Return is at 32.26%, compared to 33.72% last month and 58.99% last year. This is higher than the long term average of 23.25%. The S&P 500 3 Year Return is the investment return received for a 3 year period, excluding dividends, when holding the S&P 500 index.

The index has returned a historic annualized average return of around 10.26% since its 1957 inception through the end of 2023.

An average annual total return is the standard format. It calculates an asset's total return over a 12 month period. Typically, it shows how the asset performed over the previous year based on either a hypothetical investment or your own initial investment.