FAQs
Basic Info
What is the average S&P 500 monthly return? ›
Basic Info. S&P 500 Monthly Return is at 3.10%, compared to 5.17% last month and 3.51% 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 12 month return on the S&P 500? ›
Basic Info. S&P 500 12 Month Total Return is at 22.66%, compared to 29.88% last month and 2.66% last year. This is higher than the long term average of 8.77%.
What is the 3 year rate of return on the S&P 500? ›
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.
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.
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.
How to get 10% return on investment? ›
Investments That Can Potentially Return 10% or More
- Stocks.
- Real Estate.
- Private Credit.
- Junk Bonds.
- Index Funds.
- Buying a Business.
- High-End Art or Other Collectables.
Performance
| 5 Day | 3.02% |
|---|
| 1 Month | -0.43% |
| 3 Month | 4.71% |
| YTD | 8.76% |
| 1 Year | 25.94% |
Price Performance
| Period | Period Low | Performance |
|---|
| 3-Month | 4,918.09 +4.23% on 02/05/24 | +167.56 (+3.38%) since 02/02/24 |
| 6-Month | 4,344.01 +18.01% on 11/09/23 | +767.83 (+17.62%) since 11/03/23 |
| YTD | 4,682.11 +9.48% on 01/05/24 | +356.34 (+7.47%) since 12/29/23 |
| 52-Week | 4,048.28 +26.63% on 05/04/23 | +1,035.42 (+25.31%) since 05/03/23 |
7 more rowsDoes 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.
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 rows5 days ago
So far in 2024 (YTD), the S&P 500 index has returned an average 9.32%.
What is the best S&P 500 index fund? ›
Top S&P 500 index funds in 2024
| Fund (ticker) | 5-year annual returns | Expense ratio |
|---|
| iShares Core S&P 500 ETF (IVV) | 14.5% | 0.03% |
| Schwab S&P 500 Index (SWPPX) | 14.5% | 0.02% |
| Vanguard 500 Index Fund (VFIAX) | 14.5% | 0.04% |
| Fidelity 500 index fund (FXAIX) | 14.5% | 0.015% |
4 more rowsApr 5, 2024
The index acts as a benchmark of the performance of the U.S. stock market overall, dating back to the 1920s. 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 lowest 10 year return on the stock market? ›
The worst 10 year annual return was a loss of almost 5% per year ending in the summer of 1939. That was bad enough for a 10 year total return of -40%.
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.
What is the average rate of return for the S&P 500 over 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).
Does S&P 500 pay monthly? ›
But it's important to note that the S&P 500 index itself does not pay dividends—the companies in the index do. An investor has to buy shares of the companies themselves or of index funds in order to receive dividends. “The S&P itself does not pay a dividend,” explains Titan investment manager Christopher Seifel.
What is the 10 year return of the S&P 500? ›
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%.
How much money can you make from stocks in a month? ›
Well, there is no limit to how much you can make from stocks in a month. The money you can make by trading can run into thousands, lakhs, or even higher. A few key things that intraday profits depend on: How much capital are you putting in the markets daily?
