S&P 500 3 Year Return Monthly Insights: S&P 500 Returns (2024)

FAQs

S&P 500 3 Year Return Monthly Insights: S&P 500 Returns? ›

S&P 500 3 Year Return is at 20.44%, compared to 32.26% last month and 43.16% last year. This is lower than the long term average of 23.24%.

A look at the S&P 500's current rolling three-year average return shows the market's rise over this period has been almost exactly average. Currently, this return stands at around 30%; a year ago, it was 34%. The impact of the market's crash in March 2020 inflated this measure to nearly 60% in March 2023.

Basic Info

S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year.

S&P 500 3 Month Return is at 3.92%, compared to 10.16% last month and 2.28% last year.

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

Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.

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.

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.

Enter your expected rate of return. 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.

What is the 10 year return on the S&P 500? ›

Basic Info. 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%.

S&P 500 Annual Total Return (I:SP500ATR)

S&P 500 Annual Total Return is at 26.29%, compared to -18.11% last year. This is higher than the long term average of 9.95%.

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.

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

The return over three years, expressed in yearly figures. For example a fund that has returned 30% over three years has a 3 year annualised return of 10%.

S&P 500 10 Year Return is at 167.3%, compared to 180.6% last month and 161.0% last year.

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.