S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns (2024)

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. 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.

S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns (2024)

FAQs

S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns? ›

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.

What is the average return on the S&P 500 5 year period? ›

The historical average yearly return of the S&P 500 is 14.53% over the last 5 years, as of the end of February 2024. This assumes dividends are reinvested.

What is the S&P 500 monthly total return? ›

Basic Info

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

What is the S&P 500 monthly return distribution? ›

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 S&P 500 return over the last 12 months? ›

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

What is a 5 year annualized return? ›

What is 5 year annualized return? A 5-year annualized return, also known as 5-year CAGR (Compound Annual Growth Rate), is the average annual growth rate of an investment over a 5-year period, considering the effects of compounding.

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.

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 S&P 500 3 month return? ›

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

What is the 6 month return for the s&p500? ›

Basic Info

S&P 500 6 Month Return is at 22.53%, compared to 13.06% last month and 14.61% last year.

What is the S&P 500 annualized return? ›

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 SP 500 3 year annualized return? ›

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 dividend yield for sp500 monthly? ›

Basic Info. S&P 500 Dividend Yield is at 1.35%, compared to 1.47% last month and 1.66% last year.

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

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 rows

What is the rolling 10 year average return of the S&P 500? ›

S&P 500 10 Year Return is at 180.6%, compared to 174.1% last month and 161.9% last year. This is higher than the long term average of 114.4%.

What is the S&P 500 expected return for 10 years? ›

Optimistic: 6%-7% per year.

If you assume margins and P/E multiples will remain at their current high level, and expect sales and buybacks to grow at their historical rates, then you can anticipate making about 6% in returns per year over the next decade.

What is the return of the S&P 500 for the last 3 years? ›

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 10 year return? ›

S&P 500 10 Year Return is at 180.6%, compared to 174.1% last month and 161.9% last year. This is higher than the long term average of 114.4%.

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

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

What is the average return of the S&P 500 last 2 years? ›

Basic Info. 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.

Top Articles
Latest Posts
Article information

Author: Dr. Pierre Goyette

Last Updated:

Views: 6362

Rating: 5 / 5 (70 voted)

Reviews: 93% of readers found this page helpful

Author information

Name: Dr. Pierre Goyette

Birthday: 1998-01-29

Address: Apt. 611 3357 Yong Plain, West Audra, IL 70053

Phone: +5819954278378

Job: Construction Director

Hobby: Embroidery, Creative writing, Shopping, Driving, Stand-up comedy, Coffee roasting, Scrapbooking

Introduction: My name is Dr. Pierre Goyette, I am a enchanting, powerful, jolly, rich, graceful, colorful, zany person who loves writing and wants to share my knowledge and understanding with you.