FAQs
Price Performance
| Period | Period Low | Performance |
|---|
| 3-Month | 4,953.56 +6.34% on 04/19/24 | +179.04 (+3.52%) since 02/23/24 |
| 6-Month | 4,537.24 +16.10% on 11/30/23 | +711.22 (+15.61%) since 11/22/23 |
| YTD | 4,682.11 +12.51% on 01/05/24 | +498.01 (+10.44%) since 12/29/23 |
| 52-Week | 4,103.78 +28.37% on 10/27/23 | +1,122.26 (+27.07%) since 05/23/23 |
7 more rowsBasic Info
S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year.
What rate of return should I expect from S&P 500? ›
Basic Info. S&P 500 1 Year Return is at 20.78%, compared to 27.86% last month and 0.91% last year. This is higher than the long term average of 6.75%. The S&P 500 1 Year Return is the investment return received for a 1 year period, excluding dividends, when holding the S&P 500 index.
What is the real return of the S&P 500? ›
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%. The S&P 500 Annual Total Return is the investment return received each year, including dividends, when holding the S&P 500 index.
How much would I have earned if I invested in the S&P 500? ›
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 average return of the S&P 500 in the long run? ›
The average yearly return of the S&P 500 is 10.47% over the last 30 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 30-year average stock market return (including dividends) is 7.74%.
Do S&P 500 returns include dividends? ›
There is a related index called the S&P 500 Total Return, which calculates what the performance would be if dividends paid by index constituents on the ex-dividend date of each index share were reinvested. Total return indices, therefore, represent changes in market capitalization plus reinvested dividends.
What is the difference between S&P 500 and S&P 500 total return? ›
Example: The S&P 500
The S&P 500 Total Return Index (SPTR) is one example of a total return index. The SPTR is different from the standard S&P Index (SPX), which does not include dividend gains.
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.
What is the safest investment with the highest return? ›
These seven low-risk but potentially high-return investment options can get the job done:
- Money market funds.
- Dividend stocks.
- Bank certificates of deposit.
- Annuities.
- Bond funds.
- High-yield savings accounts.
- 60/40 mix of stocks and bonds.
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.
What is a realistic rate of return? ›
• A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. • The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.
What stock pays the highest dividend? ›
10 Best Dividend Stocks to Buy
- Verizon Communications VZ.
- Johnson & Johnson JNJ.
- Altria Group MO.
- Comcast CMCSA.
- Medtronic MDT.
- Duke Energy DUK.
- PNC Financial Services PNC.
- Kinder Morgan KMI.
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.
There are never any guarantees when investing, but an S&P 500 index fund is about as close as you can get to guaranteed positive long-term returns. In fact, analysts at Crestmont Research examined the S&P 500's rolling 20-year total returns to find out how many of those periods resulted in positive total gains.
What is the return of the S&P 500 over the last 3 months? ›
Performance
| 5 Day | 0.03% |
|---|
| 1 Month | 4.01% |
| 3 Month | 4.24% |
| YTD | 11.21% |
| 1 Year | 26.14% |
S&P 500 12 Month Total Return is at 22.66%, compared to 29.88% last month and 2.66% last year.
What is the S&P 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 the return of the S&P 500 for 5 yr? ›
S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year.
