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

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

FAQs

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

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 total return index monthly return? ›

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

What is the rate of return on the S&P 500 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 the real rate of return for the S&P 500? ›

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 S&P 500 return for 3 months? ›

Basic Info

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

What is the average return of the SP 500 monthly? ›

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 are monthly total returns? ›

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.

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
Mar 5, 2024

How often does the S&P 500 pay dividends? ›

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.

What is the annualized return of the S&P 500 last 20 years? ›

The historical average yearly return of the S&P 500 is 9.74% over the last 20 years, as of the end of February 2024. This assumes dividends are reinvested.

How much money do I need to invest to make $3,000 a month? ›

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 the safest investment with the highest return? ›

Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
  • Money market funds.
  • Short-term certificates of deposit.
  • Series I savings bonds.
  • Treasury bills, notes, bonds and TIPS.
  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

How to get 10% return on investment? ›

Investments That Can Potentially Return 10% or More
  1. Stocks.
  2. Real Estate.
  3. Private Credit.
  4. Junk Bonds.
  5. Index Funds.
  6. Buying a Business.
  7. High-End Art or Other Collectables.
Sep 17, 2023

What is the 12 month return on the S&P 500? ›

Performance
5 Day-0.59%
1 Month-2.50%
3 Month2.29%
YTD5.21%
1 Year23.57%

What are the best S&P 500 months? ›

The "strongest six months of the year," as popularized in the Stock Trader's Almanac, suggest that the price return for the S&P 500 from November through April has recorded the highest average price change of any rolling six-month period.

What are the worst months for the stock market? ›

NYSE Composite Seasonal Patterns
  • Best Months: April, July, October, November, and December.
  • Worst Months: January, February, June, August, September.

What is the total return of the S&P 500 index fund? ›

The Motilal Oswal S&P 500 Index Fund Direct Growth has been there from 28 Apr 2020 and the average annual returns provided by this fund is 24.68% since its inception.

What is the return rate of index funds per month? ›

Equity Hybrid Debt Solution Oriented Others Filter
Scheme NamePlan3M
Sponsored AdvInvest Now Axis Nifty 100 Index Fund - Direct Plan - GrowthIndex Funds/ETFsDirect Plan23.49%
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - GrowthDirect Plan17.28%
Motilal Oswal Nifty 50 Index Fund - Direct plan - GrowthDirect Plan4.26%
19 more rows

What is the difference between sp500 and sp500 total return? ›

The SPTR is different from the standard S&P Index (SPX), which does not include dividend gains. The total return indexes follow a similar pattern in which many mutual funds operate, where all resulting cash payouts are automatically reinvested back into the fund itself.

What is the total return of the S&P 500 performance? ›

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%.

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