S&P 500 YTD return as of the most recent market close. Includes the total return as well as the price only return. The 2024 price return is calculated using the price change from the latest market close to the last trading day of 2023. Return calculated as of the market close on 2024-05-29. Any dividend distributions are included in the total return calculation. Historical return data is also available for viewing or downloading here.
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 YTD in 2024? ›| Year | Total Return |
|---|---|
| 2024 | 11.30 |
| 2023 | 26.29 |
| 2022 | -18.11 |
| 2021 | 28.71 |
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 S&P 500 year on year return? ›| S&P 500 Index - Historical Annual Data | ||
|---|---|---|
| Year | Average Closing Price | Annual % Change |
| 2021 | 4,273.41 | 26.89% |
| 2020 | 3,217.86 | 16.26% |
| 2019 | 2,913.36 | 28.88% |
YTD return is the amount of profit (or loss) realized by an investment since the first trading day of the current calendar year. YTD calculations are commonly used by investors and analysts to assess the performance of a portfolio or to compare the recent performance of a number of stocks.
What is the 10 year average return on the S&P 500? ›| 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% |
| Years Averaged (as of end of April 2024) | Stock Market Average Return per Year (Dividends Reinvested) | Average Return with Dividends Reinvested & Inflation Adjusted |
|---|---|---|
| 30 Years | 10.473% | 7.743% |
| 20 Years | 9.882% | 7.13% |
| 10 Years | 12.579% | 9.521% |
| 5 Years | 13.712% | 9.246% |
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.
What is the average stock market return over 40 years? ›Stock Market Historical Returns
40 Years (1982 – 2022): 11.6% annual return. 30 Years (1992 – 2022): 9.64% annual return. 20 Years (2002 – 2022): 8.14% annual return.
S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. 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.
S&P 500 3 Year Return (I:SP5003YR)
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%. 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.
| 5 Day | -0.51% |
|---|---|
| 1 Month | 2.92% |
| 3 Month | 2.73% |
| YTD | 10.64% |
| 1 Year | 23.24% |
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 will the S&P 500 return in 2024? ›S&P Dow Jones Indices estimates that, based on results from the nearly complete first-quarter earnings season, the S&P 500's SPX operating profit margin for the first quarter of 2024 was 11.76%. The margin for the trailing four quarters is 11.44%, higher than for calendar 2023 and 2022.
What is the YTD stock market return in 2024? ›| Year | Total Return | Dividend Return |
|---|---|---|
| 2024 | 11.30 | 0.65 |
A good return on investment is generally considered to be about 7% per year, based on the average historic return of the S&P 500 index, and adjusting for inflation.
What is the rate of return for the S&P 500 year to date? ›| 5 Day | -0.51% |
|---|---|
| 1 Month | 2.92% |
| 3 Month | 2.73% |
| YTD | 10.64% |
| 1 Year | 23.24% |
S&P 500 3 Year Return (I:SP5003YR)
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%. 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.
S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. 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 monthly return of the S&P 500? ›S&P 500 Monthly Return is at -4.16%, compared to 3.10% last month and 1.46% last year. This is lower than the long term average of 0.55%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.
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