YTD Return on S&P 500 (2024)

YTD Return on S&P 500 Table — SPY
Start date:12/29/2023
End date:05/22/2024
Start price/share:$475.31
End price/share:$529.83
Starting shares:21.04
Ending shares:21.10
Dividends reinvested/share:$1.59
SPY YTD return:11.82%
Annualized Gain:29.96%
Starting investment:$10,000.00
Ending investment:$11,182.00

S&P 500 ETF YTD return is presented with the assumption of reinvestments of any dividends on ex-date.

YTD Return Benchmarks
Compare SPY YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector

SPY Share Performance
YTD Return on S&P 500 Chart — SPY
YTD Return on $10,000.00
With Dividends Reinvested Into SPY


Also see: SPY Average Annual Return

About SPDR S&P 500 ETF Trust
SPDR S&P 500 ETF Trust is a unit investment trust. Co. provides investors with the opportunity to purchase a security representing a proportionate undivided interest in a portfolio of securities consisting of all of the component common stocks, in the same weighting, which comprise the Standard & Poor's 500® Index. The YTD Return on S&P 500 is shown above.

The YTD Return on the YTD Return on S&P 500 page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether YTD Return on S&P 500 or other benchmarks/peers— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the SPY YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.

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YTD Return on S&P 500 (1)Free SPY Email Alerts:
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YTD Return Peers
S&P 500 ETF (SPY) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

SPYG YTD Return
SPYV YTD Return
SQQQ YTD Return
SRC YTD Return
SRCE YTD Return
SRF YTD Return
SRG YTD Return
SRS YTD Return
SRTY YTD Return
SSB YTD Return
More Financials companies »

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YTD Return on S&P 500 (2024)

FAQs

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

Start date:12/29/2023
SPY YTD return:11.87%
Annualized Gain:30.50%
Starting investment:$10,000.00
Ending investment:$11,187.00
6 more rows

How much does the S&P 500 return annually on average? ›

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%.

Is now a good time to invest in the S&P 500? ›

The S&P 500 has hit 20 intraday highs in 2024. As stocks climb higher many stock valuations may be stretched beyond their intrinsic value. But it's still possible to find great investment opportunities as the stock market hits new all-time highs.

Should I invest in the S&P 500 in 2024? ›

As a whole, analysts are optimistic about the outlook for stock prices in 2024. The consensus analyst price target for the S&P 500 is 5,090, suggesting roughly 8.5% upside from current levels.

What is the return of the S&P YTD in 2024? ›

So far in 2024 (YTD), the S&P 500 index has returned an average 9.32%.

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

Basic Info

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.

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? ›

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.
May 13, 2024

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
May 3, 2024

What is Warren Buffett buying? ›

Warren Buffett's stock purchases in the most recent quarter include Chubb Limited (CB) and Occidental Petroleum (OXY). HP Inc.

Should I buy S&P now or wait? ›

One important thing for all investors to learn is that timing the market is impossible. And quite frankly, it's unimportant if you're investing in a high-quality S&P 500 index fund for the long term. Even if you buy at a market peak, your long-term returns should likely be excellent.

What is the stock market prediction for 2024? ›

Projections for strong earnings are a positive. Analysts expect overall S&P 500 earnings to rise 10.4% in 2024, LSEG data showed. But stocks are also at high valuation levels.

Will stock market bounce back in 2024? ›

Earnings Rebound

Analysts are projecting S&P 500 earnings growth will accelerate to 9.7% in the second quarter and S&P 500 companies will report an impressive 10.8% earnings growth for the full calendar year in 2024.

What is the expected return of the stock market in the next 10 years? ›

U.S. stock returns: 2023 optimism carries forward

This heightened optimism is on par with the positive outlook in December 2021, when investors anticipated a 6% stock market return for 2022. Investor expectations for stock returns over the long run (defined as the next 10 years) rose slightly to 7.2%.

How much does the S&P 500 grow in 5 years? ›

The S&P 500 5 year average return is 13.57%. Commonly referred to as “the market”, the S&P 500 is a collection of the 500 largest public companies in the United States.

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 10 year total return on the S&P 500? ›

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

What is the 30 year annualized return for the S&P 500? ›

Looking at the S&P 500 for the years 1993 to mid-2023, the average stock market return for the last 30 years is 9.90% (7.22% when adjusted for inflation).

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

S&P 500 Index
  • 5,298.69. Previous Close5,308.13.
  • YTD Change. 11.56% 12 Month Change. 28.36%
  • Day Range5,297.87 - 5,324.32. 52 Wk Range4,103.78 - 5,325.49.

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