S&P 500 1 Year Return Monthly Analysis: S&P 500 Returns (2024)

FAQs

S&P 500 1 Year Return Monthly Analysis: S&P 500 Returns? ›

S&P 500 1 Year Return is at 26.26%, compared to 20.78% last month and 1.15% last year. This is higher than the long term average of 6.81%. 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.

S&P 500 Monthly Return is at 4.80%, compared to -4.16% last month and 0.25% last year. This is higher than the long term average of 0.56%.

S&P 500 Annual Return is at 24.23%, compared to -19.44% last year. This is higher than the long term average of 7.93%.

S&P 500 6 Month Return is at 15.54%, compared to 20.07% last month and 2.44% last year.

Monthly Return = (Closing Price on Last Day of Month / Closing Price on Last Day of Previous Month) - 1. People frequently convert annual returns to average monthly returns using this formula: Monthly Return = (Period Ending Price/Period Beginning Price)^(1/12) – 1.

S&P 500 1 Year Return is at 26.26%, compared to 20.78% last month and 1.15% last year. This is higher than the long term average of 6.81%. 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.

S&P 500 2 Year Return is at 27.72%, compared to 21.87% last month and -0.58% last year. This is higher than the long term average of 14.14%. 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.

S&P 500 5 Year Return (I:SP5005YR)

S&P 500 5 Year Return is at 91.77%, compared to 70.94% last month and 54.51% last year. This is higher than the long term average of 45.44%. 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.

Is the S&P 500 compounded annually? ›

The actual rate of return is largely dependent on the types of investments you select. The Standard & Poor's 500® (S&P 500®) for the 10 years ending December 31^st 2023, had an annual compounded rate of return of 15.2%, including reinvestment of dividends.

If you have $1,000 invested in the S&P 500, you would receive $20 in dividends which would be taxable. However, if you're in the 10% or 15% tax bracket your tax rate on qualified dividends would be 0%. Remember that the exact tax you pay is tied to your tax rate and income.

Definition of 3 Month Price Total Return

The 3 month price total return measures the total change in price (adjusted of dividends and splits when applicable) over the last 3 months. If the company pays dividends, the starting stock price is adjusted down to include the return in the form of dividends.

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.

Stock market returns since 1960

This is a return on investment of 55,712.27%, or 10.32% per year. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 5,160.13% cumulatively, or 6.34% per year.

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.