S&P 500 10 Year Return Monthly Trends: S&P 500 Returns (2024)

FAQs

What is the S&P 500 rate of return last 10 years? ›

The historical average yearly return of the S&P 500 is 12.58% over the last 10 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.52%.

Optimistic: 6%-7% per year.

If you assume margins and P/E multiples will remain at their current high level, and expect sales and buybacks to grow at their historical rates, then you can anticipate making about 6% in returns per year over the next decade.

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%.

Basic Info. S&P 500 10 Year Return is at 174.4%, compared to 167.3% last month and 156.3% last year. This is higher than the long term average of 114.8%.

S&P 500 12 Month Total Return is at 28.19%, compared to 22.66% last month and 2.92% last year.

Research also shows that, historically, there's never been a bad time to invest in the S&P 500 if you're a long-term investor. Analysts at Crestmont Research examined the S&P 500's rolling 20-year total returns since the index's inception.

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.

S&P 500 Forecast 2025: Morgan Stanley Analyst Changes Tune to Bullish. A new S&P 500 forecast is surprisingly optimistic at 5,400. This comes from Morgan Stanley's Mike Wilson. The analyst was previously more bearish with a 4,500 prediction.

Does S&P 500 pay monthly? ›

An investor has to buy shares of the companies themselves or of index funds in order to receive dividends. “The S&P itself does not pay a dividend,” explains Titan investment manager Christopher Seifel.

The rationale is that stocks tend to cool through the summer months before returning to growth in the fall, but there is no merit to that conventional wisdom. The S&P 500 usually moves higher between June and August, and July has historically been the single best month of the year for the index.

Annualized total return represents the geometric average amount that an investment has earned each year over a specific period. By calculating a geometric average, the annualized total return formula accounts for compounding when depicting the yearly earnings the investment would generate over the holding period.

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%.

S&P 500 3 Year Return is at 25.53%, compared to 20.44% last month and 37.30% last year.

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.