S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns (2024)

S&P 500 5 Year Return is at 83.02%, compared to 79.20% last month and 46.29% last year. This is higher than the long term average of 45.06%.

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

FAQs

S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns? ›

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 average return on the S&P 500 5 year period? ›

Average Stock Market Returns Per Year
Years Averaged (as of end of April 2024)Stock Market Average Return per Year (Dividends Reinvested)Average Return with Dividends Reinvested & Inflation Adjusted
30 Years10.473%7.743%
20 Years9.882%7.13%
10 Years12.579%9.521%
5 Years13.712%9.246%
3 more rows
May 15, 2024

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

Basic Info

S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year.

What rate of return should I expect from 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
10 years (2014-2023)11.02%
15 years (2009-2023)12.63%
20 years (2004-2023)9.00%
25 years (1999-2023)7.18%
2 more rows
May 3, 2024

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%.

What is a good return on investment over 5 years? ›

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 Vanguard 500 index return for 5 years? ›

Total returns
Month-end5-yr
VFIAX-4.09%13.15%
Benchmark 1-4.08%13.19%

How much would I have earned if I invested in the S&P 500? ›

For a point of reference, the S&P 500 has a historical average annual total return of about 10%, not accounting for inflation. This doesn't mean you can expect 10% growth every year; you could experience a gain one year and a loss the next.

What is the average return of the S&P 500 with dividends reinvested? ›

Using Shiller's data, since 1971 the S&P 500 has delivered an annualized return of 7.58%—or 10.51% with dividends reinvested. Investors who keep their money at work in the S&P 500 have been able to enjoy an annualized stock market return of around 10% over the long haul.

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

Performance
5 Day-0.51%
1 Month2.92%
3 Month2.73%
YTD10.64%
1 Year23.24%

What if I invested $1000 in S&P 500 10 years ago? ›

Over the past decade, you would have done even better, as the S&P 500 posted an average annual return of a whopping 12.68%. Here's how much your account balance would be now if you were invested over the past 10 years: $1,000 would grow to $3,300. $5,000 would grow to $16,498.

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

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 5 year return of the S&P 500? ›

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.

What is the average stock market return for the last 5 years? ›

The average stock market return for the last 5 years was 11.33% (7.28% when adjusted for inflation), for the last 10 years it was 12.39% (9.48% when adjusted for inflation), for the last 20 years it was 9.75% (7.03% when adjusted for inflation), and for the last 30 years it was 9.90% (7.22% when adjusted for inflation) ...

What is the return of the S&P 500 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.

What is the average return of the S&P 500 over the last 40 years? ›

40 Years (1982 – 2022): 11.6% annual return. 30 Years (1992 – 2022): 9.64% annual return. 20 Years (2002 – 2022): 8.14% annual return. 10 Years (2012 – 2022): 12.74% annual return.

What is the S&P 500 CAGR last 30 years? ›

Over the past 30 years, the S&P 500 index has delivered a compound average annual growth rate of 10.7% per year. Data source: Slickcharts.com.

What is the average annualized return? ›

An annualized total return is the geometric average amount of money an investment earns each year over a given period. The annualized return formula is calculated as a geometric average to show what an investor would earn over some time if the annual return were compounded.

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