FAQs
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 Years | 10.473% | 7.743% |
20 Years | 9.882% | 7.13% |
10 Years | 12.579% | 9.521% |
5 Years | 13.712% | 9.246% |
3 more rowsMay 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 rowsMay 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-end | 5-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 Month | 2.92% |
3 Month | 2.73% |
YTD | 10.64% |
1 Year | 23.24% |
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.
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.