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 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.

The historical average yearly return of the S&P 500 is 13.71% over the last 5 years, as of the end of April 2024. This assumes dividends are reinvested.

Basic Info

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%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.

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

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

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.

It will pay dividends quarterly, because that's what dividend-paying corporations do. And nearly 400 of the 500 largest US companies are dividend-paying corporations. The thing is, those 400 companies each follow their own regular quarterly cycle.

S&P 500 Dividend Yield (I:SP500DYT)

S&P 500 Dividend Yield is at 1.35%, compared to 1.47% last month and 1.66% last year. This is lower than the long term average of 1.84%.

S&P 500 Seasonal Patterns

The SPDR S&P 500 ETF (SPY) was used to generate the seasonality figures. Over the 10 years, not much changed except that the market is pretty much strong from February through to the end of August. September is weaker, and then the end of the year tends to be strong.

What is the 10 year return of the S&P 500? ›

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%.

The S&P 500 returned 345% over the last two decades, compounding at 7.7% annually. But with dividends reinvested, the S&P 500 delivered a total return of 546% over the same period, compounding at 9.8% annually. Investors can get direct, inexpensive exposure to the index with a fund like the Vanguard S&P 500 ETF.

Average Market Return for the Last 30 Years

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).

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.

S&P 500 Monthly Total Return is at 4.96%, compared to -4.08% last month and 0.43% last year. This is higher than the long term average of 0.72%. The S&P 500 Monthly Total Return is the investment return received each month, including dividends, when holding the S&P 500 index.

Basic Info. S&P 500 2 Year Return is at 27.72%, compared to 21.87% last month and -0.58% last year.

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%.

Basic Info. S&P 500 3 Year Return is at 25.53%, compared to 20.44% last month and 37.30% last year. This is higher than the long term average of 23.25%. 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.

The index has returned a historic annualized average return of around 10.26% since its 1957 inception through the end of 2023.

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.