Level Chart

Basic Info

S&P 500 5 Year Return is at 85.38%, compared to 83.02% last month and 55.60% last year. This is higher than the long term average of 45.20%.

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.

Stats

Last Value 85.38%
Latest Period Mar 2024
Last Updated Apr 5 2024, 15:42 EDT
Next Release May 5 2024, 11:00 EDT (E)
Long Term Average 45.20%
Average Growth Rate -34.44%
Value from Last Month 83.02%
Change from Last Month 2.84%
Value from 1 Year Ago 55.60%
Change from 1 Year Ago 53.54%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade

Historical Data

View and export this data back to 1999. Upgrade now.
Date Value
March 31, 2024 85.38%
February 29, 2024 83.02%
January 31, 2024 79.20%
December 31, 2023 90.27%
November 30, 2023 65.49%
October 31, 2023 54.65%
September 30, 2023 47.15%
August 31, 2023 55.36%
July 31, 2023 62.94%
June 30, 2023 63.71%
May 31, 2023 54.51%
April 30, 2023 57.45%
March 31, 2023 55.60%
February 28, 2023 46.29%
January 31, 2023 44.37%
December 31, 2022 43.61%
November 30, 2022 54.11%
October 31, 2022 50.35%
September 30, 2022 42.32%
August 31, 2022 60.01%
July 31, 2022 67.20%
June 30, 2022 56.20%
May 31, 2022 71.33%
April 30, 2022 73.30%
March 31, 2022 91.75%
Date Value
February 28, 2022 85.05%
January 31, 2022 98.15%
December 31, 2021 112.9%
November 30, 2021 107.7%
October 31, 2021 116.6%
September 30, 2021 98.66%
August 31, 2021 108.3%
July 31, 2021 102.2%
June 30, 2021 104.8%
May 31, 2021 100.5%
April 30, 2021 102.4%
March 31, 2021 92.88%
February 28, 2021 97.24%
January 31, 2021 91.43%
December 31, 2020 83.77%
November 30, 2020 74.08%
October 31, 2020 57.26%
September 30, 2020 75.15%
August 31, 2020 77.48%
July 31, 2020 55.48%
June 30, 2020 50.27%
May 31, 2020 44.46%
April 30, 2020 39.65%
March 31, 2020 24.99%
February 29, 2020 40.38%

Basic Info

S&P 500 5 Year Return is at 85.38%, compared to 83.02% last month and 55.60% last year. This is higher than the long term average of 45.20%.

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.

Stats

Last Value 85.38%
Latest Period Mar 2024
Last Updated Apr 5 2024, 15:42 EDT
Next Release May 5 2024, 11:00 EDT (E)
Long Term Average 45.20%
Average Growth Rate -34.44%
Value from Last Month 83.02%
Change from Last Month 2.84%
Value from 1 Year Ago 55.60%
Change from 1 Year Ago 53.54%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade