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Basic Info

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 is at 75.15%, compared to 77.48% last month and 50.93% last year. This is higher than the long term average of 40.05%.

Stats

Last Value 75.15%
Latest Period Sep 2020
Last Updated Oct 5 2020, 11:04 EDT
Long Term Average 40.05%
Average Growth Rate -43.03%
Value from 1 Year Ago 50.93%
Change from 1 Year Ago 47.57%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
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%
January 31, 2020 61.68%
December 31, 2019 56.92%
November 30, 2019 51.92%
October 31, 2019 50.52%
September 30, 2019 50.93%
August 31, 2019 46.08%
July 31, 2019 54.37%
June 30, 2019 50.07%
May 31, 2019 43.07%
April 30, 2019 56.36%
March 31, 2019 51.38%
February 28, 2019 49.75%
January 31, 2019 51.70%
December 31, 2018 35.63%
November 30, 2018 52.85%
October 31, 2018 54.38%
September 30, 2018 73.29%
Date Value
August 31, 2018 77.68%
July 31, 2018 67.07%
June 30, 2018 69.23%
May 31, 2018 65.89%
April 30, 2018 65.76%
March 31, 2018 68.30%
February 28, 2018 79.17%
January 31, 2018 88.49%
December 31, 2017 87.47%
November 30, 2017 86.95%
October 31, 2017 82.36%
September 30, 2017 74.87%
August 31, 2017 75.72%
July 31, 2017 79.10%
June 30, 2017 77.91%
May 31, 2017 84.06%
April 30, 2017 70.55%
March 31, 2017 67.75%
February 28, 2017 73.07%
January 31, 2017 73.64%
December 31, 2016 78.02%
November 30, 2016 76.33%
October 31, 2016 69.64%
September 30, 2016 91.64%
August 31, 2016 78.11%

Basic Info

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 is at 75.15%, compared to 77.48% last month and 50.93% last year. This is higher than the long term average of 40.05%.

Stats

Last Value 75.15%
Latest Period Sep 2020
Last Updated Oct 5 2020, 11:04 EDT
Long Term Average 40.05%
Average Growth Rate -43.03%
Value from 1 Year Ago 50.93%
Change from 1 Year Ago 47.57%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Download