S&P 500 5 Year Return (I:SP5005YR)
Level Chart
Basic Info
|
S&P 500 5 Year Return is at 86.82%, compared to 82.25% last month and 87.27% last year. This is higher than the long term average of 48.45%. |
|
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. |
| Report | S&P 500 Returns |
| Category | Market Indices and Statistics |
| Region | United States |
| Source | Standard and Poor's |
Stats
| Last Value | 86.82% |
| Latest Period | Jan 2026 |
| Last Updated | Feb 5 2026, 11:02 EST |
| Next Release | Mar 5 2026, 11:00 EST (E) |
| Long Term Average | 48.45% |
| Average Growth Rate | -31.30% |
| Value from Last Month | 82.25% |
| Change from Last Month | 5.56% |
| Value from 1 Year Ago | 87.27% |
| Change from 1 Year Ago | -0.52% |
| Frequency | Monthly |
| Unit | Percent |
| Adjustment | N/A |
| Download Source File |
Historical Data
| Date | Value |
|---|---|
| January 31, 2026 | 86.82% |
| December 31, 2025 | 82.25% |
| November 30, 2025 | 89.12% |
| October 31, 2025 | 109.2% |
| September 30, 2025 | 98.88% |
| August 31, 2025 | 84.56% |
| July 31, 2025 | 93.80% |
| June 30, 2025 | 100.1% |
| May 31, 2025 | 94.19% |
| April 30, 2025 | 91.22% |
| March 31, 2025 | 117.1% |
| February 28, 2025 | 101.6% |
| January 31, 2025 | 87.27% |
| December 31, 2024 | 82.05% |
| November 30, 2024 | 92.05% |
| October 31, 2024 | 87.83% |
| September 30, 2024 | 93.58% |
| August 31, 2024 | 93.01% |
| July 31, 2024 | 85.29% |
| June 30, 2024 | 85.62% |
| May 31, 2024 | 91.77% |
| April 30, 2024 | 70.94% |
| March 31, 2024 | 85.38% |
| February 29, 2024 | 83.02% |
| January 31, 2024 | 79.20% |
| Date | Value |
|---|---|
| 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% |
| February 28, 2022 | 85.05% |
| January 31, 2022 | 98.15% |
| December 31, 2021 | 112.9% |
News
Basic Info
|
S&P 500 5 Year Return is at 86.82%, compared to 82.25% last month and 87.27% last year. This is higher than the long term average of 48.45%. |
|
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. |
| Report | S&P 500 Returns |
| Category | Market Indices and Statistics |
| Region | United States |
| Source | Standard and Poor's |
Stats
| Last Value | 86.82% |
| Latest Period | Jan 2026 |
| Last Updated | Feb 5 2026, 11:02 EST |
| Next Release | Mar 5 2026, 11:00 EST (E) |
| Long Term Average | 48.45% |
| Average Growth Rate | -31.30% |
| Value from Last Month | 82.25% |
| Change from Last Month | 5.56% |
| Value from 1 Year Ago | 87.27% |
| Change from 1 Year Ago | -0.52% |
| Frequency | Monthly |
| Unit | Percent |
| Adjustment | N/A |
| Download Source File |
Related Indicators
| S&P 500 Fundamentals |
| S&P 500 Dividend Yield | 1.15% |
| S&P 500 Earnings Yield | 3.50% |
| S&P 500 Market Cap | 58.44T USD |
| S&P 500 P/E Ratio | 28.58 |
| S&P 500 Price to Book Ratio | 5.265 |
| S&P 500 Shiller CAPE Ratio | 39.80 |
| SPX Put/Call Ratio | 1.28 |
| VIX | 19.09 |
| S&P 500 Returns |
| S&P 500 1 Year Return | 14.87% |
| S&P 500 10 Year Return | 257.6% |
| S&P 500 3 Year Return | 70.22% |
| S&P 500 Annual Return | 16.39% |
| S&P 500 Annual Total Return | 17.88% |
| S&P 500 Monthly Return | 1.37% |
| S&P 500 Monthly Total Return | 1.37% |