S&P 500 5 Year Return
Level Chart
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 98.66%, compared to 108.3% last month and 75.15% last year. This is higher than the long term average of 42.46%. |
| Report | S&P 500 Returns |
| Category | Market Indices and Statistics |
| Region | United States |
| Source | Standard and Poor's |
Stats
| Last Value | 98.66% |
| Latest Period | Sep 2021 |
| Last Updated | Oct 5 2021, 11:06 EDT |
| Long Term Average | 42.46% |
| Average Growth Rate | -39.36% |
| Value from 1 Year Ago | 75.15% |
| Change from 1 Year Ago | 31.28% |
| Frequency | Monthly |
| Unit | Percent |
| Adjustment | N/A |
| Download Source File | Download |
Historical Data
| Date | Value |
|---|---|
| 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% |
| 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% |
| Date | Value |
|---|---|
| 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% |
| 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% |
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 98.66%, compared to 108.3% last month and 75.15% last year. This is higher than the long term average of 42.46%. |
| Report | S&P 500 Returns |
| Category | Market Indices and Statistics |
| Region | United States |
| Source | Standard and Poor's |
Stats
| Last Value | 98.66% |
| Latest Period | Sep 2021 |
| Last Updated | Oct 5 2021, 11:06 EDT |
| Long Term Average | 42.46% |
| Average Growth Rate | -39.36% |
| Value from 1 Year Ago | 75.15% |
| Change from 1 Year Ago | 31.28% |
| Frequency | Monthly |
| Unit | Percent |
| Adjustment | N/A |
| Download Source File | Download |
Related Indicators
| S&P 500 Fundamentals |
| S&P 500 Dividend Yield | 1.38% |
| S&P 500 Earnings Yield | 3.69% |
| S&P 500 Market Cap | 36.54T USD |
| S&P 500 P/E Ratio | 27.07 |
| S&P 500 Price to Book Ratio | 4.590 |
| S&P 500 Shiller CAPE Ratio | 38.34 |
| SPX Put/Call Ratio | 1.74 |
| VIX | 15.01 |
| S&P 500 Returns |
| S&P 500 1 Year Return | 28.09% |
| S&P 500 10 Year Return | 280.7% |
| S&P 500 3 Year Return | 47.82% |
| S&P 500 Annual Return | 16.26% |
| S&P 500 Annual Total Return | 18.40% |
| S&P 500 Monthly Return | -4.76% |
| S&P 500 Monthly Total Return | -4.65% |