Level Chart

Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '25100.0%101.6%

Basic Info

S&P 500 5 Year Return is at 101.6%, compared to 87.27% last month and 83.02% last year. This is higher than the long term average of 46.76%.

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 101.6%
Latest Period Feb 2025
Last Updated Mar 5 2025, 11:06 EST
Next Release Apr 5 2025, 11:00 EDT (E)
Long Term Average 46.76%
Average Growth Rate -32.18%
Value from Last Month 87.27%
Change from Last Month 16.37%
Value from 1 Year Ago 83.02%
Change from 1 Year Ago 22.33%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade

Historical Data

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Date Value
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%
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%
Date Value
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%
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%

Basic Info

S&P 500 5 Year Return is at 101.6%, compared to 87.27% last month and 83.02% last year. This is higher than the long term average of 46.76%.

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 101.6%
Latest Period Feb 2025
Last Updated Mar 5 2025, 11:06 EST
Next Release Apr 5 2025, 11:00 EDT (E)
Long Term Average 46.76%
Average Growth Rate -32.18%
Value from Last Month 87.27%
Change from Last Month 16.37%
Value from 1 Year Ago 83.02%
Change from 1 Year Ago 22.33%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade
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