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 75.15%, compared to 77.48% last month and 50.93% last year. This is higher than the long term average of 40.05%. |
| Report | S&P 500 Returns |
| Category | Market Indices and Statistics |
| Region | United States |
| Source | Standard and Poor's |
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 |
Historical Data
| 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%. |
| Report | S&P 500 Returns |
| Category | Market Indices and Statistics |
| Region | United States |
| Source | Standard and Poor's |
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 |
Related Indicators
| S&P 500 Fundamentals |
| S&P 500 Dividend Yield | 1.75% |
| S&P 500 Earnings Yield | 3.20% |
| S&P 500 Market Cap | 27.87T USD |
| S&P 500 P/E Ratio | 31.24 |
| S&P 500 Price to Book Ratio | 3.728 |
| S&P 500 Shiller CAPE Ratio | 31.62 |
| S&P 500 Returns |
| S&P 500 1 Year Return | 12.98% |
| S&P 500 10 Year Return | 194.7% |
| S&P 500 3 Year Return | 33.49% |
| S&P 500 Annual Return | 28.88% |
| S&P 500 Annual Total Return | 31.49% |
| S&P 500 Monthly Return | -3.92% |
| S&P 500 Monthly Total Return | -3.80% |