S&P 500 5 Year Return:

55.48% for Jul 2020
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S&P 500 5 Year Return is at 55.48%, compared to 50.27% last month and 54.37% last year. This is higher than the long term average of 39.76%.

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.

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Historical Data

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Export Data Date Range:
Data for this Date Range  
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%
Feb. 29, 2020 40.38%
Jan. 31, 2020 61.68%
Dec. 31, 2019 56.92%
Nov. 30, 2019 51.92%
Oct. 31, 2019 50.52%
Sept. 30, 2019 50.93%
Aug. 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%
Feb. 28, 2019 49.75%
Jan. 31, 2019 51.70%
Dec. 31, 2018 35.63%
Nov. 30, 2018 52.85%
Oct. 31, 2018 54.38%
Sept. 30, 2018 73.29%
Aug. 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%
Feb. 28, 2018 79.17%
Jan. 31, 2018 88.49%
Dec. 31, 2017 87.47%
Nov. 30, 2017 86.95%
Oct. 31, 2017 82.36%
Sept. 30, 2017 74.87%
Aug. 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%
Feb. 28, 2017 73.07%
Jan. 31, 2017 73.64%
Dec. 31, 2016 78.02%
Nov. 30, 2016 76.33%
Oct. 31, 2016 69.64%
Sept. 30, 2016 91.64%
Aug. 31, 2016 78.11%
July 31, 2016 68.20%
June 30, 2016 58.93%

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Stats

Last Value 55.48%
Latest Period Jul 2020
Last Updated Aug 5 2020, 11:24 EDT
Long Term Average 39.76%
Value from 1 Year Ago 54.37%
Change from 1 Year Ago 2.05%
Frequency Monthly
Unit Percent
Adjustment N/A
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