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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%.

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
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Historical Data

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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%.

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