Level Chart

Basic Info

The S&P 500 index covers the 500 largest companies that are in the United States. These companies can vary across various sectors. The S&P 500 is one of the most important indices in the world as it widely tracks how the United States stock market is performing. The S&P 500 has had several major drawdowns that have been greater than 40% during recessionary periods including in 1974, 2002, and 2009.
Core Index Name S&P 500
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Top 10 Constituents

Name Price % Change % Weight
Apple Inc 121.42 1.07% Upgrade
Microsoft Corp 231.60 2.15% Upgrade
Amazon.com Inc 3000.46 0.77% Upgrade
Facebook Inc 264.28 2.58% Upgrade
Alphabet Inc 2097.07 3.10% Upgrade
Alphabet Inc 2108.54 2.90% Upgrade
Berkshire Hathaway Inc 253.15 3.12% Upgrade
Tesla Inc 597.95 -3.78% Upgrade
JPMorgan Chase & Co 150.91 0.23% Upgrade
Johnson & Johnson 156.10 1.98% Upgrade

Periodic Performance

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
-1.00%
4.25%
13.00%
29.30%
14.35%
16.21%
13.57%
9.82%
As of March 05, 2021. Returns for periods of 1 year and above are annualized.

Annual Performance

Name
2014
2015
2016
2017
2018
2019
2020
YTD
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.57%
As of March 05, 2021.

Basic Info

The S&P 500 index covers the 500 largest companies that are in the United States. These companies can vary across various sectors. The S&P 500 is one of the most important indices in the world as it widely tracks how the United States stock market is performing. The S&P 500 has had several major drawdowns that have been greater than 40% during recessionary periods including in 1974, 2002, and 2009.
Core Index Name S&P 500
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Net Total Return S&P 500 Net Total Return
Total Return S&P 500 Total Return