S&P 500 1 Year Return Monthly Analysis: S&P 500 Returns (2024)

FAQs

What is the 1 year return of the S&P 500? ›

Basic Info. S&P 500 1 Year Return is at 20.78%, compared to 27.86% last month and 0.91% last year.

Basic Info

S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year.

The average yearly return of the S&P 500 is 10.47% over the last 30 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 30-year average stock market return (including dividends) is 7.74%.

Bottom Line. Since 1957, the S&P 500's average annual rate of return has been approximately 10.5% (through March 2023) and around 6.6% after adjusting for inflation.

There is a related index called the S&P 500 Total Return, which calculates what the performance would be if dividends paid by index constituents on the ex-dividend date of each index share were reinvested. Total return indices, therefore, represent changes in market capitalization plus reinvested dividends.

For a point of reference, the S&P 500 has a historical average annual total return of about 10%, not accounting for inflation. This doesn't mean you can expect 10% growth every year; you could experience a gain one year and a loss the next.

The index has returned a historic annualized average return of around 10.26% since its 1957 inception through the end of 2023. While that average number may sound attractive, timing is everything: Get in at a high or out at a relative low, and you will not enjoy such returns.

Is S&P 500 a guaranteed return? ›

There are never any guarantees when investing, but an S&P 500 index fund is about as close as you can get to guaranteed positive long-term returns. In fact, analysts at Crestmont Research examined the S&P 500's rolling 20-year total returns to find out how many of those periods resulted in positive total gains.

S&P 500 12 Month Total Return is at 22.66%, compared to 29.88% last month and 2.66% last year. This is higher than the long term average of 8.77%.

Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.

S&P 500 Monthly Return is at -4.16%, compared to 3.10% last month and 1.46% last year. This is lower than the long term average of 0.55%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.

An average annual total return is the standard format. It calculates an asset's total return over a 12 month period. Typically, it shows how the asset performed over the previous year based on either a hypothetical investment or your own initial investment.

S&P 500 10 Year Return is at 167.3%, compared to 180.6% last month and 161.0% last year.