S&P 500 Monthly Total Return Monthly Trends: S&P 500 Returns (2024)

FAQs

S&P 500 Monthly Total Return Monthly Trends: S&P 500 Returns? ›

Basic Info. S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year. This is lower than the long term average of 0.70%. The S&P 500 Monthly Total Return is the investment return received each month, including dividends, when holding the S&P 500 index.

S&P 500 Monthly Return is at 3.10%, compared to 5.17% last month and 3.51% last year. This is higher than the long term average of 0.56%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.

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%.

The historical average yearly return of the S&P 500 is 9.28% over the last 150 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 150-year average stock market return (including dividends) is 6.94%.

S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year. This is lower than the long term average of 0.70%. The S&P 500 Monthly Total Return is the investment return received each month, including dividends, when holding the S&P 500 index.

Basic Info. S&P 500 Dividend Yield is at 1.35%, compared to 1.47% last month and 1.66% last year.

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.

Understanding rolling sums

The 12-month rolling sum is the total amount from the past 12 months. As the 12-month period “rolls” forward each month, the amount from the latest month is added and the one-year-old amount is subtracted. The result is a 12-month sum that has rolled forward to the new month.

S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. 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.

Does the S&P 500 pay dividends? ›

Does the S&P 500 Pay Dividends? The S&P 500 is an index, so it does not pay dividends; however, there are mutual funds and exchange-traded funds (ETFs) that track the index, which you can invest in. If the companies in these funds pay dividends, you'll receive yours based on how many shares of the funds you hold.

The S&P 500 is the standard for measuring overall market returns. There have been many ups and downs in its century of existence, but generally, the index has produced returns over the long run. Since its inception, it has returned 9.81%.

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.

S&P 500 is at a current level of 5035.69, down from 5254.35 last month and up from 4169.48 one year ago.

Basic Info. S&P 500 1 Year Return is at 20.78%, compared to 27.86% last month and 0.91% last year. This is higher than the long term average of 6.75%. The S&P 500 1 Year Return is the investment return received for a 1 year period, excluding dividends, when holding the S&P 500 index.

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

The average stock market return is about 10% per year, as measured by the S&P 500 index, but that 10% average rate is reduced by inflation.

The actual rate of return is largely dependent on the types of investments you select. The Standard & Poor's 500® (S&P 500®) for the 10 years ending December 31^st 2023, had an annual compounded rate of return of 15.2%, including reinvestment of dividends.

Earnings Growth: For Q1 2024, the blended (year-over-year) earnings growth rate for the S&P 500 is 5.7%. If 5.7% is the actual growth rate for the quarter, it will mark the highest year-over-year earnings growth rate reported by the index since Q2 2022 (5.8%).

The LTEG for the S&P 500 sits at 18.8%, which ranks in the 97^th percentile (since 1985) and well above the long-term average of 12.5%.