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

FAQs

What are the returns on the s&p500 monthly? ›

Basic Info

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 Annual Total Return is at 26.29%, compared to -18.11% last year. This is higher than the long term average of 9.95%.

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.

Basic Info. S&P 500 12 Month Total Return is at 29.88%, compared to 30.45% last month and -7.73% last year.

S&P 500 Dividend Yield (I:SP500DYT)

S&P 500 Dividend Yield is at 1.35%, compared to 1.47% last month and 1.66% last year. This is lower than the long term average of 1.84%.

Assuming an average annual return rate of about 10% (a typical historical average), a $10,000 investment in the S&P 500 could potentially grow to approximately $25,937 over 10 years.

Wall Street analysts' consensus estimates predict 3.6% earnings growth and 3.5% revenue growth for S&P 500 companies in the first quarter. Analysts project full-year S&P 500 earnings growth of 11.0% in 2024, but analysts are more optimistic about some market sectors than others.

Stock Market Average Yearly Return for the Last 10 Years

The historical average yearly return of the S&P 500 is 12.68% over the last 10 years, as of the end of February 2024.

What is the 20 year return for S&P 500? ›

The S&P 500 returned 345% over the last two decades, compounding at 7.7% annually. But with dividends reinvested, the S&P 500 delivered a total return of 546% over the same period, compounding at 9.8% annually. Investors can get direct, inexpensive exposure to the index with a fund like the Vanguard S&P 500 ETF.

In 1980, had you invested a mere $1,000 in what went on to become the top-performing stock of S&P 500, then you would be sitting on a cool $1.2 million today.

The S&P 500 (^GSPC 0.87%) has been reaching new heights, soaring by a whopping 41% from its lowest point in October 2022. This can be an exciting time for investors, many of whom have watched their portfolios plummet in value over the past several years.

These funds buy or sell very few shares each year, so most generate very little in terms of taxable capital gains, if any. But there are usually taxes due on S&P 500 funds' dividends. The exact amount of taxes varies by taxpayer, though.

Basic Info

S&P 500 3 Month Return is at 10.16%, compared to 11.57% last month and 7.03% last year.

S&P 500 6 Month Return is at 22.53%, compared to 13.06% last month and 14.61% last year.

Monthly Return is the period returns re-scaled to a period of 1 month. This allows investors to compare returns of different assets that they have owned for different lengths of time. Monthly Return = (Closing Price on Last Day of Month / Closing Price on Last Day of Previous Month) - 1.

S&P 500 2 Year Return is at 15.98%, compared to 16.51% last month and 3.43% last year. This is higher than the long term average of 14.07%. The S&P 500 2 Year Return is the investment return received for a 2 year period, excluding dividends, when holding the S&P 500 index.