If You Invested $1000 in S&P Global a Decade Ago, This is How Much It'd Be Worth Now (2024)

Zacks Equity Research

·4 min read

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries.

Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks.

What if you'd invested in S&P Global (SPGI) ten years ago? It may not have been easy to hold on to SPGI for all that time, but if you did, how much would your investment be worth today?

S&P Global's Business In-Depth

With that in mind, let's take a look at S&P Global's main business drivers. Incorporated in December 1925, S&P Global Inc. is a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide.

The company operates through six reportable segments: S&P Global Market Intelligence (“Market Intelligence”), S&P Global Ratings (“Ratings"), S&P Global Commodity Insights (“Commodity Insights”), S&P Global Mobility (“Mobility”), S&P Dow Jones Indices (“Indices”) and S&P Global Engineering Solutions (“Engineering Solutions”).

Ratings (27% of total revenues in 2022): Ratings operates as an independent provider of credit ratings, research and analytics, providing investors and other market participants with information, ratings and benchmarks. With offices in more than 25 countries globally, Ratings holds an important position in the world's financial infrastructure. Ratings’ revenues are differentiated between transaction and non-transaction revenues.

Market Intelligence (34%): It helps investment professionals, government agencies, corporations and universities to track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform evaluations and assess credit risk. Desktop, Data Management Solutions and Risk Services are the business lines included in the segment.

Commodity Insights (15%): Commodity Insights provides information and benchmark prices for commodity and energy markets. It helps producers, traders, energy and commodity market intermediaries with price data, analytics and industry insights, thereby enhancing transparency and efficiency in the market.

Indices (12%): Indices is a global index provider that maintains a wide variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors. Indices mainly derives revenues from asset-linked fees based on the S&P and Dow Jones indices and also from subscription and transaction revenues.

Mobility (10%) & Engineering Solutions (3%) which were acquired as a result of the IHS Markit buyout, serves two different sections of customers. Mobility serves vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies while Engineering Solutions serves technical professionals.

Bottom Line

Putting together a successful investment portfolio takes a combination of research, patience, and a little bit of risk. For S&P Global, if you bought shares a decade ago, you're likely feeling really good about your investment today.

According to our calculations, a $1000 investment made in February 2014 would be worth $5,971.20, or a gain of 497.12%, as of February 5, 2024, and this return excludes dividends but includes price increases.

Compare this to the S&P 500's rally of 178.17% and gold's return of 55.50% over the same time frame.

Analysts are forecasting more upside for SPGI too.

S&P Global remains well-poised to gain from the growing demand for business information services. Buyouts help innovate, increase differentiated content and develop new products. New service launches have been aiding the company's growth. Dividend payments and share buybacks boost investors' confidence and positively impact earnings per share. Increasing current ratio bodes well for the company. Partly due to these positives, the stock has gained in the past year. However, S&P Global remains vulnerable to proceedings, investigations and inquiries concerning the ratings provided, leading to legal charges, damages or fines. Growth initiatives, higher compensations and incentives raise the company's expenses. More long-term debt than cash does not bode well for the company.

The stock has jumped 6.10% over the past four weeks. Additionally, no earnings estimate has gone lower in the past two months, compared to 9 higher, for fiscal 2023; the consensus estimate has moved up as well.

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If You Invested $1000 in S&P Global a Decade Ago, This is How Much It'd Be Worth Now (2024)

FAQs

If You Invested $1000 in S&P Global a Decade Ago, This is How Much It'd Be Worth Now? ›

According to our calculations, a $1000 investment made in February 2014 would be worth $5,971.20, or a gain of 497.12%, as of February 5, 2024, and this return excludes dividends but includes price increases.

What is the average S&P return for the last 10 years? ›

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. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.56%.

What if you invested $1000 in Google 20 years ago? ›

If you had invested $1,000 in Google stock on Aug. 19, 2004, today, you would have $60,107. Likewise, if you had invested $1,000 in an index fund replicating Nasdaq, you would have $9,000. A similar $1,000 investment in an index fund that replicates the S&P 500 would be worth $4,815.

How much would $1000 invested in the S&P 500 in 1980 be worth today? ›

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.

How much does your money grow in the S&P 500? ›

The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. In some years, the market returns more than that, and in other years it returns less.

What is the average return of the S&P 500 in 1 years? ›

S&P 500 1 Year Return is at 27.86%, compared to 28.36% last month and -9.30% last year. This is higher than the long term average of 6.70%. 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.

What is the 10 year return of spy? ›

How does undefined's 10 Year Price Total Return benchmark against competitors?
Name10 Year Price Total Return
Vanguard Mid-Cap Index Fund ETF Shares145.1%
Vanguard Value Index Fund ETF Shares159.2%
SPDR® S&P 500219.0%
iShares Core S&P 500 ETF221.1%
8 more rows

What if you invested $1,000 in Netflix 10 years ago? ›

So, if you had invested in Netflix ten years ago, you're likely feeling pretty good about your investment today. A $1000 investment made in March 2014 would be worth $9,728.72, or a gain of 872.87%, as of March 4, 2024, according to our calculations. This return excludes dividends but includes price appreciation.

How long will it take for a $1000 investment to double in size when invested at the rate of 8% per year? ›

For example, if an investment scheme promises an 8% annual compounded rate of return, it will take approximately nine years (72 / 8 = 9) to double the invested money.

How much will $1,000 invested be worth in 20 years? ›

As you will see, the future value of $1,000 over 20 years can range from $1,485.95 to $190,049.64.
Discount RatePresent ValueFuture Value
10%$1,000$6,727.50
11%$1,000$8,062.31
12%$1,000$9,646.29
13%$1,000$11,523.09
25 more rows

How much will $40,000 be worth in 20 years? ›

As you will see, the future value of $40,000 over 20 years can range from $59,437.90 to $7,601,985.51.

What will 100k be worth in 20 years? ›

If you invest $100,000 at an annual interest rate of 6%, at the end of 20 years, your initial investment will amount to a total of $320,714, putting your interest earned over the two decades at $220,714.

Should I put all my money in S&P 500? ›

Investing in an S&P 500 fund can instantly diversify your portfolio and is generally considered less risky. S&P 500 index funds or ETFs will track the performance of the S&P 500, which means when the S&P 500 does well, your investment will, too. (The opposite is also true, of course.)

What if I invested $100 a month in S&P 500? ›

It's extremely unlikely you'll earn 10% returns every single year, but the annual highs and lows have historically averaged out to roughly 10% per year over several decades. Over a lifetime, it's possible to earn over half a million dollars with just $100 per month.

How long does it take to become a millionaire with S&P 500? ›

Here's how a 10.25% return would break down if you invested $5,000 at the beginning of each year over four decades. Data source: Author's calculations. As you can see from the chart, investing $5,000 annually in the S&P 500 would make you a millionaire in a little over 30 years, assuming average 10.25% annual returns.

What is the safest investment with the highest return? ›

Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
  • Money market funds.
  • Short-term certificates of deposit.
  • Series I savings bonds.
  • Treasury bills, notes, bonds and TIPS.
  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

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

  • What Is the Average Rate of Return for the S&P 500 for the Last 20 Years? The average annualized return of the S&P 500 between 2003 and 2023 is 10.20%. ...
  • What Is the Average Rate of Return for the S&P 500 for the Last 10 Years? ...
  • Does the S&P 500 Return Include Dividends?

What is the average return of the S&P 500 over the last 15 years? ›

Overall, the S&P 500 grew at a compound annual growth rate of 13.8% over the last 15 years. Adjusting for inflation, the index grew 11.2% per year during that period.

What has the S&P 500 averaged over the last 5 years? ›

Basic Info. S&P 500 5 Year Return is at 85.38%, compared to 83.02% last month and 55.60% last year. This is higher than the long term average of 45.20%. 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.

What was the average return of the spy in the last 30 years? ›

In the last 30 Years, the SPDR S&P 500 (SPY) ETF obtained a 10.54% compound annual return, with a 15.10% standard deviation. Discover new asset allocations in USD and EUR, in addition to the lazy portfolios on the website.

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