S&P 500 10 Year Return Monthly Trends: S&P 500 Returns (2024)

FAQs

S&P 500 10 Year Return Monthly Trends: S&P 500 Returns? ›

Basic Info. S&P 500 10 Year Return is at 180.6%, compared to 174.1% last month and 161.9% last year. This is higher than the long term average of 114.4%.

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.

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.

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

The S&P 500 returned 345% over the last two decades, compounding at 7.7% annually.

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.

Summary. In the 32 years between February 1992 and March 2024 , the S&P 500 index (in EUR) had a compound annual growth rate of 10.94%, a standard deviation of 15.29%, and a Sharpe ratio of 0.67.

How much does the S&P 500 grow in 5 years? ›

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.

The S&P 500 index tracks some of the largest stocks in the United States, many of which pay out a regular dividend. The index's dividend yield is the total dividends earned in a year divided by the index's price. Historical dividend yields for the S&P 500 have typically ranged from between 3% to 5%.

The main difference is that the CAGR is often presented using only the beginning and ending values, whereas the annualized total return is typically calculated using the returns from several years. This, however, is more a matter of convention. In substance, the two measures are the same.

Looking at the S&P 500 for the years 1993 to mid-2023, the average stock market return for the last 30 years is 9.90% (7.22% when adjusted for inflation). Some of this success can be attributed to the dot-com boom in the late 1990s (before the bust), which resulted in high return rates for five consecutive years.

A look at the S&P 500's current rolling three-year average return shows the market's rise over this period has been almost exactly average. Currently, this return stands at around 30%; a year ago, it was 34%. The impact of the market's crash in March 2020 inflated this measure to nearly 60% in March 2023.

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.

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.

If we were to take the average property value appreciation from the last 10 years of 6.49% (instead of the 20-year average), then the annual return on investment actually increases to 15.8% per year. As you can see, rental properties have been a terrific asset class this past decade.