S&P 500 3 Year Return Monthly Insights: S&P 500 Returns (2024)

FAQs

S&P 500 3 Year Return Monthly Insights: S&P 500 Returns? ›

S&P 500 3 Year Return is at 32.26%, compared to 33.72% last month and 58.99% last year. This is higher than the long term average of 23.25%.

S&P 500 Monthly Total Return is at 3.22%, compared to 5.34% last month and 3.67% last year.

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 12 Month Total Return is at 29.88%, compared to 30.45% last month and -7.73% last year.

Three Year Stock Price Total Return for SPDR S&P 500 ETF Trust is calculated as follows: Last Close Price [ 508.26 ] / Adj Prior Close Price [ 399.44 ] (-) 1 (=) Total Return [ 27.2% ] Prior price dividend adjustment factor is 0.96.

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.

Expressed as a percentage, this figure is calculated by taking the change in accumulation unit value (AUV) during the period and dividing by the starting AUV.

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.

What was the S&P 500 annual return last 3 years? ›

Optimistic: 6%-7% per year.

If you assume margins and P/E multiples will remain at their current high level, and expect sales and buybacks to grow at their historical rates, then you can anticipate making about 6% in returns per year over the next decade.

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%.

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.

SPY 1 Year Total Returns (Daily): 22.45% for April 30, 2024.

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.

The SPTR is different from the standard S&P Index (SPX), which does not include dividend gains. The total return indexes follow a similar pattern in which many mutual funds operate, where all resulting cash payouts are automatically reinvested back into the fund itself.