S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns (2024)

FAQs

S&P 500 5 Year Return Monthly Analysis: S&P 500 Returns? ›

S&P 500 5 Year Return is at 91.77%, compared to 70.94% last month and 54.51% last year. This is higher than the long term average of 45.44%. 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.

Stock Market Average Yearly Return for the Last 5 Years

The historical average yearly return of the S&P 500 is 13.71% over the last 5 years, as of the end of April 2024. This assumes dividends are reinvested.

S&P 500 Monthly Total Return is at 4.96%, compared to -4.08% last month and 0.43% last year. This is higher than the long term average of 0.72%.

S&P 500 1 Year Return is at 26.26%, compared to 20.78% last month and 1.15% last year. This is higher than the long term average of 6.81%. 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.

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.

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.

An investor has to buy shares of the companies themselves or of index funds in order to receive dividends. “The S&P itself does not pay a dividend,” explains Titan investment manager Christopher Seifel.

The S&P 500 stock index has had an average annualized return around 10% over very long periods (higher if you include dividends), while average annual real estate returns are often more in the 4-8% range. Thus, stocks have outperformed real estate over the past several decades.

How much was $10,000 invested in the S&P 500 in 2000? ›

Think About This: $10,000 invested in the S&P 500 at the beginning of 2000 would have grown to $32,527 over 20 years — an average return of 6.07% per year.

S&P 500 forecast

But the S&P 500's forward 12-month P/E ratio is 20.3. Its 10-year average forward P/E of 17.8 suggests stock valuations may be stretched. Most analysts remain optimistic that the S&P 500 will continue advancing. The average analyst price target for the S&P 500 is 5,925.80.

The S&P 500 is less than 3% away from its all-time high, making some investors hesitant to buy an index fund. There's no way to time a correction, and even if you buy at the highs, you'll likely do fine over the long run. Dollar-cost averaging could be a far better strategy, no matter what the market is doing.

Basic Info. S&P 500 Monthly Return is at 4.80%, compared to -4.16% last month and 0.25% 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 10 Year Return is at 174.4%, compared to 167.3% last month and 156.3% last year. This is higher than the long term average of 114.8%.

Stock market returns since 1960

This is a return on investment of 55,712.27%, or 10.32% per year. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 5,160.13% cumulatively, or 6.34% per year.

Stock market returns since 2005

This is a return on investment of 519.66%, or 9.89% per year.