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 25.53%, compared to 20.44% last month and 37.30% last year. This is higher than the long term average of 23.25%.

Basic Info. 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%. The S&P 500 Monthly Total Return is the investment return received each month, including dividends, when holding the S&P 500 index.

Basic Info. S&P 500 12 Month Total Return is at 28.19%, compared to 22.66% last month and 2.92% last year.

Stock Market Average Yearly Return for the Last 50 Years

The average yearly return of the S&P 500 is 11.35% over the last 50 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 50-year average stock market return (including dividends) is 7.26%.

Basic Info. 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.

S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%.

The S&P 500 is an index, so it does not pay dividends; however, there are mutual funds and exchange-traded funds (ETFs) that track the index, which you can invest in. If the companies in these funds pay dividends, you'll receive yours based on how many shares of the funds you hold.

How long does it take to double money at 7 percent? ›

Basic Info. S&P 500 2 Year Return is at 27.72%, compared to 21.87% last month and -0.58% last year. This is higher than the long term average of 14.14%. 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.

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.

S&P 500 3 Year Return is at 25.53%, compared to 20.44% last month and 37.30% last year.

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.

If you have $1,000 invested in the S&P 500, you would receive $20 in dividends which would be taxable. However, if you're in the 10% or 15% tax bracket your tax rate on qualified dividends would be 0%. Remember that the exact tax you pay is tied to your tax rate and income.

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.

Stock market returns since 2012

This is a return on investment of 408.78%, or 14.00% per year. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 271.94% cumulatively, or 11.16% per year.

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions.

The Nasdaq returned 264% over the last decade, compounding at 13.8% annually. Investors can get direct exposure to the index with the Fidelity Nasdaq Composite ETF (NASDAQ: ONEQ).