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S&P 500 EXPECTED RETURN

YTD Return, % ; 5y Average Return, % ; Number of Years Up, 25 ; Number of Years Down, 6 ; Best 1Y Total Return (Aug 28, ), %. return index, the S&P index here does not contain dividends. Copyright © , S&P Dow Jones Indices LLC. All rights reserved. Reproduction of S&P 1 YEAR RETURN. %. DAY RANGE. 5,–5, Key Statistics. 1 Year Dow Jones Industrial Average. 41,USD. –%. S&P INDEX. 5,USD. S&P Annual Total Return is at %, compared to % last year. This is higher than the long term average of %. The S&P Annual Total Return. Looking at the S&P from to mid the picture changes. The average stock market return for the last 20 years was % (% when adjusted for.

The most recent closing values of the data set are for August 27, , and are for the DJIA, for the S&P, and for the NASDAQ. The. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 88,% cumulatively, or % per year. If you used. Returns have pretty consistently been 10% nominal CAGR and 6% real CAGR over any extended period of time for over a century now. Over a year or. S&P Index ; YTD Change. % ; 12 Month Change. % ; Day Range5, - 5, ; 52 Wk Range4, - 5, ; Total Components Since , the average annual total return for the S&P , an unmanaged index of large U.S. stocks, has been about 10%. Investments that offer the potential. S&P Index ; 5 Day. % ; 1 Month. % ; 3 Month. % ; YTD. % ; 1 Year. %. So far in (YTD), the S&P index has returned an average %. Year, Return. , %. Over the past 30 years, stocks posted an average annual return of %, and bonds Bar chart comparing annual returns of the S&P Index and the. Considering the last four recessions, the S&P tended to perform better on average in terms of price return, both during and 12 months after the start of. Over the very long run, the stock market has had an inflation-adjusted annualized return rate of between six and seven percent. Another pattern: while stocks. For example, the ten-year annualized return through. , which is %, exhibits the annualized rate of return produced by the S&P starting in all.

Exhibit 1 shows calendar year returns for the S&P Index since The shaded band marks the historical average of 10%, plus or minus 2 percentage points. The S&P ® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes leading companies and covers approximately 80%. The market has returned 10%, but of course past performance is not an accurate representation of future performance. average company ROE. Equity/Asset ratios by sector are based on the sums Market capitalization and return on common equity are as of 3/15/ Total. The average yearly return of the S&P is % over the last years, as of the end of May This assumes dividends are reinvested. This means the inflation-adjusted return is % as opposed to the original %. For more information on inflation, see our U.S. inflation calculator for. The current price of the S&P as of August 29, is 5, S&P Index - Historical Annual Data. Year, Average Closing Price, Year Open, Year High. The average annual return from through mid has been %. But that overstates the compound annual growth rate of the index, which has been just %. Today's chart comes from OneDigital and shows that the average return for years ending in was % for the S&P , while the average investor only.

Since the late 19th century, the S&P has delivered year average annual returns of %, according to Goldman Sachs data. Between and , however. S&P 1 Year Return is at %, compared to % last month and % last year. This is higher than the long term average of %. The S&P 1. On average, the value of this index has nearly tripled every 10 years, including dividend reinvestment. Other summary values are provided below. The total returns of the S&P index are listed by year. Total returns include two components: the return generated by dividends and the return generated by. The S&P was up % in July, bringing its YTD return to %. · The Dow Jones Industrial Average increased % for the month and was up % YTD. · The.

In fact, average returns for the S&P were positive 76% of the time in the period from to Attractive returns: Like all stocks, major indexes will fluctuate. But over time indexes have made solid returns, such as the S&P 's long-term record of.

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