S&P 500 6 Month Return Monthly Insights: S&P 500 Returns (2024)

FAQs

What is the S&P 500 rate of return last 6 months? ›

Basic Info. S&P 500 6 Month Return is at 10.83%, compared to 13.96% last month and 13.54% last year. This is higher than the long term average of 3.49%.

S&P 500 Monthly Return is at 2.28%, compared to 1.13% last month and -1.77% last year. This is higher than the long term average of 0.58%. 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 5 Year Return is at 93.01%, compared to 85.29% last month and 55.36% last year. This is higher than the long term average of 45.87%. 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.

S&P 500 Annual Return is at 24.23%, compared to -19.44% last year. This is higher than the long term average of 7.93%.

Average Market Return for the Last 30 Years

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).

Stock market returns since 1970

This is a return on investment of 27,269.78%, or 10.86% per year. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 3,276.19% cumulatively, or 6.68% per year.

Basic Info

S&P 500 Dividend Yield is at 1.32%, compared to 1.35% last month and 1.54% last year.

The actual rate of return is largely dependent on the types of investments you select. The Standard & Poor's 500® (S&P 500®) for the 10 years ending December 31^st 2023, had an annual compounded rate of return of 15.2%, including reinvestment of dividends.

Basic Info. S&P 500 1 Year Return is at 25.31%, compared to 20.34% last month and 13.97% last year. This is higher than the long term average of 6.97%. 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.

How comfortable do you feel taking the risk of losing your money refers to? ›

That brings us to risk tolerance, officially defined by the U.S. Securities and Exchange Commission (SEC) as “an investor's ability and willingness to lose some or all of an investment in exchange for greater potential returns.”

As of August 2024, in the previous 30 Years, the Vanguard S&P 500 (VOO) ETF obtained a 10.58% compound annual return, with a 15.12% standard deviation.

The easiest way to invest in the S&P 500

An S&P 500 index fund or ETF is the simplest way to invest in the index. These funds aim to replicate the returns of the S&P 500 by tracking it, offering investors exposure to S&P 500 companies without the effort involved in purchasing the individual stock of each company.

Basic Info

S&P 500 12 Month Total Return is at 27.14%, compared to 22.15% last month and 15.94% last year.

S&P 500 2 Year Return is at 42.82%, compared to 33.70% last month and -0.33% last year. This is higher than the long term average of 14.40%. 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.

So far in 2024 (YTD), the S&P 500 index has returned an average 19.09%.