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

FAQs

What is the average return of the S&P 500 monthly? ›

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 Monthly Return is at 4.80%, compared to -4.16% last month and 0.25% last year.

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%.

Historically, April, October, and November have been the best months to buy stocks, while September has shown the worst performance. Knowing when to hold or sell stocks depends on personal strategies, research, and confidence in the stock's potential for growth.

SPX is a symbol referring to the S&P 500 index, which consists of the largest 500 publicly traded companies, as measured by market capitalization. Investors can't directly invest in SPX, but they can invest in ETFs or index funds that are designed to track the performance of the index.

The S&P 500 Total Return Index (SPTR) is one example of a total return index. The SPTR is different from the standard S&P Index (SPX), which does not include dividend gains.

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 is a realistic retirement income? ›

After analyzing many scenarios, we found that 75% is a good starting point to consider for your income replacement rate. This means that if you make $100,000 shortly before retirement, you can start to plan using the ballpark expectation that you'll need about $75,000 a year to live on in retirement.

Well, there is no limit to how much you can make from stocks in a month. The money you can make by trading can run into thousands, lakhs, or even higher. A few key things that intraday profits depend on: How much capital are you putting in the markets daily?

Basic Info

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

Basic Info. S&P 500 Annual Return is at 24.23%, compared to -19.44% last year.

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

Monthly Return = (Closing Price on Last Day of Month / Closing Price on Last Day of Previous Month) - 1. People frequently convert annual returns to average monthly returns using this formula: Monthly Return = (Period Ending Price/Period Beginning Price)^(1/12) – 1.

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.

Definition of 3 Month Price Total Return

The 3 month price total return measures the total change in price (adjusted of dividends and splits when applicable) over the last 3 months. If the company pays dividends, the starting stock price is adjusted down to include the return in the form of dividends.