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 (I:SP5003YR)

S&P 500'S 3-YEAR RETURN IS FAR FROM A RECORD-HIGH

The impact of the market's crash in March 2020 inflated this measure to nearly 60% in March 2023. As DataTrek's Nicholas Colas wrote this week, the average three-year price return since 1974 is 29% (8.9% per year, compounded).

Basic Info

S&P 500 Monthly Total Return is at -4.08%, compared to 3.22% last month and 1.56% last year.

S&P 500 3 Month Return is at 3.92%, compared to 10.16% last month and 2.28% last year.

The return over three years, expressed in yearly figures. For example a fund that has returned 30% over three years has a 3 year annualised return of 10%.

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.

S&P 500 2 Year Return is at 21.87%, compared to 15.98% last month and -0.28% last year. This is higher than the long term average of 14.10%. 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.

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%.

S&P 500 12 Month Total Return is at 22.66%, compared to 29.88% last month and 2.66% last year.

How much would I have earned if I invested in the S&P 500? ›

For a point of reference, the S&P 500 has a historical average annual total return of about 10%, not accounting for inflation. This doesn't mean you can expect 10% growth every year; you could experience a gain one year and a loss the next.

The average yearly return of the S&P 500 is 10.47% over the last 30 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 30-year average stock market return (including dividends) is 7.74%.

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.

Given that $1000 has been Deposited in an account that pays 4% Interest compounded continuously. Hence, it will take approximately 17.33 years to grow $2000 in the Account.

[ Annual Return = (ending value / beginning value)^(1 / number of years) – 1 ] When we know the annual return but not the total return, we can calculate total return by adding one to the annual return rate and raising it to the power of the number of years of the investment period.

There is always a short term volatility and long term stability. Factors affecting good returns is more in the short timeframe than the longer timeframe. Because in 3 years we may have been in a bull or a bear market which will determine the returns. Hence returns can be fluctuating in a big time.

Basic Info. S&P 500 2 Year Return is at 21.87%, compared to 15.98% last month and -0.28% last year. This is higher than the long term average of 14.10%. 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.

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 5 Year Return is the investment return received for a 5 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.