The average annualized total return for theover the past 90 years is 9.8 percent. For 2017, in just under half a year, the S&P 500's total return is 9.7 percent. Looking at these facts side by side, it might seem the market has been twice as generous as usual so far this year,...
to the extent that the Fund’s Total Annual Fund Operating Expenses exceed 0.45% of the Fund’s average daily net assets (excluding, as applicable, among other expenses, taxes, swap financing and related costs, acquired fund fees and expenses, dividends or interest on short positions, other in...
Here’s the S&P 500’s performance over the last 10 years, to April 8, 2025, and its average annual performance and total performance over four time periods. Time1 year3 years5 years10 years Annualized return -4.2 percent 6.6 percent 12.6 percent 9.1 percent Total return -4.2 percent 21.2...
What is the average return of the S&P 500? For nearly the last century, the average annual total return of the S&P 500 (which includes dividends) has been about 10%, not adjusting for inflation. However, keep in mind this doesn’t mean you can expect to get a 10% return on your inv...
Simple Moving Average 155.92 154.07 140.35 Last Price vs SMA +1.67% +2.90% +12.95% More On Moving Averages » Discover More You may be interested in: TIHHX $0.00 Nuveen High Yield Fund Inst0.00% NQFRLM $0.00 NASDAQ France Large Mid Cap Index0.00% PDSYX $0.00 Principal Diversified Select...
Simple Moving Average 71.26 70.50 66.71 Last Price vs SMA +0.94% +2.03% +7.82% More On Moving Averages » Discover More You may be interested in: RING $0.00 iShares MSCI Global Gold Miners ETF0.00% BGH $0.00 Barings Global Short Duration High Yield Fund0.00% HBLTX $0.00 The Hartford ...
This fund has only delivered an average annual return of 6.7% since its inception in January 2004. However, it has soared over the past 12 months, handily outperforming the S&P 500. ^SPXdata byYCharts You might have noticed on the chart that the Vanguard Financials ETF really opened...
Averaging the 2020 and 2021 SP 500 full-year EPS estimates, the 4% average growth rate has been constant now for 14 straight weeks. The 23x multiple for 2020 doesn’t look so great for the SP 500, but the 17x multiple for 2021 looks better. ...
The negative returns averaged a loss of 14.7% over the 29 years. Add in 10 years of losses at -18.0%, and you get an average loss on the 39 down years of 15.6%. The 62 up years between 1928 and 2020 averaged a positive annual return of 18.6%. ...
SPDR® S&P® MidCap 400 ETF Trust and SPDR® Dow Jones Industrial AverageSM ETF Trust, which are all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc. is distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not aff...