YearTotal ReturnPrice ReturnDividend Return 202421.0219.791.23 Historical Returns Component Returns Data Details S&P 500 YTD return as of the most recent market close. Includes the total return as well as the price only return. The 2024 price return is calculated using the price change from the la...
Unlike my “S&P 500 Historical Returns Calculator” which uses monthly snapshots and requires a different “Start Month” and “End Month”, this calculator uses actual 1-month returns, so you should use the same “Start Month” and “End Month” for a 1-month return. For full year returns...
S&P 500 Index Return- The total price return of the S&P 500 Index. So if it is at 1000 on the start and end date, this will be 0. S&P 500 Index Annualized Return- The total price return of the S&P 500 index (as above), annualized. This number basically gives your 'return per ye...
Therefore, it is of interest to graph and average the total return (meaning the increase in value if all dividends were reinvested) instead of the evolution of price. The following graph shows the S&P 500 historical return since 1950: The effect of investing $1 in 1950 is seen. The orange...
More than a quarter of all years saw better than 20 percent appreciation. And Detrick notes that the S&P 500 advanced 9.5 percent last year — and has never seen two straight years of gains of 5 to 10 percent. So, if the historical odds are against stocks just idling near this level...
The current trailing PE ratio for S&P 500 is 20x - that's expensive by historical standard, the average is around 15-16x. So, we could bet on the multiple contraction, however, the Fed is likely done increasing interest rates, so the expensive market ca...
Historical S&P 500 Price to Earnings Ratio Below is the monthly history of the S&P 500 Price to Earning ratio. Use the S&P 500 Return Calculator to see details on the most recent data. There's a lot of data here – use the accordion below to expand the section and reveal the P/E dat...
The S&P 500 has decisively broken above the 3,800 level, and we continue to see the potential for further upside towards our year-end target of 4,200. The narrative surrounding a Fed pivot seems premature at this point. And we think that a Fed pivot may not even be required to ignite...
Last year, U.S. stocks took investors by surprise. This graphic shows S&P 500 historical returns since 1875 to put 2023 returns into context.
This was not meant to be an exact prediction. The main point was a warning that the future long-term returns were going to be lower than the historical returns of the last 25 years due to a lower dividend yield and somewhat elevated valuations. The annual return ofVanguard Total US Stock...