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 is at 25.53%, compared to 20.44% last month and 37.30% last year. This is higher than the long term average of 23.25%.

Basic Info. S&P 500 Monthly Return is at 4.80%, compared to -4.16% last month and 0.25% last year. This is higher than the long term average of 0.56%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.

If the market averages 4% over a tough 5 year period, then your investment account should do at least that well. If the market is up 24% over an awesome three year period, then your long-term investments should keep pace with this, assuming that you have at least a moderate risk tolerance.

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.

S&P 500 3 Year Return is at 25.53%, compared to 20.44% last month and 37.30% last year.

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.

When you factor in volatility and inflation, as well as taxes, fees and asset allocation, a more realistic expectation would be 7%, maybe even 5%. Here's why. The power of compounding is an important concept that investors need to understand.

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). Some of this success can be attributed to the dot-com boom in the late 1990s (before the bust), which resulted in high return rates for five consecutive years.

What is the S&P 500 12 month return? ›

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

The S&P 500 is an index, so it does not pay dividends; however, there are mutual funds and exchange-traded funds (ETFs) that track the index, which you can invest in. If the companies in these funds pay dividends, you'll receive yours based on how many shares of the funds you hold.

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.

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%.

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.

The S&P 500: 15-year return of 495% (12.6% annually)