S&P 400 (^SP400)
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in S&P 400, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: ^SP400 vs. VOO, ^SP400 vs. SPY, ^SP400 vs. VGIT, ^SP400 vs. VIOO
Return
S&P 400 had a return of 2.95% year-to-date (YTD) and 13.55% in the last 12 months. Over the past 10 years, S&P 400 had an annualized return of 7.22%, while the S&P 500 had an annualized return of 9.86%, indicating that S&P 400 did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -6.28% | -5.04% |
| 6 months | -0.40% | 4.35% |
| Year-To-Date | 2.95% | 11.68% |
| 1 year | 13.55% | 19.59% |
| 5 years (annualized) | 4.63% | 7.99% |
| 10 years (annualized) | 7.22% | 9.86% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -3.41% | -0.87% | -3.36% | 8.96% | 4.05% | -3.04% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for S&P 400 (^SP400) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the S&P 400. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the S&P 400 is 56.32%, recorded on Mar 9, 2009. It took 470 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.32% | Jul 16, 2007 | 416 | Mar 9, 2009 | 470 | Jan 14, 2011 | 886 |
| -42.14% | Feb 21, 2020 | 22 | Mar 23, 2020 | 162 | Nov 10, 2020 | 184 |
| -32.25% | Apr 17, 2002 | 123 | Oct 9, 2002 | 269 | Nov 3, 2003 | 392 |
| -27.51% | Apr 23, 1998 | 118 | Oct 8, 1998 | 58 | Dec 31, 1998 | 176 |
| -26.62% | May 2, 2011 | 109 | Oct 3, 2011 | 239 | Sep 13, 2012 | 348 |
Volatility Chart
The current S&P 400 volatility is 4.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.