S&P 400 (^SP400)
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Popular comparisons: ^SP400 vs. SPY, ^SP400 vs. VOO, ^SP400 vs. TTEK, ^SP400 vs. ^GSPC, ^SP400 vs. VGIT, ^SP400 vs. FIX, ^SP400 vs. SSO, ^SP400 vs. VIOO, ^SP400 vs. R2SC.L, ^SP400 vs. HON
Performance
Performance Chart
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.
Returns By Period
S&P 400 had a return of 8.77% year-to-date (YTD) and 10.92% in the last 12 months. Over the past 10 years, S&P 400 had an annualized return of 8.00%, while the S&P 500 had an annualized return of 10.58%, indicating that S&P 400 did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 8.77% | 13.20% |
| 1 month | 3.57% | -1.28% |
| 6 months | 9.62% | 10.32% |
| 1 year | 10.92% | 18.23% |
| 5 years (annualized) | 8.84% | 12.31% |
| 10 years (annualized) | 8.00% | 10.58% |
Monthly Returns
The table below presents the monthly returns of ^SP400, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.77% | 5.80% | 5.39% | -6.08% | 4.26% | -1.77% | 8.77% | ||||||
| 2023 | 9.14% | -1.95% | -3.41% | -0.87% | -3.36% | 8.96% | 4.05% | -3.04% | -5.42% | -5.42% | 8.33% | 8.50% | 14.45% |
| 2022 | -7.27% | 0.99% | 1.21% | -7.18% | 0.58% | -9.78% | 10.75% | -3.25% | -9.36% | 10.42% | 5.95% | -5.72% | -14.48% |
| 2021 | 1.45% | 6.67% | 4.53% | 4.44% | 0.08% | -1.15% | 0.28% | 1.83% | -4.09% | 5.82% | -3.06% | 4.92% | 23.21% |
| 2020 | -2.70% | -9.63% | -20.43% | 14.06% | 7.14% | 1.09% | 4.53% | 3.36% | -3.39% | 2.09% | 14.12% | 6.37% | 11.81% |
| 2019 | 10.36% | 4.08% | -0.74% | 3.93% | -8.13% | 7.46% | 1.09% | -4.35% | 2.89% | 1.03% | 2.80% | 2.63% | 24.05% |
| 2018 | 2.81% | -4.57% | 0.76% | -0.34% | 3.95% | 0.27% | 1.68% | 3.03% | -1.23% | -9.63% | 2.93% | -11.48% | -12.50% |
| 2017 | 1.60% | 2.50% | -0.56% | 0.76% | -0.64% | 1.45% | 0.80% | -1.69% | 3.76% | 2.18% | 3.49% | 0.07% | 14.45% |
| 2016 | -5.78% | 1.25% | 8.32% | 1.14% | 2.15% | 0.23% | 4.21% | 0.34% | -0.80% | -2.76% | 7.82% | 2.03% | 18.73% |
| 2015 | -1.19% | 4.98% | 1.16% | -1.56% | 1.63% | -1.48% | 0.05% | -5.73% | -3.38% | 5.54% | 1.18% | -4.33% | -3.71% |
| 2014 | -2.19% | 4.74% | 0.23% | -1.64% | 1.62% | 3.99% | -4.34% | 4.92% | -4.67% | 3.48% | 1.69% | 0.68% | 8.19% |
| 2013 | 7.15% | 0.85% | 4.63% | 0.55% | 2.09% | -1.98% | 6.12% | -3.90% | 5.07% | 3.64% | 1.16% | 2.94% | 31.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SP400 is 47, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P 400 (^SP400) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the S&P 400. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the S&P 400 was 56.32%, occurring on Mar 9, 2009. Recovery took 470 trading sessions.
The current S&P 400 drawdown is 2.87%.
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
Volatility Chart
The current S&P 400 volatility is 5.29%, 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.