S&P 400 (^SP400)
Share Price 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.
Compare to other instruments
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.
|5 years (annualized)||4.63%||7.99%|
|10 years (annualized)||7.22%||9.86%|
Monthly Returns Heatmap
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.
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
|-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|
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.