S&P 500 Total Return (^SP500TR)
Share Price Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Total Return, 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 500 Total Return had a return of 21.81% year-to-date (YTD) and 18.11% in the last 12 months. Over the past 10 years, S&P 500 Total Return had an annualized return of 11.94%, outperforming the S&P 500 benchmark which had an annualized return of 9.85%.
|5 years (annualized)||13.77%||11.84%|
|10 years (annualized)||11.94%||9.85%|
Monthly Returns Heatmap
This table presents a comparison of risk-adjusted performance metrics for S&P 500 Total Return (^SP500TR) 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 displays the maximum drawdowns of the S&P 500 Total Return. 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 500 Total Return was 55.25%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
|-55.25%||Oct 10, 2007||355||Mar 9, 2009||774||Apr 2, 2012||1129|
|-47.41%||Sep 5, 2000||525||Oct 9, 2002||1017||Oct 23, 2006||1542|
|-33.79%||Feb 20, 2020||23||Mar 23, 2020||97||Aug 10, 2020||120|
|-24.49%||Jan 4, 2022||195||Oct 12, 2022||—||—||—|
|-19.36%||Sep 21, 2018||65||Dec 24, 2018||75||Apr 12, 2019||140|
The current S&P 500 Total Return volatility is 2.79%, 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.