S&P 500 Total Return (^SP500TR)
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Performance
Performance 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.
Returns By Period
S&P 500 Total Return had a return of 24.77% year-to-date (YTD) and 24.86% in the last 12 months. Over the past 10 years, S&P 500 Total Return had an annualized return of 13.05%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.
^SP500TR
24.77%
-0.24%
7.73%
24.86%
14.61%
13.05%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of ^SP500TR, 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 | 1.68% | 5.34% | 3.22% | -4.08% | 4.96% | 3.59% | 1.22% | 2.43% | 2.14% | -0.91% | 5.87% | 24.77% | |
| 2023 | 6.28% | -2.44% | 3.67% | 1.56% | 0.43% | 6.61% | 3.21% | -1.59% | -4.77% | -2.10% | 9.13% | 4.54% | 26.29% |
| 2022 | -5.17% | -2.99% | 3.71% | -8.72% | 0.18% | -8.25% | 9.22% | -4.08% | -9.21% | 8.10% | 5.59% | -5.76% | -18.11% |
| 2021 | -1.01% | 2.76% | 4.38% | 5.34% | 0.70% | 2.33% | 2.38% | 3.04% | -4.65% | 7.01% | -0.69% | 4.48% | 28.71% |
| 2020 | -0.04% | -8.23% | -12.35% | 12.82% | 4.76% | 1.99% | 5.64% | 7.19% | -3.80% | -2.66% | 10.95% | 3.84% | 18.40% |
| 2019 | 8.01% | 3.21% | 1.94% | 4.05% | -6.35% | 7.05% | 1.44% | -1.58% | 1.87% | 2.17% | 3.63% | 3.02% | 31.49% |
| 2018 | 5.73% | -3.69% | -2.54% | 0.38% | 2.41% | 0.62% | 3.72% | 3.26% | 0.57% | -6.83% | 2.04% | -9.03% | -4.38% |
| 2017 | 1.90% | 3.97% | 0.12% | 1.03% | 1.41% | 0.62% | 2.06% | 0.31% | 2.06% | 2.33% | 3.07% | 1.11% | 21.83% |
| 2016 | -4.96% | -0.13% | 6.78% | 0.39% | 1.80% | 0.26% | 3.69% | 0.14% | 0.02% | -1.82% | 3.70% | 1.98% | 11.96% |
| 2015 | -3.00% | 5.75% | -1.58% | 0.96% | 1.29% | -1.94% | 2.10% | -6.03% | -2.47% | 8.44% | 0.30% | -1.58% | 1.38% |
| 2014 | -3.46% | 4.57% | 0.84% | 0.74% | 2.35% | 2.07% | -1.38% | 4.00% | -1.40% | 2.44% | 2.69% | -0.25% | 13.69% |
| 2013 | 5.18% | 1.36% | 3.75% | 1.93% | 2.34% | -1.34% | 5.09% | -2.90% | 3.14% | 4.60% | 3.05% | 2.53% | 32.39% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, ^SP500TR is among the top 11% of indices on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P 500 Total Return (^SP500TR) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
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.
The current S&P 500 Total Return drawdown is 3.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -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 | 294 | Dec 13, 2023 | 489 |
| -19.36% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
Volatility
Volatility Chart
The current S&P 500 Total Return volatility is 3.65%, 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.