S&P 500 (TR) (^SP500TR)
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in S&P 500 (TR) in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $327,131 for a total return of roughly 3,171.31%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
S&P 500 (TR) had a return of 2.41% year-to-date (YTD) and -8.57% in the last 12 months. Over the past 10 years, S&P 500 (TR) had an annualized return of 11.84%, outperforming the S&P 500 benchmark which had an annualized return of 9.71%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -5.11% | -5.31% |
| Year-To-Date | 2.41% | 2.01% |
| 6 months | 1.29% | 0.39% |
| 1 year | -8.57% | -10.12% |
| 5 years (annualized) | 9.23% | 7.32% |
| 10 years (annualized) | 11.84% | 9.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.28% | -2.44% | ||||||||||
| 2022 | -9.21% | 8.10% | 5.59% | -5.76% |
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 500 (TR). 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 500 (TR) is 55.25%, recorded on Mar 9, 2009. It took 774 trading sessions for the portfolio to recover.
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 | — | — | — |
| -19.36% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -19.19% | Jul 20, 1998 | 31 | Aug 31, 1998 | 59 | Nov 23, 1998 | 90 |
| -19.18% | Jul 17, 1990 | 62 | Oct 11, 1990 | 84 | Feb 11, 1991 | 146 |
| -12.96% | Jul 21, 2015 | 143 | Feb 11, 2016 | 45 | Apr 18, 2016 | 188 |
| -11.8% | Jul 19, 1999 | 64 | Oct 15, 1999 | 22 | Nov 16, 1999 | 86 |
| -11.14% | Mar 27, 2000 | 15 | Apr 14, 2000 | 97 | Sep 1, 2000 | 112 |
Volatility Chart
Current S&P 500 (TR) volatility is 21.24%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.