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 10.56% year-to-date (YTD) and 28.80% in the last 12 months. Over the past 10 years, S&P 500 Total Return had an annualized return of 12.92%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.56% | 10.00% |
| 1 month | 2.50% | 2.41% |
| 6 months | 17.57% | 16.70% |
| 1 year | 28.80% | 26.85% |
| 5 years (annualized) | 14.69% | 12.81% |
| 10 years (annualized) | 12.92% | 10.84% |
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% | 10.56% | ||||||||
| 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
The current risk-adjusted rank of ^SP500TR is 90, placing it in the top 10% of indices on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
^SP500TR (S&P 500 Total Return)
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.
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.
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 3.36%, 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.