S&P Composite 1500 Index (^SPSUPX)
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Popular comparisons: ^SPSUPX vs. PPA, ^SPSUPX vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P Composite 1500 Index, 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 Composite 1500 Index had a return of 15.87% year-to-date (YTD) and 21.20% in the last 12 months. Over the past 10 years, S&P Composite 1500 Index had an annualized return of 10.66%, which was very close to the S&P 500 benchmark's annualized return of 10.91%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.87% | 16.48% |
| 1 month | 2.01% | 1.67% |
| 6 months | 13.91% | 14.21% |
| 1 year | 21.20% | 21.98% |
| 5 years (annualized) | 12.79% | 13.13% |
| 10 years (annualized) | 10.66% | 10.91% |
Monthly Returns
The table below presents the monthly returns of ^SPSUPX, 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 | 1.25% | 5.16% | 3.23% | -4.31% | 4.77% | 3.03% | 15.87% | ||||||
| 2023 | 6.43% | -2.54% | 2.86% | 1.23% | -0.01% | 6.64% | 3.22% | -1.91% | -4.93% | -2.47% | 8.86% | 4.85% | 23.41% |
| 2022 | -5.42% | -2.80% | 3.36% | -8.68% | 0.08% | -8.48% | 9.22% | -4.19% | -9.36% | 8.23% | 5.37% | -5.91% | -19.12% |
| 2021 | -0.77% | 2.98% | 4.23% | 5.10% | 0.56% | 1.96% | 2.03% | 2.81% | -4.66% | 6.76% | -1.00% | 4.39% | 26.66% |
| 2020 | -0.42% | -8.52% | -13.24% | 12.76% | 4.66% | 1.84% | 5.42% | 6.73% | -3.91% | -2.38% | 11.11% | 3.98% | 15.81% |
| 2019 | 8.10% | 3.08% | 1.47% | 3.93% | -6.74% | 6.94% | 1.29% | -2.05% | 1.83% | 1.97% | 3.35% | 2.84% | 28.34% |
| 2018 | 5.32% | -3.94% | -2.32% | 0.25% | 2.41% | 0.49% | 3.45% | 3.08% | 0.20% | -7.23% | 1.85% | -9.42% | -6.77% |
| 2017 | 1.70% | 3.55% | -0.08% | 0.90% | 0.92% | 0.62% | 1.82% | -0.15% | 2.23% | 2.17% | 2.88% | 0.87% | 18.80% |
| 2016 | -5.16% | -0.25% | 6.77% | 0.36% | 1.58% | 0.11% | 3.65% | -0.05% | -0.15% | -2.08% | 4.01% | 1.88% | 10.65% |
| 2015 | -2.97% | 5.46% | -1.40% | 0.55% | 1.11% | -1.95% | 1.73% | -6.19% | -2.74% | 8.01% | 0.21% | -2.05% | -1.03% |
| 2014 | -3.46% | 4.35% | 0.65% | 0.31% | 2.00% | 2.17% | -1.88% | 3.87% | -1.94% | 2.57% | 2.30% | -0.23% | 10.88% |
| 2013 | 5.24% | 1.09% | 3.70% | 1.62% | 2.16% | -1.50% | 5.11% | -3.17% | 3.26% | 4.36% | 2.73% | 2.36% | 30.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ^SPSUPX is 80, placing it in the top 20% of indices on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P Composite 1500 Index (^SPSUPX) 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 Composite 1500 Index. 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 Composite 1500 Index was 56.77%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.
The current S&P Composite 1500 Index drawdown is 1.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.77% | Oct 10, 2007 | 355 | Mar 9, 2009 | 994 | Feb 19, 2013 | 1349 |
| -47.26% | Sep 5, 2000 | 530 | Oct 9, 2002 | 1079 | Jan 24, 2007 | 1609 |
| -34.6% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -25.12% | Jan 4, 2022 | 195 | Oct 12, 2022 | 318 | Jan 19, 2024 | 513 |
| -20.31% | Jul 20, 1998 | 59 | Oct 8, 1998 | 51 | Dec 21, 1998 | 110 |
Volatility
Volatility Chart
The current S&P Composite 1500 Index volatility is 2.85%, 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.