S&P 500 Financials Index (^SPSY)
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Financials 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 500 Financials Index (^SPSY) returned 2.24% year-to-date (YTD) and 19.64% over the past 12 months. Over the past 10 years, ^SPSY returned 9.51% annually, underperforming the S&P 500 benchmark at 10.43%.
^SPSY
2.24%
12.52%
1.42%
19.64%
17.35%
9.51%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of ^SPSY, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.40% | 1.28% | -4.31% | -2.21% | 1.40% | 2.24% | |||||||
| 2024 | 2.90% | 3.96% | 4.67% | -4.31% | 3.01% | -1.01% | 6.31% | 4.36% | -0.67% | 2.55% | 10.16% | -5.58% | 28.43% |
| 2023 | 6.70% | -2.45% | -9.74% | 3.02% | -4.48% | 6.53% | 4.70% | -2.86% | -3.25% | -2.62% | 10.68% | 5.25% | 9.94% |
| 2022 | -0.08% | -1.49% | -0.35% | -6.85% | -0.92% | -11.07% | 7.01% | -2.18% | -7.93% | 11.80% | 6.83% | -5.43% | -12.35% |
| 2021 | -1.93% | 11.36% | 5.62% | 6.41% | 4.68% | -3.10% | -0.61% | 5.00% | -1.99% | 7.12% | -5.79% | 3.12% | 32.54% |
| 2020 | -2.79% | -11.35% | -21.48% | 9.34% | 2.43% | -0.52% | 3.52% | 4.13% | -3.67% | -1.05% | 16.75% | 6.05% | -4.10% |
| 2019 | 8.59% | 2.18% | -2.75% | 8.84% | -7.38% | 6.56% | 2.29% | -5.07% | 4.46% | 2.24% | 4.83% | 2.49% | 29.17% |
| 2018 | 6.36% | -2.95% | -4.46% | -0.48% | -1.12% | -2.02% | 5.15% | 1.18% | -2.37% | -4.87% | 2.58% | -11.45% | -14.67% |
| 2017 | 0.12% | 5.01% | -2.90% | -0.97% | -1.41% | 6.32% | 1.61% | -1.86% | 5.05% | 2.82% | 3.28% | 1.83% | 20.03% |
| 2016 | -8.96% | -3.17% | 7.09% | 3.27% | 1.82% | -3.43% | 3.41% | 3.57% | -2.86% | 2.16% | 13.67% | 3.76% | 20.14% |
| 2015 | -6.99% | 5.65% | -0.78% | 0.08% | 1.64% | -0.48% | 3.01% | -6.94% | -3.17% | 6.10% | 1.70% | -2.35% | -3.48% |
| 2014 | -3.73% | 2.94% | 3.08% | -1.64% | 1.23% | 2.28% | -1.55% | 4.02% | -0.54% | 2.85% | 2.12% | 1.62% | 13.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 92, ^SPSY is among the top 8% 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 Financials Index (^SPSY) 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 Financials 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 500 Financials Index was 83.96%, occurring on Mar 6, 2009. Recovery took 2716 trading sessions.
The current S&P 500 Financials Index drawdown is 5.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.96% | Feb 21, 2007 | 516 | Mar 6, 2009 | 2716 | Dec 12, 2019 | 3232 |
| -45.76% | Oct 10, 1989 | 267 | Oct 29, 1990 | 387 | May 11, 1992 | 654 |
| -43.13% | Jan 3, 2020 | 55 | Mar 23, 2020 | 204 | Jan 12, 2021 | 259 |
| -38.32% | Jan 4, 2001 | 441 | Oct 9, 2002 | 353 | Mar 5, 2004 | 794 |
| -35.14% | Jul 15, 1998 | 61 | Oct 8, 1998 | 126 | Apr 12, 1999 | 187 |
Volatility
Volatility Chart
The current S&P 500 Financials Index volatility is 9.58%, 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.