S&P 500 Equal Weighted Index (^SPXEW)
^SPXEWShare Price Chart
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^SPXEWPerformance
The chart shows the growth of $10,000 invested in S&P 500 Equal Weighted Index in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $33,878 for a total return of roughly 238.78%. All prices are adjusted for splits and dividends.
^SPXEWReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -2.91% | -3.40% |
| 6M | -14.52% | -17.28% |
| YTD | -16.70% | -20.46% |
| 1Y | -10.79% | -12.76% |
| 5Y | 7.12% | 8.44% |
| 10Y | 9.88% | 10.06% |
^SPXEWMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -4.40% | -1.03% | 2.39% | -6.48% | 0.80% | -9.58% | 8.60% | -3.69% | -9.42% | 6.46% | ||
| 2021 | -0.90% | 5.90% | 5.76% | 4.65% | 1.76% | -0.01% | 1.20% | 2.22% | -3.94% | 5.24% | -2.72% | 5.99% |
| 2020 | -1.92% | -9.17% | -18.19% | 14.33% | 4.44% | 1.38% | 4.73% | 4.26% | -2.71% | -0.72% | 14.07% | 4.09% |
| 2019 | 9.75% | 3.46% | 0.68% | 3.51% | -7.12% | 7.33% | 0.77% | -3.34% | 2.91% | 1.17% | 3.15% | 2.57% |
| 2018 | 4.39% | -4.52% | -1.14% | 0.32% | 1.21% | 0.77% | 3.12% | 1.79% | -0.05% | -7.29% | 2.52% | -9.91% |
| 2017 | 2.03% | 3.01% | -0.17% | 0.59% | 0.40% | 1.02% | 1.51% | -1.14% | 2.75% | 1.01% | 3.61% | 1.01% |
| 2016 | -5.69% | 0.89% | 7.71% | 1.14% | 1.25% | -0.25% | 4.12% | -0.02% | -0.08% | -2.49% | 4.97% | 0.93% |
| 2015 | -2.92% | 5.52% | -1.08% | 0.30% | 0.57% | -2.41% | 0.88% | -5.57% | -3.42% | 7.15% | 0.04% | -2.52% |
| 2014 | -3.04% | 5.19% | 0.49% | 0.26% | 2.01% | 2.70% | -2.38% | 4.05% | -2.68% | 2.93% | 2.45% | 0.13% |
| 2013 | 6.45% | 0.99% | 4.18% | 1.52% | 2.51% | -1.25% | 5.40% | -2.96% | 3.83% | 4.19% | 2.13% | 2.73% |
| 2012 | 5.52% | 3.96% | 2.20% | -0.85% | -7.14% | 3.70% | 0.15% | 2.80% | 2.32% | -0.87% | 1.04% | 2.05% |
| 2011 | 2.14% | 3.90% | 0.66% | 3.09% | -0.70% | -1.98% | -3.62% | -6.56% | -9.17% | 12.92% | -0.87% | -0.07% |
| 2010 | -4.72% | 4.07% | 6.87% | 2.74% | -7.54% | -6.36% | 7.22% | -4.97% | 10.12% | 3.49% | 0.70% | 7.01% |
^SPXEWDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
^SPXEWWorst Drawdowns
The table below shows the maximum drawdowns of the S&P 500 Equal Weighted Index. 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 Equal Weighted Index is 39.21%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.21% | Feb 13, 2020 | 27 | Mar 23, 2020 | 161 | Nov 9, 2020 | 188 |
| -23.21% | May 11, 2011 | 102 | Oct 3, 2011 | 113 | Mar 15, 2012 | 215 |
| -22.47% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -20.26% | Sep 24, 2018 | 64 | Dec 24, 2018 | 86 | Apr 30, 2019 | 150 |
| -17.96% | May 22, 2015 | 183 | Feb 11, 2016 | 106 | Jul 14, 2016 | 289 |
| -16.81% | Apr 26, 2010 | 49 | Jul 2, 2010 | 87 | Nov 4, 2010 | 136 |
| -11.44% | Mar 27, 2012 | 48 | Jun 4, 2012 | 70 | Sep 12, 2012 | 118 |
| -9.94% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
| -8.29% | Sep 8, 2014 | 26 | Oct 13, 2014 | 17 | Nov 5, 2014 | 43 |
| -8.03% | Jan 20, 2010 | 14 | Feb 8, 2010 | 18 | Mar 5, 2010 | 32 |
^SPXEWVolatility Chart
Current S&P 500 Equal Weighted Index volatility is 34.58%. 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.