S&P 500 Equal Weighted Index (^SPXEW)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Equal Weighted 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 Equal Weighted Index had a return of 5.93% year-to-date (YTD) and 7.78% in the last 12 months. Over the past 10 years, S&P 500 Equal Weighted Index had an annualized return of 8.11%, while the S&P 500 had an annualized return of 10.58%, indicating that S&P 500 Equal Weighted Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.93% | 13.20% |
| 1 month | 1.57% | -1.28% |
| 6 months | 6.21% | 10.32% |
| 1 year | 7.78% | 18.23% |
| 5 years (annualized) | 8.79% | 12.31% |
| 10 years (annualized) | 8.11% | 10.58% |
Monthly Returns
The table below presents the monthly returns of ^SPXEW, 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 | -0.91% | 3.96% | 4.25% | -4.95% | 2.63% | -0.65% | 5.93% | ||||||
| 2023 | 7.30% | -3.48% | -1.11% | 0.24% | -3.99% | 7.51% | 3.36% | -3.37% | -5.26% | -4.18% | 8.87% | 6.66% | 11.56% |
| 2022 | -4.40% | -1.03% | 2.39% | -6.48% | 0.80% | -9.58% | 8.60% | -3.69% | -9.42% | 9.70% | 6.47% | -4.90% | -13.09% |
| 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% | 27.44% |
| 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% | 10.47% |
| 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% | 26.57% |
| 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% | -9.43% |
| 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% | 16.68% |
| 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% | 12.50% |
| 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% | -4.11% |
| 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% | 12.35% |
| 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% | 33.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SPXEW is 42, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P 500 Equal Weighted Index (^SPXEW) 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 Equal Weighted 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 Equal Weighted Index was 60.83%, occurring on Mar 9, 2009. Recovery took 541 trading sessions.
The current S&P 500 Equal Weighted Index drawdown is 2.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.83% | Jul 16, 2007 | 416 | Mar 9, 2009 | 541 | Apr 28, 2011 | 957 |
| -40.33% | May 22, 2001 | 347 | Oct 9, 2002 | 309 | Dec 29, 2003 | 656 |
| -39.21% | Feb 13, 2020 | 27 | Mar 23, 2020 | 161 | Nov 9, 2020 | 188 |
| -26.74% | Jan 3, 1990 | 197 | Oct 11, 1990 | 99 | Mar 5, 1991 | 296 |
| -23.21% | May 11, 2011 | 102 | Oct 3, 2011 | 113 | Mar 15, 2012 | 215 |
Volatility
Volatility Chart
The current S&P 500 Equal Weighted Index volatility is 3.30%, 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.