S&P 500 Equal Weighted TR Index (^SPXEWTR)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
S&P 500 Equal Weighted TR Index (^SPXEWTR) returned 1.33% year-to-date (YTD) and 10.40% over the past 12 months. Over the past 10 years, ^SPXEWTR returned 10.06% annually, underperforming the S&P 500 benchmark at 10.85%.
^SPXEWTR
1.33%
4.52%
-4.74%
10.40%
7.54%
13.97%
10.06%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of ^SPXEWTR, 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 | 3.50% | -0.61% | -3.38% | -2.29% | 4.33% | 1.33% | |||||||
| 2024 | -0.82% | 4.16% | 4.46% | -4.87% | 2.82% | -0.45% | 4.49% | 2.50% | 2.34% | -1.63% | 6.42% | -6.26% | 13.01% |
| 2023 | 7.39% | -3.30% | -0.88% | 0.34% | -3.79% | 7.72% | 3.46% | -3.16% | -5.08% | -4.08% | 9.14% | 6.86% | 13.87% |
| 2022 | -4.35% | -0.85% | 2.58% | -6.41% | 1.00% | -9.40% | 8.70% | -3.50% | -9.23% | 9.80% | 6.70% | -4.71% | -11.45% |
| 2021 | -0.81% | 6.08% | 5.96% | 4.74% | 1.92% | 0.14% | 1.29% | 2.38% | -3.79% | 5.32% | -2.54% | 6.20% | 29.63% |
| 2020 | -1.82% | -8.98% | -17.97% | 14.44% | 4.71% | 1.58% | 4.84% | 4.46% | -2.53% | -0.61% | 14.30% | 4.27% | 12.83% |
| 2019 | 9.85% | 3.68% | 0.89% | 3.60% | -6.90% | 7.54% | 0.86% | -3.28% | 3.29% | 1.27% | 3.38% | 2.78% | 29.24% |
| 2018 | 4.47% | -4.35% | -0.93% | 0.41% | 1.42% | 0.95% | 3.21% | 2.00% | 0.14% | -7.20% | 2.76% | -9.72% | -7.64% |
| 2017 | 2.11% | 3.21% | 0.03% | 0.68% | 0.61% | 1.20% | 1.60% | -0.93% | 2.92% | 1.10% | 3.83% | 1.18% | 18.90% |
| 2016 | -5.60% | 1.13% | 7.94% | 1.23% | 1.48% | -0.06% | 4.21% | 0.20% | 0.09% | -2.40% | 5.21% | 1.12% | 14.80% |
| 2015 | -2.85% | 5.74% | -0.89% | 0.39% | 0.78% | -2.23% | 0.97% | -5.39% | -3.22% | 7.25% | 0.25% | -2.31% | -2.20% |
| 2014 | -2.97% | 5.40% | 0.67% | 0.35% | 2.22% | 2.89% | -2.29% | 4.25% | -2.51% | 3.03% | 2.65% | 0.32% | 14.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SPXEWTR is 51, indicating average performance compared to other indices on our website. Here’s 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 Equal Weighted TR Index (^SPXEWTR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the S&P 500 Equal Weighted TR 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 TR Index was 59.47%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.
The current S&P 500 Equal Weighted TR Index drawdown is 5.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.47% | Jul 16, 2007 | 416 | Mar 9, 2009 | 469 | Jan 14, 2011 | 885 |
| -39.09% | May 22, 2001 | 347 | Oct 9, 2002 | 288 | Dec 1, 2003 | 635 |
| -38.99% | Feb 13, 2020 | 26 | Mar 23, 2020 | 161 | Nov 9, 2020 | 187 |
| -25.86% | Jun 6, 1990 | 90 | Oct 11, 1990 | 97 | Mar 1, 1991 | 187 |
| -22.71% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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