S&P 500 Total Return (^SP500TR)
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Performance
Performance Chart
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Returns By Period
S&P 500 Total Return (^SP500TR) returned 1.81% year-to-date (YTD) and 13.85% over the past 12 months. Over the past 10 years, ^SP500TR delivered an annualized return of 12.87%, outperforming the S&P 500 benchmark at 10.87%.
^SP500TR
1.81%
12.91%
2.19%
13.85%
17.16%
12.87%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.37%
10.87%
Monthly Returns
The table below presents the monthly returns of ^SP500TR, 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 | 2.78% | -1.30% | -5.63% | -0.68% | 7.08% | 1.81% | |||||||
| 2024 | 1.68% | 5.34% | 3.22% | -4.08% | 4.96% | 3.59% | 1.22% | 2.43% | 2.14% | -0.91% | 5.87% | -2.38% | 25.02% |
| 2023 | 6.28% | -2.44% | 3.67% | 1.56% | 0.43% | 6.61% | 3.21% | -1.59% | -4.77% | -2.10% | 9.13% | 4.54% | 26.29% |
| 2022 | -5.17% | -2.99% | 3.71% | -8.72% | 0.18% | -8.25% | 9.22% | -4.08% | -9.21% | 8.10% | 5.59% | -5.76% | -18.11% |
| 2021 | -1.01% | 2.76% | 4.38% | 5.34% | 0.70% | 2.33% | 2.38% | 3.04% | -4.65% | 7.01% | -0.69% | 4.48% | 28.71% |
| 2020 | -0.04% | -8.23% | -12.35% | 12.82% | 4.76% | 1.99% | 5.64% | 7.19% | -3.80% | -2.66% | 10.95% | 3.84% | 18.40% |
| 2019 | 8.01% | 3.21% | 1.94% | 4.05% | -6.35% | 7.05% | 1.44% | -1.58% | 1.87% | 2.17% | 3.63% | 3.02% | 31.49% |
| 2018 | 5.73% | -3.69% | -2.54% | 0.38% | 2.41% | 0.62% | 3.72% | 3.26% | 0.57% | -6.83% | 2.04% | -9.03% | -4.38% |
| 2017 | 1.90% | 3.97% | 0.12% | 1.03% | 1.41% | 0.62% | 2.06% | 0.31% | 2.06% | 2.33% | 3.07% | 1.11% | 21.83% |
| 2016 | -4.96% | -0.13% | 6.78% | 0.39% | 1.80% | 0.26% | 3.69% | 0.14% | 0.02% | -1.82% | 3.70% | 1.98% | 11.96% |
| 2015 | -3.00% | 5.75% | -1.58% | 0.96% | 1.29% | -1.94% | 2.10% | -6.03% | -2.47% | 8.44% | 0.30% | -1.58% | 1.38% |
| 2014 | -3.46% | 4.57% | 0.84% | 0.74% | 2.35% | 2.07% | -1.38% | 4.00% | -1.40% | 2.44% | 2.69% | -0.25% | 13.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, ^SP500TR is among the top 18% 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 Total Return (^SP500TR) 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 Total Return. 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 Total Return was 55.25%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
The current S&P 500 Total Return drawdown is 2.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.25% | Oct 10, 2007 | 355 | Mar 9, 2009 | 774 | Apr 2, 2012 | 1129 |
| -47.41% | Sep 5, 2000 | 525 | Oct 9, 2002 | 1017 | Oct 23, 2006 | 1542 |
| -33.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -24.49% | Jan 4, 2022 | 195 | Oct 12, 2022 | 294 | Dec 13, 2023 | 489 |
| -19.36% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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