S&P 500 Total Return (^SP500TR)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Total Return, 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 Total Return had a return of -14.98% year-to-date (YTD) and -2.92% in the last 12 months. Over the past 10 years, S&P 500 Total Return had an annualized return of 11.02%, outperforming the S&P 500 benchmark which had an annualized return of 9.04%.
^SP500TR
-14.98%
-13.54%
-12.79%
-2.92%
14.10%
11.02%
^GSPC (Benchmark)
-15.28%
-13.65%
-13.36%
-4.22%
12.35%
9.04%
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 | 9.35% | -1.15% | -3.04% | -12.38% | -8.17% | ||||||||
| 2024 | 7.61% | 3.41% | 0.70% | 3.18% | 1.25% | -3.59% | 5.51% | -14.78% | -1.11% | -4.49% | 7.78% | -13.57% | -10.72% |
| 2023 | 4.21% | 3.58% | -3.69% | -1.21% | -39.44% | 16.35% | 18.05% | -31.35% | 3.47% | -11.21% | -1.67% | -0.58% | -47.32% |
| 2022 | 12.61% | 1.90% | 7.49% | 3.54% | -2.98% | -11.26% | 10.75% | 6.27% | -5.04% | 8.63% | 0.35% | -7.25% | 24.24% |
| 2021 | 9.56% | 16.83% | -8.06% | 11.50% | 1.53% | -1.45% | 5.43% | -2.98% | -4.54% | 14.96% | -7.14% | -0.01% | 36.84% |
| 2020 | 1.08% | -3.00% | -20.98% | 6.49% | 0.03% | -3.02% | 3.22% | 3.09% | -1.08% | -0.57% | 6.11% | 3.63% | -7.90% |
| 2019 | 20.32% | 7.02% | 0.46% | 2.91% | -5.12% | 5.36% | 6.30% | -10.59% | -3.35% | 2.91% | -4.64% | -1.40% | 18.29% |
| 2018 | 9.38% | -5.59% | 5.80% | 11.11% | 7.80% | 4.11% | 7.93% | 3.03% | -7.34% | -2.24% | -0.86% | -14.00% | 17.02% |
| 2017 | 0.40% | -8.08% | -7.12% | 3.60% | -9.85% | 5.43% | 3.38% | -5.29% | 9.02% | 1.81% | -2.03% | -0.26% | -10.37% |
| 2016 | -18.76% | 17.57% | 10.98% | -1.47% | -4.24% | -3.11% | -3.74% | -4.43% | -4.98% | -7.21% | 21.32% | 6.92% | 1.96% |
| 2015 | 8.07% | 6.21% | -6.58% | 4.51% | 0.62% | -6.32% | -4.05% | -8.66% | -10.75% | 12.51% | -5.17% | -14.54% | -24.65% |
| 2014 | 2.88% | 4.61% | -2.25% | -0.87% | -1.01% | -2.68% | -0.05% | 3.88% | -6.56% | -3.02% | 0.60% | -13.29% | -17.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SP500TR is 45, 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 Total Return (^SP500TR) 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 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 65.10%, occurring on Feb 11, 2016. Recovery took 1551 trading sessions.
The current S&P 500 Total Return drawdown is 18.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.1% | Dec 10, 2013 | 547 | Feb 11, 2016 | 1551 | Apr 8, 2022 | 2098 |
| -61.07% | Apr 20, 2022 | 744 | Apr 7, 2025 | — | — | — |
| -25.23% | Feb 15, 2013 | 33 | Apr 4, 2013 | 27 | May 13, 2013 | 60 |
| -23.69% | May 1, 2012 | 23 | Jun 1, 2012 | 148 | Jan 4, 2013 | 171 |
| -21.54% | May 22, 2013 | 63 | Aug 20, 2013 | 46 | Oct 24, 2013 | 109 |
Volatility
Volatility Chart
The current S&P 500 Total Return volatility is 10.71%, 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.
User Portfolios with ^SP500TR
Recent discussions
Dividend Paying Stock Portfolio
4803heights
Colors of plots
A lot of the colors used in plotting multiple investments (like the stock comparison graphs) are very close to each other. It's often very difficult to distinguish between them.
Is it possible to change these colors myself? If not, is that a feature in the pipeline?
Thanks
BB
Getting Historical Performance - capped by available data?
Silverback