9.88%
The historical average yearly return of the S&P 500 is 9.88% over the last 20 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 20-year average stock market return (including dividends) is 7.13%.12.63%
5-year, 10-year, 20-year and 30-year S&P 500 returns
Period (start-of-year to end-of-2023) | Average annual S&P 500 return |
---|---|
10 years (2014-2023) | 11.02% |
15 years (2009-2023) | 12.63% |
20 years (2004-2023) | 9.00% |
25 years (1999-2023) | 7.18% |
There are two general periods where stocks realized a negative return over a 10-year span: one during the Great Depression in the 1930s and the other during the Great Recession in 2008. Notice that these periods were brief and returns quickly recovered to 10%+.
What is the rolling 5 year return of the S&P 500 : Basic Info. S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.
What is the 20 year average return on the Nasdaq
The Nasdaq Composite had the strongest 20-year performance after rising 687%, or 10.9% annually. The Fidelity Nasdaq Composite ETF is one way to invest in the index.
Should I invest in the S&P 500 now : Is now a good time to buy index funds If you're buying a stock index fund or almost any broadly diversified stock fund such as one based on the S&P 500, it can be a good time to buy if you're prepared to hold it for the long term.
What Is the Average Mutual Fund Return Over the Last 20 Years High-performing large-company stock mutual funds have produced returns of up to 12.86% in the last 20 years. Comparatively, the S&P 500 has produced returns of 8.13% since 2002.
The average stock market return for the last 20 years was 9.75% (7.03% when adjusted for inflation), which is lower than the average 10% return.
What is 10 year return on S&P 500
S&P 500 10 Year Return is at 167.3%, compared to 180.6% last month and 161.0% last year. This is higher than the long term average of 114.6%.Average returns
Period | Average annualised return | Total return |
---|---|---|
Last year | 25.7% | 25.7% |
Last 5 years | 14.2% | 94.5% |
Last 10 years | 15.3% | 316.2% |
Last 20 years | 10.6% | 651.5% |
Looking at the S&P 500 for the years 1993 to mid-2023, the average stock market return for the last 30 years is 9.90% (7.22% when adjusted for inflation). Some of this success can be attributed to the dot-com boom in the late 1990s (before the bust), which resulted in high return rates for five consecutive years.
Bottom Line. Since 1957, the S&P 500's average annual rate of return has been approximately 10.5% (through March 2023) and around 6.6% after adjusting for inflation.
Should I invest in S&P 500 or Nasdaq : The average 10-year return of Nasdaq 100 over these 15 years was around 9%, while that of S&P 500 was about 5%. You could have earned a maximum 10-year CAGR return of 21% by investing in Nasdaq 100, while in the case of S&P 500, you could have earned a maximum return of 14% in the past 15 years.
Is it smart to buy S&P 500 : Is an S&P 500 index fund a good investment As long as your time horizon is three to five years or longer, an S&P 500 index fund could be a good addition to your portfolio. However, any investment can produce poor returns if it's purchased at overvalued prices.
Which S and P 500 is the best
You can use an S&P 500 index fund for a high-conviction, long-term bet on U.S. large-cap stocks. Our recommendation for the best overall S&P 500 index fund is the Fidelity 500 Index Fund. With a 0.015% expense ratio, it's the cheapest on our list.
On average, this fund category (Equity – Consumption) has yielded a return of 18.89% per annum in the last 20 years. A SIP of Rs. 2500 per month would become Rs. 65.84 Lakhs in 20 years.If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.
What is the 20-year average return on the Nasdaq : The Nasdaq Composite had the strongest 20-year performance after rising 687%, or 10.9% annually. The Fidelity Nasdaq Composite ETF is one way to invest in the index.