S&P 500 10 Year Return Monthly Trends: S&P 500 Returns (2024)

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S&P 500 10 Year Return Monthly Trends: S&P 500 Returns? ›

S&P 500 10 Year Return (I:SP50010Y)

The historical average yearly return of the S&P 500 is 12.02% over the last 10 years, as of the end of December 2023.

Basic Info. S&P 500 Monthly Return is at 3.10%, compared to 5.17% last month and 3.51% last year. This is higher than the long term average of 0.56%. The S&P 500 Monthly Return is the investment return received each month, excluding dividends, when holding the S&P 500 index.

Stock market returns since 2010

This is a return on investment of 507.55%, or 13.50% per year. This lump-sum investment beats inflation during this period for an inflation-adjusted return of about 324.16% cumulatively, or 10.67% per year.

For a point of reference, the S&P 500 has a historical average annual total return of about 10%, not accounting for inflation. This doesn't mean you can expect 10% growth every year; you could experience a gain one year and a loss the next.

According to his math, since 1949 S&P 500 investments have doubled ten times, or an average of about seven years each time. In some cases, like 1952 to 1955 or 1995 to 1998, the value of the investment doubled in only three years.

The fund has returned 10.10 percent over the past year, 10.32 percent over the past three years, 10.97 percent over the past five years and 11.14 percent over the past decade.

Basic Info. S&P 500 12 Month Total Return is at 29.88%, compared to 30.45% last month and -7.73% last year.

Overall, the S&P 500 grew at a compound annual growth rate of 13.8% over the last 15 years. Adjusting for inflation, the index grew 11.2% per year during that period.

The index has returned a historic annualized average return of around 10.26% since its 1957 inception through the end of 2023.

What is the rate of return for the S&P 500 last 30 years? ›

Average Market Return for the Last 30 Years

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).

The S&P 500 index tracks some of the largest stocks in the United States, many of which pay out a regular dividend. The index's dividend yield is the total dividends earned in a year divided by the index's price. Historical dividend yields for the S&P 500 have typically ranged from between 3% to 5%.

The S&P 500 returned 345% over the last two decades, compounding at 7.7% annually. But with dividends reinvested, the S&P 500 delivered a total return of 546% over the same period, compounding at 9.8% annually. Investors can get direct, inexpensive exposure to the index with a fund like the Vanguard S&P 500 ETF.

For example, if you are able to commit to investing $500 a month in an S&P 500 index fund like the Vanguard 500 Fund (NYSEMKT: VOO), you'll eventually have $1 million, and that includes paying the 0.03% expense ratio in the ETF, meaning you'll pay 3 cents each year for every $100 you have invested in the index fund.

Answer and Explanation: The amount of $100,000 will grow to $432,194.24 after 30 years at a 5% annual return. The amount of $100,000 will grow to $1,006,265.69 after 30 years at an 8% annual return.

Once you have $1 million in assets, you can look seriously at living entirely off the returns of a portfolio. After all, the S&P 500 alone averages 10% returns per year. Setting aside taxes and down-year investment portfolio management, a $1 million index fund could provide $100,000 annually.

If we were to take the average property value appreciation from the last 10 years of 6.49% (instead of the 20-year average), then the annual return on investment actually increases to 15.8% per year. As you can see, rental properties have been a terrific asset class this past decade.

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.

The Nasdaq returned 264% over the last decade, compounding at 13.8% annually. Investors can get direct exposure to the index with the Fidelity Nasdaq Composite ETF (NASDAQ: ONEQ).