S&P 500 10-Year Return Calculator
Here's a comprehensive overview of the S&P 500 10-year return data, including annualized returns, key statistics, and general insights. This information is useful for understanding the performance of the S&P 500 index over the last decade.
S&P 500 10-Year Return Overview
| Year | Return (%) | Cumulative Return (%) | Annualized Return (%) |
|---|---|---|---|
| 2014 | 11.39 | 11.39 | 11.39 |
| 2015 | -0.73 | 10.63 | 6.84 |
| 2016 | 9.54 | 21.80 | 7.06 |
| 2017 | 19.42 | 46.09 | 8.31 |
| 2018 | -6.24 | 38.41 | 7.76 |
| 2019 | 28.88 | 82.22 | 10.82 |
| 2020 | 16.26 | 110.92 | 12.27 |
| 2021 | 26.89 | 146.34 | 13.42 |
| 2022 | -18.11 | 104.96 | 10.27 |
| 2023 (YTD) | 16.57 | 130.77 | 11.65 |
Key Insights
- Cumulative Return: The cumulative return over the 10-year period shows how much an investment in the S&P 500 has appreciated. For the period ending in 2023, the cumulative return is approximately 130.77%.
- Annualized Return: The annualized return gives a smoothed annual return rate over the entire period. The annualized return for this period is about 11.65%.
- Volatility: The returns vary significantly from year to year, with some years like 2019 and 2021 showcasing high positive returns, while years like 2015 and 2022 exhibit negative returns. This volatility is typical in equity markets.
- Long-term Performance: Despite annual fluctuations, the overall trend indicates strong growth in the S&P 500 index over the decade, making it a viable long-term investment option.
- Market Conditions: Factors influencing returns include economic growth, interest rates, inflation, and global events, which have impacted the market performance throughout the decade.