S&P 500 Equal Weight monthly returns
S&P 500 Equal Weight has averaged 0.92% per month, positive in 65% of months. Month-by-month returns for the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) below, through October 13, 2026 — the table lists the most recent months; the bar chart plots the last 5 years.
S&P 500 Equal Weight monthly returns#
| Month | Path | Total return |
|---|---|---|
| Oct 2026 | +2.5% | |
| Sep 2026 | -4.8% | |
| Aug 2026 | +2.0% | |
| Jul 2026 | +0.9% | |
| Jun 2026 | +2.4% | |
| May 2026 | +2.6% | |
| Apr 2026 | +6.0% | |
| Mar 2026 | -6.0% | |
| Feb 2026 | +3.5% | |
| Jan 2026 | +3.4% | |
| Dec 2025 | +0.4% | |
| Nov 2025 | +1.9% | |
| Oct 2025 | -0.9% | |
| Sep 2025 | +1.0% | |
| Aug 2025 | +2.7% | |
| Jul 2025 | +1.0% | |
| Jun 2025 | +3.4% | |
| May 2025 | +4.3% | |
| Apr 2025 | -2.4% | |
| Mar 2025 | -3.4% | |
| Feb 2025 | -0.6% | |
| Jan 2025 | +3.4% | |
| Dec 2024 | -6.3% | |
| Nov 2024 | +6.4% | |
| Oct 2024 | -1.6% | |
| Sep 2024 | +2.3% | |
| Aug 2024 | +2.5% | |
| Jul 2024 | +4.5% | |
| Jun 2024 | -0.5% | |
| May 2024 | +2.8% | |
| Apr 2024 | -4.8% | |
| Mar 2024 | +4.5% | |
| Feb 2024 | +4.0% | |
| Jan 2024 | -0.8% | |
| Dec 2023 | +6.8% | |
| Nov 2023 | +9.2% | |
| Oct 2023 | -4.1% | |
| Sep 2023 | -5.1% | |
| Aug 2023 | -3.2% | |
| Jul 2023 | +3.5% | |
| Jun 2023 | +7.6% | |
| May 2023 | -3.8% | |
| Apr 2023 | +0.4% | |
| Mar 2023 | -0.9% | |
| Feb 2023 | -3.4% | |
| Jan 2023 | +7.4% | |
| Dec 2022 | -4.7% | |
| Nov 2022 | +6.6% | |
| Oct 2022 | +9.6% | |
| Sep 2022 | -9.2% | |
| Aug 2022 | -3.5% | |
| Jul 2022 | +8.6% | |
| Jun 2022 | -9.4% | |
| May 2022 | +1.0% | |
| Apr 2022 | -6.5% | |
| Mar 2022 | +2.7% | |
| Feb 2022 | -0.9% | |
| Jan 2022 | -4.4% | |
| Dec 2021 | +6.3% | |
| Nov 2021 | -2.6% | |
| Oct 2021 | +5.3% | |
| Sep 2021 | -3.8% | |
| Aug 2021 | +2.4% | |
| Jul 2021 | +1.3% | |
| Jun 2021 | +0.0% | |
| May 2021 | +1.9% | |
| Apr 2021 | +4.7% | |
| Mar 2021 | +6.0% | |
| Feb 2021 | +6.1% | |
| Jan 2021 | -0.8% | |
| Dec 2020 | +4.2% | |
| Nov 2020 | +14.3% | |
| Oct 2020 | -0.6% | |
| Sep 2020 | -2.5% | |
| Aug 2020 | +4.3% | |
| Jul 2020 | +5.0% | |
| Jun 2020 | +1.5% | |
| May 2020 | +4.8% | |
| Apr 2020 | +14.4% | |
| Mar 2020 | -18.0% | |
| Feb 2020 | -8.9% | |
| Jan 2020 | -1.9% | |
| Dec 2019 | +2.7% | |
| Nov 2019 | +3.4% | |
| Oct 2019 | +1.2% | |
| Sep 2019 | +3.3% | |
| Aug 2019 | -3.3% | |
| Jul 2019 | +0.8% | |
| Jun 2019 | +7.5% | |
| May 2019 | -6.9% | |
| Apr 2019 | +3.6% | |
| Mar 2019 | +0.8% | |
| Feb 2019 | +3.7% | |
| Jan 2019 | +9.8% | |
| Dec 2018 | -9.6% | |
| Nov 2018 | +2.6% | |
| Oct 2018 | -7.2% | |
| Sep 2018 | +0.2% | |
| Aug 2018 | +2.0% | |
| Jul 2018 | +3.1% | |
| Jun 2018 | +1.0% | |
| May 2018 | +1.5% | |
| Apr 2018 | +0.4% | |
| Mar 2018 | -0.9% | |
| Feb 2018 | -4.4% | |
| Jan 2018 | +4.4% | |
| Dec 2017 | +1.2% | |
| Nov 2017 | +3.8% | |
| Oct 2017 | +1.1% | |
| Sep 2017 | +2.9% | |
| Aug 2017 | -1.0% | |
| Jul 2017 | +1.6% | |
| Jun 2017 | +1.2% | |
| May 2017 | +0.6% | |
| Apr 2017 | +0.7% | |
| Mar 2017 | +0.0% | |
| Feb 2017 | +3.1% | |
| Jan 2017 | +2.0% | |
| Dec 2016 | +1.1% | |
| Nov 2016 | +5.2% |
Monthly total return (since Nov 2021)#
S&P 500 Equal Weight returns by calendar month#
Every month of every year since 2004, one tick per year on a shared scale; the dark bar is the month's average. Total returns, dividends reinvested.
October 2026 so far: +2.54% — 9th of 23 Octobers since 2004 at the last close; the average October returned +0.5%.
| Month | −25%0+25% | Average | Median | Up | Best | Worst |
|---|---|---|---|---|---|---|
| Jan | +0.7% | +2.0% | 52% | +9.8% 2019 | -8.3% 2009 | |
| Feb | +0.7% | +1.9% | 65% | +6.1% 2021 | -11.2% 2009 | |
| Mar | +0.7% | +0.8% | 61% | +10.2% 2009 | -18.0% 2020 | |
| Apr | +2.1% | +0.9% | 74% | +18.7% 2009 | -6.5% 2022 | |
| May | +0.7% | +1.7% | 74% | +6.5% 2009 | -7.4% 2010 | |
| Jun | +0.1% | +0.0% | 52% | +7.6% 2023 | -9.8% 2008 | |
| Jul | +2.0% | +1.3% | 74% | +9.2% 2009 | -4.6% 2004 | |
| Aug | +0.1% | +0.2% | 57% | +5.6% 2009 | -6.4% 2011 | |
| Sep | -0.5% | +0.5% | 61% | +10.2% 2010 | -10.9% 2008 | |
| Oct | +0.5% | +1.1% | 55% | +13.1% 2011 | -20.9% 2008 | |
| Nov | +2.8% | +2.6% | 82% | +14.3% 2020 | -9.6% 2008 | |
| Dec | +1.1% | +1.2% | 77% | +7.2% 2010 | -9.6% 2018 |
Methodology#
Monthly returns are total returns (dividends reinvested), computed from RSP's split- and dividend-adjusted month-end closes. The table shows the most recent 120 months and the bar chart the most recent 60. See the year-by-year returns for the annual view. Past performance does not predict future returns; not investment advice.
FAQ#
- What is S&P 500 Equal Weight's average monthly return?
- the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) has averaged about 0.92% per month, positive in roughly 65% of months. The best month was Apr 2009 (+18.7%) and the worst was Oct 2008 (-20.9%).
More on S&P 500 Equal Weight
- Returns by year+12.7%
- Yearly charts+11.2%
- Trailing returns+15.9%
- YTD return+12.7%
- Return calculator$1,520
- Average return10%?
- Companies & weights501
- Stock performance501
