What is S&P 500 Equal Weight's average annual return?

Since 2004, the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) has returned about 10.8% a year (the compound annual growth rate) and an average calendar-year return of 11.4%.

What were S&P 500 Equal Weight's best and worst years?

Over 2004–2026, the best year was 2009 (+44.6%) and the worst was 2008 (-40.1%).

How often is S&P 500 Equal Weight up in a year?

17 of the 22 full years since 2004 were positive — about 77% of the time.

Market proxy RSP$213.301D +0.05%as of market close, Oct 13, 2026

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S&P 500 Equal Weight total returns by year (including dividends)

As of market close, Oct 13, 2026

S&P 500 Equal Weight total returns by year (2004–2026)#

Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.

See every year as a chart, with the events that moved it → Or click a year below for its own chart.

S&P 500 Equal Weight annual returns by year
Year	Start price	End price	Path	Dividend	Total return
2026 #YTD	$191.56	$213.30	chart →	1.3%	+12.7%
2025 #	$175.23	$191.56	chart →	1.9%	+11.2%
2024 #	$157.80	$175.23	chart →	1.7%	+12.8%
2023 #	$141.25	$157.80	chart →	2.0%	+13.7%
2022 #	$162.75	$141.25	chart →	1.6%	-11.6%
2021 #	$127.54	$162.75	chart →	1.8%	+29.4%
2020 #	$115.72	$127.54	chart →	2.4%	+12.7%
2019 #	$91.40	$115.72	chart →	2.3%	+28.9%
2018 #	$101.03	$91.40	chart →	1.7%	-7.8%
2017 #	$86.64	$101.03	chart →	1.9%	+18.5%
2016 #	$76.64	$86.64	chart →	1.5%	+14.5%
2015 #	$80.05	$76.64	chart →	1.6%	-2.7%
2014 #	$71.25	$80.05	chart →	1.7%	+14.1%
2013 #	$53.32	$71.25	chart →	1.9%	+35.5%
2012 #	$46.28	$53.32	chart →	1.5%	+16.7%
2011 #	$47.31	$46.28	chart →	1.5%	-0.7%
2010 #	$39.53	$47.31	chart →	1.7%	+21.4%
2009 #	$27.80	$39.53	chart →	2.4%	+44.6%
2008 #	$47.18	$27.80	chart →	1.0%	-40.1%
2007 #	$47.34	$47.18	chart →	1.2%	+0.9%
2006 #	$41.48	$47.34	chart →	1.3%	+15.5%
2005 #	$39.04	$41.48	chart →	1.2%	+7.4%
2004 #	$33.86	$39.04	chart →	1.2%	+16.5%

Annualized: +10.8%; 2004–2026
Average year: +11.4%; 22 full years
Best year: +44.6%; 2009
Worst year: -40.1%; 2008
Positive years: 17/22; 77% up

Annualized (CAGR)

+10.8%

2004–2026

Average year

+11.4%

22 full years

S&P 500 Equal Weight average annual return →

Best year

+44.6%

2009

2009 chart & events →

Worst year

-40.1%

2008

2008 chart & events →

Positive years

17/22

77% up

Total return by period#

Annual

-40%-20%0%20%40%

2004+16%'04

2005+7.4%

2006+15%'06

2007+0.91%

2008-40%'08

2009+45%

2010+21%'10

2011-0.66%

2012+17%'12

2013+36%

2014+14%'14

2015-2.7%

2016+15%'16

2017+19%

2018-7.8%'18

2019+29%

2020+13%'20

2021+29%

2022-12%'22

2023+14%

2024+13%'24

2025+11%

2026+13%'26

Methodology#

Total returns, dividends reinvested, measured on RSP. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.

FAQ#

What is S&P 500 Equal Weight's average annual return?: Since 2004, the S&P 500 Equal Weight (proxied by RSP, dividends reinvested) has returned about 10.8% a year (the compound annual growth rate) and an average calendar-year return of 11.4%.
What were S&P 500 Equal Weight's best and worst years?: Over 2004–2026, the best year was 2009 (+44.6%) and the worst was 2008 (-40.1%).
How often is S&P 500 Equal Weight up in a year?: 17 of the 22 full years since 2004 were positive — about 77% of the time.