trailing returns
How the S&P 500 (proxied by SPY, dividends reinvested) has performed over the trailing 1, 3, 5, 10, 15 and 20 years and since inception — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-06-30. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +0.7% | |
| 1 week | — | +1.8% | |
| 1 month | — | -1.3% | |
| YTD | — | +9.8% | |
| 1 year | +21.8% | +21.8% | |
| 5 years | +13.2% | +86.2% | |
| 10 years | +15.5% | +322.7% | |
| 20 years | +11.2% | +738.9% | |
| Since inception (1993) | +10.6% | +2780.3% |
Growth of the index#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest month-end about N years before the latest close (2026-06-30). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from SPY's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ
- What is S&P 500's 10-year return?
- Over the last 10 years, the S&P 500 (proxied by SPY, dividends reinvested) returned about +15.5% a year annualized (+322.7% cumulative total return).
- What is S&P 500's 20-year annualized return?
- Over the last 20 years, the S&P 500 (proxied by SPY, dividends reinvested) compounded at about +11.2% a year (+738.9% cumulative).
- What is S&P 500's return since inception?
- Since 1993, the S&P 500 (proxied by SPY, dividends reinvested) has compounded at about +10.6% a year — +2780.3% in total.
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