https://www.lazyportfolioetf.com/etf/spdr-sp-500-spy/ (2024)

Data Source: from January 1871 to March 2024 (~153 years)
Consolidated Returns as of 31 March 2024
Live Update: Apr 19 2024

Category: Stocks

SPDR S&P 500 (SPY) ETF

ETF • LIVE PERFORMANCE (USD currency)

0.87%

1 Day

Apr 19 2024

5.34%

Current Month

April 2024

In the last 30 Years, the SPDR S&P 500 (SPY) ETF obtained a 10.54% compound annual return, with a 15.10% standard deviation.

Table of contents

The first official book of

Mastering ETF Investing

How to build wealth
with Lazy Portfolios and Passive Investing Strategies

Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy

Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

Asset Class: Equity

Size: Large Cap
Style: Blend
Region: North America

Country: U.S.

The SPDR S&P 500 (SPY) ETF is part of the following Lazy Portfolios:

Portfolio Name	Author	SPY Weight▾	Currency
Shield Strategy	Aim Ways	21.00%	USD
Perfect Portfolio	Ben Stein	20.00%	USD
Global Market Portfolio	Credit Suisse	20.00%	USD
One-Decision Portfolio	Marvin Appel	20.00%	USD
Ultimate Buy and Hold Strategy	Paul Merriman	10.00%	USD

Investment Returns as of Mar 31, 2024

The SPDR S&P 500 (SPY) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.

the actual US Inflation rates.

SPDR S&P 500 (SPY) ETF

Consolidated returns as of 31 March 2024

Live Update: Apr 19 2024

Swipe left to see all data

	Chg (%)		Return (%)	Return (%) as of Mar 31, 2024
	1 Day	*Time ET^()**	Apr 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~153Y)
SPDR S&P 500 (SPY) ETF	-0.87		-5.34	3.27	23.24	29.63	14.96	12.85	10.54	9.14
US Inflation Adjusted return				2.88	21.29	25.28	10.34	9.74	7.80	6.87
Returns over 1 year are annualized \| Available data source: since Jan 1871
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%

Live update: World Markets and Indexes

In 2023, the SPDR S&P 500 (SPY) ETF granted a 1.74% dividend yield. If you are interested in getting periodic income, please refer to the page.

Capital Growth as of Mar 31, 2024

An investment of 1$, since April 1994, now would be worth 20.20$, with a total return of 1920.01% (10.54% annualized).

The Inflation Adjusted Capital now would be 9.52$, with a net total return of 851.68% (7.80% annualized).

An investment of 1$, since January 1871, now would be worth 661219.27$, with a total return of 66121826.67% (9.14% annualized).

The Inflation Adjusted Capital now would be 26426.13$, with a net total return of 2642513.24% (6.87% annualized).

Readings that may interest you

Mastering ETF Investing: How to Build Wealth with Lazy Portfolios and Passive ...

Investment Metrics as of Mar 31, 2024

Metrics of SPDR S&P 500 (SPY) ETF, updated as of 31 March 2024.

Metrics are calculated based on monthly returns, assuming:

no fees or capital gain taxes.

the reinvestment of dividends.
the actual US Inflation rates.

SPDR S&P 500 (SPY) ETF

Advanced Metrics

Data Source: 1 January 1871 - 31 March 2024 (~153 years)

Swipe left to see all data

	Metrics as of Mar 31, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~153Y)
Investment Return (%)	3.27	10.39	23.24	29.63	11.33	14.96	12.85	10.04	10.54	9.14
Infl. Adjusted Return (%) details	2.88	9.16	21.29	25.28	5.40	10.34	9.74	7.26	7.80	6.87
US Inflation (%)	0.38	1.13	1.61	3.48	5.63	4.19	2.84	2.59	2.54	2.12
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Deepest Drawdown Depth (%)				-8.32	-23.93	-23.93	-23.93	-50.80	-50.80	-83.65
Start to Recovery (# months) details				4	24	24	24	53	53	186
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2007 11	1929 09
Start to Bottom (# months)				3	9	9	9	16	16	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 06
Bottom to End (# months)				1	15	15	15	37	37	152
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2012 03	2012 03	1945 02
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	-44.71	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	75	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	25	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2002 09	1932 06
Bottom to End (# months)				1	15	15	15	37	50	152
End (yyyy mm)				2023 11	2023 12	2023 12	2023 12	2012 03	2006 11	1945 02
Longest negative period (# months) details				4	27	27	27	68	141	187
Period Start (yyyy mm)				2023 07	2021 08	2021 08	2021 08	2005 01	2000 01	1929 09
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2010 08	2011 09	1945 03
Annualized Return (%)				-15.13	-0.59	-0.59	-0.59	-0.50	-0.44	-0.12
Deepest Drawdown Depth (%)				-9.19	-27.92	-27.92	-27.92	-51.61	-54.36	-79.35
Start to Recovery (# months) details				5	27	27	27	65	153	188
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	33
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	18	18	18	49	51	155
End (yyyy mm)				2023 12	2024 03	2024 03	2024 03	2013 03	2013 05	1945 04
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	33
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 05
Bottom to End (# months)				2	18	18	18	49	51	155
End (yyyy mm)				2023 12	2024 03	2024 03	2024 03	2013 03	2013 05	1945 04
Longest negative period (# months) details				6	31	34	34	90	164	255
Period Start (yyyy mm)				2023 05	2021 04	2021 01	2021 01	2004 04	1999 05	1911 03
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2011 09	2012 12	1932 05
Annualized Return (%)				-0.40	-2.22	-0.27	-0.27	-0.55	-0.15	-0.03
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				13.00	17.38	18.18	15.06	14.87	15.10	16.48
Sharpe Ratio				1.88	0.51	0.72	0.77	0.58	0.55	0.31
Sortino Ratio				2.61	0.67	0.95	1.03	0.77	0.72	0.44
Ulcer Index				2.93	9.90	8.38	6.39	12.18	14.76	17.94
Ratio: Return / Standard Deviation				2.28	0.65	0.82	0.85	0.68	0.70	0.55
Ratio: Return / Deepest Drawdown				3.56	0.47	0.63	0.54	0.20	0.21	0.11
% Positive Months details				75%	63%	65%	69%	67%	65%	60%
Positive Months				9	23	39	83	161	236	1121
Negative Months				3	13	21	37	79	124	718
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							12.85	16.55	16.55	21.28
Worst 10 Years Return (%) - Annualized							12.85	6.36	-3.45	-5.38
Best 10 Years Return (%) - Annualized							9.74	14.53	14.53	20.41
Worst 10 Years Return (%) - Annualized							9.74	4.53	-5.89	-5.89
ROLLING PERIODS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized				56.25	32.35	28.45	16.55	10.29	10.54
Worst Rolling Return (%) - Annualized				-43.44	-16.28	-6.67	-3.45	4.69	10.54
% Positive Periods				79%	81%	83%	90%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				72.53	23.13	14.10	7.18	4.44	8.96
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.76	8.02
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				52.26	29.34	25.47	14.53	7.59	7.80
Worst Rolling Return (%) - Annualized				-43.44	-18.28	-9.08	-5.89	2.56	7.80
% Positive Periods				77%	78%	70%	87%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				72.53	23.13	14.10	7.18	4.44	8.96
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	1.76	8.02
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1871 - Mar 2024)
Best Rolling Return (%) - Annualized				160.57	42.43	35.15	21.28	17.90	14.57
Worst Rolling Return (%) - Annualized				-67.84	-42.65	-17.97	-5.38	1.60	3.09
% Positive Periods				72%	83%	89%	96%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				57.80	16.42	9.43	5.56	3.30	2.87
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	1.53
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				179.03	40.21	33.81	20.41	13.52	11.59
Worst Rolling Return (%) - Annualized				-64.30	-38.10	-13.67	-5.89	-0.58	1.30
% Positive Periods				69%	77%	80%	88%	99%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				57.80	16.42	9.43	5.56	3.30	2.87
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	1.53
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com

Terms and Definitions

Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.

Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
Longest negative period: it's the maximum period for which an overall negative return has been observed.
Standard Deviation: it's a measure of the dispersion of returns around the mean.

Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.

Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.

Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

The first official book of

Mastering ETF Investing

Correlations as of Mar 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of SPDR S&P 500 (SPY) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

SPDR S&P 500 (SPY) ETF

Monthly correlations as of 31 March 2024

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		Correlation vs SPY
	Asset Class	1 Year	5 Years	10 Years	30 Years	Since Jan 1992
VTI	US Total Stock Market	1.00	1.00	1.00	0.99	0.99
IJR	US Small Cap	0.85	0.87	0.85	0.81	0.81
VNQ	US REITs	0.89	0.85	0.75	0.61	0.60
QQQ	US Technology	0.86	0.92	0.92	0.83	0.82
PFF	Preferred Stocks	0.82	0.80	0.73	0.47	0.46
EFA	EAFE Stocks	0.91	0.90	0.87	0.83	0.80
VT	World All Countries	0.98	0.98	0.97	0.95	0.94
EEM	Emerging Markets	0.85	0.73	0.70	0.73	0.70
VGK	Europe	0.88	0.89	0.86	0.84	0.83
VPL	Pacific	0.93	0.85	0.83	0.71	0.66
FLLA	Latin America	0.82	0.69	0.57	0.64	0.63
BND	US Total Bond Market	0.72	0.53	0.39	0.16	0.17
TLT	Long Term Treasuries	0.80	0.20	0.09	-0.11	-0.09
BIL	US Cash	0.27	-0.03	0.00	0.00	-0.01
TIP	TIPS	0.69	0.63	0.50	0.20	0.21
LQD	Invest. Grade Bonds	0.78	0.68	0.57	0.33	0.33
HYG	High Yield Bonds	0.86	0.85	0.81	0.67	0.67
CWB	US Convertible Bonds	0.86	0.85	0.86	0.84	0.84
BNDX	International Bonds	0.65	0.57	0.43	0.15	0.16
EMB	Emerg. Market Bonds	0.91	0.78	0.68	0.56	0.56
GLD	Gold	0.19	0.26	0.10	0.05	0.05
DBC	Commodities	0.04	0.46	0.41	0.32	0.32

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

SPDR S&P 500 (SPY) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 April 1994 - 31 March 2024 (30 Years)

Data Source: 1 January 1871 - 31 March 2024 (~153 years)

Inflation Adjusted:

Chart Table Range

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https://www.lazyportfolioetf.com/etf/spdr-sp-500-spy/ (2024)

FAQs

What is the average return of SPDR S&P 500 ETF? ›

In the last 30 Years, the SPDR S&P 500 (SPY) ETF obtained a 10.47% compound annual return, with a 15.14% standard deviation. Discover new asset allocations in USD and EUR, in addition to the lazy portfolios on the website.

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What is the difference between S&P 500 and SPDR S&P 500 ETF? ›

The SPDR S&P 500 ETF Trust (SPY), also known as SPY, is an exchange-traded fund that tracks the performance of the S&P 500 index. The S&P 500 is a stock market index that measures the performance of 500 large cap publicly traded companies in the United States.

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Is SPDR S&P 500 ETF worth it? ›

SPDR S&P 500 ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, SPY is a sufficient option for those seeking exposure to the Style Box - Large Cap Blend area of the market.

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What is the 10 year return of the S&P 500? ›

Average returns

Period	Average annualised return	Total return
Last year	26.2%	26.2%
Last 5 years	16.4%	114.0%
Last 10 years	15.3%	314.1%
Last 20 years	10.8%	684.6%

Learn More Now ›

What is the rolling 12 month return for the S&P 500? ›

Basic Info. S&P 500 12 Month Total Return is at 28.19%, compared to 22.66% last month and 2.92% last year. This is higher than the long term average of 8.83%.

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What is the return of SPY in 2024? ›

SPY 1 Year Total Returns (Daily): 27.02% for June 7, 2024.

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What is the 3 year return of the S&P 500? ›

Basic Info. S&P 500 3 Year Return is at 25.53%, compared to 20.44% last month and 37.30% last year. This is higher than the long term average of 23.25%. The S&P 500 3 Year Return is the investment return received for a 3 year period, excluding dividends, when holding the S&P 500 index.

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Is SPDR better than Vanguard? ›

When it comes to choosing between Vanguard and State Street SPDR for passive sector exposure, you really can't go wrong with either. Both offer low-cost options, but your selection should be based on your specific investment objectives. For buy-and-hold investors, Vanguard's sector ETFs may be the preferable choice.

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How much dividend does SPDR S&P 500 pay? ›

Historical dividend payout and yield for SPDR S&P 500 ETF (SPY) since 1995. The current TTM dividend payout for SPDR S&P 500 ETF (SPY) as of May 30, 2024 is $6.72. The current dividend yield for SPDR S&P 500 ETF as of May 30, 2024 is 1.27%.

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Is SPY a buy right now? ›

SPY has a consensus rating of Moderate Buy which is based on 407 buy ratings, 89 hold ratings and 8 sell ratings.

Get More Info Here ›

Does 401k double every 7 years? ›

One of those tools is known as the Rule 72. For example, let's say you have saved $50,000 and your 401(k) holdings historically has a rate of return of 8%. 72 divided by 8 equals 9 years until your investment is estimated to double to $100,000.

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What is the return of the S&P 500 after 5 years? ›

S&P 500 5 Year Return is at 91.77%, compared to 70.94% last month and 54.51% last year. This is higher than the long term average of 45.44%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.

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How much will stocks grow in 10 years? ›

If you assume margins and P/E multiples will remain at their current high level, and expect sales and buybacks to grow at their historical rates, then you can anticipate making about 6% in returns per year over the next decade.

What is the 100 year return on the S&P 500? ›

The average yearly return of the S&P 500 is 10.62% over the last 100 years, as of the end of April 2024. This assumes dividends are reinvested. Dividends account for about 40% of the total gain over this period.

	As Of	1 Month
Benchmark S&P 500 Index	May 31 2024	4.96%
Fund After Tax
Return after Taxes on Distributions	May 31 2024	4.94%
Return after Taxes on Distributions and Sale of Fund Shares	May 31 2024	2.93%

https://www.lazyportfolioetf.com/etf/spdr-sp-500-spy/ (2024)

Investment Returns as of Mar 31, 2024

Capital Growth as of Mar 31, 2024

Investment Metrics as of Mar 31, 2024

Correlations as of Mar 31, 2024

Drawdowns

FAQs

What is the average return of SPDR S&P 500 ETF? ›

Does 401k double every 7 years? ›

References