INDX-SPX

S&P 500

Index

$7,659.44−84.62 (−1.09%)Close Oct 16, 2026

Dec 30, 1927 – Oct 16, 2026, Dividends reinvested

Final balance: $153,110,533
CAGR: +10.25%
Max drawdown: −83.61%
Sharpe ratio: 0.61

Growth of $10,000

Trailing returns (%)

S&P 500's average annual return was 15.53% over the last 10 years and 11.08% over the last 20 years, through Oct 16, 2026. $10,000 in the S&P 500 on Oct 14, 2016 grew to $42,358 by Oct 16, 2026, with dividends reinvested.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1927
INDX-SPX	+1.50	+1.95	+9.38	+12.91	+16.89	+22.12	+12.97	+15.53	+15.07	+11.08	+10.12	+10.24	+10.25

1M: +1.50%
3M: +1.95%
6M: +9.38%
YTD: +12.91%
1Y: +16.89%
3Y: +22.12%
5Y: +12.97%
10Y: +15.53%
15Y: +15.07%
20Y: +11.08%
25Y: +10.12%
30Y: +10.24%
Since 1927: +10.25%

Annual returns

1927 from Dec 30 · 2026 through Oct 16

S&P 500 returns by year

Year	Return
2026 through Oct 16	+12.91%
2025	+17.88%
2024	+25.02%
2023	+26.29%
2022	−18.11%
2021	+28.71%
2020	+18.40%
2019	+31.49%
2018	−4.38%
2017	+21.83%
2016	+11.96%
2015	+1.38%
2014	+13.69%
2013	+32.39%
2012	+16.00%
2011	+2.11%
2010	+15.06%
2009	+26.46%
2008	−37.00%
2007	+5.49%
2006	+15.79%
2005	+4.91%
2004	+10.88%
2003	+28.68%
2002	−22.10%
2001	−11.89%
2000	−9.10%
1999	+21.04%
1998	+28.58%
1997	+33.36%
1996	+22.96%
1995	+37.58%
1994	+1.32%
1993	+10.08%
1992	+7.62%
1991	+30.47%
1990	−3.10%
1989	+31.68%
1988	+16.62%
1987	+5.15%
1986	+18.63%
1985	+31.69%
1984	+6.16%
1983	+22.47%
1982	+21.51%
1981	−5.08%
1980	+32.30%
1979	+18.36%
1978	+6.36%
1977	−7.47%
1976	+23.69%
1975	+37.32%
1974	−26.60%
1973	−14.81%
1972	+18.94%
1971	+14.34%
1970	+4.00%
1969	−8.48%
1968	+11.01%
1967	+23.94%
1966	−10.15%
1965	+12.35%
1964	+16.35%
1963	+22.69%
1962	−8.79%
1961	+26.82%
1960	+0.45%
1959	+11.92%
1958	+43.42%
1957	−10.86%
1956	+6.61%
1955	+31.47%
1954	+52.46%
1953	−1.09%
1952	+18.53%
1951	+24.53%
1950	+30.30%
1949	+18.16%
1948	+5.08%
1947	+5.19%
1946	−8.21%
1945	+36.55%
1944	+19.68%
1943	+25.81%
1942	+21.22%
1941	−11.85%
1940	−9.83%
1939	−0.77%
1938	+32.49%
1937	−35.26%
1936	+32.76%
1935	+47.59%
1934	−0.24%
1933	+52.17%
1932	−6.08%
1931	−43.33%
1930	−25.00%
1929	−8.71%
1928	+43.68%
1927 from Dec 30	0.00%

Metrics

Since 1927

Volatility	18.90%
Sortino ratio	0.88
Calmar ratio	0.12
Best year, 1954	+52.46%
Worst year, 1931	−43.33%
Positive years	72 of 98
Longest drawdown	15.3 years

Worst drawdowns

Since 1927

Decline	Peak	Bottom	Recovered	Length
−83.6%	Sep 1929	Jun 1932	Jan 1945	15.3 years
−55.3%	Oct 2007	Mar 2009	Apr 2012	4.5 years
−47.4%	Sep 2000	Oct 2002	Oct 2006	6.1 years
−45.0%	Jan 1973	Oct 1974	Jul 1976	3.5 years
−33.8%	Feb 2020	Mar 2020	Aug 2020	6 months