S&P 500Investment Calculator
Data Range
1928-2025

Calculate the potential returns of your S&P 500 investments from 1928 to 2025. See how your investment would have grown over time.

Top S&P 500 Companies

Explore the leading companies that make up the S&P 500 index, representing the largest U.S. publicly traded corporations.

What is the S&P 500?

The S&P 500 is a stock market index tracking the performance of 500 large companies listed on U.S. stock exchanges. It's considered one of the best gauges of large-cap U.S. equities.

Historical Performance

Since its inception, the S&P 500 has delivered an average annual return of approximately 10%. However, returns can vary significantly year by year.

Investment Strategy

Many investors choose the S&P 500 for long-term investment through index funds or ETFs, benefiting from broad market exposure and historically consistent returns.

Frequently Asked Questions

How is the return calculated?

The calculator uses historical S&P 500 data to compute both nominal returns and inflation-adjusted values, including dividend reinvestment.

Why start from 1928?

1928 marks the beginning of reliable, comprehensive S&P 500 historical data, providing almost a century of market performance information.

Important Disclosures

Historical return data is based on monthly stock price, dividends, and earnings data from the S&P 500 index starting from 1928. The calculations include dividend reinvestment and are adjusted for inflation using CPI-U (Consumer Price Index-All Urban Consumers) data.

An index is a hypothetical portfolio of securities representing a particular market segment. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with managing an actual portfolio.

Risk Disclosure:

  • All investments involve some degree of risk, including loss of principal.
  • Past performance does not guarantee future results.
  • Your actual results will vary based upon your individual situation, market performance, and other factors.

This calculator is provided for informational purposes only and should not be relied upon for making investment decisions. Consult with qualified financial advisors for personalized investment advice.