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S&P 500 ROI Calculator

Calculate historical ROI, profit/loss, CAGR, drawdown, and performance for S&P 500 using daily closing prices.

  • Historical prices
  • ROI and CAGR
  • Drawdown metrics
  • Compare performance
  • Educational only
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Dionis Ceban Written by Dionis Ceban. Reviewed by Dionis Ceban. Last reviewed:
Methodology Data Sources Disclaimer

Investment type

Investment details

Enter custom prices instead

Results

ROI
—
Profit / Loss
—
Final value
—
CAGR —
Max drawdown —
Start price —
End price —
Years analyzed —
Units —
Invested
—

Data: End-of-day close prices (cached). ℹ

Educational calculator using historical daily closing prices. Not financial advice.

Quick presets

This calculator uses historical index levels. Indexes are benchmarks and are not directly investable unless accessed through funds or other products.

S&P 500 performance metrics

Key historical metrics from daily closing prices.

1M return
+0.3%
1Y return
+20.3%
5Y return
+74.1%
CAGR (5Y)
+11.7%
Max drawdown
-25.4%
Best year
+28.8%
Worst year
-20.0%
Volatility
13.4%

Historical return table

PeriodReturnEst. value ($1,000)CAGR
1 month+0.3%$1,003.00—
1 year+20.3%$1,202.80+20.3%
5 years+74.1%$1,741.00+11.7%
All available data+488.5%$5,885.30+12.5%

Based on historical daily closing prices. Excludes taxes, fees, slippage, spreads, and dividends unless stated otherwise.

Compare S&P 500 with other assets

See how historical returns stack up across popular benchmarks.

S&P 500 vs Nasdaq 100Side-by-side returns S&P 500 vs BitcoinSide-by-side returns

Forecast outlook

You’ve seen how S&P 500 performed in the past. Explore our forecast scenarios and related tools for a broader view.

View S&P 500 forecast Compare S&P 500 with other assets Try a DCA strategy for S&P 500

Forecasts are scenario-based estimates, not guarantees.

S&P 500 investment examples

Quick historical scenarios using real daily closing prices.

$100/month DCA scenario

Estimated value

$9,241.46+51.5%on $6,100 invested
Try SIP mode

Historical daily closing prices only. Excludes fees, taxes, and dividends unless stated.

About S&P 500 (SPX)

  • What it is: The S&P 500 is a market index that tracks the performance of about 500 large publicly traded companies listed in the United States. It is widely used as a be…
  • Market / category: Market index
  • What this calculator measures: This calculator measures hypothetical historical ROI, profit or loss, CAGR, and drawdown using daily closing prices for your selected dates and amount.
  • Important limitations: This calculator uses available historical data to illustrate past returns over selected periods. It does not evaluate whether the index is a good or bad investment, and index values cannot be purchased directly.

Learn how returns are calculated in Methodology and how market data is handled in Data Sources.

How to interpret S&P 500 ROI results

  • ROI shows the total percentage gain or loss between your selected start and end dates.
  • CAGR annualizes return over the full selected period.
  • Drawdown shows the largest historical decline from peak to trough during the period, where available.
  • Past performance does not guarantee future results.
  • Fees, taxes, dividends, and spreads may affect real-world results and are not included unless stated.

Related tools

More calculators to explore returns, growth, and comparisons.

Manual ROI CalculatorEnter prices manually. CAGR CalculatorAnnualize growth over time. DCA CalculatorModel monthly contributions. Compound Interest CalculatorProject compounded balance. Asset Comparison ToolCompare side by side. Asset RankingsBrowse return rankings. S&P 500 ForecastScenario-based projections. Indexes calculatorsMore calculators in this category.

FAQ

What does the S&P 500 ROI calculator show?

It estimates hypothetical historical returns for S&P 500 based on daily closing prices for your chosen investment amount and date range. Results include ROI, profit or loss, ending value, CAGR, and drawdown metrics where available.

How is S&P 500 ROI calculated?

ROI is calculated from historical closing prices on your selected buy and sell dates. The calculator uses end-of-day closes and does not adjust for dividends, fees, or taxes unless explicitly stated.

Does this include dividends, fees, taxes, or spreads?

No. This calculator uses price-only historical data and does not include dividends, trading fees, taxes, or spreads unless explicitly stated.

Can I compare S&P 500 with another asset?

Yes. Use the compare links on this page or open the Asset Comparison Tool to compare S&P 500 (SPX) with stocks, ETFs, crypto, indexes, or commodities using historical data.

Is this historical performance financial advice?

No. This is an educational calculator for research and learning. Past performance does not guarantee future results and should not be treated as a recommendation to buy, sell, or hold S&P 500.

Where does the price data come from?

Historical index levels are sourced from third-party market data providers where available.

Last updated: 2026-07-16

Price data: Historical daily closing prices.

Calculation type: Educational simulation, not financial advice.

Methodology · Data Sources · Disclaimer