How do I find historical monthly and annual total returns for the S&P 500? (2024)

Capital IQ (available in the Business Library): Search for the S&P 500 index (^SPX) to access its profile. In the Index Values section there is a drop-down menu to select a return type. Select a type and hit Go, and it will redirect to the Chart Builder tool where you can modify the date range to view historical data. To view daily data from the chart in a table, click the Excel icon in the top right corner of the screen.

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Last Updated: Aug 01, 2023 Views: 2403

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Greetings! When it comes to navigating the intricate world of financial data, especially through tools like Capital IQ, I'm your go-to expert. My experience spans deep into the realms of market analysis, financial research, and data visualization.

Now, let's dive into the specifics of your Capital IQ query. First and foremost, the S&P 500 index, often denoted as (^SPX), is a market indicator that tracks the performance of 500 of the largest publicly traded companies in the U.S. To access its profile on Capital IQ in the Business Library, you're heading in the right direction.

In the Index Values section, where the real magic happens, there's a drop-down menu offering various return types. This feature is pivotal for tailoring your analysis. Whether you're eyeing total returns, price returns, or any other metric, this is your gateway.

Once you've made your selection, hit that 'Go' button. Brace yourself because it's about to get interesting. You'll find yourself redirected to the Chart Builder tool, a powerful instrument in your financial toolkit. Here, you can customize the date range, allowing you to scrutinize historical data and trends.

But wait, there's more! If you prefer a more tabular representation of the daily data, simply look to the top right corner of the screen. Spot the Excel icon? Click it, and voilà! You've just transformed your chart into a neat, downloadable table for further analysis or sharing.

This process seamlessly combines technical prowess with user-friendly interfaces, providing a comprehensive financial analysis experience. If you ever find yourself in need of more guidance or have specific questions, don't hesitate to reach out to the Business Library for expert assistance.

Keep those financial insights sharp, and happy analyzing!

How do I find historical monthly and annual total returns for the S&P 500? (2024)
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