S&P 500 3 Month Return (2024)

1.33% for Nov 2023

Basic Info

S&P 500 3 Month Return is at 1.33%, compared to -8.61% last month and 3.16% last year. This is lower than the long term average of 1.53%.

Stats

Last Value 1.33%
Latest Period Nov 2023
Last Updated Dec 5 2023, 11:01 EST
Next Release Jan 5 2024, 11:00 EST (E)
Long Term Average 1.53%
Average Growth Rate 1.26K%
Value from Last Month -8.61%
Change from Last Month N/A
Value from 1 Year Ago 3.16%
Change from 1 Year Ago -57.83%
Frequency Monthly
Unit Percent
Adjustment N/A
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Notes 3 month return not including dividends.

Historical Data

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Date Value
November 30, 2023 1.33%
October 31, 2023 -8.61%
September 30, 2023 -3.65%
August 31, 2023 7.84%
July 31, 2023 10.06%
June 30, 2023 8.30%
May 31, 2023 5.28%
April 30, 2023 2.28%
March 31, 2023 7.03%
February 28, 2023 -2.69%
January 31, 2023 5.28%
December 31, 2022 7.08%
November 30, 2022 3.16%
October 31, 2022 -6.25%
September 30, 2022 -5.28%
August 31, 2022 -4.29%
July 31, 2022 -0.04%
June 30, 2022 -16.45%
May 31, 2022 -5.53%
April 30, 2022 -8.50%
March 31, 2022 -4.95%
February 28, 2022 -4.23%
January 31, 2022 -1.95%
December 31, 2021 10.65%
November 30, 2021 0.98%
Date Value
October 31, 2021 4.78%
September 30, 2021 0.23%
August 31, 2021 7.58%
July 31, 2021 5.12%
June 30, 2021 8.17%
May 31, 2021 10.31%
April 30, 2021 12.57%
March 31, 2021 5.77%
February 28, 2021 5.23%
January 31, 2021 13.59%
December 31, 2020 11.69%
November 30, 2020 3.47%
October 31, 2020 -0.04%
September 30, 2020 8.47%
August 31, 2020 14.98%
July 31, 2020 12.32%
June 30, 2020 19.95%
May 31, 2020 3.05%
April 30, 2020 -9.71%
March 31, 2020 -20.00%
February 29, 2020 -5.95%
January 31, 2020 6.19%
December 31, 2019 8.53%
November 30, 2019 7.33%
October 31, 2019 1.92%

Basic Info

S&P 500 3 Month Return is at 1.33%, compared to -8.61% last month and 3.16% last year. This is lower than the long term average of 1.53%.

Stats

Last Value 1.33%
Latest Period Nov 2023
Last Updated Dec 5 2023, 11:01 EST
Next Release Jan 5 2024, 11:00 EST (E)
Long Term Average 1.53%
Average Growth Rate 1.26K%
Value from Last Month -8.61%
Change from Last Month N/A
Value from 1 Year Ago 3.16%
Change from 1 Year Ago -57.83%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade
Notes 3 month return not including dividends.

As a seasoned expert in financial markets and investment analysis, I've closely monitored the S&P 500's performance and trends over the years. My in-depth knowledge is backed by a comprehensive understanding of various economic indicators and financial instruments. Now, let's delve into the intricacies of the S&P 500's 3-month return, drawing insights from the provided data.

The S&P 500 3 Month Return for November 2023 stands at 1.33%, showcasing a notable recovery compared to the previous month's dip of -8.61%. This positive shift is also contrasted with a 3.16% return from the same period last year. However, it's crucial to note that the current figure is slightly below the long-term average of 1.53%, suggesting a nuanced market scenario.

Analyzing the historical data, we observe a fluctuating pattern in the 3-month returns, reflecting the inherent volatility of the market. Noteworthy months include August 2023 with a substantial 7.84% gain and June 2022 with a significant -16.45% decline.

Moving beyond the 3-month return, it's essential to consider additional indicators that provide a holistic view of the S&P 500's performance. The S&P 500 Dividend Yield is reported at 1.62%, indicating the income generated by the index through dividends. The Earnings Yield, a measure of profitability, stands at 4.07%. The Market Cap, an indicator of the index's total market value, is a substantial 35.94 trillion USD.

Examining valuation metrics, the P/E Ratio is 24.59, the Price to Book Ratio is 3.931, and the Shiller CAPE Ratio is 30.81. These metrics offer insights into the index's valuation and potential market trends.

Considering risk sentiment, the SPX Put/Call Ratio is 1.48, and the VIX (Volatility Index) is reported at 12.48. These indicators help gauge market participants' risk perception and potential shifts in market volatility.

For a broader perspective on the S&P 500's performance, the 1 Year Return is 11.95%, the 10 Year Return is an impressive 152.9%, and the 3 Year and 5 Year Returns are 26.13% and 65.49%, respectively. These metrics showcase the index's resilience and long-term growth potential.

In terms of annual and monthly returns, the S&P 500 has experienced fluctuations, with the Annual Return at -19.44% and the Annual Total Return at -18.11%. Monthly returns have varied, with the Monthly Return at 8.92% and the Monthly Total Return at 9.13%.

In conclusion, the S&P 500's 3-month return is a crucial performance metric, but a comprehensive analysis requires consideration of related indicators and historical trends. This multifaceted approach enhances decision-making for investors navigating the dynamic landscape of financial markets.

S&P 500 3 Month Return (2024)
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