Visualizing 150 Years of S&P 500 Returns
2023 was supposed to be a tough year for stocks. However, consumers shrugged off higher interest rates, and investors were more optimistic than fearful largely due to exuberance around AI. As a result, the S&P 500 rallied over 24% in 2023.
To put these gains in perspective, this graphic shows yearly returns for the S&P 500 since 1874, using data from TradingView.
S&P 500 Historical Returns (1874-2023)
Driving the S&P 500’s returns in 2023 was the force of the “Magnificent Seven”. These mega caps include Amazon, Apple, Nvidia, Tesla, Microsoft, Meta, and Alphabet. Together, they generated the lion’s share of the index’s returns.
By contrast, a record 72% of stocks underperformed the S&P 500 index. Overall, 2023’s stock market returns were not only rare, but comparatively quite strong.
See the full article at visualcapitalist.com
Dataset
| S&P 500 Annual Return | Number of Years | Share of Years |
|---|---|---|
| +40 to +50% or more | 3 | 2.00% |
| +30 to +40% | 9 | 5.40% |
| +20 to +30% | 21 | 14.10% |
| +10 to +20% | 33 | 22.10% |
| +0 to +10% | 30 | 20.10% |
| +0 to -10% | 25 | 16.80% |
| -10 to -20% | 18 | 12.10% |
| -20 to -30% | 7 | 4.70% |
| -30 to -40% | 3 | 2.00% |
| -40 to -50% or more | 1 | 0.70% |
