What Is the Average ROI of the S&P 500 Over 10 Years?

The Short Answer

The S&P 500 has averaged about 10-12% annual returns over most 10-year periods. After inflation, real returns average about 7-8%.

The Detailed Breakdown

Based on historical S&P 500 total returns (including dividends) from 1926 to present.

CalculationValueAssumptions
$10K Nominal Growth$27,10010.5% avg annual return, 10 years
$10K Real Growth (Inflation-Adj)$20,1007.5% real return after 3% inflation
Worst 10-Year Return-1%/yr (2000-2009)Dot-com crash + Great Recession

Key Assumptions

  • S&P 500 historical average ~10.5% nominal annual return.
  • Includes dividends reinvested.
  • 3% average inflation rate.
  • Past performance doesn't guarantee future results.

Adjust for Your Situation

The S&P 500 averages ~10.5% annually, making it a strong long-term wealth builder.

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What Affects This Result

Entry Timing

Investing at market peaks can mean lower 10-year returns.

Dividends

Reinvested dividends account for ~40% of total S&P 500 returns.

Fees

A 1% annual fee compounds to 10%+ loss over 10 years.

Frequently Asked Questions

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