2014 S&P 500 Return

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We include dividend reinvestment in our calculations

Although most financial media sources will list 11.74% as the S&P 500 index's return in 2014, an investor reinvesting dividends in the S&P 500 would have theoretically done even better: 14.04%.

Subtract from that (of course) applicable taxes, fees, slippage/timing concerns - but... needless to say, buying, holding, and reinvesting was a very lucrative strategy this year.

The 2014 S&P 500 Return

After the large 32.39% dividend reinvested return in 2013, a further 14.04% is more than most could have asked for on such a widely invested index - happy new year for that!  Compound that with 2012's 16.00% dividend reinvested return and you're looking at a huge 74.60% reinvestment return just from sitting on your hands and reinvesting your funds - a hefty geometric average of 20.46% a year!

2014 S&P 500 Return: Total vs. Index

2014 S&P 500 Return: Total vs. Index

01/01/2014 Open12/31/2014 CloseAnnual Return
S&P 500 Total Return3305.283769.4414.04%
S&P 500 Index1842.612058.911.74%

Buying and Holding

We, of course, have a few calculators which can help you determine the real returns of theoretical holdings - our S&P 500 Total Return Calculator works on a monthly basis, while our retrospective calculator allows you to compare all rolling S&P 500 reinvested returns.  We also have a calculator for individual stock reinvestment calculations.

The retrospective calculator ranks the last three years very highly - (Top) 38.12%, 12.00%, 41.96% of years, respectively - all in the top half (and more than half of rolling years are positive returns).  Add to that all of the other gains since March of 2009... well, now that' a bull market!

Will we maintain this momentum?  Well, no one can say for certain - but since this is the internet, feel free to leave your no-cost-to-you predictions in the comments!

See other annual S&P 500 Returns:

Questions for thought:

  • Where will the S&P 500 go from here?
  • Are you a dividend reinvester?


PK started DQYDJ in 2009 to research and discuss finance and investing and help answer financial questions. He's expanded DQYDJ to build visualizations, calculators, and interactive tools.

PK lives in New Hampshire with his wife, kids, and dog.

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