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S&P 500 Historical Returns Explained

The Big Picture: 10% Average Annual Return

Since 1926, the S&P 500 has returned approximately 10.3% per year on average (including dividends). Adjusted for inflation, the real return is about 7%. This single fact is the foundation of most retirement planning.

Returns by Decade

DecadeAvg Annual ReturnKey Events
1980s+17.6%Reagan era bull market
1990s+18.2%Dot-com boom
2000s−0.9%Dot-com bust + 2008 crisis
2010s+13.6%Post-crisis recovery
2020s (so far)+12.4%COVID recovery, AI boom
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The Power of Staying Invested

Missing just the 10 best trading days over the past 20 years would cut your returns in half. Missing the best 30 days would turn a profit into a loss. This is why "time in the market" beats "timing the market" — the best days often come right after the worst days.

Dollar-Cost Averaging Works

Investing a fixed amount monthly (dollar-cost averaging) into an S&P 500 index fund has been one of the most reliable wealth-building strategies. Even someone who started investing right before the 2008 crash would have recovered and profited significantly by 2012.

What $500/Month Grows To

Time PeriodTotal InvestedValue (10% avg)
10 years$60,000$102,000
20 years$120,000$382,000
30 years$180,000$1,130,000
40 years$240,000$3,162,000

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