S&P 500 · 5Y Rolling — Five Years Later, the Typical Annualized Return
Rolling 5Y CAGR — Buy at any point, hold five years — where the annualized return lands.
Every five-year rolling window since 1928, on a price-return basis. About one window in five still ended underwater — five years is no guarantee.
What this page answers
This static page is built to answer searches for S&P 500 · 5Y Rolling. It summarizes the live dataset behind the Five Years Later, the Typical Annualized Return panel and links to the full interactive chart.
Every five-year rolling window since 1928, on a price-return basis. About one window in five still ended underwater — five years is no guarantee. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
The plate
Latest Snapshot
- Updated
- 2026-08-29
- Latest value
- 7,730.992026-08-27
- CAGR
- +6.37%
- Sample
- 1928-01-31 – 2026-08-27
- Observations
- 1,184
- Sample
- 1928-01-31 – 2026-08-27
Data & Source
GET /api/sp500/century.json — Canonical dataset endpoint.
Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.
FAQ
Where does this data come from?
History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.
How often is it updated?
Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.
Can I use the data?
Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.