S&P 1500

The S&P 1500, or S&P Composite 1500 Index, is a stock market index of US stocks made by Standard & Poor's. It includes all stocks in the S&P 500, S&P 400, and S&P 600. This index covers approximately 90% of the market capitalization of U.S. stocks.

S&P Composite 1500
FoundationMay 17, 1995[1]
OperatorS&P Global
ExchangesNASDAQ, NYSE, CBOE
Trading symbol^SP1500
Constituents1,506[1]
TypeSmall, Medium and Large cap
Market cap$ 30.78 trillion (January 31,2020)
Weighting methodMarket value-weighted
Related indices
Websiteus.spindices.com/indices/equity/sp-composite-1500

Other subsets

Standard & Poor's also provides the S&P 900 index (a combination of the S&P 500 Index plus the S&P 400 mid-cap index)[2] and the S&P 1000 (the S&P 400 plus the S&P 600 small-cap index).[3]

Versions

The "S&P 1500" generally quoted is a price return index; there is also "total return" version of the index[4]. These versions differ in how dividends are accounted for. The price return version does not account for dividends; it only captures the changes in the prices of the index components.[5] The total return version reflects the effects of dividend reinvestment.

Annual returns

YearPrice returnTotal return
201928.34%30.90%
2018−6.77%−4.96%
201718.80%21.13%
201610.65%13.03%
2015−1.03%1.01%
201410.88%13.08%
201330.12%32.80%
201213.67%16.17%
2011−0.26%1.75%
201014.17%16.38%
200924.33%27.25%
2008−38.16%−36.72%
20073.60%5.47%
200613.28%15.34%
20053.83%5.66%
20049.96%11.78%

[1]

See also

References

This article is issued from Wikipedia. The text is licensed under Creative Commons - Attribution - Sharealike. Additional terms may apply for the media files.