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S&P 500 Index


Index Methodology

The S&P 500® has been widely regarded as the best single gauge of the large cap U.S. equities market since the index was first published in 1957. The index has over US$ 4.83 trillion benchmarked, with index assets comprising approximately US$ 1.1 trillion of this total. The index includes 500 leading companies in leading industries of the U.S. economy, capturing 75% coverage of U.S. equities

Profile

Bloomberg Ticker: SPX
Index Construction: Market Capitalization Weighted
Index Inception Date: 3/4/1957
Market Cap: 12,097.63 billion (as of 2/28/2011)
Number of Constituents: 498 (As Of 8/11/2011)
Managed By: Standard & Poor's

Total Return Performance

Timeframe Start Date End Date Cumulative Return Annualized Return
1 Year 8/31/2010 8/31/2011 16.16 % 16.16 %
3 Year 8/29/2008 8/31/2011 -4.98 % -1.69 %
5 Year 8/31/2006 8/31/2011 -6.51 % -1.34 %
9 Year 8/30/2002 8/31/2011 33.06 % 3.22 %
Returns above reflect total return performance. A total return value is the price level value plus dividends reinvested.


Growth of $10,000

10/01/01 - 9/12/11

Risk\Return Chart

10/01/01 - 9/12/11


Constituent Summary Information


Constituents information is only available to registered users.

Total Return Performance

Timeframe Start Date End Date Cumulative Return Annualized Return
1 Year 8/31/2010 8/31/2011 16.16 % 16.16 %
3 Year 8/29/2008 8/31/2011 -4.98 % -1.69 %
5 Year 8/31/2006 8/31/2011 -6.51 % -1.34 %
9 Year 8/30/2002 8/31/2011 33.06 % 3.22 %
Returns above reflect total return performance. A total return value is the price level value plus dividends reinvested.

Growth of $10,000

10/01/01 - 9/12/11

Risk\Return Chart

10/01/01 - 9/12/11

Constituent Information


Constituents information is only available to registered users.

Related Products

Fund Name Fund Type Exchange Ticker Fund Inception Date Expense Ratio Sponsor
S&P 500 ETF Exchange Traded Fund (ETF) London Stock Exchange XSPX 3/26/2010 0.50 % db X-Trackers
BetaPro S&P 500 Bear Plus ETF Exchange Traded Fund (ETF) Toronto Stock Exchange HSD 6/18/2008 1.15 % Horizons BetaPro
BetaPro S&P 500 Bull Plus ETF Exchange Traded Fund (ETF) Toronto Stock Exchange HSU 6/18/2008 1.15 % Horizons BetaPro
S&P 500 Inverse ETF Exchange Traded Fund (ETF) Toronto Stock Exchange HIU 2/10/2010 1.15 % Horizons BetaPro
S&P 500 (IUSA) Exchange Traded Fund (ETF) London Stock Exchange ISUA 3/15/2002 0.40 % iShares
S&P 500 Index Fund Exchange Traded Fund (ETF) NYSEArca IVV 5/15/2000 0.90 % iShares
Short S&P500 Exchange Traded Fund (ETF) NYSEArca SH 6/19/2006 0.92 % ProShares
UltraPro S&P500 Exchange Traded Fund (ETF) NYSEArca UPRO 6/23/2009 0.95 % ProShares
UltraPro Short S&P500 Exchange Traded Fund (ETF) NYSEArca SPXU 6/23/2009 0.95 % ProShares
UltraShort S&P500 Exchange Traded Fund (ETF) NYSEArca SDS 7/11/2006 0.90 % ProShares
2x S&P 500 ETF Exchange Traded Fund (ETF) NYSEArca RSU 11/05/2007 0.70 % Rydex|SGI
Inverse 2x S&P 500 ETF Exchange Traded Fund (ETF) NYSEArca RSW 11/05/2007 0.70 % Rydex|SGI
SPDR S&P 500 Exchange Traded Fund (ETF) NYSEArca SPY 1/22/1993 0.10 % State Street Global Advisors (SPDR)
S&P 500 ETF Exchange Traded Fund (ETF) NYSEArca VOO 9/07/2010 0.06 % Vanguard


Indices are unmanaged portfolios of securities and their performance, as a group, is typically used to measure investment results. Indices do not include expenses, fees and sales charges that an investor would incur with typical investment vehicles such as an open-end mutual fund or exchange-traded fund. Therefore, index returns would have a higher return than what an investor would actually experience. It is not possible to invest directly in an index.

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