Does joining the S&P 500 pay?
Aggregate statistics across 49 S&P 500 additions in the dataset, measured from the effective-date close.
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Headline statistics
Additions tracked
49
Average 30d run-up into inclusion
+12.5%
1Y hit rate
53.8%
Returns by holding period
| Window | Sample | Average | Median | Positive | Avg vs index |
|---|---|---|---|---|---|
| 1W | 48 | -0.2% | -0.0% | 44% | -0.4% |
| 1M | 47 | -0.8% | -1.3% | 47% | -3.8% |
| 3M | 43 | +12.0% | +2.9% | 53% | +7.3% |
| 6M | 37 | +25.9% | -2.2% | 49% | +17.9% |
| 1Y | 26 | +22.1% | +5.8% | 54% | +4.8% |