Historical Returns for the S&P 400 Midcap Index (Updated Through 2022)

The S&P 400 Midcap Index was introduced in June 1991 and is the most widely-followed U.S. Midcap stock market index.  I have previously posted charts with annual returns through 2007, 2008, 2009, 2010, 2011, 2012, and 2014. The charts below show calendar-year returns between 1992 and 2022 (click on the charts for a larger view).  The charts below also show 5-year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996), as well annualized returns for 10-, 15-, 20-, and 25-year periods of time.  The returns shown below account for reinvestment of all dividends paid by index components. 

As shown below, the S&P 400 Midcap Index dropped about -13.06% in 2014.  Although it was a negative return, this index outperformed the vast majority of the major U.S. stock market indexes, including the Nasdaq-100, which dropped 32.38% and the S&P 500, which dropped 18.11%.  The total return of the Index between December 31, 1991 and December 30, 2022 (the last trading day of 2022), was about 2,524%, an annualized return of about 11.12%.  The 5-year annualized return through 2022 was about 6.71%, the 10-year annualized return was about 10.78%, the 15-year annualized return were about 8.87%, the 20-year annualized return was about 10.66%, and the 25-year annualized return was about 9.79%. 

Any long-term investor should seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index). Midcaps tend to provide higher returns over time than large cap stocks, such as those comprising the S&P 500 Index, although such stocks are generally more volatile over shorter time periods.

 

Historical Returns for the S&P 400 Midcap Index (Updated Through 2014)

The S&P 400 Midcap Index was introduced in June 1991 and is the most widely-followed U.S. Midcap stock market index.  I have previously posted charts with annual returns through 2007, 2008, 2009, 2010, 2011, and 2012. The chart below shows calendar-year returns between 1992 and 2014 (click on the chart for a larger view).  The chart below also shows five-year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996),  ten-year annualized returns, and fifteen-year annualized returns.

As shown below, the S&P 400 Midcap Index returned about 9.77% in 2014, which was a decent return, albeit much smaller than the massive 33.50% return during 2013.  The annualized return of the Index from 1992-2014 was about 12.09%, the 5-year annualized return through 2014 was about 16.54%, the 10-year annualized return through 2014 were about 9.71%, and the 15-year annualized return were about 9.65%. The total return (including reinvested dividends) between December 31, 1991 and December 31, 2014 was about 1,281.70%.

I recommend that any long-term investor seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index). Midcaps tend to provide higher returns over time than large cap stocks, such as those comprising the S&P 500 Index, although such stocks are generally more volatile over shorter time periods.

 

 ** I have posted an updated chart for the period between 1992-2022.

Historical Returns for the S&P 400 Midcap Index (Updated Through 2012)

The S&P 400 Midcap Index is the most widely-followed U.S. Midcap stock market index.  This index was first introduced in June 1991.  I have previously posted charts with annual returns through 2007, 2008, 2009, 2010, and 2011. The chart below shows calendar-year returns between 1992 and 2012 (click on the chart for a larger view).  The chart below also shows five-year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996),  ten-year annualized returns, and fifteen-year annualized returns.

As illustrated, the S&P 400 Midcap Index rebounded in 2012 from a down year in 2011, rising about 17.88%.  The annualized return of the Index from 1992-2012 was about 11.28%, the 5-year annualized return through 2012 was about 5.15%, the 10-year annualized return through 2012 were about 10.53%, and the 15-year annualized return were about 9.14%. The total return (including reinvested dividends) between December 31, 1991 and December 31, 2012 was about 842.87%.

I am a fan of midcap stocks and recommend that any long-term investor seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index). Midcaps tend to provide higher returns over time than large cap stocks, such as those comprising the S&P 500 Index, although such stocks are generally more volatile over shorter time periods.

** I have posted an updated chart for the period between 1992-2022.

Historical Returns for the S&P 400 Midcap Index (Updated Through 2011)

The S&P 400 Midcap Index is the most widely-followed of all U.S. Midcap stock market indices.  This index was first introduced in June 1991.  I have previously posted charts with annual returns through 2007, 2008, 2009, and 2010. The chart below has been updated to include returns from 1992-2011.  The chart below also shows five-year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996),  ten-year annualized returns, and fifteen-year annualized returns.

As shown, the S&P 400 Midcap Index closed down slightly in 2011, dropping about 1.73%.  The annualized returns of the Index from 1992-2011 were about 10.96%, the 5-year annualized returns through 2011 were about 3.32%, the 10-year annualized returns through 2011 were about 7.04%, and the 15-year annualized returns were about 9.98%. The total returns (including reinvested dividends) between December 31, 1991 and December 31, 2011 were an impressive 699.85%.

As I have mentioned in previous years, I am a big fan of midcap stocks and recommend that any long-term investor seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index). Midcaps tend to provide higher returns over time than large cap stocks, such as those comprising the S&P 500 Index, although such stocks are generally more volatile over shorter time periods.

** I have posted an updated chart for the period between 1992-2022.

Historical Returns for the S&P 400 Midcap Index (Updated Through 2010)

Midcap stocks are generally defined as those of companies with market capitalizations between $1 billion and $10 billion. The S&P 400 Midcap Index is the most widely-followed of all U.S. Midcap stock market indices.

The S&P 400 Midcap Index was introduced in June 1991 by Standard & Poors to track the performance of U.S. mid cap stocks. I have previously posted charts with annual returns through 2007, 2008, and 2009. The chart below has been updated to include returns from 1992-2010.

As shown, the S&P 400 Midcap Index provided another strong year in 2010, returning 26.64%. The cumulative return during calendar years 2009 and 2010 was an impressive 73.98%. The gains during 2009 and 2010 more than make up for the 36.23% drop in 2008. The annualized returns of the Index from 1992-2010 was 11.67% and the 5-year annualized returns through 2010 were 5.74%. The total returns (including reinvested dividends) between January 1, 1992 and December 31, 2010 was an impressive 713.95%.

The chart below also shows five-year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996) and ten-year annualized returns, starting with the tenth full calendar year of the existence of the Index. As shown, the highest annualized five-year return was 23.05% (between 1995 and 1999) and the lowest was -0.08% (between 2004 and 2008). The highest annualized return was 16.10% (between 1995 and 2004) and the lowest was 4.46% (between 1999 and 2008).

As I have mentioned in previous years, I am a big fan of midcap stocks and recommend that any long-term investor seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index). Midcaps tend to provide higher returns over time than large cap stocks, such as those comprising the S&P 500 Index, although such stocks are generally more volatile over shorter time periods.

** I have posted an updated chart for the period between 1992-2022.

Historical Returns for the S&P 400 Midcap Index (Updated Through 2008)

The S&P 400 Midcap Index is the most widely-followed of all U.S. Midcap stock market indices. Midcap stocks are generally defined as those of companies with market capitalizations between $1 billion and $10 billion. ("Market capitalization" refers to the value of outstanding shares of a particular stock.")

The S&P 400 Midcap Index was introduced in June 1991 by Standard & Poors to track the performance of U.S. mid cap stocks. Last year I posted a chart illustrating returns for the S&P 400 Midcap Index up through 2007. I updated the chart to reflect returns for 2008. The chart below illustrates the full year annual returns between 1992 and 2008.

As shown, the S&P 400 Midcap Index had its worst year annual returns in its existence, losing 36.23% in 2008. The terrible returns in 2008 dropped the annualized return from 1992 to 2008 down to 9.50%. This is a large decrease from the annualized return from 1992 to 2007 of 13.26%. The total return between 1992 and 2008 was 367.84%.

The chart below also shows five year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996). As shown, the highest annualized five-year return was 23.05% (between 1995 and 1999) and the lowest was -0.08% (between 2004 and 2008).

As I discussed last year, any long-term investor should seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index).


** I have posted an updated chart for the period between 1992-2014.

Historical Returns for the S&P 400 Midcap Index

The S&P 400 Midcap Index is the most widely-followed of all U.S. Midcap stock market indices. Midcap stocks are generally defined as those of companies with market capitalizations between $1 billion and $10 billion. ("Market capitalization" refers to the value of outstanding shares of a particular stock.")

I have previously posted about historical returns for large cap stocks, such as the S&P 500, and of small cap stocks, such as the Russell 2000. I have also posted about the long-term outperformance of small cap value stocks over long periods of time. Investors should also consider investing in Midcap stocks, as they tend to outperform large cap stocks over time with less volatility than small cap stocks. The S&P 400 Midcap Index was introduced in June 1991 by Standard & Poors to track the performance of U.S. mid cap stocks.

The table below illustrates the full year annual returns of the S&P 400 Midcap index between 1992 and 2007. As shown, the S&P 400 Midcap Index returned an annualized average of 13.26% between 1992 and 2007. Between 1992 and 2007, the index rose an impressive 633.34%. The chart below also shows five year annualized returns, starting with the fifth full calendar year of the existence of the S&P 400 Midcap Index (i.e., 1996). As shown, the highest annualized five-year return was 23.05% (between 1995 and 1999) and the lowest was 6.41% (between 1998 and 2002).

Any long-term investor should seriously consider investing money in midcap stocks, such as those tracking the S&P 400 Midcap Index (e.g., the Midcap SPDR ETF (symbol: MDY) tracks the S&P 400 Midcap Index).

** I have posted an updated chart for the period between 1992-2022.