S&P Composite 1500 CAPE ratio

The current Shiller CAPE Ratio for S&P 1500 Index is 33.356 (2026-01-09), with an average CAPE of 28.286. The lowest CAPE Ratio was 18.532 on 2020-03-23, and the highest was 34.108 on 2021-12-29.

The CAPE ratio for the S&P Composite 1500 assesses the valuation of a broad range of U.S. stocks by comparing current prices to inflation-adjusted earnings averaged over the past 10 years. This index combines large-cap (S&P 500), mid-cap (S&P 400), and small-cap (S&P 600) companies, providing a comprehensive market view. By smoothing out short-term earnings volatility, the CAPE ratio helps investors evaluate whether the overall market is overvalued or undervalued compared to historical trends. A high CAPE suggests overvaluation and potential lower future returns, while a low CAPE indicates undervaluation and possibly higher returns, aiding strategic investment decisions.

CAPE Statistics for S&P Composite 1500 (2018-07-02 to 2026-01-09)

  • Current CAPE: 33.356 (0.66%)
  • Min: 18.532 (2020-03-23)
  • Max: 34.108 (2021-12-29)
  • Mean: 28.286
  • Median: 27.760

CAPE vs Forward Returns — S&P Composite 1500

S&P Composite 1500 Metrics (2016-01-11 → 2026-01-09)

  • Current Value: 1561.68 (0.66%)
  • YTD Return: 1.72%
  • Annualized Volatility YTD: 8.75%
  • Average Annual Return: 13.05%
  • CAGR: 13.43%

10-Year Performance for S&P 1500 Index

Cumulative Return
Annual Returns
Quarterly Returns
Rolling Volatility (6M)
Return Distribution & Tail Risk (VaR 95/99)

VaR 95%: %

VaR 99%: %