S&P 1500
The S&P 1500 is a market-cap-weighted index that aggregates the S&P 500 (large-cap), S&P 400 (mid-cap), and S&P 600 (small-cap), offering a comprehensive benchmark for the U.S. equity market. Covering approximately 90% of U.S. market capitalization, it captures broad market performance across all capitalization tiers and industry sectors. The index is widely used by institutional investors and analysts for macro-level analysis, portfolio benchmarking, and asset allocation strategies. Its diversified composition makes it a robust indicator of overall market trends and economic sentiment in the United States.
S&P 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%: %