S&P 400

The S&P 400 is a market-capitalization-weighted index that tracks 400 U.S. mid-cap companies across diverse sectors. It provides a representative snapshot of the mid-cap segment, often considered a balance between the stability of large-cap firms and the growth potential of small caps. The index is frequently used by investors to gauge the health and performance of medium-sized enterprises, which play a critical role in economic expansion and sector innovation. Compared to the S&P 500 or S&P 600, the S&P 400 offers targeted exposure to firms with established operations and moderate growth trajectories.

S&P 400 Metrics (2016-01-11 → 2026-01-09)

  • Current Value: 3459.81 (0.85%)
  • YTD Return: 3.3%
  • Annualized Volatility YTD: 16.44%
  • Average Annual Return: 10.14%
  • CAGR: 10.25%

10-Year Performance for S&P 400 Index

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

VaR 95%: %

VaR 99%: %