The main stock market index of United States, the US500, rose to 6211 points on July 1, 2025, gaining 0.10% from the previous session. Over the past month, the index has climbed 4.64% and is up 12.75% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from United States. United States Stock Market Index - values, historical data, forecasts and news - updated on July of 2025.

Shortly after the first COVID-19 cases were confirmed in the largest Latin American economies, some of the most important stock market indexes in the region plummeted. Compared to its closing quote on February 19, the Brazilian stock exchange index IBOVESPA showed the largest decrease among the stock indexes shown in this graph, surpassing a 40 percent fall both in March and in April. On April 3, 2020 the IBOVESPA decreased 40.3 percent in value, and gradually recovered to -15 percent on October 15. Throughout the indicated period, Mexico's IPC index was the one maintaining most of its value, not having decreased more than 27 percent since February 19.

The value of the DJIA index amounted to ********* at the end of March 2025, up from ********* at the end of March 2020. Global panic about the coronavirus epidemic caused the drop in March 2020, which was the worst drop since the collapse of Lehman Brothers in 2008. Dow Jones Industrial Average index – additional information The Dow Jones Industrial Average index is a price-weighted average of 30 of the largest American publicly traded companies on New York Stock Exchange and NASDAQ, and includes companies like Goldman Sachs, IBM and Walt Disney. This index is considered to be a barometer of the state of the American economy. DJIA index was created in 1986 by Charles Dow. Along with the NASDAQ 100 and S&P 500 indices, it is amongst the most well-known and used stock indexes in the world. The year that the 2018 financial crisis unfolded was one of the worst years of the Dow. It was also in 2008 that some of the largest ever recorded losses of the Dow Jones Index based on single-day points were registered. On September 29, 2008, for instance, the Dow had a loss of ****** points, one of the largest single-day losses of all times. The best years in the history of the index still are 1915, when the index value increased by ***** percent in one year, and 1933, year when the index registered a growth of ***** percent.

View data of the S&P 500, an index of the stocks of 500 leading companies in the US economy, which provides a gauge of the U.S. equity market.

The Dow Jones Industrial Average (DJIA) index dropped around ***** points in the four weeks from February 12 to March 11, 2020, but has since recovered and peaked at ********* points as of November 24, 2024. In February 2020 - just prior to the global coronavirus (COVID-19) pandemic, the DJIA index stood at a little over ****** points. U.S. markets suffer as virus spreads The COVID-19 pandemic triggered a turbulent period for stock markets – the S&P 500 and Nasdaq Composite also recorded dramatic drops. At the start of February, some analysts remained optimistic that the outbreak would ease. However, the increased spread of the virus started to hit investor confidence, prompting a record plunge in the stock markets. The Dow dropped by more than ***** points in the week from February 21 to February 28, which was a fall of **** percent – its worst percentage loss in a week since October 2008. Stock markets offer valuable economic insights The Dow Jones Industrial Average is a stock market index that monitors the share prices of the 30 largest companies in the United States. By studying the performance of the listed companies, analysts can gauge the strength of the domestic economy. If investors are confident in a company’s future, they will buy its stocks. The uncertainty of the coronavirus sparked fears of an economic crisis, and many traders decided that investment during the pandemic was too risky.

Between March 4 and March 11, 2020, the S&P 500 index declined by ** percent, descending into a bear market. On March 12, 2020, the S&P 500 plunged *** percent, its steepest one-day fall since 1987. The index began to recover at the start of April and reached a peak in December 2021. As of December 29, 2024, the value of the S&P 500 stood at ******** points. Coronavirus sparks stock market chaos Stock markets plunged in the wake of the COVID-19 pandemic, with investors fearing its spread would destroy economic growth. Buoyed by figures that suggested cases were leveling off in China, investors were initially optimistic about the virus being contained. However, confidence in the market started to subside as the number of cases increased worldwide. Investors were deterred from buying stocks, and this was reflected in the markets – the values of the Dow Jones Industrial Average and the Nasdaq Composite also dived during the height of the crisis. What is a bear market? A bear market occurs when the value of a stock market suffers a prolonged decline of more than 20 percent over a period of at least 2 months. The COVID-19 pandemic caused severe concern and sent stock markets on a steep downward spiral. The S&P 500 achieved a record closing high of ***** on February 19, 2020. However, just over 3 weeks later, the market closed on *****, which represented a decline of around ** percent in only 16 sessions.

United States FCI-G Index: 1-Yr Lookback: Stock Market data was reported at -0.084 Index in Mar 2025. This records an increase from the previous number of -0.306 Index for Feb 2025. United States FCI-G Index: 1-Yr Lookback: Stock Market data is updated monthly, averaging -0.212 Index from Jan 1990 (Median) to Mar 2025, with 423 observations. The data reached an all-time high of 1.267 Index in Feb 2009 and a record low of -0.864 Index in Mar 2021. United States FCI-G Index: 1-Yr Lookback: Stock Market data remains active status in CEIC and is reported by Federal Reserve Board. The data is categorized under Global Database’s United States – Table US.S021: Financial Conditions Impulse on Growth.

The S&P 500, an index of 500 publicly traded companies in the United States, closed at 5,881.63 points on the last trading day of December 2024. What is the S&P 500? The S&P 500 is a stock market index that tracks the evolution of 500 companies. In contrast to the Dow Jones Industrial Index, which measures the performance of thirty large U.S. companies, the S&P 500 shows the sentiments in the broader market. Publicly traded companies Companies on the S&P 500 are publicly traded, meaning that anyone can invest in them. A large share of adults in the United States invest in the stock market, though many of these are through a retirement account or mutual fund. While most people make a modest return, the most successful investors have made billions of U.S. dollars through investing.

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

NASDAQ Composite Index NASDAQ Composite Index

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

China Shenzhen Stock Exchange: Index: SME-ChiNext 500 Growth data was reported at 1,388.450 NA in 13 May 2025. This records a decrease from the previous number of 1,392.480 NA for 12 May 2025. China Shenzhen Stock Exchange: Index: SME-ChiNext 500 Growth data is updated daily, averaging 1,557.330 NA from Dec 2012 (Median) to 13 May 2025, with 3000 observations. The data reached an all-time high of 2,992.950 NA in 12 Jun 2015 and a record low of 890.940 NA in 27 Dec 2012. China Shenzhen Stock Exchange: Index: SME-ChiNext 500 Growth data remains active status in CEIC and is reported by Exchange Data International Limited. The data is categorized under High Frequency Database’s Financial and Futures Market – Table CN.EDI.SE: Shenzhen Stock Exchange.

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

The Dow Jones U.S. Completion Total Stock Market Index

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

The global stock fund sales market is experiencing robust growth, driven by increasing retail investor participation, favorable regulatory environments in many regions, and the ongoing shift towards passive investment strategies. While precise figures for market size and CAGR are unavailable, based on industry analysis of similar asset classes, a reasonable estimate would be a 2025 market size of approximately $20 trillion, growing at a compound annual growth rate (CAGR) of around 7% between 2025 and 2033. This growth is fueled by several key factors. The proliferation of online brokerage platforms has significantly lowered the barriers to entry for retail investors, leading to a surge in new accounts and trading volume. Furthermore, the increasing complexity of global markets and a desire for diversified portfolios is driving demand for both actively and passively managed stock funds. However, market fluctuations and macroeconomic uncertainty represent significant restraints. Geopolitical instability, inflation, and potential interest rate hikes can impact investor sentiment and lead to volatility in the market. Competition among major players like BlackRock, Vanguard, and Fidelity Investments is intense, necessitating continuous innovation and the development of niche products to maintain market share. Segmentation analysis reveals a dynamic interplay between fund types (active vs. passive) and sales channels (direct vs. indirect). Passive funds, driven by low-cost index tracking, continue to gain popularity, although actively managed funds maintain a significant share due to the potential for higher returns, particularly for skilled fund managers. Distribution channels are also evolving; while traditional indirect sales via financial advisors remain prevalent, direct sales via online platforms are witnessing exponential growth, particularly among younger investors. Regional variations are also significant. North America and Europe represent the largest markets, followed by Asia-Pacific, which demonstrates significant growth potential due to rising middle-class incomes and increasing financial literacy. However, regulatory changes and market conditions in specific regions (such as emerging markets) will impact growth trajectories significantly over the forecast period.

Vietnam Joint Stock Commercial Banks: Growth Rate: Total Assets data was reported at 4.170 % in May 2018. This records an increase from the previous number of 2.170 % for Apr 2018. Vietnam Joint Stock Commercial Banks: Growth Rate: Total Assets data is updated monthly, averaging 2.060 % from Jul 2012 (Median) to May 2018, with 71 observations. The data reached an all-time high of 17.690 % in Dec 2017 and a record low of -8.000 % in Oct 2012. Vietnam Joint Stock Commercial Banks: Growth Rate: Total Assets data remains active status in CEIC and is reported by State Bank of Vietnam. The data is categorized under Global Database’s Vietnam – Table VN.KB008: Banking Statistics: Key Statistical Ratios.

Israel Index: TASE: TA-Growth data was reported at 1,230.020 30Jun2010=1090.14 in Jun 2018. This records an increase from the previous number of 1,226.870 30Jun2010=1090.14 for May 2018. Israel Index: TASE: TA-Growth data is updated monthly, averaging 1,301.610 30Jun2010=1090.14 from Apr 2016 (Median) to Jun 2018, with 27 observations. The data reached an all-time high of 1,486.750 30Jun2010=1090.14 in May 2017 and a record low of 1,067.310 30Jun2010=1090.14 in Jun 2016. Israel Index: TASE: TA-Growth data remains active status in CEIC and is reported by Tel Aviv Stock Exchange. The data is categorized under Global Database’s Israel – Table IL.Z001: Tel Aviv Stock Exchange: Index.

China's main stock market index, the SHANGHAI, rose to 3448 points on July 1, 2025, gaining 0.11% from the previous session. Over the past month, the index has climbed 2.57% and is up 15.06% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from China. China Shanghai Composite Stock Market Index - values, historical data, forecasts and news - updated on July of 2025.

Prices for United States Stock Market Index (US500) including live quotes, historical charts and news. United States Stock Market Index (US500) was last updated by Trading Economics this June 9 of 2025.

The latest closing stock price for Microsoft as of June 18, 2025 is 480.24. An investor who bought $1,000 worth of Microsoft stock at the IPO in 1986 would have $8,056,718 today, roughly 8,057 times their original investment - a 25.94% compound annual growth rate over 39 years. The all-time high Microsoft stock closing price was 480.24 on June 18, 2025. The Microsoft 52-week high stock price is 481.00, which is 0.2% above the current share price. The Microsoft 52-week low stock price is 344.79, which is 28.2% below the current share price. The average Microsoft stock price for the last 52 weeks is 422.77. For more information on how our historical price data is adjusted see the Stock Price Adjustment Guide.

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Mutual Funds Market Size 2025-2029

The mutual funds market size is forecast to increase by USD 85.5 trillion, at a CAGR of 9.9% between 2024 and 2029.

The market is characterized by the significant growth of mutual fund assets in developing nations, driven by increasing financial literacy and expanding middle classes. This trend is fueled by the desire for diversified investment opportunities and the convenience of mutual funds as an investment vehicle. Asset managers must mitigate these risks through effective risk management software and practices and transparent communication with investors. However, these regions also pose risks such as political instability, regulatory uncertainties, and currency fluctuations. Banks, FIIs, insurance companies, and other financial institutions offer mutual funds, providing access to a diverse range of securities. Companies seeking to capitalize on market opportunities must navigate these challenges effectively by implementing robust risk management strategies and maintaining transparency with investors.
Additionally, they can explore partnerships with local financial institutions and offer tailored investment solutions to cater to the unique needs of developing markets. By focusing on risk mitigation and local market expertise, mutual fund providers can effectively tap into the vast potential of emerging markets and drive sustainable growth.

What will be the Size of the Mutual Funds Market during the forecast period?

Explore in-depth regional segment analysis with market size data - historical 2019-2023 and forecasts 2025-2029 - in the full report.
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In the ever-evolving mutual fund market, dynamics continue to unfold, shaping the landscape across various sectors. Index funds, with their passive investment strategy, have gained significant traction, challenging active management's traditional dominance. Performance measurement remains a critical focus, with benchmarks providing a yardstick for evaluation. Fund compliance adheres to regulations, ensuring transparency and fairness. Active management persists, with fund managers employing diverse investment strategies, from value investing to ESG and quantitative approaches. Fund holdings and returns are closely monitored, with tax implications and volatility influencing investor decisions. Fund advisory services offer guidance, while private equity and alternative investments broaden the investment universe.

Expense ratios and fund administration costs are under constant scrutiny, with risk management and fund distribution channels optimizing accessibility. The investment horizon, asset allocation, and fund ratings influence investor behavior. Fund sales, rebalancing, and redemption processes continue to evolve, ensuring flexibility for investors. Fund transparency and disclosure are paramount, with share classes catering to different investor needs. Hedge funds and mutual funds coexist, offering distinct investment opportunities. Fund prospectuses provide essential information, while marketing and comparison tools facilitate informed decisions. Investment objectives and reviews enable continuous improvement. The mutual fund market's continuous dynamism underscores the importance of adaptability and knowledge.

How is this Mutual Funds Industry segmented?

The mutual funds industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD trillion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

Type

  Stock funds
  Bond funds
  Money market funds
  Hybrid funds


Distribution Channel

  Advice channel
  Retirement plan channel
  Institutional channel
  Direct channel
  Supermarket channel


Geography

  North America

    US
    Canada


  Europe

    France
    Germany
    Italy
    Spain
    UK


  APAC

    Australia
    China
    India


  Rest of World (ROW)

By Type Insights

The stock funds segment is estimated to witness significant growth during the forecast period.

Mutual funds, specifically stock mutual funds, offer investors a diverse range of investment opportunities in corporate equities. These funds differ significantly, with various types catering to distinct investment objectives. For instance, growth funds focus on stocks with high growth potential, while income funds prioritize stocks yielding regular dividends. Index funds mirror a specific market index, such as the S&P 500, and sector funds invest in a particular industry sector. The mutual fund market is regulated, ensuring transparency and compliance with securities laws. Portfolio management plays a crucial role in selecting and managing the fund's holdings to achieve the investment strategy's objectives.

The fund's liquidity, represented by its ability to buy and sell shares, is essential for investors. Exchange-traded funds

South Africa Index: FTSE/JSE: All Share Style Growth data was reported at 591.118 02Jan2002=100 in Nov 2018. This records an increase from the previous number of 590.045 02Jan2002=100 for Oct 2018. South Africa Index: FTSE/JSE: All Share Style Growth data is updated monthly, averaging 325.790 02Jan2002=100 from Oct 2004 (Median) to Nov 2018, with 170 observations. The data reached an all-time high of 711.997 02Jan2002=100 in Nov 2017 and a record low of 119.420 02Jan2002=100 in Oct 2004. South Africa Index: FTSE/JSE: All Share Style Growth data remains active status in CEIC and is reported by Johannesburg Stock Exchange. The data is categorized under Global Database’s South Africa – Table ZA.Z001: Johannesburg Stock Exchange: Index.

The FTSE Italia All-Share Index increased overall between January 2015 and February 2025, albeit with significant fluctuations. Following a period of growth up to the end of 2019, the global coronavirus (COVID-19) pandemic caused the index value to crash to 18,570 points in March 2020, before recovering in the following months. As of February 2025, the FTSE Italia All-Share Index amounted to 40,918.67 points.