S&P 500® Index
Objective
Measure equity performance of large-cap U.S. equities
Approach
Market cap weighted price return index
Holdings
500 large-cap companies (503 constituents)
Features
S&P DJI estimates that $20 trillion was indexed or benchmarked to the S&P 500®, with indexed (or passively managed) assets making up approximately $13 trillion of this total1
Ticker
SPX®
Top five constituents
Nvidia Corp NVDA
Apple Inc. AAPL
Microsoft Corp MSFT
Amazon.com Inc. AMZN
Alphabet Inc A GOOGL
As of 12/31/2025
Helpful resources
Historical performance
Annual performance
|
Year |
2016 |
2017 |
2018 |
2019 |
2020 |
2021 |
2022 |
2023 |
2024 |
2025 |
|
Annual Return |
9.53% |
19.42% |
-6.24% |
28.88% |
16.26% |
26.89% |
-19.44% |
24.23% |
23.31% |
16.39% |
Sector breakdown
Based on GICS® sectors. The weightings for each sector of the index are rounded to the nearest tenth of a percent; therefore, the aggregate weights for the index may not equal 100%.
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1 Source: S&P Dow Jones Indices LLC as of 12/31/24
The “S&P 500®” (the “Index”) is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by North American Company for Life and Health Insurance® (the Company). S&P®, S&P 500®, US 500®, The 500®, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). The Company’s products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Indices.
Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from your accumulation value for optional benefit riders or strategy fees or charges associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index. Annexus and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance.
The North American Secure Horizon℠, Secure Horizon℠ Plus, and Secure Horizon℠ Accelerator are issued on form NA2001A/ICC24-NA2001A (Contract), AE634A/ICC21-AE634A, AE692A/ICC24-AE692A (Secure Horizon only), AE692A/ICC24-AE692A.PB (Secure Horizon Plus and Secure Horizon Accelerator only), AE651A/ICC21-AE651A (Secure Horizon and Secure Horizon Accelerator only), AE652A/ICC21-AE652A, AE653A/ICC21-AE653A (Secure Horizon and Secure Horizon Accelerator only), AE654A/ICC21-AE654A, AE655A/ICC21-AE655A, AE642A/ICC20-AE642A, AE638A/ICC21-AE638A, AE686A/ICC24-AE686A (Secure Horizon Accelerator only), AE695A/ICC24-AE695A, AE703A (Secure Horizon Plus only), AE704A (Secure Horizon Plus only), AE705A/ICC25-AE705A (Secure Horizon Plus only), or appropriate state variation. These products, features, and riders may not be available in all states.
Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.
33714Z-3
PRT 3-26