Everyone has told you selling S&P 500 stock out of fear will cost you — but how much? Try $7.6 trillion in just about a month.
Now that the Trump administration is walking back much of its tough tariff talk, the S&P 500 is roaring back. S&P 500 companies added $7.6 trillion in market value since bottoming this year on April 8, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSurge.
"Since the worst-case scenario — recession — seems to have been averted, at least for now, the global focus is shifting away from tariffs and toward fundamentals," said Sam Stovall, strategist at CFRA.
Big Gains For Patient Investors
Watching the Nasdaq plunge 20% and the S&P 500 almost that much was uncomfortable. But selling into the panic was a costly move — and ultimately even more painful.
The S&P 500 has rallied more than 17% from the April low. And that means it has nearly erased its year-to-date loss. And it would have been hard to miss this rally. Nearly 445 S&P 500 stocks, or roughly 90% of the S&P 500, have added market value since the April low.
And some of the rebound gains are head turning.
Massive Gains From Lows
AI chipmaker Nvidia, which found itself in the middle of the tariff debate, is the biggest market value winner. It added $894 billion in value from the April lows. That's more than any other S&P 500 stock.
Nvidia stock, up 38% from April lows, has regained an RS Rating of 74. Meanwhile, analysts think its profit will surge 47% this fiscal year. The stock is now only down 1% this year.
Microsoft, emerging as a software king of AI, is up $745 billion in market value from the low. And it's already up 8% on the year, pushing its RS Rating to 82. Analysts think Microsoft's EPS will rise 13% this year.
But not all rebounds are making S&P 500 investors whole just yet. Apple has gained $418 billion back from the April low. And that's thanks to a 17% rise from that low. The risk of tariffs, though, is still an issue and keeping the stock still down nearly 20% for the year.
Overall, though, staying in the S&P 500 game even with all the tariff noise was the way to go in most cases.
Biggest S&P 500 Market Value Gains From April Low
| Company | Ticker | Market Value gained ($ billions) |
|---|---|---|
| Nvidia | NVDA | $893.9 |
| Microsoft | MSFT | $744.9 |
| Apple | AAPL | $418.4 |
| Tesla | TSLA | $364.1 |
| Broadcom | AVGO | $351.6 |
| Amazon.com | AMZN | $347.9 |
| Meta Platforms | META | $306.8 |
| Alphabet | GOOGL | $302.5 |
| Netflix | NFLX | $133.2 |
| JPMorgan Chase | JPM | $120.8 |
| Walmart | WMT | $111.7 |
