2000s

The 2008 Global Financial Crisis

S&P 500 fell 57%. Lehman Brothers collapsed. $11 trillion in wealth vanished.

Lehman Brothers filed for bankruptcy on September 15, 2008 — the largest bankruptcy in U.S. history. The collapse of mortgage-backed securities triggered a global banking crisis. The S&P 500 fell 57% from peak to trough. The U.S. government deployed TARP ($700B). Investors who held SPY through the crash and recovery saw their patience rewarded — by 2013 the index had fully recovered.

Key Facts

  • S&P 500 dropped 57% from Oct 2007 peak to March 2009 trough
  • Lehman Brothers filed the largest bankruptcy in U.S. history
  • Investors who held through the crash saw full recovery by April 2013

Market Impact

S&P 500 (SPY)

-57.0%

Oct 2007–Mar 2009

Financial stocks

-82.0%

Oct 2007–Mar 2009

Gold

+25.0%

2008 (safe haven)

SPY Performance - From Event Start

Monthly price change (%) from September 15, 2008. Extended 12 months beyond March 9, 2009.

💡 Run SPY from the exact market bottom on March 9, 2009.

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What this means

  • Single historical episodes are context, not forecasts. Market paths can differ meaningfully in future cycles.
  • Returns shown around major events can be highly sensitive to entry and exit dates, so compare multiple windows.
  • Risk management and diversification matter because large drawdowns and sharp rebounds often cluster together.

Educational only - not financial advice.

What happened

Lehman Brothers filed for bankruptcy on September 15, 2008 — the largest bankruptcy in U.S. history. The collapse of mortgage-backed securities triggered a global banking crisis. The S&P 500 fell 57% from peak to trough. The U.S. government deployed TARP ($700B). Investors who held SPY through the crash and recovery saw their patience rewarded — by 2013 the index had fully recovered.

Why it mattered

  • S&P 500 dropped 57% from Oct 2007 peak to March 2009 trough
  • Lehman Brothers filed the largest bankruptcy in U.S. history
  • Investors who held through the crash saw full recovery by April 2013

Worked example

Historical hypothetical - for educational purposes only. Not investment advice.

Scenario

$10,000 in SPY at the start of 2008 Crisis

Hypothetical outcome

Fell to ~$4,300 at the trough (-57%)

Key lesson

Investors who held through the trough rather than selling at the bottom participated in the subsequent recovery. Long-term holders of broad indices eventually saw full recovery and new highs.

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FAQ

What triggered the 2008 financial crisis?

The crisis grew from a housing and credit bubble, high leverage, and weak mortgage underwriting. When mortgage losses spread through the financial system, funding stress and forced selling accelerated the downturn.

How did S&P 500 (SPY) perform during this event?

S&P 500 (SPY) fell 57% during Oct 2007–Mar 2009. The move reflected a broad repricing of risk across equities and credit-sensitive assets.

What would $10,000 invested in SPY at the start of this event be worth today?

Use our Investment Calculator with SPY starting March 9, 2009 to estimate the current value using the same timeline. Run SPY from the exact market bottom on March 9, 2009. Past performance does not guarantee future results.

How long did markets take to recover after 2008?

Recovery speed differed by asset class. Broad U.S. equity indices eventually regained prior highs, but the path was volatile and took multiple years rather than months.

Why is the 2008 crisis still important for investors?

It shows how leverage, liquidity risk, and investor behavior can amplify losses. The period is still used to stress-test portfolio assumptions and risk controls.

Related links

All calculations are hypothetical and educational only. Data sources: official financial exchanges and public datasets. View full methodology →