Comparison of market performance of the
Total Returns of a few Stocks and Funds

This calculator compares performance of a few stocks popular in the financial news during various year spans. There is emphasis on growth stocks, and a few additional diversified others just to see other notions (my curiosities). For stocks Not included here, Morningstar.com shows these Total Return numbers (which for stocks are at the Price vs Fair Value tab, and for funds are at the Performance tab). Option 5 shows the compounded details in the selected year span of all the stocks.

The year 2022 is interesting due to the performance seeing sudden top to bottom switches of some stocks, a different picture than seen in the years past. Generally, many growth stocks have moved down, and many value and financial and energy stocks moved up. And right now, there is some sort of correction when everything is down some.

Comparison of Total Returns of a few stocks

Unchecking this option adds years 2007-2015 (but screen width is then 1300 pixels, too wide for cell phones).

Sort Final cumulative Total Return gains of the selected bold year Span through year
Sort Only A single year span sorts the one year column values.
    2022 is a partial year, so YTD does NOT yet represent the whole future year

Sort Table by Final Total Cumulative Return of selected Year Span (last column)
Sort Table by Ticker (first column).
Sort Table by Name (next to last column)

1 Clear all red/green table color markings on all rows and years
2 Color values with highs >= % and lows <= %. Beyond ±20% or ±40% are brighter colors (also options 4, 5)
3 Mark the one highest and lowest year gain values in year span. Or can see more in Option 2 with +80 and -30 limits.
4 Compare all funds with annual differences from
  Each fund is 2 lines in table. 1st line is the funds performance data each year.
  The 2nd line (lower case ticker) is the funds gain difference from the compared fund.
5 A sorted list of the detail of the compounded dollar gain for years in span. Include each stock's gain summary
  For 5, Investment first year of span in every fund is $ (Initial dollars affect gain dollars, but not gain percentage)


Ticker200720082009201020112012201320142015201620172018201920202021YTD1/25/2022Final
NVDA 37.88-76.28131.47-17.56-10.00-11.0033.2027.2866.36225.3281.82-30.6976.73122.20125.41 -24.10Nvidia
TSLA 7.2518.59344.1447.857.91-10.9745.70-6.8925.70743.4449.76 -13.09Tesla
GOOG 44.561.7135.58-1.0329.1031.0365.17 -12.40Google C
GOOGL 48.88-55.51101.52-4.208.749.5258.43-5.3946.601.8632.93-0.8028.1830.8565.30 -12.37Google A
AMD -63.14-71.20348.15-15.50-33.99-55.5661.25-31.017.49295.12-9.3579.57148.4399.9856.91 -22.37AMD
MSFT 20.83-44.3960.50-6.53-4.52 6.0943.6927.2422.2214.6540.2220.7557.1242.3752.24 -14.22Microsoft
LOW -26.75-3.3310.599.173.3942.9041.7941.1912.14-3.4733.251.2232.2436.4162.78 -10.70Lowes
HD -31.14-11.5030.4224.9723.4049.8835.6529.7728.243.4744.01-7.1730.2624.3858.73 -13.50Home Depot
BLK 45.08-36.9876.68-15.96-3.6119.3456.3515.42-2.3314.4437.62-21.1931.3346.4229.18 -12.78Blackrock
NFLX 2.9412.2884.31218.93-60.5633.63297.64-7.21134.388.2455.0639.4420.8967.1111.41 -39.18Netflix
FB 105.3042.7734.159.9353.38-25.7156.5733.0823.13 -10.76Meta (Facebook)
AAPL 133.48-56.91146.9053.0725.5632.717.6440.03-2.8012.1548.24-5.1288.0981.8534.48 -10.02Apple
AMZN 134.77-44.65162.3233.81-3.8344.9358.96-22.18117.7810.9555.9628.4323.0376.262.38 -16.03Amazon
ORCL 31.74-21.4839.3928.61-17.4632.2415.5518.79-17.506.9024.84-2.9019.3623.9136.67 -6.67Oracle
CSCO 0.95-39.7946.87-15.50-9.6311.4516.7527.310.5814.9330.4815.6113.87-3.7144.89 -10.87Cisco
TXN 15.65-52.7471.8427.09-8.898.5945.6124.585.1336.1246.03-7.7439.1530.8417.39 -7.70Texas Instruments
BRK.B 29.19-32.142.2421.90-4.7617.5632.1726.64-12.0623.4321.623.0110.932.3728.95 2.74Berkshire Hath B
F -10.39-65.97336.6867.90-35.9122.2122.243.69-5.23-7.888.33-32.9129.41-3.87137.43 -3.80Ford Motor
GM -45.0142.2341.76-11.651.376.9122.01-14.6913.9614.8140.80 -11.48General Motors
PLD 1.64-57.9615.4420.36-6.3131.554.3320.033.2826.9125.54-6.0055.4214.4071.46 -8.55Prologis
INTU 3.61-24.7429.1760.437.0114.5929.5021.875.8120.0538.9025.8034.0545.8569.98 -19.67Intuit
MU -48.65-63.59293.18-22.74-21.570.79243.0660.97-59.5554.8087.59-22.8469.4939.7924.17 -13.34Micron
BAC -18.86-63.147.49-11.17-58.13109.5334.4515.67-4.8132.8035.34-14.7045.62-11.9049.36 2.11Bank of America
GS 8.59-60.41102.540.54-45.6043.0240.5710.62-5.7034.307.60-33.1940.1316.8747.53 -10.72Goldman Sachs
AXP -13.39-63.72126.077.8311.6223.5159.343.63-24.068.2235.83-2.5732.28-1.4936.73 6.08American Express
JPM -6.90-25.1334.362.30-19.9735.7036.109.688.2033.4726.30-6.4046.18-6.2627.53 -6.83JP Morgan Chase
UNH 8.38-54.2614.7519.8942.198.6040.7736.1218.2338.0639.5514.5719.6720.9344.79 -9.02United Health
ADBE 3.92-50.1872.76-16.31-8.1533.2958.9121.4129.229.5970.2229.1045.7851.6413.38 -11.35Adobe
ISRG 236.81-60.68138.94-15.0579.645.91-21.6837.723.2616.1172.6431.2323.4338.3931.76 -26.48Intuitive Surgery
COST 33.21-23.9814.3423.6716.7328.1721.7720.2518.560.2221.8310.6445.5232.5351.49 -15.92Costco
PYPL 9.0386.5214.2228.64116.51-19.48 -16.11PayPal
ROKU -40.83337.01147.96-31.27 -33.31Roku
INTC 34.23-43.4743.906.2719.33-11.3830.2443.29-2.428.3030.244.2730.22-14.556.16 -0.97Intel
KR 17.030.13-20.9610.8610.249.4854.2964.1531.52-16.42-19.041.607.6011.9044.96 -0.40Kroger
VFIAX 5.47-36.9726.6215.052.0815.9632.3313.641.3611.9321.79-4.4331.4618.3728.66 -8.54V S&P 500 Index
RSP 0.90-40.0744.6421.37-0.6717.1635.5314.06-2.6614.5018.51-7.8228.9112.7129.41 -6.13S&P 500 Eq Wt ETF
VGHAX 4.50-18.3921.036.2111.5115.1743.2728.5712.71-8.9419.661.2122.9812.6714.36 -9.03V Health Care
FDGRX 19.89-40.9041.1520.550.6718.5237.6114.447.836.0136.76-4.5338.4267.5122.67 -16.04Fidelity Growth
TWCIX 21.67-39.6734.7914.581.4214.7430.2110.527.695.4828.93-3.6336.3133.9725.18 -12.30AmerCent Select
TWCUX 21.83-41.7435.3616.561.1914.1836.919.916.164.3831.900.6634.6049.7823.21 -14.59AmerCentury Ultra
VWUAX 10.39-37.6935.1411.74-0.5318.5435.7113.208.61-0.5931.740.7533.5158.7412.45 -18.30V US Growth
VIGAX 12.70-38.2236.4217.121.8717.0132.4013.633.306.1227.80-3.3437.2340.1927.26 -14.46V Growth Index
VBIAX 6.29-22.0419.8213.294.2911.4918.109.990.518.7713.89-2.8621.7916.4014.22 -6.41V Balnc Index 40%
VWENX 8.48-22.2322.3411.043.9512.6719.769.900.1411.0914.82-3.3522.6110.6819.12 -5.87V Wellington 30%
VWIAX 5.76-9.7916.1410.719.7410.109.278.151.358.1610.26-2.4916.478.548.57 -1.90V Wellesley 60%
VIMAX 6.17-41.7840.2825.59-1.9715.9935.1513.76-1.3411.2219.25 -3.4431.0318.2424.51 -10.58V Mid Cap Index
VSMAX 1.24-36.0036.3327.89-2.6918.2437.817.50-3.6418.3016.24-9.3127.3719.1117.73 -9.57V Small Cap Index
VTSAX 5.57-36.9928.8317.261.0816.3833.5212.560.3912.6621.17-5.1730.8020.9925.71 -9.28V Total US Stk Mkt
VIVAX 0.09-35.9719.5814.281.0015.0032.8513.05-1.0316.7516.99-5.5525.672.1826.31 -2.47V Value Index
QQQ 19.02-41.7354.7019.913.3818.1236.6319.189.457.1032.66-0.1238.9648.6227.42 -13.26NASDAQ 100 ETF
QCOM 5.52-7.6431.199.0112.2614.8522.132.28-30.2534.581.63-7.3159.3975.5821.81 -9.53Qualcomm
MCD 36.388.554.0126.9333.66-9.2213.54-0.0529.756.0944.555.6013.9511.1427.37 -6.49McDonalds
NIKE 31.53-19.3532.0831.2214.338.6454.0923.5431.21-17.6224.5119.8437.8740.6418.61 -12.71Nike
JNJ 3.61-7.7711.28-0.589.8910.5534.3517.191.0515.2324.16-5.1015.9410.6211.36 -2.01Johnson & Johnson
PG 16.63-13.771.209.367.045.0823.4015.00-9.939.2412.533.1439.0913.9020.01 -1.94Procter&Gamble
VTIAX -14.5218.2115.14-4.17-4.264.6727.55-14.4321.5111.288.62 -3.83V Total Intl Stk Mkt
VBTLX 7.694.15-2.155.890.402.603.56-0.038.717.72-1.67 -1.94V Total Bond Mkt
VWILX 16.25-44.8341.8815.81-13.5820.1823.12-5.51-0.541.8443.16-12.5831.4859.74-0.74 -11.68V Intl Growth
CHTR 9.6946.2233.9079.3821.839.8942.1816.69-15.1870.2236.38-1.45 -13.56Charter
WMT 4.9120.00-2.583.2313.8716.8318.0911.58-26.3416.0245.82-3.5629.8623.121.90 -5.21Walmart
MA 119.40-33.3979.73-12.2266.7232.0670.493.6613.746.8347.4525.3058.9820.081.16 -5.59Mastercard A
V 67.86-18.9945.4350.2747.8218.5019.071.3647.0316.4943.2117.06-0.31 -6.79Visa
T 20.58-28.014.8211.639.0117.299.640.778.0429.18-3.97-21.4544.08-21.08-7.23 9.76AT&T
VZ 22.56-17.734.2823.2418.2312.8718.36-0.453.5420.413.5110.7013.52-0.29-7.26 3.04Verizon
DIS -4.80-28.6343.7217.581.6834.7755.1724.7913.020.604.713.5933.5125.27-14.51 -11.87Walt Disney
XOM 24.34-13.14-12.6010.1418.714.6819.77-5.98-12.5719.62-3.94-14.617.36-35.9456.91 22.45Exxon Mobile
CVX 30.56-18.318.1022.9520.28 4.9319.11-6.82-15.9935.6010.03-9.5215.15-25.6445.25 12.99Chevron
Average


Other market pages/calculators here:

S&P 500 calculator concerned with a 4% Rule

Descriptions of S&P 500 and 4% Rule, also basics of bonds and taxes

Show S&P Action and Count of annual S&P 500 record highs

Stock Dividends are valuable, but withdrawing them is NOT income


Current bond fund performance examples:

LinkDescription     1/13/2022Current
SEC Yield
1 year
Return
Bond
Duration
VFSUXShort Term Bonds1.44%-0.33%2.8 years
VSCSXShort-Term Corporate Bond Index1.38%-0.43%2.7 years
VFIDXIntermediate Term Bonds2.25%-1.14%6.6 years
VBLAXLong Term Bond Index2.66%-3.15%16.3 years
VBTLXTotal Bond Market Index1.67%-1.67%6.8 years

Definition of bond "Duration":  Bond resell value varies with current interest rates. This concept is Very Important. The term Duration computes that for Each 1% change in current interest rates, the resell value of existing bonds is expected to change in the opposite direction by "Duration" percent. Interest rates dropped the last couple of years, so existing bond resell values increased then, and bond funds showed better results. But vice versa, existing bonds lose resell value when interest rates increase (and interest rates are near zero now, with only one direction they can move. The Fed has announced interest rate increases are expected in 2022 due to inflation.)

Bonds purchased directly do pay full face value when redeemed at maturity or recall. However bond funds must buy and sell bonds continually as investors buy and sell shares. See this description about investing in bonds.

Short Term bonds (or bonds near maturity date) have low durations, Long Term bonds have high duration.

Copyright © 2021-2022 by Wayne Fulton - All rights are reserved.

PreviousMain