Wondering about best stock picks with better earnings? Here are the directly comparable current and past results for many of them. You can sort performance for any one year, or spans to up to ten years of history. You can also add other tickers of your choice.
The page is Not advice, it's only a comparison of the past and current performance of several stocks and funds. However, the standard market advice is always "Past performance is no guarantee of future results." Things can sometimes change fast (and is called "market risk") — and you should realize that there can be greater risk in the hot high flyer stocks (which can be hot today and lost tomorrow, and many funds will not consider them for that reason). The market goes up and down every day, and one risk (at least short term) is buying after it is at peak price. Likewise, when it has gone low is a permanent loss if sold then, but its low price may make it be considered a great buy, which may well come back up longer term. Knowing the companies situation and actual possibilities are important to consider. But still, depending on the company's good health, the low dips down are often considered cheap buying opportunities. I'm a believer that actual results certainly do show realistic possibilities, but which has also cost me several times. And there is the quote dating from 1605: Don't put all your eggs in one basket, so diversification (investing in several good companies in different mixed industries) is the standard important advice (so that one companies sudden troubles won't kill the whole thing). See more about the market in general.
This calculator (below) compares Morningstar's calendar years of Total Return % gain reports (which includes compounded price gains and reinvested dividends) of current YTD and up to 10 year spans of performance of over 140+ tickers (popular stocks and a few more funds, on the US market). It's a good record of what has actually happened in the market (see the Morningstar Total Return definitions). Total Return % does NOT include accounting for any taxes due. The calculator provides time spans for comparing their actual results, including the current year YTD. Also shows the Annualized Return % for the selected time spans (but annualized cannot include the current incomplete YTD).
Included here are most of the top 100 S&P 500 companies, and several others, and all of the Dow Jones Industrial 30 Index, and also a few mutual funds of mixed persuasion.
In this calculator,
Cell phone screen limitations: The ticker links below go to their correct Morningstar pages (that show this same data). However the year end Total Return % feature (showing 11 years, 2014-YTD) is pretty wide, and is Not shown at Morningstar on my iPhone screens. That header is shown below the graph, but not the data. They disappear if the browser window is too small. You may need a wider screen device to see the ten years of annual returns. But there is also a Trailing Returns tab that does show the past 1, 5, 10, 15 years return from current date (which is Not year end data that this program assumes).
The situation is if clicking an exit link on this page (or others that will show the same warning Reload or Cancel?) which then when returning shows the beginning initial page again (instead of the previous last page), but does not reload the page to reset your changed options, so does not show the result those options should show, which causes a very confusing mismatch between the data shown and what the options should show again. But that is done in the browser, not by the page which does not know if you selected Reload or Cancel, so cannot know to reset.. However there are exceptions and my iPhones and also now Firefox 127 appear to recover OK and instead correctly just reshows the previous page.
If you see this problem, there is a way to work around it. Try this instead:
At return, you can click this page's Click Here button (or any other option button that causes a refreshed view), and it redraws the view to restore the selected options. Except this will NOT retain any added tickers.
Or to exit but still also retain any added tickers, exit with a Right Click on the exit link and choose either a New Tab or a New Window, which preserves this page's tab. It won't ask Reload or Cancel then. That does not open the new tab until you click it. Or you can instead just click on another existing tab. You can return here by clicking THIS tab which remains unaffected, until a reload of it).
Otherwise, you can select Cancel to instead stay here, then nothing changes.
Ticker | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 YTD | Thursday close Dec 5, 2024 | Span Year
Gain | Annualizd | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENPH | 125.39 | -75.44 | -71.23 | 138.61 | 96.27 | 452.43 | 571.53 | 4.26 | 44.83 | -52.04 | -46.77 | Enphase Energy | ||
SMCI | 103.26 | -29.73 | 14.44 | -25.40 | -34.05 | 74.06 | 31.81 | 38.82 | 86.80 | 246.24 | 44.73 | Super Micro Comp | ||
NVDA | 27.28 | 66.36 | 225.32 | 81.82 | -30.69 | 76.73 | 122.20 | 125.41 | -50.26 | 238.98 | 192.99 | Nvidia | ||
TSLA | 47.85 | 7.91 | -10.97 | 45.70 | 6.89 | 25.70 | 743.44 | 49.76 | -65.03 | 101.72 | 48.70 | Tesla | ||
AMD | -31.01 | 7.49 | 295.12 | -9.35 | 79.57 | 148.43 | 99.98 | 56.91 | -54.99 | 127.59 | -4.10 | Advancd Micro Dev | ||
KLAC | 37.64 | 1.52 | 16.48 | 36.41 | -12.13 | 102.56 | 47.28 | 67.63 | -11.25 | 55.60 | 11.59 | KLA Corp | ||
SNPS | 7.15 | 4.92 | 29.05 | 44.82 | -1.17 | 65.24 | 86.24 | 42.15 | -13.35 | 61.27 | 0.07 | Synopis | ||
LRCX | 46.70 | 1.46 | 34.83 | 75.84 | -23.96 | 118.04 | 63.19 | 53.46 | -40.66 | 88.13 | -3.17 | Lam Research | ||
AXON | 66.75 | -34.71 | 40.20 | 9.32 | 65.09 | 67.50 | 67.21 | 28.13 | 5.69 | 55.69 | 167.02 | Axon Enterprise | ||
SHOP | 66.16 | 135.60 | 37.08 | 187.17 | 184.71 | 21.68 | -74.80 | 124.43 | 46.46 | Shopify | ||||
LLY | 39.12 | 25.03 | -10.29 | 17.66 | 39.68 | 15.81 | 30.72 | 65.61 | 33.86 | 60.57 | 42.53 | Eli Lilly | ||
CMG | 28.48 | -29.90 | -21.37 | -23.40 | 49.39 | 93.87 | 65.65 | 26.07 | -20.64 | 64.83 | 42.59 | Chipolte | ||
BX | 13.49 | -4.29 | -1.88 | 27.04 | 0.66 | 94.10 | 19.27 | 105.15 | -38.84 | 80.94 | 45.62 | Blackstone | ||
AMAT | 43.21 | -23.48 | 74.99 | 59.65 | -34.59 | 88.97 | 42.81 | 83.43 | -37.47 | 67.68 | 7.08 | Applied Materials | ||
CRWD | 324.74 | -3.34 | -48.58 | 142.49 | 42.90 | CrowdStrike | ||||||||
ASML | 15.97 | -16.97 | 27.76 | 56.05 | -9.48 | 92.43 | 65.77 | 64.05 | -30.54 | 39.72 | -5.11 | ASML Holding | ||
ON | 22.94 | -3.26 | 30.20 | 64.11 | -21.16 | 47.67 | 34.25 | 107.52 | -8.17 | 33.93 | -21.30 | ON Semiconductr | ||
AAPL | 40.03 | -2.80 | 12.15 | 48.24 | -5.12 | 88.09 | 81.85 | 34.48 | -26.32 | 48.91 | 26.75 | Apple | ||
AVGO | 92.55 | 45.93 | 23.52 | 48.05 | 2.06 | 28.68 | 42.78 | 55.38 | -13.43 | 103.05 | 54.13 | Broadcom | ||
MSTR | 30.71 | 10.40 | 10.10 | -33.49 | -2.70 | 11.65 | 172.42 | 40.13 | -74.00 | 346.15 | 511.76 | MicroStrategy | ||
VRT | 12.55 | 69.36 | 33.80 | -45.25 | 251.79 | 180.43 | Vertiv Holdings | |||||||
PANW | 113.28 | 43.71 | -29.01 | 15.91 | 29.95 | 22.78 | 53.68 | 56.66 | -24.81 | 111.32 | 36.68 | PaloAlto Networks | ||
ANF | -10.54 | -2.93 | -52.59 | 51.92 | 19.62 | -9.78 | 18.91 | 71.07 | -34.22 | 285.07 | 69.97 | Abercrombie, Fitch | ||
ANET | 28.11 | 24.32 | 143.44 | -10.56 | -3.46 | 42.86 | 97.89 | -15.58 | 94.07 | 81.44 | Arista Resources | |||
SMH | 30.20 | -0.37 | 35.53 | 38.44 | -9.04 | 64.44 | 55.54 | 42.14 | -33.52 | 73.37 | 41.99 | VanEck Semicd ETF | ||
QUBT | -80.00 | -27.27 | 25.00 | 300.00 | 275.00 | 0.00 | 370.33 | -75.83 | -55.72 | -39.53 | 695.09 | Quantum Comput | ||
FTNT | 60.27> | 1.66> | -3.37> | 45.05> | 61.20> | 51.58> | 39.13> | 141.97> | -31.98> | 19.72> | 68.22 | Fortinet | ||
NOW | 21.14 | 27.58 | -14.12 | 75.40 | 36.55 | 58.56 | 94.97 | 17.93 | -40.18 | 81.96 | 59.06 | Service Now | ||
ETN | -8.15 | -20.19 | 33.30 | 21.34 | -9.76 | 42.09 | 29.92 | 46.38 | -7.31 | 55.63 | 55.64 | Eaton Corp PLC | ||
SOXX | 29.85 | -2.01 | 38.35 | 39.79 | -6.48 | 62.43 | 52.73 | 44.09 | -35.09 | 67.13 | 14.32 | iShares Semicd ETF | ||
MSFT | 27.24 | 22.22 | 14.65 | 40.22 | 20.75 | 57.12 | 42.37 | 52.24 | -27.94 | 57.96 | 18.52 | Microsoft | ||
MRVL | 2.50 | -37.52 | 59.98 | 56.52 | -23.47 | 65.53 | 79.89 | 84.41 | -57.39 | 63.47 | 88.38 | Marvell Technology | ||
HWM | 48.27 | -37.25 | 83.21 | 2.11 | 11.67 | 24.13 | 37.76 | 122.34 | HowmetAerospace | |||||
COST | 20.25 | 18.56 | 0.22 | 21.83 | 10.64 | 45.52 | 32.53 | 51.49 | -18.97 | 48.75 | 49.49 | Costco | ||
TT | -18.54> | -10.42> | 38.89> | 21.78> | 5.12> | 48.69> | 42.40> | 40.80> | -15.47> | 46.89> | 71.21 | Trane Technology | ||
AIT | -5.09 | -8.82 | 49.47 | 16.60 | -19.03 | 25.94 | 18.86 | 33.38 | 24.04 | 38.13 | 60.11 | Applied Industrial | ||
NXPI | 66.34 | 10.27 | 16.33 | 19.47 | -36.99 | 75.37 | 26.13 | 44.66 | -29.14 | 47.91 | -3.76 | NXP Semiconduct | ||
DELL | 5.16 | 42.62 | 54.28 | -26.63 | 93.78 | 65.72 | Dell | |||||||
INTU | 21.87 | 5.81 | 20.05 | 38.90 | 25.80 | 34.05 | 45.85 | 69.98 | -39.05 | 61.42 | 4.39 | Intuit | ||
TSM | 31.19 | 4.88 | 30.50 | 41.95 | -3.52 | 62.86 | 90.64 | 12.06 | -36.57 | 42.08 | 98.09 | Taiwan Semicondtr | ||
FSPTX | 10.65 | 7.40 | 11.94 | 49.86 | -8.79 | 51.07 | 63.71 | 21.97 | -36.87 | 59.83 | 40.76 | Fidelity Select Tech | ||
VITAX | 18.05 | 5.03 | 13.75 | 37.07 | 2.52 | 48.71 | 45.98 | 30.37 | -29.67 | 52.68 | 33.14 | V Info Tech Index | ||
ROKU | -40.83 | 337.01 | 147.96 | -31.27 | -82.16 | 125.21 | -10.51 | Roku | ||||||
MPC | 0.40 | 17.39 | -0.25 | 34.06 | -7.78 | 5.69 | -27.50 | 60.32 | 85.78 | 30.11 | 3.45 | Marathon Petrol | ||
PGR | 4.45 | 20.36 | 14.43 | 60.57 | 9.12 | 24.65 | 37.15 | 10.29 | 26.75 | 23.11 | 64.77 | Progressive Corp | ||
TRGP | 23.32 | -71.29 | 120.66 | -7.15 | -18.09 | 23.46 | -32.43 | 99.55 | 43.38 | 20.71 | 131.47 | Targa Resources | ||
DE | -0.60 | -11.08 | 38.25 | 54.22 | -2.94 | 18.19 | 57.04 | 28.89 | 26.36 | -5.50 | 13.17 | Deere | ||
QCOM | 2.28 | -30.25 | 34.58 | 1.63 | -7.31 | 59.39 | 75.58 | 21.81 | -38.28 | 34.42 | 13.21 | Qualcomm | ||
LIN | 1.64 | -18.76 | 17.37 | 34.68 | 3.01 | 38.68 | 25.58 | 33.08 | -4.49 | 27.48 | 10.57 | Linde PLC | ||
FDGRX | 14.44 | 7.83 | 6.01 | 36.76 | -4.53 | 38.42 | 67.51 | 22.67 | -33.78 | 47.23 | 41.10 | Fidelity Growth | ||
TSCO | 2.38 | 9.44 | -10.26 | -0.01 | 13.23 | 13.61 | 52.05 | 71.21 | -4.17 | -2.59 | 33.41 | Tractor Supply | ||
QQQ | 19.18 | 9.45 | 7.10 | 32.66 | -0.12 | 38.96 | 48.62 | 27.42 | -32.58 | 54.85 | 27.98 | Nasdaq 100 ETF | ||
MU | 60.97 | -59.55 | 54.80 | 87.59 | -22.84 | 69.49 | 39.79 | 24.17 | -45.87 | 71.67 | 18.60 | Micron | ||
GOOG | 44.56 | 1.71 | 35.58 | -1.03 | 29.10 | 31.03 | 65.17 | -38.67 | 58.83 | 23.97 | Google C | |||
META | 42.77 | 34.15 | 9.93 | 53.38 | -25.71 | 56.57 | 33.09 | 23.13 | -64.22 | 194.13 | 72.46 | Meta (Facebook) | ||
MS | 24.84 | -16.60 | 35.02 | 26.32 | -22.34 | 32.21 | 36.80 | 46.30 | -10.38 | 13.50 | 43.56 | Morgan Stanley | ||
GOOGL | -2.36 | 46.60 | 1.86 | 32.93 | -0.80 | 28.18 | 30.85 | 65.30 | -39.09 | 58.32 | 23.87 | Google A | ||
ACN | 10.99 | 19.38 | 14.30 | 32.87 | -6.07 | 50.93 | 25.61 | 60.09 | -34.66 | 33.25 | 3.58 | Accenture PLC | ||
ADBE | 21.41 | 29.22 | 9.59 | 70.22 | 29.10 | 45.78 | 51.64 | 13.38 | -40.65 | 77.28 | -9.79 | Adobe | ||
DHR | 11.54 | 9.00 | 8.02 | 19.96 | 11.79 | 49.50 | 45.20 | 48.49 | -19.02 | 0.50 | -1.15 | Danaher | ||
LOW | 40.50 | 12.01 | -4.81 | 32.82 | 1.29 | 31.90 | 35.91 | 62.78 | -21.49 | 13.86 | 23.37 | Lowe's | ||
CAT | 3.66 | -22.54 | 40.99 | 73.26 | -17.28 | 19.19 | 26.04 | 15.93 | 18.11 | 25.51 | 35.42 | Caterpiller | ||
GS | 10.62 | -5.70 | 34.30 | 7.60 | -33.19 | 40.13 | 16.87 | 47.53 | -7.89 | 15.40 | 57.68 | Goldman Sachs | ||
APH | 21.69 | -1.95 | 29.77 | 31.70 | -6.72 | 34.77 | 21.79 | 34.95 | -12.02 | 31.31 | 50.86 | Amphenol | ||
PLD | 20.03 | 3.28 | 26.91 | 25.54 | -6.00 | 55.42 | 14.40 | 71.46 | -31.17 | 21.33 | -12.48 | Prologis | ||
FBGRX | 14.60 | 6.28 | 1.59 | 36.06 | 1.07 | 33.44 | 62.23 | 22.71 | -38.46 | 55.60 | 43.59 | Fidelity Blue Chip | ||
ORCL | 18.79 | -17.50 | 6.90 | 24.84 | -2.90 | 19.36 | 23.91 | 36.67 | -4.80 | 30.84 | 78.17 | Oracle | ||
MGK | 13.61 | 3.64 | 6.54 | 29.49 | -2.90 | 37.39 | 40.99 | 28.58 | -33.59 | 51.67 | 35.44 | V MegaGrowth ETF | ||
FOCKX | 16.62 | 11.05 | 3.23 | 38.75 | -3.10 | 39.38 | 46.88 | 25.15 | -32.12 | 42.92 | 36.77 | Fidelity OTC K | ||
SCHG | 15.81 | 3.24 | 6.82 | 28.04 | -1.36 | 36.01 | 39.14 | 28.11 | -31.80 | 50.11 | 37.85 | Schwab GrowthETF | ||
SHW | 44.54 | -0.29 | 4.82 | 53.84 | -3.20 | 49.46 | 26.86 | 44.65 | -31.93 | 32.44 | 24.43 | Sherwin-Williams | ||
GE | -6.67 | 26.91 | 4.43 | -42.12 | -54.50 | 50.07 | -2.87 | 9.71 | -10.97 | 70.34 | 66.61 | GE Aerospace | ||
TWCUX | 9.91 | 6.16 | 4.38 | 31.90 | 0.66 | 34.60 | 49.78 | 23.21 | -32.46 | 43.31 | 33.16 | AmerCentury Ultra | ||
VIGAX | 13.63 | 3.30 | 6.12 | 27.80 | -3.34 | 37.23 | 40.19 | 27.26 | -33.14 | 46.77 | 35.71 | V Growth Index | ||
TMO | 13.06 | 13.70 | -0.11 | 35.00 | 18.22 | 45.51 | 43.65 | 43.48 | -17.29 | -3.36 | -1.65 | Thermo Fisher | ||
TGT | 22.98 | -1.50 | 2.67 | -6.29 | 4.17 | 97.93 | 39.78 | 32.90 | -33.89 | -1.52 | -6.19 | Target | ||
BLK | 15.42 | -2.33 | 14.44 | 37.62 | -21.19 | 31.33 | 46.42 | 29.18 | -20.47 | 17.38 | 31.21 | Blackrock | ||
MA | 3.66 | 13.74 | 6.83 | 47.45 | 25.30 | 58.98 | 20.08 | 1.16 | -2.68 | 23.31 | 23.66 | Mastercard | ||
TWCIX | 10.52 | 7.69 | 5.48 | 28.93 | -3.63 | 36.31 | 33.97 | 25.18 | -28.93 | 39.90 | 29.61 | AmerCenturySelect | ||
SMMT | -25.57 | 29.44 | -89.62 | 39.13 | 193.75 | -42.77 | 57.99 | -38.59 | 571.26 | Summit Therapeut | ||||
UNH | 36.12 | 18.23 | 38.06 | 39.55 | 14.57 | 19.67 | 20.93 | 44.79 | 6.86 | 0.68 | 11.13 | United Health | ||
HD | 29.77 | 28.24 | 3.47 | 44.01 | -7.17 | 30.26 | 24.38 | 58.73 | -22.06 | 12.36 | 25.68 | Home Depot | ||
COP | 1.77 | -28.13 | 9.53 | 11.59 | 15.70 | 6.44 | -35.91 | 85.37 | 70.39 | 1.68 | -7.33 | ConocoPhillips | ||
ISRG | 37.72 | 3.26 | 16.11 | 72.64 | 31.23 | 23.43 | 38.39 | 31.76 | -26.15 | 27.14 | 62.33 | Intuitive Surgery | ||
AXP | 3.63 | -24.06 | 8.22 | 35.83 | -2.57 | 32.28 | -1.49 | 36.73 | -8.47 | 28.37 | 61.86 | American Express | ||
VWUAX | 13.20 | 8.61 | -0.59 | 31.74 | 0.75 | 33.51 | 58.74 | 12.45 | -39.58 | 45.31 | 36.23 | V US Growth | ||
UBER | 71.49 | -17.78 | -41.02 | 148.97 | 5.94 | Uber | ||||||||
VFIAX | 13.64 | 1.36 | 11.93 | 21.79 | -4.43 | 31.46 | 18.37 | 28.66 | -18.15 | 26.24 | 28.96 | V S&P 500 Index | ||
NOC | 30.97 | 30.21 | 25.04 | 33.64 | -18.67 | 42.56 | -9.76 | 29.05 | 42.71 | -12.85 | 4.16 | NorthropGrumman | ||
ABBV | 27.06 | -6.39 | 9.55 | 58.53 | -0.96 | 0.68 | 26.35 | 31.22 | 23.80 | -0.45 | 17.68 | AbbVie Inc | ||
TXN | 24.58 | 5.13 | 36.12 | 46.03 | -7.74 | 39.15 | 30.84 | 17.39 | -9.85 | 6.21 | 16.30 | Texas Instruments | ||
V | 18.50 | 19.07 | 1.36 | 47.03 | 16.49 | 43.21 | 17.06 | -0.31 | -3.40 | 26.21 | 19.54 | Visa | ||
AMZN | -22.18 | 117.78 | 10.95 | 55.96 | 28.43 | 23.03 | 76.26 | 2.38 | -49.62 | 80.88 | 45.16 | Amazon | ||
VTSAX | 12.56 | 0.39 | 12.66 | 21.17 | -5.17 | 30.80 | 20.99 | 25.71 | -19.53 | 26.01 | 28.77 | V Total US Stk Mkt | ||
AGTHX | 9.30 | 5.36 | 8.46 | 26.14 | -2.88 | 28.12 | 37.81 | 19.34 | -30.72 | 37.20 | 32.41 | American Growth | ||
F | 3.69 | -5.23 | -7.88 | 8.33 | -32.91 | 29.41 | -3.87 | 137.43 | -41.60 | 15.56 | -7.96 | Ford Motor | ||
JPM | 9.68 | 8.20 | 33.47 | 26.30 | -6.40 | 46.18 | -6.26 | 27.53 | -12.79 | 29.87 | 47.02 | JP Morgan Chase | ||
LMT | 33.23 | 15.96 | 18.22 | 31.44 | -15.89 | 52.15 | -6.32 | 3.11 | 40.09 | -4.34 | 16.99 | Lockheed Martin | ||
UNP | 44.10 | -32.51 | 35.47 | 31.73 | 5.36 | 33.47 | 17.32 | 23.05 | -15.79 | 21.13 | -2.87 | Union Pacific | ||
CRM | 7.47 | 32.19 | -12.68 | 49.33 | 33.98 | 18.74 | 36.82 | 14.20 | -47.83 | 98.46 | 37.79 | Salesforce | ||
VST | 18.19 | 24.95 | 2.62 | -12.14 | 18.87 | 5.07 | 69.57 | 319.35 | Vistra Corp | |||||
IBM | -12.20 | -11.11 | 24.61 | -4.02 | -21.86 | 23.58 | -1.23 | 16.37 | 10.34 | 20.79 | 47.61 | IBM | ||
XOM | -5.98 | -12.57 | 19.62 | -3.94 | -14.61 | 7.36 | -35.94 | 56.91 | 86.06 | -6.02 | 18.64 | Exxon Mobile | ||
UPS | 8.35 | -10.81 | 22.37 | 6.83 | -15.09 | 23.96 | 47.31 | 29.70 | -16.06 | -5.83 | -14.70 | United Parcel Serv | ||
PRGFX | 8.83 | 10.85 | 1.41 | 33.63 | -1.03 | 30.82 | 36.93 | 20.03 | -40.14 | 45.27 | 33.50 | TRowePriceGrowth | ||
MCD | -0.05 | 29.75 | 6.09 | 44.55 | 5.60 | 13.95 | 11.14 | 27.37 | 0.42 | 14.88 | 3.28 | McDonalds | ||
KR | 64.15 | 31.52 | -16.42 | -19.04 | 1.60 | 7.60 | 11.90 | 44.96 | 0.57 | 5.00 | 35.48 | Krogers | ||
WMT | 11.58 | -26.34 | 16.02 | 45.82 | -3.56 | 29.86 | 23.12 | 1.90 | -0.46 | 12.79 | 82.54 | Walmart | ||
PM | -2.07 | 12.89 | 8.76 | 20.09 | -32.56 | 34.38 | 2.87 | 20.67 | 11.84 | -1.97 | 45.03 | Philip Morris | ||
NFLX | -7.21 | 134.38 | 8.24 | 55.06 | 39.44 | 20.89 | 67.11 | 11.41 | -51.05 | 65.11 | 88.52 | Netflix | ||
PG | 15.00 | -9.93 | 9.24 | 12.53 | 3.14 | 39.09 | 13.90 | 20.01 | -5.14 | -0.85 | 22.83 | Procter & Gamble | ||
TRV | 19.28 | 8.87 | 10.79 | 13.11 | -9.48 | 17.06 | 4.96 | 13.93 | 22.20 | 3.70 | 39.83 | Travelers | ||
PEP | 17.06 | 8.59 | 7.68 | 17.64 | -4.88 | 27.14 | 11.45 | 20.00 | 6.61 | -3.25 | -3.16 | PepsiCo | ||
BRK.B | 26.64 | -12.06 | 23.43 | 21.62 | 3.01 | 10.93 | 2.37 | 28.95 | 3.31 | 15.46 | 31.94 | BerkshireHathawy | ||
HON | 11.40 | 5.80 | 14.74 | 34.74 | -8.61 | 36.51 | 22.22 | -0.20 | 4.68 | -0.20 | 9.99 | Honeywell | ||
VIVAX | 13.05 | -1.03 | 16.75 | 16.99 | -5.55 | 25.67 | 2.18 | 26.31 | -2.18 | 9.11 | 21.62 | V Value Index | ||
AMGN | 41.77 | 3.89 | -7.47 | 22.08 | 14.98 | 26.81 | -1.97 | 0.91 | 20.19 | 12.91 | -1.63 | Amgen | ||
FDX | 21.31 | -13.66 | 25.95 | 35.04 | -34.37 | -4.66 | 73.41 | 0.74 | -31.41 | 48.90 | 12.04 | Fedex | ||
CVX | -6.82 | -15.99 | 35.60 | 10.03 | -9.52 | 15.15 | -25.64 | 45.25 | 57.79 | -13.53 | 11.19 | Chevron | ||
MRK | 17.00 | -3.80 | 14.96 | -1.21 | 39.33 | 21.99 | -7.33 | -0.68 | 48.42 | 0.93 | -2.90 | Merck & Co. | ||
SPOT | 31.76 | 110.40 | -25.62 | -66.27 | 138.01 | 162.63 | Spotify | |||||||
VGHAX | 28.57 | 12.71 | -8.94 | 19.66 | 1.21 | 22.98 | 12.67 | 14.36 | -1.01 | 5.48 | 4.62 | V Health Care | ||
ABT | 19.75 | 1.89 | -12.16 | 51.34 | 28.70 | 21.86 | 27.71 | 30.19 | -20.66 | 2.11 | 7.01 | Abbott Laboratory | ||
BSX | 10.23 | 39.17 | 17.30 | 14.61 | 42.56 | 27.96 | -20.50 | 18.16 | 8.92 | 24.94 | 56.60 | Boston Scientific | ||
SBUX | 6.07 | 47.98 | -6.10 | 5.33 | 14.43 | 38.84 | 23.59 | 11.06 | -13.48 | -1.04 | 5.77 | Starbucks | ||
GDDY | 9.01 | 43.86 | 30.51 | 3.51 | 22.13 | 2.30 | -11.83 | 41.89 | 96.44 | GoDaddy | ||||
CVNA | 71.08 | 181.41 | 160.23 | -3.24 | -97.96 | 1016.88 | 363.06 | Carvana | ||||||
IWM | 5.03 | -4.47 | 21.60 | 14.59 | -11.11 | 25.39 | 20.03 | 14.54 | -20.48 | 16.84 | 19.66 | iSharesRussell2000 | ||
RMD | 21.33 | -2.16 | 17.92 | 38.68 | 36.16 | 37.43 | 38.17 | 23.31 | -19.44 | -16.47 | 40.35 | ResMed Inc | ||
NEE | 27.53 | 0.64 | 18.34 | 34.04 | 14.13 | 42.19 | 29.75 | 23.01 | -8.63 | -25.11 | 28.84 | NextEra Energy | ||
NKE | 23.54 | 31.21 | -17.62 | 24.51 | 19.84 | 37.87 | 40.64 | 18.61 | -29.04 | -6.03 | -26.23 | Nike | ||
BAC | 15.67 | -4.81 | 32.80 | 35.34 | -14.70 | 45.62 | -11.90 | 49.36 | -23.62 | 4.44 | 41.79 | Bank of America | ||
CL | 8.28 | -1.55 | 0.56 | 17.73 | -18.91 | 18.53 | 26.76 | 1.89 | -5.50 | 3.59 | 21.79 | Colgate-Palmolive | ||
WDC | 33.73 | -43.95 | 16.49 | 19.99 | -51.00 | 75.74 | -11.15 | 17.73 | -51.62 | 65.99 | 37.69 | Western Digital | ||
KO | 5.16 | 4.88 | -0.23 | 14.23 | 6.60 | 20.27 | 2.04 | 11.03 | 10.40 | -4.46 | 10.06 | Coca-Cola | ||
CMCSA | 12.93 | -1.04 | 24.76 | 17.37 | -12.69 | 33.92 | 18.52 | -2.08 | -28.41 | 28.65 | 0.36 | Comcast | ||
JNJ | 17.19 | 1.05 | 15.23 | 24.16 | -5.10 | 15.94 | 10.62 | 11.36 | 5.86 | -8.61 | -1.47 | Johnson&Johnson | ||
CVS | 36.10 | 2.97 | -17.55 | -5.59 | -6.87 | 16.44 | -5.37 | 53.97 | -7.53 | -12.67 | -24.62 | CVS Health | ||
RCL | 76.15 | 24.42 | -17.25 | 48.03 | -15.84 | 39.55 | -43.47 | 2.96 | -35.72 | 161.97 | 94.25 | Royal Caribbean | ||
RGTI | 35.07 | 222.88 | Rigetti Computing | |||||||||||
CSCO | 27.31 | 0.58 | 14.93 | 30.48 | 15.61 | 13.87 | -3.71 | 44.89 | -22.44 | 9.30 | 21.95 | Cisco Systems | ||
RTX | 3.13 | -14.23 | 16.83 | 18.86 | -14.31 | 43.41 | -26.72 | 23.15 | 19.78 | -14.33 | 43.81 | Raytheon | ||
KMB | 16.61 | 13.22 | -7.46 | 9.13 | -2.25 | 24.34 | 1.13 | 9.38 | -1.77 | -7.01 | 16.71 | Kimberly-Clark | ||
INTC | 43.29 | -2.42 | 8.30 | 30.24 | 4.27 | 30.22 | -14.55 | 6.16 | -45.84 | 92.92 | -57.86 | Intel | ||
WFC | 23.72 | 1.85 | 4.17 | 12.88 | -21.34 | 20.92 | -41.64 | 60.97 | -11.65 | 22.35 | 52.70 | Wells Fargo | ||
C | 3.91 | -4.07 | 15.65 | 26.82 | -27.97 | 57.15 | -20.27 | 1.25 | -21.73 | 18.33 | 44.65 | Citigroup | ||
BMY | 13.79 | 19.06 | -13.39 | 7.53 | -12.57 | 26.64 | 0.20 | 2.89 | 18.86 | -25.52 | 19.35 | BristolMyer Squibb | ||
GM | -11.65 | 1.37 | 6.91 | 22.01 | -14.69 | 13.96 | 14.81 | 40.80 | -42.32 | 7.85 | 49.64 | General Motors | ||
OXY | -11.87 | -12.44 | 9.55 | 7.71 | -12.46 | -27.75 | -56.01 | 67.71 | 119.08 | -4.06 | -17.70 | Occidental Petrol | ||
CLX | 15.47 | 24.60 | -2.89 | 26.66 | 5.49 | 2.23 | 34.34 | -11.40 | -16.83 | 5.00 | 22.43 | Clorox | ||
MDT | 27.89 | 8.54 | -5.23 | 15.91 | 15.07 | 27.06 | 5.26 | -9.58 | -22.29 | 9.53 | 4.67 | Medtronic | ||
T | 0.77 | 8.04 | 29.18 | -3.97 | -21.45 | 44.08 | -21.08 | -7.23 | -1.33 | -2.82 | 48.63 | AT&T | ||
VZ | -0.45 | 3.54 | 20.41 | 3.51 | 10.70 | 13.52 | -0.29 | -7.26 | -19.22 | 2.34 | 19.95 | Verizon | ||
BA | -2.63 | 14.04 | 10.69 | 93.08 | 11.67 | 3.56 | -33.66 | -5.95 | -5.38 | 36.84 | -39.89 | Boeing | ||
DIS | 24.79 | 13.02 | 0.60 | 4.71 | 3.59 | 33.51 | 25.27 | -14.51 | -43.91 | 4.27 | 29.53 | Walt Disney | ||
PFE | 5.09 | 7.22 | 4.34 | 15.46 | 24.27 | -6.94 | 1.12 | 64.66 | -10.52 | -40.61 | -4.90 | Pfizer | ||
PYPL | 9.03 | 86.52 | 14.22 | 28.64 | 116.51 | -19.48 | -62.23 | -13.77 | 45.00 | PayPal | ||||
PLTR | -22.68 | -64.74 | 167.45 | 318.58 | Palantir Technolog | |||||||||
SNOW | 20.38 | -57.63 | 38.64 | -8.01 | Snowflake | |||||||||
MMM | 19.60 | -5.83 | 21.49 | 34.44 | -16.74 | -4.39 | 2.41 | 5.01 | -29.13 | -3.84 | 36.29 | 3M | ||
WBA | 34.93 | 13.58 | -1.09 | -10.38 | -3.59 | -11.09 | -29.22 | 35.53 | -24.70 | -24.97 | -63.73 | Walgreens Boots | ||
NCLH | 31.83 | 25.32 | -27.42 | 25.21 | -20.39 | 37.79 | -56.46 | -18.44 | -40.98 | 63.73 | 37.82 | Norwegian Cruise | ||
APP | -88.83 | 278.44 | 851.24 | Applovin Corp | ||||||||||
AI | -77.48 | -64.19 | 156.57 | 30.58 | C3.ai Inc | |||||||||
AVG | Average % |
Percent of each year of all tickers that were Negative gain (loss) | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
Percent of each year of all tickers that were at least 5% gain | ||||||||||
Percent of each year of all tickers that were at least 30% gain | ||||||||||
The values in these tables are NOT the share prices in dollars. Instead All numbers are Total Return % (percent gain for the years and the compounded year span). The Gain is then comparable with the others.
The data years are the ticker's Morningstar Total Return percentage at each year, which includes both price gain and any dividends reinvested in that period. Not reinvesting dividends is very costly long term, with much less long term compounding (See more. See the compounding math.) If you don't find your brokerage's way to specify reinvesting stock dividends, then see this (ETF may be excluded from reinvesting dividends, because ETF trades in shares, not dollars).
Morningstar shows Total Return % in two ways. The individual year results (2021, 2022, 2023, etc) used here are the Total Return of each year as of each year end (from 12/31 to 12/31) so the current year is as yet incomplete). But the Morningstar Trailing Returns of the 1, 3, 5, 10 and 15 year periods are the Annualized Returns of the span duration, but of years back from the current date, instead of from year end values. Both are 12 month results, but the one year date difference will not be the exact same value as the year end YTD values shown here. However the YTD value shown is correct for the current year so far.
The Span is the compounded Total Return % for the selected year span (span years indicated with bold headers). There is 11 years of data. Showing the five early years 2014-2018 will need a screen wider than many cell phones, but they need not be shown to include them in a Span.
The Span calculations do not change if clicking to sort on Ticker or Name columns.
Not in Span Columns Not included in current Span.
Span The Span years currently selected (compounded result)
Sort The Sorted column (brighter).
Ticker column color legend:
S&P 500 Tickers are companies in the S&P 500 Index (most are in the top 100).
Not S&P 500 Tickers are companies NOT in the S&P 500.
Funds Tickers are funds of many companies. Six are ETF funds. ETF trade as shares during market hours (like stocks). Mutual funds trade as dollars after next close. Mutual fund tickers end with "X", but a few ETF and company tickers end with X, Not with same meaning.
Option 6 Tickers were added by Option 6.
Options 2 and 4 divide shades of red and green annual colors at ± 0, 10, 20, 30, 40 and 50% gain. Option 3 highlights extremes by showing the color only if gain exceeds the specified limits.
Warn A warning in the Compounded data columns.
A few of these tickers are newer with no data before their ticker existed. Those early empty cells are ignored, without effect. Except if the blank years are in the span, the last two columns (Span Gain and Annualized) have an pink background which warns that some of the first span years are a shorter span with some blank data. The numbers are accurate for the existing years, but the pink background result is a WARNING that it is NOT directly ranked as comparable to the others due to the fewer years in its time period. The overall gains are in sorted order and accurate for the shorter span, but their Annualized values will be out of order.
The S&P 500 Index is represented by the Vanguard VFIAX fund (with fund fee of 0.04%). There are many S&P 500 Index funds, all trying to mimic the performance of the index, so their results are pretty much the same except for the varying fund fees. If interested in one of these, I suggest you find one with lower fees.
The Company Names in Bold are the ten largest companies in the S&P 500 (and a representative S&P 500 Index fund). Fund names starting with a V are Vanguard funds.
To know an annualized rate of gain that can be compared meaningfully, Annualized Return computes the Fixed Rate that would give the SAME compounded gain in the same time, the exact same result, but AS IF IT HAD BEEN THAT FIXED ANNUAL RATE every year. The market didn't happen that way, but Annualized is still exactly the same gain dollars and time result, and is the valid logical and consistent way to compare the variable long term market performance of years of various gains. Annualized rate is comprehensibly comparable to other stocks if for the same time frame.
Annualized Return is only meaningful for Whole years, so MUST NOT be computed if the data span includes an incomplete year (like the current year). Including incomplete years cannot be correct because the future is not known. To see Annualized Return for your selected span here, remove 2024 from the year span. Or see Option 5 with a multiple year span (it isolates 2024). Annualized Return for a span of one year is the same number as the one year Gain, but is shown anyway. The current year does show its current YTD Gain, however the future gain of the incomplete current year is not known, and will change a little every market day, Any Annualized gain of any span including the current year cannot be shown.
If the span includes blank early years, the Gain column is sorted correctly, and the Annualized sort ORDER is in the Same ORDER (Not the same Value, but same sort ORDER) following the Gain column, with a pink warning on these cells indicates its result is of different time periods (if missing early years). The significance of the pink cell warnings is that they are not directly comparable to the others then. The significance of the Annualized numbers is for the span of fewer actual whole years. (See a detailed description of Annualized Return.)
Most of the last 10 years have been generally good to very good market years for the S&P 500. However this is currently a time of extreme political and economic problems, and 2022 was seriously negative, especially for growth stocks and funds. The S&P 500 was down -25% at the bottom on 12 October 2022 and then -18% at year end. Many of the major growth stocks were still down 50% to 80% at 2022 year end.
2023 was a little different. Gains of many good companies have sunk even more negative this year so far. But in stark contrast, several of the big growth stocks are an extreme reversal from 2022 (moving from bottom of the list in 2022 to the top in 2023). It's worth seeing a sort on only 2023. Do realize the top growth stocks are volatile with greater risk, so it's also worth seeing the one year sort of 2022. The politics and economy will be an issue for the market until the next US federal election in November. But the market has always recovered, and the results will look much better after recovery. 2024 has been better.
The future is looking bright after the election.
S&P 500 50 year gain history calculator, concerned with Withdrawal Depletion
Descriptions of S&P 500, the 4% Rule, Basics of Markets and Dividends
Math of Compounding and Annualized Return, and calculators
S&P 500 daily Action, and Count of annual S&P 500 Record Highs
Dividends are in fact a forced withdrawal which reduces your investment's price, value and future gains. You will owe tax on the gains in that withdrawal then. But Reinvesting Dividends puts it back restoring the investment value, and the dividend becomes Free additional new shares, greatly increasing long term gain. EIther way, there is no new income on that first dividend day.
Current U.S. CPI Inflation rate Oct +2.6% (up 0.2%)
U.S. Inflation Rate history 1913 - 2023
U.S. Fed Interest rate history 1955-2022
U.S. GDP growth rate history 1962-2020
U.S. National debt:
$36 Trillion Highest debt ever, even more than in WWII.
Ratio of Debt to GDP (US debt now is 123% of GDP)