Compare Market Performance
of a few Stocks and Funds

Wondering about other stock choices with better earnings? Here are the directly comparable current 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 these stocks. The standard market advice is "Past performance is no guarantee of future results." Things can sometimes change fast (and is called "market risk"). But still, actual results certainly do show realistic possibilities. But also check year 2022, which was severe, especially to growth stocks, but if your interest is long term, also notice that the market eventually recovers afterward. If new to the market, see more about the market in general.

This calculator (below) compares Morningstar's annual calendar year Total Return % gain reports (which includes compounded price gains and reinvested dividends) of up to 11 year spans of performance of over 130+ 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). The calculator provides time spans for comparing their actual results, including the current year YTD. Also shows the Annualized Return % for various time spans (but annualized cannot include the incomplete current year).

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. The companies here that are Not in the S&P 500 are Abercrombie & Fitch, Celsius, Dell, Elf Beauty, Marvell, MicroStrategy, Palantir, Roku, Shopify, Spotify, Taiwan Semiconductor, VanErk Semiconductor ETF, VRT Holdings.

In this calculator,

Cell phone 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, but not the data. You may need a wider screen device to see their ten years of annual returns. But also their Trailing Returns feature shows the past 1, 5, 10, 15 years return from current date (is Not year end data).

A Browser Quirk:   This is about a warning which I see in Chrome. This warning may not appear in cell phones. I thought it would be helpful to provide the Morningstar link to these tickers and the data, and it is NOT Morningstar's fault, but is a browser problem. You'll see the same warning on other sites offering links away from a form. But you can click other tabs and return without issue.

The situation is if clicking an exit link on this page (which will show the warning Reload or Cancel?) and then returning here shows the beginning initial page again, but does not reload to reset your changed options, which causes a confusing mismatch. This page cannot know if you selected Reload or Cancel, so cannot know to reset. However my iPhones and also now Firefox 127 appear to recover OK by instead reshowing the last page.

If you see this problem, you can work around it. Try this instead:

At return, you can click this pages Click Here button (or any other button that causes a refreshed view), and it redraws the view to match the selected options (except this cannot retain any added tickers).

Or better, 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, or you can also choose an existing browser Tab. It won't ask Reload or Cancel then. That does not open the new tab until you click it. You can return here by clicking THIS tab which remains unaffected (and it also retains any added tickers, until a reload).

Otherwise, you can select Cancel to instead stay here, then nothing changes.

Comparison of Total Return % Performance
of a few stocks and funds

Also show years 2014-2018 (the table below will be 5 columns wider)
Scroll down to the table at any active setting change
Total Return % of Year Span through
Spans including years back to 2014 work, even if all are not shown.
A one year span sorts the 1 year (or click on header column)
Sort Table by compounded Total Return % of year Span Gain, or:
Sort Table by Name  The numeric value can aid locating one in table
Sort Table by Ticker  The column sorted will have a Yellow header
1. Remove all red/green colors on all table cells (colors are set in Option 2 and are used in all options except this one and 3)
2. Year's gain color intervals are at ± 10%, ± 20%, ± 30, ± 40%, ± 50%
3. Is like 2, but with + % and - % limits to highlight extremes
4. Show annual difference from of each year for each ticker. Each ticker becomes two rows in table. The 1st row is still the same gain percentage data. 2nd row cells (lower case ticker) are the tickers gain percentage difference from the compared ticker year.
5. Shows Annualized Total Return of the Span (all tickers in a list below)
Gain summary of all tickers, all years. Initial investment is $
6. Add tickers of your choice with a Copy/Paste of the Morningstar 10 year Total Return % data line to see how it ranks. This can be repeated for more tickers. Caution: Reloading the page will start over, losing any additions.
The table is recalculated without a page reload by clicking an option button above, or an Enter key in an active text field, or redraws the table.

Ticker201420152016 2017201820192020 2021202220232024
YTD
Wednesday close
July 17, 2024
Span Year
Gain | Annualizd
CELH 47.06288.0026.29114.29-33.9039.19941.6148.2239.5257.21-6.91 Celsius Holdings
ENPH 125.39-75.44-71.23138.6196.27452.43571.534.2644.83-50.13-15.95 Enphase Energy
SMCI 103.26-29.7314.44-25.40-34.0574.0631.8138.8286.80246.24187.22 Super MicroComp
ELF -22.91-61.1886.2656.1731.8466.52161.0118.26 e.l.f. Beauty
NVDA 27.2866.36225.3281.82-30.6976.73122.20125.41-50.26238.98138.29 Nvidia
TSLA 47.857.91-10.9745.706.8925.70743.4449.76-65.03101.720.00 Tesla
AMD -31.017.49295.12-9.3579.57148.4399.9856.91-54.99127.598.15 Advcd Micro Device
KLAC 37.641.5216.4836.41-12.13102.5647.2867.63-11.2555.6034.96 KLA Corp
SNPS 7.154.9229.0544.82-1.1765.2486.2442.15-13.3561.2710.72 Synopis
LRCX 46.701.4634.8375.84-23.96118.0463.1953.46-40.6688.1324.06 Lam Research
SHOP 66.16135.6037.08187.17184.7121.68-74.80124.43-16.80 Shopify
LLY 39.1225.03-10.2917.6639.6815.8130.7265.6133.8660.5755.80 Eli Lilly
CMG 28.48-29.90-21.37-23.4049.3993.8765.6526.07-20.6464.8320.88 Chipolte
AMAT 43.21-23.4874.9959.65-34.5988.9742.8183.43-37.4767.6836.23 Applied Materials
CRWD 324.74-3.34-48.58142.4938.98 CrowdStrike
ON 22.94-3.2630.2064.11-21.1647.6734.25107.52-8.1733.93-9.66 ON Semiconductor
AAPL 40.03-2.8012.1548.24-5.1288.0981.8534.48-26.3248.9119.13 Apple
AVGO 92.5545.9323.5248.052.0628.6842.7855.38-13.43103.0540.66 Broadcom
MSTR 30.7110.4010.10-33.49-2.7011.65172.4240.13-74.00346.15151.71 MicroStrategy
VRT 12.5569.3633.80-45.25251.7970.37 Vertiv Holdings
PANW 113.2843.71-29.0115.9129.9522.7853.6856.66-24.81111.3212.64 PaloAlto Networks
ANF -10.54-2.93-52.5951.9219.62-9.7818.9171.07-34.22285.0776.58 Abercrombie, Fitch
ANET 28.1124.32143.44-10.56-3.4642.8697.89-15.5894.0742.96 Arista Resources
SMH 30.20-0.3735.5338.44-9.0464.4455.5442.14-33.5273.3745.38 VanEck Semicdr ETF
FTNT 60.271.66-3.3745.0561.2051.5839.13141.97-31.9819.720.96 Fortinet
NOW 21.1427.58-14.1275.4036.5558.5694.9717.93-40.1881.964.19 Service Now
ETN -8.15-20.1933.3021.34-9.7642.0929.9246.38-7.3155.6330.13 Eaton Corp PLC
SOXX 29.85-2.0138.3539.79-6.4862.4352.7344.09-35.0967.1326.92 iSharesSemicdrETF
MSFT 27.2422.2214.6540.2220.7557.1242.3752.24-27.9457.9618.34 Microsoft
MRVL 2.50-37.5259.9856.52-23.4765.5379.8984.41-57.3963.4712.90 Marvell Technology
COST 20.2518.560.2221.8310.6445.5232.5351.49-18.9748.7528.53 Costco
TT 4.53-10.9538.1821.124.4848.0232.2440.80-15.4746.8942.68 Trane Technology
NXPI 66.3410.2716.3319.47-36.9975.3726.1344.66-29.1447.9121.09 NXP Semiconduct
DELL 5.1642.6254.28-26.6393.7864.69 Dell
INTU 21.875.8120.0538.9025.8034.0545.8569.98-39.0561.425.87 Intuit
TSM 31.194.8830.5041.95-3.5262.8690.6412.06-36.5742.0865.66 Taiwan Semicondtr
FSPTX 10.657.4011.9449.86-8.7951.0763.7121.97-36.8759.8325.18 FidelitySelectTech
VITAX 18.055.0313.7537.072.5248.7145.9830.37-29.6752.6820.81 V Info Tech Index
ROKU -40.83337.01147.96-31.27-82.16125.21-29.34 Roku
MPC 0.4017.39-0.2534.06-7.785.69-27.5060.3285.7830.1112.71 Marathon Petrol
PGR 4.4520.3614.4360.579.1224.6537.1510.2926.7523.1139.63 Progressive Corp
TRGP 23.32-71.29120.66-7.15-18.0923.46-32.4399.5543.3820.7155.66 Targa Resources
DE -0.60-11.0838.2554.22-2.9418.1957.0428.8926.36-5.50-2.95 Deere
QCOM 2.28-30.2534.581.63-7.3159.3975.5821.81-38.2834.4233.62 Qualcomm
LIN 1.64-18.7617.3734.683.0138.6825.5833.08-4.4927.4810.07 Linde PLC
FDGRX 14.447.836.0136.76-4.5338.4267.5122.67-33.7847.2326.16 Fidelity Growth
TSCO 2.389.44-10.26-0.0113.2313.6152.0571.21-4.17-2.5930.73 Tractor Supply
QQQ 19.189.457.1032.66-0.1238.9648.6227.42-32.5854.8517.99 InvescoNasdaq100
MU 60.97-59.5554.8087.59-22.8469.4939.7924.17-45.8771.6744.30 Micron
GOOG 44.561.7135.58-1.0329.1031.0365.17-38.6758.8329.72 Google C
META 42.7734.159.9353.38-25.7156.5733.0923.13-64.22194.1330.80 Meta (Facebook)
MS 24.84-16.6035.0226.32-22.3432.2136.8046.30-10.3813.5016.53 Morgan Stanley
GOOGL -2.3646.601.8632.93-0.8028.1830.8565.30-39.0958.3229.69 Google A
ACN 10.9919.3814.3032.87-6.0750.9325.6160.09-34.6633.25-6.11 Accenture PLC
ADBE 21.4129.229.5970.2229.1045.7851.6413.38-40.6577.28-5.61 Adobe
DHR 11.549.008.0219.9611.7949.5045.2048.49-19.020.508.84 Danaher
LOW 40.5012.01-4.8132.821.2931.9035.9162.78-21.4913.8610.20 Lowe's
CAT 3.66-22.5440.9973.26-17.2819.1926.0415.9318.1125.5121.89 Caterpiller
GS 10.62-5.7034.307.60-33.1940.1316.8747.53-7.8915.4031.60 Goldman Sachs
APH 21.69-1.9529.7731.70-6.7234.7721.7934.95-12.0231.3130.23 Amphenol
PLD 20.033.2826.9125.54-6.0055.4214.4071.46-31.1721.33-6.13 Prologis
FBGRX 14.606.281.5936.061.0733.4462.2322.71-38.4655.6026.22 Fidelity Blue Chip
ADI 11.922.5234.3125.08-1.4440.9826.4020.85-4.9523.1519.56 Analog Devices
ORCL 18.79-17.506.9024.84-2.9019.3623.9136.67-4.8030.8433.23 Oracle
FOCKX 16.6211.053.2338.75-3.1039.3846.8825.15-32.1242.9223.66 Fidelity OTC K
SCHG 15.813.246.8228.04-1.3636.0139.1428.11-31.8050.1122.97 SchwabLCgrowth
GE -6.6726.914.43-42.12-54.5050.07-2.879.71-10.9770.3453.66 GE Aerospace
TWCUX 9.916.164.3831.900.6634.6049.7823.21-32.4643.3121.18 AmerCenturyUltra
VIGAX 13.633.306.1227.80-3.3437.2340.1927.26-33.1446.7721.39 V Growth Index
TMO 13.0613.70-0.1135.0018.2245.5143.6543.48-17.29-3.364.72 Thermo Fisher
TGT 22.98-1.502.67-6.294.1797.9339.7832.90-33.89-1.5211.03 Target
BLK 15.42-2.3314.4437.62-21.1931.3346.4229.18-20.4717.384.86 Blackrock
MA 3.6613.746.8347.4525.3058.9820.081.16-2.6823.316.24 Mastercard
TWCIX 10.527.695.4828.93-3.6336.3133.9725.18-28.9339.9019.25 AmerCenturySelect
UNH 36.1218.2338.0639.5514.5719.6720.9344.796.860.689.65 United Health
HD 29.7728.243.4744.01-7.1730.2624.3858.73-22.0612.368.61 Home Depot
COP 1.77-28.139.5311.5915.706.44-35.9185.3770.391.681.35 ConocoPhillips
ISRG 37.723.2616.1172.6431.2323.4338.3931.76-26.1527.1426.34 Intuitive Surgery
AXP 3.63-24.068.2235.83-2.5732.28-1.4936.73-8.4728.3734.49 American Express
VWUAX 13.208.61-0.5931.740.7533.5158.7412.45-39.5845.3119.29 V US Growth
UBER 71.49-17.78-41.02148.9711.45 Uber
VFIAX 13.641.3611.9321.79-4.4331.4618.3728.66-18.1526.2418.03 V S&P 500 Index
NOC 30.9730.2125.0433.64-18.6742.56-9.7629.0542.71-12.85-5.14 NorthropGrumman
ABBV 27.06-6.399.5558.53-0.960.6826.3531.2223.80-0.4516.10 AbbVie Inc
TXN 24.585.1336.1246.03-7.7439.1530.8417.39-9.856.2121.32 Texas Instruments
V 18.5019.071.3647.0316.4943.2117.06-0.31-3.4026.215.14 Visa
AMZN -22.18117.7810.9555.9628.4323.0376.262.38-49.6280.8823.66 Amazon
VTSAX 12.560.3912.6621.17-5.1730.8020.9925.71-19.5326.0116.77 V TotalUSStockMkt
AGTHX 9.305.368.4626.14-2.8828.1237.8119.34-30.7237.2017.86 American Growth
F 3.69-5.23-7.888.33-32.9129.41-3.87137.43-41.6015.5622.72 Ford Motor
JPM 9.688.2033.4726.30-6.4046.18-6.2627.53-12.7929.8729.47 JP Morgan Chase
LMT 33.2315.9618.2231.44-15.8952.15-6.323.1140.09-4.346.43 Lockheed Martin
UNP 44.10-32.5135.4731.735.3633.4717.3223.05-15.7921.130.35 Union Pacific
CRM 7.4732.19-12.6849.3333.9818.7436.8214.20-47.8398.46-4.23 Salesforce
VST 18.1924.952.62-12.1418.875.0769.5798.94 Vistra Corp
IBM -12.20-11.1124.61-4.02-21.8623.58-1.2316.3710.3420.7916.65 IBM
XOM -5.98-12.5719.62-3.94-14.617.36-35.9456.9186.06-6.0219.56 Exxon Mobile
UPS 8.35-10.8122.376.83-15.0923.9647.3129.70-16.06-5.83-4.19 United Parcel Serv
PRGFX 8.8310.851.4133.63-1.0330.8236.9320.03-40.1445.2720.37 TRowePriceGrowth
MCD -0.0529.756.0944.555.6013.9511.1427.370.4214.88-10.85 McDonalds
KR 64.1531.52-16.42-19.041.607.6011.9044.960.575.0021.16 Krogers
WMT 11.58-26.3416.0245.82-3.5629.8623.121.90-0.4612.7935.96 Walmart
PM -2.0712.898.7620.09-32.5634.382.8720.6711.84-1.9717.89 Philip Morris
NFLX -7.21134.388.2455.0639.4420.8967.1111.41-51.0565.1133.05 Netflix
PG 15.00-9.939.2412.533.1439.0913.9020.01-5.14-0.8516.96 Procter & Gamble
TRV 19.288.8710.7913.11-9.4817.064.9613.9322.203.7016.99 Travelers
PEP 17.068.597.6817.64-4.8827.1411.4520.006.61-3.251.60 PepsiCo
BRK.B 26.64-12.0623.4321.623.0110.932.3728.953.3115.4624.94 BerkshireHathawy
HON 11.405.8014.7434.74-8.6136.5122.22-0.204.68-0.206.04 Honeywell
VIVAX 13.05-1.0316.7516.99-5.5525.672.1826.31-2.189.1113.48 V Value Index
AMGN 41.773.89-7.4722.0814.9826.81-1.970.9120.1912.9118.11 Amgen
FDX 21.31-13.6625.9535.04-34.37-4.6673.410.74-31.4148.9023.76 Fedex
CVX -6.82-15.9935.6010.03-9.5215.15-25.6445.2557.79-13.5310.28 Chevron
MRK 17.00-3.8014.96-1.2139.3321.99-7.33-0.6848.420.9316.89 Merck & Co.
SPOT 31.76110.40-25.62-66.27138.0156.85 Spotify
VGHAX 28.5712.71-8.9419.661.2122.9812.6714.36-1.015.4812.05 V Health Care
ABT 19.751.89-12.1651.3428.7021.8627.7130.19-20.662.11-3.40 Abbott Laboratory
SBUX 6.0747.98-6.105.3314.4338.8423.5911.06-13.48-1.04-20.62 Starbucks
VWENX 9.900.1411.0914.82-3.3522.6110.6819.12-14.2614.4110.61 V Wellington 70/30
VBIAX 9.990.518.7713.89-2.8621.7916.4014.22-16.9017.5810.46 V BalanIndex 60/40
RMD 21.33-2.1617.9238.6836.1637.4338.1723.31-19.44-16.4720.28 ResMed Inc
NEE 27.530.6418.3434.0414.1342.1929.7523.01-8.63-25.1118.42 NextEra Energy
NKE 23.5431.21-17.6224.5119.8437.8740.6418.61-29.04-6.03-32.02 Nike
ABALX 8.851.728.6115.47-2.7019.2010.8615.76-12.1114.0110.60 AmericanBalancd A
BAC 15.67-4.8132.8035.34-14.7045.62-11.9049.36-23.624.4432.05 Bank of America
CL 8.28-1.550.5617.73-18.9118.5326.761.89-5.503.5925.92 Colgate-Palmolive
WDC 33.73-43.9516.4919.99-51.0075.74-11.1517.73-51.6265.9937.08 Western Digital
KO 5.164.88-0.2314.236.6020.272.0411.0310.40-4.4612.30 Coca-Cola
CMCSA 12.93-1.0424.7617.37-12.6933.9218.52-2.08-28.4128.65-5.36 Comcast
JNJ 17.191.0515.2324.16-5.1015.9410.6211.365.86-8.611.45 Johnson&Johnson
CVS 36.102.97-17.55-5.59-6.8716.44-5.3753.97-7.53-12.67-20.30 CVS Health
CSCO 27.310.5814.9330.4815.6113.87-3.7144.89-22.449.30-1.60 Cisco Systems
VWIAX 8.151.358.1610.26-2.4916.478.548.57-9.017.085.07 V Wellesley 40/60
RTX 3.13-14.2316.8318.86-14.3143.41-26.7223.1519.78-14.3326.23 Raytheon
KMB 16.6113.22-7.469.13-2.2524.341.139.38-1.77-7.0120.15 Kimberly-Clark
INTC 43.29-2.428.3030.244.2730.22-14.556.16-45.8492.92-30.95 Intel
WFC 23.721.854.1712.88-21.3420.92-41.6460.97-11.6522.3525.17 Wells Fargo
C 3.91-4.0715.6526.82-27.9757.15-20.271.25-21.7318.3333.50 Citigroup
BMY 13.7919.06-13.397.53-12.5726.640.202.8918.86-25.52-12.40 BristolMyersSquib
GM -11.651.376.9122.01-14.6913.9614.8140.80-42.327.8539.59 General Motors
OXY -11.87-12.449.557.71-12.46-27.75-56.0167.71119.08-4.066.50 Occidental Petrol
CLX 15.4724.60-2.8926.665.492.2334.34-11.40-16.835.00-2.10 Clorox
MDT 27.898.54-5.2315.9115.0727.065.26-9.58-22.299.530.33 Medtronic
T 0.778.0429.18-3.97-21.4544.08-21.08-7.23-1.33-2.8219.14 AT&T
VZ -0.453.5420.413.5110.7013.52-0.29-7.26-19.222.3416.78 Verizon
BA -2.6314.0410.6993.0811.673.56-33.66-5.95-5.3836.84-29.09 Boeing
DIS 24.7913.020.604.713.5933.5125.27-14.51-43.914.278.27 Walt Disneys
PFE 5.097.224.3415.4624.27-6.941.1264.66-10.52-40.617.22 Pfizer
PYPL 9.0386.5214.2228.64116.51-19.48-62.23-13.77-0.31 PayPal
PLTR -22.68-64.74167.4564.36 Palantir Technolog
MMM 19.60-5.8321.4934.44-16.74-4.392.415.01-29.13-3.848.76 3M
WBA 34.9313.58-1.09-10.38-3.59-11.09-29.2235.53-24.70-24.97-52.70 Walgreens Boots
AVG Average %

Percent of these tickers in each year that were Negative gain (loss)
20142015201620172018201920202021202220232024
Percent of these tickers in each year that were at least 5% gain
Percent of these tickers in each year that were at least 35% gain

The values in this table are NOT the share prices in dollars. Instead All numbers are Total Return (percent gain for the year span). 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. See the compounding math. If you are not reinvesting dividends, there will be much less long term gain (See more). If you don't find your brokerage's way to reinvest stock dividends, then see this.

Morningstar shows Total Return % two ways. The individual year results (2021, 2022, 2023, etc) used here are the Total Return of each year as of each year end (and the current year is as yet incomplete). But the Trailing Returns of the 1, 3, 5, 10 and 15 year values are the Annualized Returns of years from this current calendar date, instead of from year end values. Both are a years result, but the date difference will not be the exact same value as the year end values shown here.

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.

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 last two columns (Gain and Annualized) have an orange background, it indicates some of the first span years have blank data. Accurate numbers are computed for the existing years, but the orange background result is a WARNING that it is NOT directly comparable to the others due to the fewer years in the time period. Their Annualized value will appear to sort out of order, but it is correct for the shorter span. A span beginning at 2014 will indicate these.

The S&P 500 Index is represented by the Vanguard VFIAX fund (with fund fee of 0.04%). The Company Names in Bold are the ten largest companies in the S&P 500 (and this S&P 500 Index fund). Tickers with an gray background are mutual funds. Fund names starting with a V are Vanguard funds (3 of which are Balanced Funds, indicating the percentage in bonds).

Annualized Return (Gain) is the meaningful way to compare long term stock performance numbers. It's useful and important because stock years have varied performance, some years are up big, some years less, or even some years may be negative, and then those results are compounded by the following years. The actual market gain performance over several years is not so obvious. We can see the overall gain that was achieved, which is good to know, but that is the compounded gain, which largely depends on the number of years. To know an annualized rate of gain that can be compared, 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 doesn't happen that way, but Annualized is still exactly the same gain and time result, and is the valid logical and consistent way to compare the variable long term market performance. Annualized rate is comprehensibly comparable to other stocks in 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 here, remove 2024 from the year span. Or see Option 5 with a multiple year span. Annualized Return is also not shown for a span of one year, because it would be the same number as Annualized Gain. The current year does show its current YTD Gain, however the future gain of the current year is not known, and will change a little every market day. The Gain column is sorted right, and the Annualized sort ORDER is in the Same ORDER (Not the same Value, but same sort ORDER) as the Gain column IF no blank data years are included in the span (but the orange cells will not be in exact Annualized order if it is results of different time periods (if missing early years). The significance of the orange cell warnings is that they are not directly comparable to the others then. The significance of the Annualized numbers is for the span of several 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 is only a few weeks duration, but seems a bit better so far, however a third of these are now even more negative gain than in 2023.

Other market pas and calculators here:

S&P 500 50 year gain history calculator, concerned Withdrawal Depletion

Descriptions of S&P 500, the 4% Rule, Basics of Markets and Dividends

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 withdrawal which reduces your investment's price, value and future gains. But Reinvesting Dividends puts the value back, and becomes free additional new shares, greatly increasing long term gain.

A few important market facts to know about Bonds

Our government's results (better some years than others)

Current U.S. CPI Inflation rate June +3.0% (down 0.3%)
The inflation rate is still +3.0% higher, but rising slightly slower now.

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: $34.9 Trillion Highest debt ever, even more than in WWII.
Ratio of Debt to GDP (US debt now is 123% of GDP)

Copyright © 2021-2024 by Wayne Fulton - All rights are reserved.

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