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

This calculator compares the compounded Total Return growth of up to 11 year spans of performance of 90+ tickers of popular stocks and a few funds. Except for Roku and Shopify, the companies here are all in the S&P 500 (of which the top 50 and a few more are included). The calculator provides a few different ways of looking at things. The collection of stocks here has no significance as a group. For any stocks Not included here, Morningstar.com shows the past ten years of these annual Total Return numbers (which for stocks are at the Price vs Fair Value tab, and for funds are at the Performance tab). Total Return includes dividends, reinvested, less fund fees. Calculator 4 here will easily provide the same numbers from the Morningstar Total Return % numbers.

Most of the last 10 years have been good to very good market years for the S&P 500. However 2022 was very seriously negative (pretty much a top to bottom reversal for many companies), but 2023 shows good signs for recovery so far.

In this calculator,

• You can sort annual performance of all tickers in any one year (2013-2023).
• You can sort compounded performance of all tickers in a span of years.
• Option 4 can compare all years of all tickers to any other one ticker.
• Option 5 will show Annualized Total Return of the span for all the tickers.

The Annualized Gain column is a meaningful way to compare stock performance, for the year span you select. Stock years have very varied performance, ssome years are up big, some years less, or even a few negative, so the actual gain performance over a few years is far from obvious. We can see the overall gain rate achieved, which is affected by the number of years, but we don't know a comparable rate of gain (as if paid each year, like at a bank). It is compounded, but annualizing computes the What if that same gain and years were computed as if a fixed gain, annualized to be the same gain every year (like at a bank). That's not the way the stock did it, but it uses EXACTLY THE SAME RESULTING OVERALL GAIN, with a more logical way to compare performance. For example, if a CD at a bank pays 3% (the annualized rate, every year) for 5 years, you earn ((1 + 0.03)^{5 years} - 1) * 100) = 15.9% earned money after the 5 years (but 3% is 142.7% after 30 years, so think long term with stocks). See a detailed explanation). But Annualized is not for spans of one year or less, its meaning is multiple years annualized, so you can see blanks then.

Current bond fund performance examples:

Link	Name of Vanguard fund	Current SEC Yield 1/27	1 year Return 12/30	Bond Duration 11/30
VMFXX	Federal Money Market	4.30%	1.55%	No loss
VFSUX	Short Term Bond	4.72%	-5.75%	2.7 years
VSCSX	Short-Term Corporate Bond Index	4.85%	-5.72%	2.7 years
VFIDX	Intermediate Term Bonds	4.86%	-13.78%	6.3 years
VBLAX	Long Term Bond Index	4.51%	-27.58%	14.5 years

Investing in bonds is very different than stocks. Resale value of existing bonds drop with increasing interest rates, which can be as volatile as stocks (However, if possible to hold until maturity, they do still redeem at face value.) Due to the high current inflation, the U.S. Federal Reserve is increasing interest rates now, and plan to continue to do so, so resale value of existing bonds are dropping. There is more to it, see description at Things you need to know about investing in bonds. Bonds can be volatile too.