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

This calculator compares the compounded Total Return growth (which includes reinvested dividends and compounding) of up to 11 year spans of performance of about 100 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 others and a few funds are included here). The calculator provides a few ways of looking at things.

You can even temporarily add a few of your own favorite stocks or funds here to see the performance comparisons. Option 6 makes it easy to Copy/Paste the data from the Morningstar Total Return %. Just drag the mouse across the numbers on that Morningstar data line to highlight the Total Return % numbers, and then directly Paste here. Also there is a calculator #3 that will provide the same Copy/Paste of the Morningstar Total Return % numbers. Morningstar shows the past ten years (plus the current YTD) of these annual Total Return numbers (which for stocks are at the Price vs Fair Value tab, or for funds are at the Performance tab). Total Return includes compounding and reinvested dividends, less fund fees.

Most of the last 10 years have been generally good to very good market years for the S&P 500. However 2022 was very seriously negative for all, especially for growth stocks and funds, with pretty much an extreme top to bottom reversal in this table for the growth stocks. The S&P 500 was down -25% at bottom on 12 October 2022. There is also a S&P 500 50 year gain history calculator.

But so far 2023 is suddenly a little different, the growth stocks are starting to reverse back, so do check a sort on 2023 only. The S&P 500 is still down about -12% (from the past high well more than a year ago), but some of the worst hit companies shown here now have positive gains of 20% to 100% in 2023 so far (from the bad 2022 year), which normally would be great gains for an entire year. Of course, this is still bad times, and there's still more recovery to go, but it is looking better than last year so far. Recovery might be slow until the next election, but Good stocks will recover. The market has always recovered, and the gain will look much better after recovery. This "Recovery Needed" is calculator #4 on next page.

Recovery Needed if a stock or fund is Down this percent
Recovery gain11.1%25%42.5%66.7%100%150%233%400%
to 100% Value1.11x1.25x1.43x1.67x2x2.5x3.33x5x

In this calculator,

Comparison of Total Returns of a few stocks and funds

Also show years 2013-2017 (the table below will be much wider)
Scroll to the table at any active setting change
Total Return of the Year Span through year
All years span   2013-2023
The one year span   Will sort any one year
Sort Table by compounded total return of year Span Gain
Sort Table by Annualized Return
Sort Table by Name
Sort Table by Ticker   The column sorted is Yellow.
1. Remove all red/green color markings on all stocks and years (colors are set in Option 2, and then used in all options)
2. Color values with highs >= +% and lows <= -%. And with brighter colors beyond ±20% or ±40%
3. Like 2, but with color limits of +50 and -30 to highlight the extreme values.
4. Show annual differences with of all years of all funds. Each fund becomes two lines in table. The 1st line is the funds data each year.
The 2nd line (lower case ticker) is the funds gain difference from the compared fund (marked with delta, Δ, math symbol for difference, and it fits the space).
5. Shows Annualized Total Return of the Span (in separate list below)
Show each stock's gain summary of the span years.
Initial investment in each fund is $
6. Add new ticker row of your choice with a simple Copy/Paste of Morningstar Total Return % data. This can be repeated multiple times for more additions. Caution: Reloading the page will start over, losing any additions. But until then, selecting any option still works OK with the additions too.

May 26, 2023
OXY 27.48-11.87-12.449.557.71-12.46-27.75-56.0167.71119.08-6.14 Occidental Petrol
XOM 19.77-5.98-12.5719.62-3.94-14.617.36-35.9456.9186.06-3.18 Exxon Mobile
MPC 48.050.4017.39-0.2534.06-7.785.69-27.5060.3285.78-5.22 Marathon Petrol
CVX 19.11-6.82-15.9935.6010.03-9.5215.15-25.6445.2557.79-12.47 Chevron
NVDA 33.2027.2866.36225.3281.82-30.6976.73122.20125.41-50.26166.53 Nvidia
TSLA 344.1447.857.91-10.9745.706.8925.70743.4449.76-65.0356.82 Tesla
META 105.3042.7734.159.9353.38-25.7156.5733.0823.13-64.22117.75 Meta (Facebook)
GOOG 44.561.7135.58-1.0329.1031.0365.17-38.6741.36 Google C
GOOGL 58.43-5.3946.601.8632.93-0.8028.1830.8565.30-39.0941.23 Google A
AMD 61.25-31.017.49295.12-9.3579.57148.4399.9856.91-49.7996.12 AMD
MSFT 43.6927.2422.2214.6540.2220.7557.1242.3752.24-27.9439.38 Microsoft
CRM 31.337.4732.19-12.6849.3333.9818.7436.8214.20-47.8362.49 SalesForce
SHOP 66.16135.6037.08187.17184.7121.68-74.8070.73 Shopify
KO Coca-Cola
PEP 24.4817.068.597.6817.64-4.8827.1411.4520.006.612.25 PepsiCo
UPS 45.888.35-10.8122.376.83-15.0923.9647.3129.70-16.060.56 United Parcel Svc
CON 26.491.77-28.139.5311.5915.706.44-35.9185.3770.39-12.31 ConocoPhillips
LOW 41.4140.5012.01-4.8132.821.2931.9035.9162.78-21.494.71 Lowe's
HD 35.6529.7728.243.4744.01-7.1730.2624.3858.73-22.06-6.63 Home Depot
AAPL 7.6440.03-2.8012.1548.24-5.1288.0981.8534.48-26.3235.38 Apple
AMZN 58.96-22.18117.7810.9555.9628.4323.0376.262.38-49.6242.99 Amazon
ORCL 15.5518.79-17.506.9024.84-2.9019.3623.9136.67-4.8028.21 Oracle
CSCO 16.7527.310.5814.9330.4815.6113.87-3.7144.89-22.446.28 Cisco Systems
TXN 45.6124.585.1336.1246.03-7.7439.1530.8417.39-9.858.20 Texas Instrument
LMT 66.2633.2315.9618.2231.44-15.8952.15-6.323.1140.09-7.20 Lockheed Martin
BRK.B 32.1726.64-12.0623.4321.623.0110.932.3728.953.313.79 Berkshire Hath
F 22.243.69-5.23-7.888.33-32.9129.41-3.87137.43-41.6012.12 Ford Motor
GM 41.76-11.651.376.9122.01-14.6913.9614.8140.80-42.32-0.77 General Motors
PLD 4.3320.033.2826.9125.54-6.0055.4214.4071.46-31.1711.61 Prologis
INTU 29.5021.875.8120.0538.9025.8034.0545.8569.98-39.057.91 Intuit
MU 243.0660.97-59.5554.8087.59-22.8469.4939.7924.17-45.8748.15 Micron
BAC 34.4515.67-4.8132.8035.34-14.7045.62-11.9049.36-23.62-13.86 Bank of America
GS 40.5710.62-5.7034.307.60-33.1940.1316.8747.53-7.89-2.58 Goldman Sachs
AXP 59.343.63-24.068.2235.83-2.5732.28-1.4936.73-8.477.18 American Express
JPM 36.109.688.2033.4726.30-6.4046.18-6.2627.53-12.793.61 JP Morgan Chas
MS 65.0624.84-16.6035.0226.32-22.3432.2136.8046.30-10.380.51 Morgan Stanley
KR 54.2964.1531.52-16.42-19.041.607.6011.9044.960.577.29 Kroger
UNH 40.7736.1218.2338.0639.5514.5719.6720.9344.796.86-8.87 United Health
ADBE 58.9121.4129.229.5970.2229.1045.7851.6413.38-40.6523.43 Adobe
ISRG -21.6837.723.2616.1172.6431.2323.4338.3931.76-26.1515.66 Intuitive Surgery
COST 21.7720.2518.560.2221.8310.6445.5232.5351.49-18.9711.54 Costco
INTC 30.2443.29-2.428.3030.244.2730.22-14.556.16-45.8411.58 Intel
QCOM 22.132.28-30.2534.581.63-7.3159.3975.5821.81-38.281.06 Qualcomm
MCD 13.54-0.0529.756.0944.555.6013.9511.1427.370.429.12 McDonalds
FTNT -8.9960.271.66-3.3745.0561.2051.5839.13141.97-31.9838.62 Fortinet
CMG 79.1128.48-29.90-21.37-23.4049.3993.8765.6526.07-20.6449.26 Chipolte
JNJ 34.3517.191.0515.2324.16-5.1015.9410.6211.365.86-11.31 Johnson&Johnsn
PG 23.4015.00-9.939.2412.533.1439.0913.9020.01-5.14-2.84 Procter&Gamble
WMT 18.0911.58-26.3416.0245.82-3.5629.8623.121.90-0.464.07 Walmart
MA 70.493.6613.746.8347.4525.3058.9820.081.16-2.687.99 Mastercard
V 47.8218.5019.071.3647.0316.4943.2117.06-0.31-3.408.74 Visa
T 9.640.778.0429.18-3.97-21.4544.08-21.08-7.23-1.33-12.79 AT&T
VZ 18.36-0.453.5420.413.5110.7013.52-0.29-7.26-19.22-7.86 Verizon
BA 83.69-2.6314.0410.6993.0811.673.56-33.66-5.95-5.386.90 Boeing
MMM 53.7919.60-5.8321.4934.44-16.74-4.392.415.01-29.13-16.66 3M Co.
NIKE 54.0923.5431.21-17.6224.5119.8437.8740.6418.61-29.04-7.83 Nike
DIS 55.1724.7913.020.604.713.5933.5125.27-14.51-43.911.62 Walt Disney
VFIAX 32.3313.641.3611.9321.79-4.4331.4618.3728.66-18.15 10.27 V S&P 500 Index
VGHAX 43.2728.5712.71-8.9419.661.2122.9812.6714.36-1.011.01 V Health Care
TWCIX 30.2110.527.695.4828.93-3.6336.3133.9725.18-28.9322.10 Amern Cent Select
TWCUX 36.919.916.164.3831.900.6634.6049.7823.21-32.4624.15 Amern Cent Ultra
VWUAX 35.7113.208.61-0.5931.740.7533.5158.7412.45-39.5823.14 V US Growth
VIGAX 32.4013.633.306.1227.80-3.3437.2340.1927.26-33.1424.90 V Growth Index
VWENX 19.769.900.1411.0914.82-3.3522.6110.6819.12-14.084.61 V Wellington 70/30
VWIAX V Wellesley 40/60
VIMAX 35.1513.76-1.3411.2219.25-9.2331.0318.2424.51-18.711.19 V Mid Cap Index
VSMAX 37.817.57-3.6418.3016.24-9.3127.3719.1117.73-17.611.65 V Small Cap Index
VIVAX 32.8513.05-1.0316.7516.99-5.5525.672.1826.31-2.18-2.74 V Value Index
FDGRX 37.6114.447.836.0136.76-4.5338.4267.5122.67-33.7826.97 Fidelity Growth
FSPTX 31.7610.657.4011.9449.86-8.7951.0763.7121.97-36.8739.26 Fidelity Select Tech
IYGIX 35.8511.647.051.3829.372.4136.8631.1930.53-26.7721.00 DelawareIvyGrowth
FOCKX 46.7016.6211.053.2338.75-3.1039.3846.8825.15-32.1224.71 Fidelity OTC K
SCHG 34.0515.813.246.8228.04-1.3636.0139.1428.11-31.8026.88 SchwabGrowth ETF
VMGAX 32.4813.673.726.4229.49-2.8537.5441.0328.51-33.5528.78 V MegaCap Growth
VBIAX 18.109.990.518.7713.89-2.8621.7916.4014.22-16.906.20 V Bal Index 60/40
VBTLX -2.155.890.402.603.56-0.038.717.72-1.67-13.161.53 V Total Bond Mkt
VTSAX 33.5212.560.3912.6621.17-5.1730.8020.9925.71-19.089.36 Total US Stk Mkt
DODIX 0.645.48-0.595.614.36-0.319.739.45-0.91-10.861.97 Dodge&Cox Income
QQQ 36.6319.189.457.1032.66-0.1238.9648.6227.42-32.5831.04 Invesco QQQ ETF
TGT 9.6022.98-1.502.67-6.294.1797.9339.7832.90-33.89-5.33 Target
NFLX 297.64-7.21134.388.2455.0639.4420.8967.1111.41-51.0528.49 Netflix
PYPL 9.0386.5214.2228.64116.51-19.48-62.23-15.45 PayPal
ROKU -40.83337.01147.96-31.27-82.1637.71 Roku
DUK 13.0125.62-10.6713.4312.866.9310.034.5718.831.97-11.92 Duke Energy
ABBV 59.2827.06-6.399.5558.53-0.960.6826.3531.2223.80-13.05 AbbVie Inc
MRK 26.4817.00-3.8014.96-1.2139.3321.99-7.33-0.6848.420.77 Merck & Co.
LLY 7.3839.1225.03-10.2917.6639.6815.8130.7265.6133.8617.00 Eli Lilly
PFE 25.965.097.224.3415.4624.27-6.941.1264.66-10.52-25.02 Pfizer Inc
AGVO 69.8592.5545.9323.5248.052.0628.6842.7855.38-13.4346.18 Broadcom
TMO 75.5313.0613.70-0.1135.0018.2245.5143.6543.48-17.29-5.14 Thermo Fisher
ABT 10.4419.751.89-12.1651.3428.7021.8627.7130.19-20.66-5.37 Abbott Laboratory
DHR 38.2811.549.008.0219.9611.7949.5045.2048.49-19.02-12.41 Danaher Corp
ACN 26.2610.9919.3814.3032.87-6.0750.9325.6160.09-34.6614.62 Accenture PLC
NEE 27.5627.530.6418.3434.0414.1342.1929.7523.01-8.63-10.46 NextEra Energy
CMCSA 41.1812.93-1.0424.7617.37-12.6933.9218.52-2.08-28.4114.50 Comcast
WFC 36.1923.721.854.1712.88-21.3420.92-41.6460.97-11.651.31 Wells Fargo
LIN 21.001.64-18.7617.3734.683.0138.6825.5833.08-4.499.60 Linde PLC
PM 8.45-2.0712.898.7620.09-32.5634.382.8720.6711.84-8.99 Philip Morris
BMY 68.4913.7919.06-13.397.53-12.5726.640.202.8918.86-9.72 Bristol-Myers Sqb
TRV 28.7919.288.8710.7913.11-9.4817.064.9613.9322.20-7.61 Travelers
CAT 3.263.66-22.5440.9973.26-17.2819.1926.0415.9318.11-10.59 Caterpiller
RTX 41.443.13-14.2316.8318.86-14.3143.41-26.7223.1519.78-6.46 Raytheon Techn
AMGN 34.5241.773.89-7.4722.0814.9826.81-1.970.9120.19-15.78 Amgen Inc
IBM -0.15-12.20-11.1124.61-4.02-21.8623.58-1.2316.3710.34-6.17 IBM
HON 46.6011.405.8014.7434.74-8.6136.5122.22-0.204.68-8.63 Honeywell

Four of the tickers (SHOP, GOOG C, PYPL, ROKU) here began later, so are missing a few early years of data (before that ticker existed). So if the last two columns (Gain and Annualized) have light blue color, it indicates some of the first span years (like 2013) have blank data. Or if both of the last two columns are blank, none of the selected span years had any data. It does compute accurate Gain numbers for the existing years, but a shorter year span is Not directly comparable to the others (Not the same years).

Annualized Return (Gain) is for whole years, and must not be computed if the data span includes an incomplete year, like the current year. It cannot be computed correctly then because the future is unknown. To see Annualized Return here, remove 2023 from the year span. That current year does show current YTD gain OK, but the future gain is unknown, and it will change every new market day. If no blank data years are included (no blue cells), the Annualized sort ORDER is the Same ORDER as the Gain column, and if span is only one single past year, Annualized is also same VALUE as the Gain column. The significance of the Annualized numbers is for a span of several years. (See a detailed description of Annualized Return.)

Annualized Return is the meaningful way to compare stock performance. It's useful and important because stock years have varied performance, some years are up big, some years less, or even a few years may be negative, and then those results are compounded by following years. So the actual gain performance over several years is not obvious. We can see the overall gain that was achieved, but that number depends on the number of years. To know a rate of gain that can be compared, Annualized Return computes a rate from the SAME compounded gain, but AS IF IT HAD BEEN A FIXED ANNUAL RATE, that same rate every year, which is the more logical way to compare actual long term performance. It computes the annual FIXED RATE that would give the SAME GAIN result in the SAME TIME PERIOD, which is then more comprehensible and is comparable to others.

Other market pages and calculators here:

S&P 500 50 year gain history calculator, concerned Withdrawal Depletion and a 4% Rule

Descriptions of S&P 500, the 4% Rule, Basics of Bonds, Markets, Dividends, Compounding, Annualizing and Rule of 72

S&P 500 daily Action, and Count of annual S&P 500 Record Highs

Withdrawing Stock Dividends is a Poor Investment Plan
(it's a withdrawal, Not new income)

Our governments results (better some years than others)

Current U.S. CPI Inflation rate  April 4.9% (a 33 year high)

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: $31.8 Trillion (graphs) Highest debt ever, even
more than WW II ratio of Debt to GDP (debt now is 125% of GDP)

Current bond fund performance examples:

LinkName of
Vanguard fund
1 year
VMFXXFederal Money Market 5.04%3.05%No loss
VFSUXShort Term Bond 4.85% 1.78%2.7 years
VSCSXShort-Term Corporate Bond Index 4.99% 1.71%2.7 years
VFIDXIntermediate Term Bonds 5.00% -1.70%6.3 years
VBLAXLong Term Bond Index 4.82% -4.33%14.5 years

Investing in bonds is very different than stocks. Increasing interest rates cause newly purchased bonds to pay more, but then resale value of existing bonds go down (less desirable to buy). However, if possible to hold until maturity, directly held bonds do still redeem at face value. Fighting the current high inflation, the U.S. Federal Reserve has continued increasing interest rates, so resale value of existing bonds are dropping. Bonds can be as volatile as stocks. There is more to it, see description at Things you need to know about the market.

Copyright © 2021-2023 by Wayne Fulton - All rights are reserved.

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