Compare Market Performance
of several Stocks and Funds

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).

A Browser Quirk:   This is about a warning that I see in Chrome. When clicking an exit link here, this warning says your form data may not be saved. And this page offers many links to Morningstar for these tickers and the data source. It's a browser issue and is NOT Morningstar's fault. You'll see the same warning on other sites offering links away from data entered in a form.

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.

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 just click its column header to sort by any one column (current year, ticker, name, etc)
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, at page end)
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
Thursday close
Dec 5, 2024
Span Year
Gain | Annualizd
ENPH 125.39-75.44-71.23138.6196.27452.43571.534.2644.83-52.04-46.77 Enphase Energy
SMCI 103.26-29.7314.44-25.40-34.0574.0631.8138.8286.80246.2444.73 Super Micro Comp
NVDA 27.2866.36225.3281.82-30.6976.73122.20125.41-50.26238.98192.99 Nvidia
TSLA 47.857.91-10.9745.706.8925.70743.4449.76-65.03101.7248.70 Tesla
AMD -31.017.49295.12-9.3579.57148.4399.9856.91-54.99127.59-4.10 Advancd Micro Dev
KLAC 37.641.5216.4836.41-12.13102.5647.2867.63-11.2555.6011.59 KLA Corp
SNPS 7.154.9229.0544.82-1.1765.2486.2442.15-13.3561.270.07 Synopis
LRCX 46.701.4634.8375.84-23.96118.0463.1953.46-40.6688.13-3.17 Lam Research
AXON 66.75-34.7140.209.3265.0967.5067.2128.135.6955.69167.02 Axon Enterprise
SHOP 66.16135.6037.08187.17184.7121.68-74.80124.4346.46 Shopify
LLY 39.1225.03-10.2917.6639.6815.8130.7265.6133.8660.5742.53 Eli Lilly
CMG 28.48-29.90-21.37-23.4049.3993.8765.6526.07-20.6464.8342.59 Chipolte
BX 13.49-4.29-1.8827.040.6694.1019.27105.15-38.8480.9445.62 Blackstone
AMAT 43.21-23.4874.9959.65-34.5988.9742.8183.43-37.4767.687.08 Applied Materials
CRWD 324.74-3.34-48.58142.4942.90 CrowdStrike
ASML 15.97-16.9727.7656.05-9.4892.4365.7764.05-30.5439.72-5.11 ASML Holding
ON 22.94-3.2630.2064.11-21.1647.6734.25107.52-8.1733.93-21.30 ON Semiconductr
AAPL 40.03-2.8012.1548.24-5.1288.0981.8534.48-26.3248.9126.75 Apple
AVGO 92.5545.9323.5248.052.0628.6842.7855.38-13.43103.0554.13 Broadcom
MSTR 30.7110.4010.10-33.49-2.7011.65172.4240.13-74.00346.15511.76 MicroStrategy
VRT 12.5569.3633.80-45.25251.79180.43 Vertiv Holdings
PANW 113.2843.71-29.0115.9129.9522.7853.6856.66-24.81111.3236.68 PaloAlto Networks
ANF -10.54-2.93-52.5951.9219.62-9.7818.9171.07-34.22285.0769.97 Abercrombie, Fitch
ANET 28.1124.32143.44-10.56-3.4642.8697.89-15.5894.0781.44 Arista Resources
SMH 30.20-0.3735.5338.44-9.0464.4455.5442.14-33.5273.3741.99 VanEck Semicd ETF
QUBT -80.00-27.2725.00300.00275.000.00370.33-75.83-55.72-39.53695.09 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 21.1427.58-14.1275.4036.5558.5694.9717.93-40.1881.9659.06 Service Now
ETN -8.15-20.1933.3021.34-9.7642.0929.9246.38-7.3155.6355.64 Eaton Corp PLC
SOXX 29.85-2.0138.3539.79-6.4862.4352.7344.09-35.0967.1314.32 iShares Semicd ETF
MSFT 27.2422.2214.6540.2220.7557.1242.3752.24-27.9457.9618.52 Microsoft
MRVL 2.50-37.5259.9856.52-23.4765.5379.8984.41-57.3963.4788.38 Marvell Technology
HWM 48.27-37.2583.212.1111.6724.1337.76122.34 HowmetAerospace
COST 20.2518.560.2221.8310.6445.5232.5351.49-18.9748.7549.49 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 -5.09-8.8249.4716.60-19.0325.9418.8633.3824.0438.1360.11 Applied Industrial
NXPI 66.3410.2716.3319.47-36.9975.3726.1344.66-29.1447.91-3.76 NXP Semiconduct
DELL 5.1642.6254.28-26.6393.7865.72 Dell
INTU 21.875.8120.0538.9025.8034.0545.8569.98-39.0561.424.39 Intuit
TSM 31.194.8830.5041.95-3.5262.8690.6412.06-36.5742.0898.09 Taiwan Semicondtr
FSPTX 10.657.4011.9449.86-8.7951.0763.7121.97-36.8759.8340.76 Fidelity Select Tech
VITAX 18.055.0313.7537.072.5248.7145.9830.37-29.6752.6833.14 V Info Tech Index
ROKU -40.83337.01147.96-31.27-82.16125.21-10.51 Roku
MPC 0.4017.39-0.2534.06-7.785.69-27.5060.3285.7830.113.45 Marathon Petrol
PGR 4.4520.3614.4360.579.1224.6537.1510.2926.7523.1164.77 Progressive Corp
TRGP 23.32-71.29120.66-7.15-18.0923.46-32.4399.5543.3820.71131.47 Targa Resources
DE -0.60-11.0838.2554.22-2.9418.1957.0428.8926.36-5.5013.17 Deere
QCOM 2.28-30.2534.581.63-7.3159.3975.5821.81-38.2834.4213.21 Qualcomm
LIN 1.64-18.7617.3734.683.0138.6825.5833.08-4.4927.4810.57 Linde PLC
FDGRX 14.447.836.0136.76-4.5338.4267.5122.67-33.7847.2341.10 Fidelity Growth
TSCO 2.389.44-10.26-0.0113.2313.6152.0571.21-4.17-2.5933.41 Tractor Supply
QQQ 19.189.457.1032.66-0.1238.9648.6227.42-32.5854.8527.98 Nasdaq 100 ETF
MU 60.97-59.5554.8087.59-22.8469.4939.7924.17-45.8771.6718.60 Micron
GOOG 44.561.7135.58-1.0329.1031.0365.17-38.6758.8323.97 Google C
META 42.7734.159.9353.38-25.7156.5733.0923.13-64.22194.1372.46 Meta (Facebook)
MS 24.84-16.6035.0226.32-22.3432.2136.8046.30-10.3813.5043.56 Morgan Stanley
GOOGL -2.3646.601.8632.93-0.8028.1830.8565.30-39.0958.3223.87 Google A
ACN 10.9919.3814.3032.87-6.0750.9325.6160.09-34.6633.253.58 Accenture PLC
ADBE 21.4129.229.5970.2229.1045.7851.6413.38-40.6577.28-9.79 Adobe
DHR 11.549.008.0219.9611.7949.5045.2048.49-19.020.50-1.15 Danaher
LOW 40.5012.01-4.8132.821.2931.9035.9162.78-21.4913.8623.37 Lowe's
CAT 3.66-22.5440.9973.26-17.2819.1926.0415.9318.1125.5135.42 Caterpiller
GS 10.62-5.7034.307.60-33.1940.1316.8747.53-7.8915.4057.68 Goldman Sachs
APH 21.69-1.9529.7731.70-6.7234.7721.7934.95-12.0231.3150.86 Amphenol
PLD 20.033.2826.9125.54-6.0055.4214.4071.46-31.1721.33-12.48 Prologis
FBGRX 14.606.281.5936.061.0733.4462.2322.71-38.4655.6043.59 Fidelity Blue Chip
ORCL 18.79-17.506.9024.84-2.9019.3623.9136.67-4.8030.8478.17 Oracle
MGK 13.613.646.5429.49-2.9037.3940.9928.58-33.5951.6735.44 V MegaGrowth ETF
FOCKX 16.6211.053.2338.75-3.1039.3846.8825.15-32.1242.9236.77 Fidelity OTC K
SCHG 15.813.246.8228.04-1.3636.0139.1428.11-31.8050.1137.85 Schwab GrowthETF
SHW 44.54-0.294.8253.84-3.2049.4626.8644.65-31.9332.4424.43 Sherwin-Williams
GE -6.6726.914.43-42.12-54.5050.07-2.879.71-10.9770.3466.61 GE Aerospace
TWCUX 9.916.164.3831.900.6634.6049.7823.21-32.4643.3133.16 AmerCentury Ultra
VIGAX 13.633.306.1227.80-3.3437.2340.1927.26-33.1446.7735.71 V Growth Index
TMO 13.0613.70-0.1135.0018.2245.5143.6543.48-17.29-3.36-1.65 Thermo Fisher
TGT 22.98-1.502.67-6.294.1797.9339.7832.90-33.89-1.52-6.19 Target
BLK 15.42-2.3314.4437.62-21.1931.3346.4229.18-20.4717.3831.21 Blackrock
MA 3.6613.746.8347.4525.3058.9820.081.16-2.6823.3123.66 Mastercard
TWCIX 10.527.695.4828.93-3.6336.3133.9725.18-28.9339.9029.61 AmerCenturySelect
SMMT -25.5729.44-89.6239.13193.75-42.7757.99-38.59571.26 Summit Therapeut
UNH 36.1218.2338.0639.5514.5719.6720.9344.796.860.6811.13 United Health
HD 29.7728.243.4744.01-7.1730.2624.3858.73-22.0612.3625.68 Home Depot
COP 1.77-28.139.5311.5915.706.44-35.9185.3770.391.68-7.33 ConocoPhillips
ISRG 37.723.2616.1172.6431.2323.4338.3931.76-26.1527.1462.33 Intuitive Surgery
AXP 3.63-24.068.2235.83-2.5732.28-1.4936.73-8.4728.3761.86 American Express
VWUAX 13.208.61-0.5931.740.7533.5158.7412.45-39.5845.3136.23 V US Growth
UBER 71.49-17.78-41.02148.975.94 Uber
VFIAX 13.641.3611.9321.79-4.4331.4618.3728.66-18.1526.2428.96 V S&P 500 Index
NOC 30.9730.2125.0433.64-18.6742.56-9.7629.0542.71-12.854.16 NorthropGrumman
ABBV 27.06-6.399.5558.53-0.960.6826.3531.2223.80-0.4517.68 AbbVie Inc
TXN 24.585.1336.1246.03-7.7439.1530.8417.39-9.856.2116.30 Texas Instruments
V 18.5019.071.3647.0316.4943.2117.06-0.31-3.4026.2119.54 Visa
AMZN -22.18117.7810.9555.9628.4323.0376.262.38-49.6280.8845.16 Amazon
VTSAX 12.560.3912.6621.17-5.1730.8020.9925.71-19.5326.0128.77 V Total US Stk Mkt
AGTHX 9.305.368.4626.14-2.8828.1237.8119.34-30.7237.2032.41 American Growth
F 3.69-5.23-7.888.33-32.9129.41-3.87137.43-41.6015.56-7.96 Ford Motor
JPM 9.688.2033.4726.30-6.4046.18-6.2627.53-12.7929.8747.02 JP Morgan Chase
LMT 33.2315.9618.2231.44-15.8952.15-6.323.1140.09-4.3416.99 Lockheed Martin
UNP 44.10-32.5135.4731.735.3633.4717.3223.05-15.7921.13-2.87 Union Pacific
CRM 7.4732.19-12.6849.3333.9818.7436.8214.20-47.8398.4637.79 Salesforce
VST 18.1924.952.62-12.1418.875.0769.57319.35 Vistra Corp
IBM -12.20-11.1124.61-4.02-21.8623.58-1.2316.3710.3420.7947.61 IBM
XOM -5.98-12.5719.62-3.94-14.617.36-35.9456.9186.06-6.0218.64 Exxon Mobile
UPS 8.35-10.8122.376.83-15.0923.9647.3129.70-16.06-5.83-14.70 United Parcel Serv
PRGFX 8.8310.851.4133.63-1.0330.8236.9320.03-40.1445.2733.50 TRowePriceGrowth
MCD -0.0529.756.0944.555.6013.9511.1427.370.4214.883.28 McDonalds
KR 64.1531.52-16.42-19.041.607.6011.9044.960.575.0035.48 Krogers
WMT 11.58-26.3416.0245.82-3.5629.8623.121.90-0.4612.7982.54 Walmart
PM -2.0712.898.7620.09-32.5634.382.8720.6711.84-1.9745.03 Philip Morris
NFLX -7.21134.388.2455.0639.4420.8967.1111.41-51.0565.1188.52 Netflix
PG 15.00-9.939.2412.533.1439.0913.9020.01-5.14-0.8522.83 Procter & Gamble
TRV 19.288.8710.7913.11-9.4817.064.9613.9322.203.7039.83 Travelers
PEP 17.068.597.6817.64-4.8827.1411.4520.006.61-3.25-3.16 PepsiCo
BRK.B 26.64-12.0623.4321.623.0110.932.3728.953.3115.4631.94 BerkshireHathawy
HON 11.405.8014.7434.74-8.6136.5122.22-0.204.68-0.209.99 Honeywell
VIVAX 13.05-1.0316.7516.99-5.5525.672.1826.31-2.189.1121.62 V Value Index
AMGN 41.773.89-7.4722.0814.9826.81-1.970.9120.1912.91-1.63 Amgen
FDX 21.31-13.6625.9535.04-34.37-4.6673.410.74-31.4148.9012.04 Fedex
CVX -6.82-15.9935.6010.03-9.5215.15-25.6445.2557.79-13.5311.19 Chevron
MRK 17.00-3.8014.96-1.2139.3321.99-7.33-0.6848.420.93-2.90 Merck & Co.
SPOT 31.76110.40-25.62-66.27138.01162.63 Spotify
VGHAX 28.5712.71-8.9419.661.2122.9812.6714.36-1.015.484.62 V Health Care
ABT 19.751.89-12.1651.3428.7021.8627.7130.19-20.662.117.01 Abbott Laboratory
BSX 10.2339.1717.3014.6142.5627.96-20.5018.168.9224.9456.60 Boston Scientific
SBUX 6.0747.98-6.105.3314.4338.8423.5911.06-13.48-1.045.77 Starbucks
GDDY 9.0143.8630.513.5122.132.30-11.8341.8996.44 GoDaddy
CVNA 71.08181.41160.23-3.24-97.961016.88363.06 Carvana
IWM 5.03-4.4721.6014.59-11.1125.3920.0314.54-20.4816.8419.66 iSharesRussell2000
RMD 21.33-2.1617.9238.6836.1637.4338.1723.31-19.44-16.4740.35 ResMed Inc
NEE 27.530.6418.3434.0414.1342.1929.7523.01-8.63-25.1128.84 NextEra Energy
NKE 23.5431.21-17.6224.5119.8437.8740.6418.61-29.04-6.03-26.23 Nike
BAC 15.67-4.8132.8035.34-14.7045.62-11.9049.36-23.624.4441.79 Bank of America
CL 8.28-1.550.5617.73-18.9118.5326.761.89-5.503.5921.79 Colgate-Palmolive
WDC 33.73-43.9516.4919.99-51.0075.74-11.1517.73-51.6265.9937.69 Western Digital
KO 5.164.88-0.2314.236.6020.272.0411.0310.40-4.4610.06 Coca-Cola
CMCSA 12.93-1.0424.7617.37-12.6933.9218.52-2.08-28.4128.650.36 Comcast
JNJ 17.191.0515.2324.16-5.1015.9410.6211.365.86-8.61-1.47 Johnson&Johnson
CVS 36.102.97-17.55-5.59-6.8716.44-5.3753.97-7.53-12.67-24.62 CVS Health
RCL 76.1524.42-17.2548.03-15.8439.55-43.472.96-35.72161.9794.25 Royal Caribbean
RGTI 35.07222.88 Rigetti Computing
CSCO 27.310.5814.9330.4815.6113.87-3.7144.89-22.449.3021.95 Cisco Systems
RTX 3.13-14.2316.8318.86-14.3143.41-26.7223.1519.78-14.3343.81 Raytheon
KMB 16.6113.22-7.469.13-2.2524.341.139.38-1.77-7.0116.71 Kimberly-Clark
INTC 43.29-2.428.3030.244.2730.22-14.556.16-45.8492.92-57.86 Intel
WFC 23.721.854.1712.88-21.3420.92-41.6460.97-11.6522.3552.70 Wells Fargo
C 3.91-4.0715.6526.82-27.9757.15-20.271.25-21.7318.3344.65 Citigroup
BMY 13.7919.06-13.397.53-12.5726.640.202.8918.86-25.5219.35 BristolMyer Squibb
GM -11.651.376.9122.01-14.6913.9614.8140.80-42.327.8549.64 General Motors
OXY -11.87-12.449.557.71-12.46-27.75-56.0167.71119.08-4.06-17.70 Occidental Petrol
CLX 15.4724.60-2.8926.665.492.2334.34-11.40-16.835.0022.43 Clorox
MDT 27.898.54-5.2315.9115.0727.065.26-9.58-22.299.534.67 Medtronic
T 0.778.0429.18-3.97-21.4544.08-21.08-7.23-1.33-2.8248.63 AT&T
VZ -0.453.5420.413.5110.7013.52-0.29-7.26-19.222.3419.95 Verizon
BA -2.6314.0410.6993.0811.673.56-33.66-5.95-5.3836.84-39.89 Boeing
DIS 24.7913.020.604.713.5933.5125.27-14.51-43.914.2729.53 Walt Disney
PFE 5.097.224.3415.4624.27-6.941.1264.66-10.52-40.61-4.90 Pfizer
PYPL 9.0386.5214.2228.64116.51-19.48-62.23-13.7745.00 PayPal
PLTR -22.68-64.74167.45318.58 Palantir Technolog
SNOW 20.38-57.6338.64-8.01 Snowflake
MMM 19.60-5.8321.4934.44-16.74-4.392.415.01-29.13-3.8436.29 3M
WBA 34.9313.58-1.09-10.38-3.59-11.09-29.2235.53-24.70-24.97-63.73 Walgreens Boots
NCLH 31.8325.32-27.4225.21-20.3937.79-56.46-18.44-40.9863.7337.82 Norwegian Cruise
APP -88.83278.44851.24 Applovin Corp
AI -77.48-64.19156.5730.58 C3.ai Inc
AVG Average %

Percent of each year of all tickers that were Negative gain (loss)
20142015201620172018201920202021202220232024
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.

The Header column color legend:

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.

The Data color legend:

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.

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. An AVERAGE GAIN is not useful, as it does not include compounding. The actual real market gain performance over several years is not so obvious. We can see the overall dollar gain that was achieved, which is good to know, but of course that depends on the number of years, and which years. The Annualized Gain is the number to compare.

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.

Other market pages and calculators:

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.

A few important market facts to know about Bonds

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

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)

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

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