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

This calculator calculates compounded Total Return growth of spans up to 15 years to compare performance of 60+ popular stocks and funds. Except for Roku and Shopify, the companies here are in the S&P 500. The emphasis is on growth stocks, but the list also includes various additional entries representing other diversified trends and notions. The collection of stocks here is just my whims with no other significance as a group. For stocks Not included here, Morningstar.com shows 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).

Most of the last 15 years have been good to very good market years for the S&P 500. 2008 was a really bad year, but still for 2007-2021, the 15 years S&P 500 Annualized Return (represented here by the VFIAX index fund) was 10.6% (each year), and 356% gain overall in that span. But 2022 has turned very difficult so far, and sorting here by the single year 2022 shows about everything is down very substantially now (S&P 500 drop was down to -23% YTD on 16 May 2022). Market fear moved the Growth stocks further down in this list, far negative for the year. Some Value stocks moved higher in the list (mostly also negative, but maybe not as much). So there are dramatic top and bottom switches in this arbitrary list of stocks, a very different picture than seen in past years. Even the largest strongest best performing top stocks, Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta (Facebook), and the S&P 500 are seriously negative year-to-date. Comparing the one year 2022 with a span of few of the other years is a sight to see (clicking the two Span buttons shows that). The market will recover of course, but may take awhile longer. But most years are pretty good.

The Russian invasion of Ukraine is of course a big worry, but here at home, the painful inflation is another of the big concerns about the current US predicament. The government's massive spending of Trillions is a large inflation factor. And also their self-inflicted policies limiting our own U.S. oil production has also had strong effect increasing inflation. The U.S. oil production was self-sufficient before, but now we must import oil again. Oil affects the price of everything (transportation, plastics, etc), and the doubled oil price has increased U.S. inflation from 1.4% in 2020 to 8.3% in Aug 2022. 2022 is by far the worst inflation in 41 years. The US mid-term election is November 8, 2022.

Comparison of Total Returns of a few stocks and funds

Add years 2007-2016 (the table below will be about twice wider)
Compounded Total Return of the bold year Span through year
Span is the one year to sort by that one year
 
Sort Table by compounded total return of year Span (last column)
Sort Table by Ticker (first column)
Sort Table by Name (next to last column)
 
1. Clear 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. Removed. It only marked the stocks with the one highest and lowest year gain values in the year span, but a better wider view is Option 2 with (for example) +110% and -30% limits.
4. Show annual differences with of all years of all funds. Each fund becomes 2 lines in table. 1st line is the funds data each year.
The 2nd line (lower case ticker) is the funds gain difference from the compared fund.
5. Also show Annualized Total Return of the Span (in separate list below)
Show each stock's gain summary of ALL years (from 2007).
Initial Investment in each fund is $ (initial dollar value does not affect percentages)

Ticker200720082009201020112012201320142015201620172018201920202021YTDSept 23 2022Span %
XOM 24.34-13.14-12.6010.1418.714.6819.77-5.98-12.5719.62-3.94-14.617.36-35.9456.91 44.45Exxon Mobile
CVX 30.56-18.318.1022.9520.28 4.9319.11-6.82-15.9935.6010.03-9.5215.15-25.6445.25 27.00Chevron
NVDA 37.88-76.28131.47-17.56-10.00-11.0033.2027.2866.36225.3281.82-30.6976.73122.20125.41 -57.40Nvidia
TSLA 7.2518.59344.1447.857.91-10.9745.706.8925.70743.4449.76 -21.84Tesla
GOOG 44.561.7135.58-1.0329.1031.0365.17 -31.46Google C
GOOGL 48.88-55.51101.52-4.208.749.5258.43-5.3946.601.8632.93-0.8028.1830.8565.30 -31.83Google A
AMD -63.14-71.20348.15-15.50-33.99-55.5661.25-31.017.49295.12-9.3579.57148.4399.9856.91 -52.77AMD
MSFT 20.83-44.3960.50-6.53-4.52 6.0943.6927.2422.2214.6540.2220.7557.1242.3752.24 -28.70Microsoft
CRM 71.99-48.94130.4678.93-23.14 65.6831.337.4732.19-12.6849.3333.9818.7436.8214.20 -42.15SalesForce
SHOP 66.16135.6037.08187.17184.7121.68 -79.12Shopify
KO 30.44-24.1130.2419.039.44 6.5317.055.164.88-0.2314.236.6020.272.0411.03 1.20Coca-Cola
LOW -26.75-3.3310.599.173.3942.3241.4140.5012.01-4.8132.821.2931.9035.9162.78 -26.19Lowe's
HD -31.14-11.5030.4224.9723.4049.8835.6529.7728.243.4744.01-7.1730.2624.3858.73 -33.34Home Depot
AAPL 133.48-56.91146.9053.0725.5632.717.6440.03-2.8012.1548.24-5.1288.0981.8534.48 -13.60Apple
AMZN 134.77-44.65162.3233.81-3.8344.9358.96-22.18117.7810.9555.9628.4323.0376.262.38 -31.75Amazon
ORCL 31.74-21.4839.3928.61-17.4632.2415.5518.79-17.506.9024.84-2.9019.3623.9136.67 -24.88Oracle
CSCO 0.95-39.7946.87-15.50-9.6311.4516.7527.310.5814.9330.4815.6113.87-3.7144.89 -34.05Cisco
TXN 15.65-52.7471.8427.09-8.898.5945.6124.585.1336.1246.03-7.7439.1530.8417.39 -12.59Texas Instrument
LMT 15.99-18.58-7.58-3.8420.69 19.2166.2633.2315.9618.2231.44-15.8952.15-6.323.11 18.59Lockheed Martin
BRK.B 29.19-32.142.2421.90-4.7617.5632.1726.64-12.0623.4321.623.0110.932.3728.95 -10.44Berkshire Hath B
F -10.39-65.97336.6867.90-35.9122.2122.243.69-5.23-7.888.33-32.9129.41-3.87137.43 -39.05Ford Motor
GM -45.0142.2341.76-11.651.376.9122.01-14.6913.9614.8140.80 -39.33General Motors
PLD 1.64-57.9615.4420.36-6.3131.554.3320.033.2826.9125.54-6.0055.4214.4071.46 -34.09Prologis
INTU 3.61-24.7429.1760.437.0114.5929.5021.875.8120.0538.9025.8034.0545.8569.98 -38.43Intuit
MU -48.65-63.59293.18-22.74-21.570.79243.0660.97-59.5554.8087.59-22.8469.4939.7924.17 -45.98Micron
BAC -18.86-63.147.49-11.17-58.13109.5334.4515.67-4.8132.8035.34-14.7045.62-11.9049.36 -27.24Bank of America
GS -10.79-60.41102.540.54-45.6043.0240.5710.62-5.7034.307.60-33.1940.1316.8747.53 -19.36Goldman Sachs
AXP -13.39-63.72126.077.8311.6223.5159.343.63-24.068.2235.83-2.5732.28-1.4936.73 -13.37American Express
JPM -6.90-25.1334.362.30-19.9735.7036.109.688.2033.4726.30-6.4046.18-6.2627.53 -29.18JP Morgan Chase
KR 17.030.13-20.9610.8610.249.4854.2964.1531.52-16.42-19.041.607.6011.9044.96 0.62Kroger
MS -20.17-68.7587.93-7.40-43.9327.6965.0624.84-16.6035.0226.32-22.3432.2136.8046.30 -14.75Morgan Stanley
UNH 8.38-54.2614.7519.8942.198.6040.7736.1218.2338.0639.5514.5719.6720.9344.79 3.23United Health
ADBE 3.92-50.1872.76-16.31-8.1533.2958.9121.4129.229.5970.2229.1045.7851.6413.38 -49.82Adobe
ISRG 236.81-60.68138.94-15.0579.645.91-21.6837.723.2616.1172.6431.2323.4338.3931.76 -46.97Intuitive Surgery
COST 33.21-23.9814.3423.6716.7328.1721.7720.2518.560.2221.8310.6445.5232.5351.49 -17.39Costco
INTC 34.23-43.4743.906.2719.33-11.3830.2443.29-2.428.3030.244.2730.22-14.556.16 -44.44Intel
QCOM 5.40-7.6431.199.0112.2614.8522.132.28-30.2534.581.63-7.3159.3975.5821.81 -32.54Qualcomm
MCD 36.388.554.0126.9333.66-9.2213.54-0.0529.756.0944.555.6013.9511.1427.37 -6.71McDonalds
JNJ 3.61-7.7711.28-0.589.8910.5534.3517.191.0515.2324.16-5.1015.9410.6211.36 -0.60Johnson & Johnson
PG 16.63-13.771.209.367.045.0823.4015.00-9.939.2412.533.1439.0913.9020.01 -15.47Procter & Gamble
WMT 4.9120.00-2.583.2313.8716.8318.0911.58-26.3416.0245.82-3.5629.8623.121.90 -8.95Walmart
MA 119.40-33.3979.73-12.2266.7232.0670.493.6613.746.8347.4525.3058.9820.081.16 -17.89Mastercard A
V 67.86-18.9945.4350.2747.8218.5019.071.3647.0316.4943.2117.06-0.31 -14.59Visa
T 20.58-28.014.8211.639.0117.299.640.778.0429.18-3.97-21.4544.08-21.08-7.23 -12.22AT&T
VZ 22.56-17.734.2823.2418.2312.8718.36-0.453.5420.413.5110.7013.52-0.29-7.26 -20.25Verizon
DIS -4.80-28.6343.7217.581.6834.7755.1724.7913.020.604.713.5933.5125.27-14.51 -35.76Walt Disney
VFIAX 5.47-36.9726.6215.052.0815.9632.3313.641.3611.9321.79-4.4331.4618.3728.66 -21.63V S&P 500 Index
VGHAX 4.50-18.3921.036.2111.5115.1743.2728.5712.71-8.9419.661.2122.9812.6714.36 -12.72V Health Care
TWCIX 21.67-39.6734.7914.581.4214.7430.2110.527.695.4828.93-3.6336.3133.9725.18 -26.27Amer Century Select
TWCUX 21.83-41.7435.3616.561.1914.1836.919.916.164.3831.900.6634.6049.7823.21 -30.35Amer Century Ultra
VWENX 8.48-22.2322.3411.043.9512.6719.769.900.1411.0914.82-3.3522.6110.6819.12 -18.32V Wellington 70/30
VWUAX -18.89-37.6935.1411.74-0.5318.5435.7113.208.61-0.5931.740.7533.5158.7412.45 -37.91V US Growth
VIGAX 12.70-38.2236.4217.121.8717.0132.4013.633.306.1227.80-3.3437.2340.1927.26 -31.01V Growth Index
VWIAX 5.76-9.7916.1410.719.7410.109.278.151.358.1610.26-2.4916.478.548.57 -13.00V Wellesley 40/60
VIMAX 6.17-41.7840.4825.59-1.9715.9935.1513.76-1.3411.2219.25 -9.2331.0318.2424.51 -23.75V Mid Cap Index
VSMAX 1.24-36.0036.3327.89-2.6918.2437.817.50-3.6418.3016.24-9.3127.3719.1117.73 -22.66V Small Cap Index
VIVAX -0.16-35.9719.5814.281.0015.0032.8513.05-1.0316.7516.99-5.5525.672.1826.31 -12.31V Value Index
FDGRX 19.89-40.9041.1520.550.6718.5237.6114.447.836.0136.76-4.5338.4267.5122.67 -33.48Fidelity Growth
VBIAX -6.02-22.0419.8213.294.2911.4918.109.990.518.7713.89-2.8621.7916.4014.22 -19.20V Bal Index 60/40
VBTLX 7.694.15-2.155.890.402.603.56-0.038.717.72-1.67 -13.71V Total Bond Mkt
VTSAX 5.57-36.9928.8317.261.0816.3833.5212.560.3912.6621.17-5.1730.8020.9925.71 -22.88V Total US Stk Mkt
QQQ 19.02-41.7354.7019.913.3818.1236.6319.189.457.1032.66-0.1238.9648.6227.42 -30.41NASDAQ 100 ETF
TGT -11.57-29.9942.4326.29-12.98 18.109.6022.98-1.502.67-6.294.1797.9339.7832.90 -32.82Target
NFLX 2.9412.2884.31218.93-60.5633.63297.64-7.21134.388.2455.0639.4420.8967.1111.41 -62.42Netflix
META 105.3042.7734.159.9353.38-25.7156.5733.0823.13 -58.25Meta (Facebook)
PYPL 9.0386.5214.2228.64116.51-19.48 -53.88PayPal
ROKU -40.83337.01147.96-31.27 -73.76Roku
Average  Average


Other market pages/calculators here:

S&P 500 gain history calculator, concerned with a 4% Rule

Descriptions of S&P 500 and 4% Rule, and basics of bonds and taxes

S&P 500 daily Action, and Count of annual S&P 500 record highs

Stock Dividends are valuable, but withdrawing them is NOT income

Our governments management (better some years than others)

Current U.S. CPI Inflation rate  July 8.3% (2022 is a 40 year high)

U.S. Inflation Rate history   1913 - 2022

U.S. Fed Interest rate history   1955-2022

U.S. GDP growth rate history   1962-2022

U.S. National debt: $30.9 Trillion (graphs) Highest debt ever,
even more than in WW II, as ratio of Debt to GDP (debt > GDP )

Current bond fund performance examples:

LinkName of
Vanguard fund
Current
SEC Yield
9/20
1 year
Return
8/31
Bond
Duration
8/31
VMFXXFederal Money Market 2.49%0.48%No loss
VFSUXShort Term Bond 4.28%-6.31%2.7 years
VSCSXShort-Term Corporate Bond Index 4.43%-6.24%2.8 years
VFIDXIntermediate Term Bonds 4.81%-13.54%6.3 years
VBLAXLong Term Bond Index 4.56%-23.09%14.8 years

Investing in bonds is very different than stocks. Bond values change with changing interest rates, which can be as volatile as stocks. Bottom line, due to the inflation, the U.S. Federal Reserve is increasing interest rates now, and will 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.

Copyright © 2021-2022 by Wayne Fulton - All rights are reserved.

Previous Main