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 volatile hot high flyer stocks (which can be hot today and lost tomorrow, and most 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. 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 (or may not). 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 big a few times. And there is this 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 almost all of the top 100 S&P 500 companies, and several others, and all of the Dow Jones Industrial 30 Index, and also a few funds of mixed persuasion.

In this calculator,

• You can sort and compare performance of all these tickers in any one year, or in your selected span of years (within years 2014-2024). However Annualized Return can only include whole years, so Annualized cannot be computed if the incomplete current year is included (and is also not shown for any one complete single year, which is same as the gain then).
• Options 1-3 are just the colors for all the table data cells. Option 2 represents actual annual gains. Option 3 colors highlight extreme values exceeding the specified limits, leaving the lesser values uncolored. Meaning 3 with ± limits of +0 and -0 (no exclusion, all cells are colored) which is then the same colors as option 2.
• Option 4 can compare all years of all tickers to the years of any other ticker in the chart. The Delta Δ symbol is a math symbol for difference.
• Option 5 shows Annualized Total Return of the Span for all tickers (except again, excluding the incomplete year 2024 YTD, and not for any one single year span, which is then just the same as the gain).
• Option 6 makes it very easy to add a few tickers of your own choice of stocks or funds to the chart on this page (retained until you reload the page) to see the performance comparisons. Option 6 provides easy Copy/Paste of the Morningstar Total Return % data. Just drag the mouse across the numbers on that Morningstar data line (2014 to 2024 YTD) to highlight and then Copy the Total Return % numbers, and then directly Paste into Option 6 (for each additional new ticker of interest, and repeat as desired). The last year added will be placed as 2024. Also another page here has a calculator #3 that will compute the same Copy/Paste of the Morningstar Total Return % numbers. Morningstar does not show these calendar year annual return % numbers on my iPhones, but on wider screens, Morningstar shows these 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). The description of Morningstar Total Return % includes price gains, reinvested dividends and compounding.

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).

This seems interesting. Stock ticker XOVR (as of Dec 9) has added Tesla's XSPACE rocket company to its ETF, which is a private stock, but now is available this way for public users. That's all I know, but see this news release. Says SpaceX is now it's top holding. Others in the top five include Apploving, Alpahabet, Nvidia and Meta.

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:

The Ticker column color legend:

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.

Warning 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 computational 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 missing data which is a shorter time span. The numbers are accurate for the existing years, but the pink background result is a WARNING that it is NOT comparable to the ranking of 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 not be in sorted order.

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.