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,

Comparison of Total Returns of a few stocks and funds

Also show years 2013-2016 (the table below will be much wider)
Total Return of the year Span through year
The one year span
All years span   2013-2023
 
Sort Table by compounded total return of year Span Gain
Sort Table by Annualized Return (Computed from Gain, and Sorts the same)
Sort Table by Name
Sort Table by Ticker (first 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. Like 2, but with limits of +110 and -30 to highlight a few 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 funds gain difference from the compared fund.
5. Shows Annualized Total Return of the Span (in separate list below)
Show each stock's gain summary of span years.
Initial investment in each fund is $   Show Annualization verification

Ticker2013201420152016201720182019202020212022YTD  Jan 30, 2023Span Years
Gain/Annualiz
OXY 27.48-11.87-12.449.557.71-12.46-27.75-56.0167.71119.081.81 OccidentalPetrol
XOM 19.77-5.98-12.5719.62-3.94-14.617.36-35.9456.9186.062.96 Exxon Mobile
MPC 48.050.4017.39-0.2534.06-7.785.69-27.5060.3285.7810.95 Marathon Petrol
CVX 19.11-6.82-15.9935.6010.03-9.5215.15-25.6445.2557.79-2.95 Chevron
NVDA 33.2027.2866.36225.3281.82-30.6976.73122.20125.41-50.2631.12 Nvidia
TSLA 344.1447.857.91-10.9745.706.8925.70743.4449.76-65.0335.30 Tesla
GOOG 44.561.7135.58-1.0329.1031.0365.17-38.6710.39 Google C
GOOGL 58.43-5.3946.601.8632.93-0.8028.1830.8565.30-39.099.87 Google A
AMD 61.25-31.017.49295.12-9.3579.57148.4399.9856.91-54.9911.86 AMD
MSFT 43.6927.2422.2214.6540.2220.7557.1242.3752.24-27.941.21 Microsoft
CRM 31.337.4732.19-12.6849.3333.9818.7436.8214.20-43.7724.26 SalesForce
SHOP 66.16135.6037.08187.17184.7121.68-74.8035.96 Shopify
KO 17.055.164.88-0.2314.236.6020.272.0411.0310.40-4.67 Coca-Cola
LOW 41.4140.5012.01-4.8132.821.2931.9035.9162.78-21.491.87 Lowe's
HD 35.6529.7728.243.4744.01-7.1730.2624.3858.73-22.06-0.51 Home Depot
AAPL 7.6440.03-2.8012.1548.24-5.1288.0981.8534.48-26.3210.06 Apple
AMZN 58.96-22.18117.7810.9555.9628.4323.0376.262.38-49.6219.70 Amazon
ORCL 15.5518.79-17.506.9024.84-2.9019.3623.9136.67-4.807.25 Oracle
CSCO 16.7527.310.5814.9330.4815.6113.87-3.7144.89-22.442.02 Cisco
TXN 45.6124.585.1336.1246.03-7.7439.1530.8417.39-9.855.54 TexasInstrument
LMT 66.2633.2315.9618.2231.44-15.8952.15-6.323.1140.09-5.32 Lockheed Martin
BRK.B 32.1726.64-12.0623.4321.623.0110.932.3728.953.31-0.51 Berkshire Hath
F 22.243.69-5.23-7.888.33-32.9129.41-3.87137.43-41.6010.83 Ford Motor
GM 41.76-11.651.376.9122.01-14.6913.9614.8140.80-42.327.88 General Motors
PLD 4.3320.033.2826.9125.54-6.0055.4214.4071.46-28.3013.36 Prologis
INTU 29.5021.875.8120.0538.9025.8034.0545.8569.98-31.177.20 Intuit
MU 243.0660.97-59.5554.8087.59-22.8469.4939.7924.17-45.8723.47 Micron
BAC 34.4515.67-4.8132.8035.34-14.7045.62-11.9049.36-23.626.58 Bank of America
GS 40.5710.62-5.7034.307.60-33.1940.1316.8747.53-7.894.10 Goldman Sachs
AXP 59.343.63-24.068.2235.83-2.5732.28-1.4936.73-8.4717.21 AmericanExpress
JPM 36.109.688.2033.4726.30-6.4046.18-6.2627.53-12.794.50 JP MorganChas
MS 65.0624.84-16.6035.0226.32-22.3432.2136.8046.30-10.3813.78 Morgan Stanley
KR 54.2964.1531.52-16.42-19.041.607.6011.9044.960.57-0.83 Kroger
UNH 40.7736.1218.2338.0639.5514.5719.6720.9344.796.86-8.37 United Health
ADBE 58.9121.4129.229.5970.2229.1045.7851.6413.38-40.657.99 Adobe
ISRG -21.6837.723.2616.1172.6431.2323.4338.3931.76-26.15-8.71 Intuitive Surgery
COST 21.7720.2518.560.2221.8310.6445.5232.5351.49-18.9710.25 Costco
INTC 30.2443.29-2.428.3030.244.2730.22-14.556.16-45.845.75 Intel
QCOM 22.132.28-30.2534.581.63-7.3159.3975.5821.81-38.2819.73 Qualcomm
MCD 13.54-0.0529.756.0944.555.6013.9511.1427.370.422.79 McDonalds
JNJ 34.3517.191.0515.2324.16-5.1015.9410.6211.365.86-8.29 Johnson&John
PG 23.4015.00-9.939.2412.533.1439.0913.9020.01-5.14-6.36 Procter&Gambl
WMT 18.0911.58-26.3416.0245.82-3.5629.8623.121.90-0.460.25 Walmart
MA 70.493.6613.746.8347.4525.3058.9820.081.16-2.686.89 Mastercard
V 47.8218.5019.071.3647.0316.4943.2117.06-0.31-3.4010.27 Visa
T 9.640.778.0429.18-3.97-21.4544.08-21.08-7.23-1.3311.01 AT&T
VZ 18.36-0.453.5420.413.5110.7013.52-0.29-7.26-19.225.84 Verizon
BA 83.69-2.6314.0410.6993.0811.673.56-33.66-5.9510.2310.07 Boeing
MMM 53.7919.60-5.8321.4934.44-16.74-4.392.415.01-29.13-6.12 3M
NIKE 54.0923.5431.21-17.6224.5119.8437.8740.6418.61-29.048.00 Nike
DIS 55.1724.7913.020.604.713.5933.5125.27-14.51-43.9123.84 Walt Disney
VFIAX 32.3313.641.3611.9321.79-4.4331.4618.3728.66-18.154.74 S&P500 Index
VGHAX 43.2728.5712.71-8.9419.661.2122.9812.6714.36-1.01-1.19 Health Care
TWCIX 30.2110.527.695.4828.93-3.6336.3133.9725.18-28.937.61 AmerCent Select
TWCUX 36.919.916.164.3831.900.6634.6049.7823.21-32.467.81 AmerCent Ultra
VWUAX 35.7113.208.61-0.5931.740.7533.5158.7412.45-39.589.44 US Growth
VIGAX 32.4013.633.306.1227.80-3.3437.2340.1927.26-33.148.56 Growth Index
VWENX 19.769.900.1411.0914.82-3.3522.6110.6819.12-14.262.68 Wellington 70/30
VWIAX 9.278.151.358.1610.26-2.4916.478.548.57-9.012.63 Wellesley 40/60
VIMAX 35.1513.76-1.3411.2219.25-9.2331.0318.2424.51-18.716.11 Mid Cap Index
VSMAX 37.817.57-3.6418.3016.24-9.3127.3719.1117.73-17.617.51 Small Cap Index
VIVAX 32.8513.05-1.0316.7516.99-5.5525.672.1826.31-2.181.48 Value Index
FDGRX 37.6114.447.836.0136.76-4.5338.4267.5122.67-33.788.84 Fidelity Growth
VBIAX 18.109.990.518.7713.89-2.8621.7916.4014.22-16.904.24 Bal Index 60/40
VBTLX -2.155.890.402.603.56-0.038.717.72-1.67-13.162.75 Total Bond Mkt
VTSAX 33.5212.560.3912.6621.17-5.1730.8020.9925.71-19.535.21 Total US Stk Mkt
DODIX 0.645.48-0.595.614.36-0.319.739.45-0.91-10.863.36 Dodge&CoxIncm
QQQ 36.6319.189.457.1032.66-0.1238.9648.6227.42-32.589.01 Nasdaq 100 ETF
TGT 9.6022.98-1.502.67-6.294.1797.9339.7832.90-33.8913.18 Target
NFLX 297.64-7.21134.388.2455.0639.4420.8967.1111.41-51.0519.75 Netflix
META 105.3042.7734.159.9353.38-25.7156.5733.0823.13-64.2222.20 Meta (Facebook)
PYPL 9.0386.5214.2228.64116.51-19.48-62.2311.82 PayPal
ROKU -40.83337.01147.96-31.27-82.1632.68 Roku
DUK 13.0125.62-10.6713.4312.866.9310.034.5718.831.97-1.31 Duke Energy
ABBV 59.2827.06-6.399.5558.53-0.960.6826.3531.2223.80-8.96 AbbVie Inc
MRK 26.4817.00-3.8014.96-1.2139.3321.99-7.33-0.6848.42-4.38 Merck & Co.
LLY 7.3839.1225.03-10.2917.6639.6815.8130.7265.6133.86-6.93 Eli Lilly
PFE 25.965.097.224.3415.4624.27-6.941.1264.66-10.52-14.21 Pfizer Inc
AGVO 69.8592.5545.9323.5248.052.0628.6842.7855.38-13.433.99 Broadcom
TMO 75.5313.0613.70-0.1135.0018.2245.5143.6543.48-17.292.47 Thermo Fisher
ABT 10.4419.751.89-12.1651.3428.7021.8627.7130.19-20.660.48 Abbott Laborator
DHR 38.2811.549.008.0219.9611.7949.5045.2048.49-19.02-1.01 Danaher Corp
ACN 26.2610.9919.3814.3032.87-6.0750.9325.6160.09-34.663.22 Accenture PLC
NEE 27.5627.530.6418.3434.0414.1342.1929.7523.01-8.63-10.23 NextEra Energy
CMCSA 41.1812.93-1.0424.7617.37-12.6933.9218.52-2.08-28.4112.98 Comcast
WFC 36.1923.721.854.1712.88-21.3420.92-41.6460.97-11.6512.11 Wells Fargo
FTNT -8.9960.271.66-3.3745.0561.2051.5839.13141.97-31.984.42 Fortinet
LIN 36.1923.721.854.1712.88-21.3420.92-41.6460.97-11.65-0.35 Linde PLC
PM 8.45-2.0712.898.7620.09-32.5634.382.8720.6711.842.59 Philip Morris
BMY 68.4913.7919.06-13.397.53-12.5726.640.202.8918.860.90 Bristol-MyersSq
RTX 41.443.13-14.2316.8318.86-14.3143.41-26.7223.1519.78-2.19 Raytheon Techn
AMGN 34.5241.773.89-7.4722.0814.9826.81-1.970.9120.19-4.21 Amgen Inc
IBM -0.15-12.20-11.1124.61-4.02-21.8623.58-1.2316.3710.34-3.97 IBM
HON 46.6011.405.8014.7434.74-8.6136.5122.22-0.204.68-3.98 Honeywell
AverageAverage

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.

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 Annualizing, and basics of bonds

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  Dec 6.5% (still 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: $31.5 Trillion (graphs) Highest debt ever, more
even than in WW II as ratio of Debt to GDP (debt now is 125% of GDP)

Current bond fund performance examples:

LinkName of
Vanguard fund
Current
SEC Yield
1/27
1 year
Return
12/30
Bond
Duration
11/30
VMFXXFederal Money Market 4.30%1.55%No loss
VFSUXShort Term Bond 4.72% -5.75%2.7 years
VSCSXShort-Term Corporate Bond Index 4.85% -5.72%2.7 years
VFIDXIntermediate Term Bonds 4.86% -13.78%6.3 years
VBLAXLong 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.

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

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