Market Performance Comparison of
Total Return % of a few Stocks and Funds

The standard market advice is "Past performance is no guarantee of future results." Which is true, things can sometimes change fast (and is called "risk"), however results certainly do show possibilities. This calculator compares Morningstar's compounded Total Return % growth reports (which includes reinvested dividends and compounding) of up to 11 year spans of performance of over 120+ tickers (popular stocks and a few funds, on the US market). All these included companies are in the S&P 500 except for four exceptions (Super Micro Computers, Roku, Marvel and Shopify — all seemingly otherwise eligible, except the S&P 500 limits new members to only one public ticker class). Included here are the top 75 S&P 500 companies, and several others including all of the Dow Jones Index, and also a few mutual funds of mixed persuasion. The calculator provides time spans for comparing their results. Also shows the Annualized Return % (but which cannot include the incomplete current year).

For a description of a company, click on its Ticker in the chart, and then the Quotes tab at Morningstar has a brief description down lower on that page. See for more about the market in general.

You can very easily add a few of your own choices of stocks or funds on this page (added temporarily, until your next reload of the page) to see the performance comparisons. Option 6 makes it easy to Copy/Paste the Morningstar Total Return % data. Just drag the mouse across the numbers on that Morningstar data line (2013 to YTD) to highlight and Copy the Total Return % numbers, and then directly Paste into Option 6 (for each additional new ticker of interest). Also another page here has a calculator #3 that will compute 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). The description of Morningstar Total Return % includes price gains, reinvested dividends and compounding.

Most of the last 10 years have been generally good to very good market years for the S&P 500. However currently this is a time of political and economic problems, and 2022 was very 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 year end.

So far 2023 is a little different. We are not recovered yet. Gains of many good companies have sunk even more negative this year. But in stark contrast, several of the big growth stocks are an extreme reversal from 2022 (moving from bottom of the list to the top). It's worth seeing a sort on only 2023. But do realize the top growth stocks also have greater risk, so it's also worth seeing the one year sort of 2022. The politics and economy will be an issue until the next US federal election. But the market has always recovered, and the gains will look much better after recovery.

In this calculator,

Comparison of Total Return % Performance
of a few stocks and funds

Also show years 2013-2017 (the table below will be 5 columns wider)
Scroll to the table at any active setting change
Total Return % of the Year Span through year
A span including years back to 2013 works, even if all are not shown.
A one year span sorts the one year
Sort Table by compounded Total Return % of year Span Gain, or:
Sort Table by Name  May help to locate one in table
Sort Table by Ticker  The Header column sorted will be Yellow
1. Remove all red/green colors on all table cells (colors set in Option 2 are used in all options except this one and 3.)
2. Year result color intervals are at ± 10%, ± 20%, ± 30, ± 40%
3. Like 2, but with + and - limits to highlight extremes
4. Show annual differences from for all years of all tickers. Each ticker becomes two rows in table. The 1st row is still the same gain percentage data. All cells on the 2nd row (lower case ticker) are the tickers gain percentage difference from the compared ticker. Δ (Delta) is a math symbol for difference.
5. Shows Annualized Total Return of the Span (in a list of all tickers below)
Show each ticker'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. Until then, all option buttons and the red Click Here button will retain the additions.
The table is recalculated (without a page reload) by clicking option buttons above, or an Enter key in an active text field, or

Friday close
Dec 8, 2023
Year Span
Gain | Annualized
SMCI 68.24103.26-29.7314.44-25.40-34.0574.0631.8138.8286.80232.10 Super Micro Comp
TSLA 344.1447.857.91-10.9745.706.8925.70743.4449.76-65.0397.95 Tesla
NVDA 33.2027.2866.36225.3281.82-30.6976.73122.20125.41-50.26225.18 Nvidia
SNPS 27.447.154.9229.0544.82-1.1765.2486.2442.15-13.3567.85 Synopis
ON 16.8822.94-3.2630.2064.11-21.1647.6734.25107.52-8.1722.08 ON Semiconductor
AMD 61.25-31.017.49295.12-9.3579.57148.4399.9856.91-54.9999.04 AMD
FTNT -8.9960.271.66-3.3745.0561.2051.5839.13141.97-31.986.69 Fortinet
AAPL 7.6440.03-2.8012.1548.24-5.1288.0981.8534.48-26.3251.36 Apple
LLY 7.3839.1225.03-10.2917.6639.6815.8130.7265.6133.8664.71 Eli Lilly
CMG 79.1128.48-29.90-21.37-23.4049.3993.8765.6526.07-20.6461.66 Chipolte
AMAT 57.9543.21-23.4874.9959.65-34.5988.9742.8183.43-37.4752.95 Applied Materials
DHR 38.2811.549.008.0219.9611.7949.5045.2048.49-19.02-4.81 Danaher Corp
SHOP 66.16135.6037.08187.17184.7121.68-74.80108.93 Shopify
TMO 75.5313.0613.70-0.1135.0018.2245.5143.6543.48-17.29-10.87 Thermo Fisher
AGVO 69.8592.5545.9323.5248.052.0628.6842.7855.38-13.4371.36 Broadcom
MSFT 43.6927.2422.2214.6540.2220.7557.1242.3752.24-27.9457.21 Microsoft
TGT 9.6022.98-1.502.67-6.294.1797.9339.7832.90-33.89-6.37 Target
MS 65.0624.84-16.6035.0226.32-22.3432.2136.8046.30-10.380.60 Morgan Stanley
COST 21.7720.2518.560.2221.8310.6445.5232.5351.49-18.9734.66 Costco
MRVL 101.362.50-37.5259.9856.52-23.4765.5379.8984.41-57.3943.41 Marvel
LOW 41.4140.5012.01-4.8132.821.2931.9035.9162.78-21.496.47 Lowe's
MPC 48.050.4017.39-0.2534.06-7.785.69-27.5060.3285.7825.52 Marathon Petrol
NXPI 74.5166.3410.2716.3319.47-36.9975.3726.1344.66-29.1438.32 NXP Semiconductor
UNH 40.7736.1218.2338.0639.5514.5719.6720.9344.796.865.07 United Health
GS 40.5710.62-5.7034.307.60-33.1940.1316.8747.53-7.895.23 Goldman Sachs
LIN 21.001.64-18.7617.3734.683.0138.6825.5833.08-4.4924.58 Linde PLC
CON 26.491.77-28.139.5311.5915.706.44-35.9185.3770.39-1.71 ConocoPhillips
QCOM 22.132.28-30.2534.581.63-7.3159.3975.5821.81-38.2823.81 Qualcomm
PLD 4.3320.033.2826.9125.54-6.0055.4214.4071.46-31.178.63 Prologis
NEE 27.5627.530.6418.3434.0414.1342.1929.7523.01-8.63-26.35 NextEra Energy
ABBV 59.2827.06-6.399.5558.53-0.960.6826.3531.2223.80-3.97 AbbVie Inc
LMT 66.2633.2315.9618.2231.44-15.8952.15-6.323.1140.09-5.41 Lockheed Martin
CAT 3.263.66-22.5440.9973.26-17.2819.1926.0415.9318.1110.41 Caterpiller
CL 27.308.28-1.550.5617.73-18.9118.5326.761.89-5.500.37 Colgate-Palmolive
INTU 29.5021.875.8120.0538.9025.8034.0545.8569.98-39.0548.28 Intuit
XOM 19.77-5.98-12.5719.62-3.94-14.617.36-35.9456.9186.06-6.41 Exxon Mobile
HD 35.6529.7728.243.4744.01-7.1730.2624.3858.73-22.066.01 Home Depot
UPS 45.888.35-10.8122.376.83-15.0923.9647.3129.70-16.06-6.36 United Parcel Serv
ACN 26.2610.9919.3814.3032.87-6.0750.9325.6160.09-34.6628.12 Accenture PLC
CVX 19.11-6.82-15.9935.6010.03-9.5215.15-25.6445.2557.79-16.23 Chevron
TXN 45.6124.585.1336.1246.03-7.7439.1530.8417.39-9.85-1.92 Texas Instruments
ORCL 15.5518.79-17.506.9024.84-2.9019.3623.9136.67-4.8040.85 Oracle
MA 70.493.6613.746.8347.4525.3058.9820.081.16-2.6819.18 Mastercard
PM 8.45-2.0712.898.7620.09-32.5634.382.8720.6711.84-5.99 Philip Morris
PEP 24.4817.068.597.6817.64-4.8827.1411.4520.006.61-5.55 PepsiCo
PG 23.4015.00-9.939.2412.533.1439.0913.9020.01-5.14-1.76 Procter & Gamble
KR 54.2964.1531.52-16.42-19.041.607.6011.9044.960.572.47 Kroger
HON 46.6011.405.8014.7434.74-8.6136.5122.22-0.204.68-7.24 Honeywell
F 22.243.69-5.23-7.888.33-32.9129.41-3.87137.43-41.605.42 Ford Motor
GOOG 44.561.7135.58-1.0329.1031.0365.17-38.6754.00 Google C
TRV 28.7919.288.8710.7913.11-9.4817.064.9613.9322.20-1.23 Travelers
GOOGL 58.43-2.3646.601.8632.93-0.8028.1830.8565.30-39.0953.00 Google A
MRK 26.4817.00-3.8014.96-1.2139.3321.99-7.33-0.6848.42-4.52 Merck & Co.
ISRG -21.6837.723.2616.1172.6431.2323.4338.3931.76-26.1516.99 Intuitive Surgery
NIKE 54.0923.5431.21-17.6224.5119.8437.8740.6418.61-29.040.25 Nike
AXP 59.343.63-24.068.2235.83-2.5732.28-1.4936.73-8.4715.57 American Express
UNP 35.9844.10-32.5135.4731.735.3633.4717.3223.05-15.7913.47 Union Pacific
WMT 18.0911.58-26.3416.0245.82-3.5629.8623.121.90-0.468.00 Walmart
MCD 13.54-0.0529.756.0944.555.6013.9511.1427.370.4210.71 McDonalds
V 47.8218.5019.071.3647.0316.4943.2117.06-0.31-3.4023.99 Visa
ABT 10.4419.751.89-12.1651.3428.7021.8627.7130.19-20.66-2.95 Abbott Laboratory
MU 243.0660.97-59.5554.8087.59-22.8469.4939.7924.17-45.8750.67 Micron
CVS 49.8936.102.97-17.55-5.59-6.8716.44-5.3753.97-7.53-16.82 CVS Health
IBM -0.15-12.20-11.1124.61-4.02-21.8623.58-1.2316.3710.3419.66 IBM
BMY 68.4913.7919.06-13.397.53-12.5726.640.202.8918.86-26.91 BristolMyersSquibb
RTX 41.443.13-14.2316.8318.86-14.3143.41-26.7223.1519.78-17.12 Raytheon
JPM 36.109.688.2033.4726.30-6.4046.18-6.2627.53-12.7921.23 JP Morgan Chase
BRK.B 32.1726.64-12.0623.4321.623.0110.932.3728.953.3114.30 BerkshireHathawy
JNJ 34.3517.191.0515.2324.16-5.1015.9410.6211.365.86-9.92 Johnson & Johnson
AMGN 34.5241.773.89-7.4722.0814.9826.81-1.970.9120.195.71 Amgen
KO Coca-Cola
ADBE 58.9121.4129.229.5970.2229.1045.7851.6413.38-40.6581.26 Adobe
BAC 34.4515.67-4.8132.8035.34-14.7045.62-11.9049.36-23.62-3.74 Bank of America
GE 37.30-6.6726.914.43-42.12-54.5050.07-2.879.71-10.9761.85 General Electric
PFE 25.965.097.224.3415.4624.27-6.941.1264.66-10.52-40.63 Pfizer
KMB 27.5616.6113.22-7.469.13-2.2524.341.139.38-1.77-8.17 Kimberly-Clark
ROKU -40.83337.01147.96-31.27-82.16153.96 Roku
CSCO 16.7527.310.5814.9330.4815.6113.87-3.7144.89-22.444.81 Cisco Systems
OXY 27.48-11.87-12.449.557.71-12.46-27.75-56.0167.71119.08-9.21 Occidental Petrol
AMZN 58.96-22.18117.7810.9555.9628.4323.0376.262.38-49.6275.50 Amazon
CMCSA 41.1812.93-1.0424.7617.37-12.6933.9218.52-2.08-28.4123.65 Comcast
NFLX 297.63-7.21134.388.2455.0639.4420.8967.1111.41-51.0553.88 Netflix
GM 41.76-11.651.376.9122.01-14.6913.9614.8140.80-42.321.40 General Motors
T 9.640.778.0429.18-3.97-21.4544.08-21.08-7.23-1.33-2.06 AT&T
CLX 30.3715.4724.60-2.8926.665.492.2334.34-11.40-16.834.26 Clorox
WFC 36.1923.721.854.1712.88-21.3420.92-41.6460.97-11.6514.80 Wells Fargo
CRM 31.337.4732.19-12.6849.3333.9818.7436.8214.20-47.8389.16 Salesforce
META 105.3042.7734.159.9353.38-25.7156.5733.0923.13-64.22176.51 Meta (Facebook)
VZ 18.36-0.453.5420.413.5110.7013.52-0.29-7.26-19.223.74 Verizon
PYPL 9.0386.5214.2228.64116.51-19.48-62.23-17.24 PayPal
DIS 55.1724.7913.020.604.713.5933.5125.27-14.51-43.917.18 Walt Disney
MMM 53.7919.60-5.8321.4934.44-16.74-4.392.415.01-29.13-8.80 3M
WBA 58.3934.9313.58-1.09-10.38-3.59-11.09-29.2235.53-24.70-32.87 Walgreens Boots
INTC 30.2443.29-2.428.3030.244.2730.22-14.556.16-45.8464.36 Intel
BA 83.69-2.6314.0410.6993.0811.673.56-33.66-5.95-5.3828.46 Boeing
RCL 41.6576.1524.42-17.2548.03-15.8439.55-43.472.96-35.72143.72 Royal Caribbean
NCLH 31.8325.32-27.4225.21-20.3937.79-56.46-18.44-40.9852.61 Norwegian Cruise
NOW 86.5121.1427.58-14.1275.4036.5558.5694.9717.93-40.1880.05 Service Now
SBUX 47.836.0747.98-6.105.3314.4338.8423.5911.06-13.48-0.43 Starbucks
PANW 7.38113.2843.71-29.0115.9129.9522.7853.6856.66-24.81113.86 PaloAlto Networks
ADI 24.3211.922.5234.3125.08-1.4440.9826.4020.85-4.9514.81 Analog Devices
BLK 56.3515.42-2.3314.4437.62-21.1931.3346.4229.18-20.477.92 Blackrock
AMT 4.7225.60-0.0911.2437.4813.0947.67-0.3632.63-25.57-0.31 American Tower
DE 8.04-0.60-11.0838.2554.22-2.9418.1957.0428.8926.36-14.28 Deere
NOC 73.1130.9730.2125.0433.64-18.6742.56-9.7629.0542.71-11.37 NorthropGrumman
VITAX 30.9318.055.0313.7537.072.5248.7145.9830.37-29.6747.22 V InformTechIndex
FSPTX 31.7610.657.4011.9449.86-8.7951.0763.7121.97-36.8753.55 Fidelity Select Tech
FDGRX 37.6114.447.836.0136.76-4.5338.4267.5122.67-33.7841.85 Fidelity Growth
QQQ 36.6319.189.457.1032.66-0.1238.9648.6227.42-32.5847.92 Invesco Nasdaq 100
FOCKX 46.7016.6211.053.2338.75-3.1039.3846.8825.15-32.1237.42 Fidelity OTC K
TWCUX 36.919.916.164.3831.900.6634.6049.7823.21-32.4638.47 AmerCentury Ultra
VMGAX 32.4813.673.726.4229.49-2.8537.5441.0328.51-33.5547.70 V MegaCap Growth
SCHG 34.0515.813.246.8228.04-1.3636.0139.1428.11-31.8045.16 Schwab Growth
VFIAX 32.3313.641.3611.9321.79-4.4331.4618.3728.66-18.1521.77 V S&P 500 Index
VIGAX 32.4013.633.306.1227.80-3.3437.2340.1927.26-33.1442.19 V Growth Index
FBGRX 39.8414.606.281.5936.061.0733.4462.2322.71-38.4649.53 Fidelity Blue Chip
TWCIX 30.2110.527.695.4828.93-3.6336.3133.9725.18-28.9335.58 AmerCentury Select
VTSAX 33.5212.560.3912.6621.17-5.1730.8020.9925.71-19.5321.02 V TotalUS StockMkt
VIVAX 32.8513.05-1.0316.7516.99-5.5525.672.1826.31-2.184.55 V Value Index
VGHAX 43.2728.5712.71-8.9419.661.2122.9812.6714.36-1.011.02 V Health Care
VIMAX 35.1513.76-1.3411.2219.25-9.2331.0318.2424.51-18.719.78 V Mid Cap Index
VSMAX 37.817.50-3.6418.3016.24-9.3127.3719.1117.73-17.6110.62 V Small Cap Index
AGTHX 33.799.305.368.4626.14-2.8828.1237.8119.34-30.7230.53 American Growth
VWUAX 35.7113.208.61-0.5931.740.7533.5158.7412.45-39.5839.70 V US Growth
VWENX 19.769.900.1411.0914.82-3.3522.6110.6819.12-14.2610.71 V Wellington 70/30
VBIAX 18.109.990.518.7713.89-2.8621.7916.4014.22-16.9013.51 V Balan Index 60/40
ABALX 21.738.851.728.6115.47-2.7019.2010.8615.76-12.119.51 American Bal Fund
VWIAX V Wellesley 40/60
VBTLX -2.155.890.402.603.56-0.038.717.72-1.67-13.162.89 V Total US BondMkt
Average Average %

Percent of these tickers in each year that were Negative gain (loss)
Percent of these tickers in each year that were at least 15% gain

The values in the large table are NOT the share prices in dollars. Instead All numbers are Total Return percentages (gain for the year or the year span). The years are the ticker's Morningstar Total Return percentage at each year, which includes both price gain and any dividends (reinvested) in that period. See the compounding math. If you are not reinvesting dividends, there will be less results. If your brokerage's way to reinvest stock dividends is not found, then see this.

The Span is the compounded Total Return % for the selected year span (indicated with bold headers). There is 11 years of data. Showing the five early years 2013-2017 will need a screen wider than many cell phones, but they need not be shown to include them in a Span.

The S&P 500 Index is represented by the Vanguard VFIAX fund (with fund fee of 0.04%). The Names in Bold are the ten largest companies in the S&P 500 (and a S&P 500 Index fund). Tickers with an gray background are mutual funds. Fund names starting with a V are Vanguard funds (3 of which are Balanced Funds, indicating the percentage in bonds).

Five of these tickers are newer with no data before their ticker existed. Those early empty cells are ignored, without effect. If the last two columns (Gain and Annualized) have a light orange color, it indicates some of the first span years (like 2013) have blank data. Accurate Gain numbers are computed for the existing years, but the light orange color result is a WARNING that it is NOT directly comparable to the others due to the different years of time periods.

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. The actual market gain performance over several years is not so obvious. We can see the overall gain that was achieved, which is good to know, but that is the compounded gain, which largely depends on the number of years. To know an annualized rate of gain that can be compared, Annualized Return computes a Fixed Rate from the SAME compounded gain and time, the same result, but AS IF IT HAD BEEN A FIXED ANNUAL RATE, the same rate every year. The market didn't happen that way, but it is still exactly the same gain and time result, and is a valid logical and consistent way to compare the actual variable long term market performance. Annualized rate is more comprehensibly comparable to other stocks in 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 any current year). Including incomplete years cannot be correct because the future is not known. To see Annualized Return here, remove 2023 from the year span. Or see Option 5 with a multiple year span. Annualized Return is also not shown for a span of only one year, because it would be the same number as Gain. The current year does show its current YTD Gain, but the future gain of the current year is not known, and will change every new market day. The Annualized sort ORDER is in the Same ORDER (Not the same Value, but same ORDER) as the Gain column if no blank data years are included in the span (if no orange cells, but the orange cells will not be in exact Annualized order (because the gain column is sorted). The significance of the orange cells is that they are not directly comparable to the others. The significance of the Annualized numbers is for the span of several whole years. (See a detailed description of Annualized Return.)

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 Markets, Dividends, and Bonds

Compounding and Annualized Return, and calculators

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

Withdrawing Stock Dividends is a Poor Investment Plan. (It's NOT new income, but a withdrawal reducing your investment)

Our governments results (better some years than others)

Current U.S. CPI Inflation rate  October +3.2% (rate down 0.5%)
Inflation rate is still going up, but at a slower pace now.

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: $33.9 Trillion Highest debt ever, even more than in WWII, ratio of Debt to GDP (US debt now is 123% of GDP)

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

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