Compare Market Performance
of a few Stocks and Funds

Wondering about other stock choices with better earnings? Here are the directly comparable current results for many of them. You can sort performance in spans from any one year to up to ten years. You can also add other tickers of your choice.

The only advice here is that the standard market advice is "Past performance is no guarantee of future results." Things can sometimes change fast (and is called "risk"). But still, actual results certainly do show realistic possibilities. But also check year 2022, which was severe, especially to growth stocks, but if your interest is long term, also notice that the market eventually recovers afterward.

This calculator (below) compares Morningstar's annual calendar year Total Return % gain reports (which includes price gains and reinvested dividends) of up to 11 year spans of performance of over 130+ tickers (popular stocks and a few more funds, on the US market). It is each year's Total Return % (price gain plus any dividends). It's a very good record of what has actually happened in the market (see the Morningstar Total Return definitions). The calculator provides time spans for comparing their actual results, including the current year YTD. Also shows the Annualized Return % for various time spans (but annualized cannot include the incomplete current year).

Super Micro Computer Inc was included in the S&P 500 on March 18 2024 (number 165 then, $55 Billion Market Capitalization). 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. The companies here Not in the S&P 500, are Roku, Marvell Tech, Dell, Shopify, Taiwan Semiconductor, Spotify, Elf Beauty, Celsius and Abercrombie & Fitch. See more about the market in general.

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 in the Span of years (and is also not shown for any one complete single year, which number is same as the gain then).
• Option 4 can compare all years of all tickers to the years of any other ticker in the chart. The Delta Δ 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 can very easily add a few of your own choices of stocks or funds to the chart on this page (added temporarily, until your next reload of 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 seem to show these calendar year annual return % numbers on cell phones, 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 limitations:   The ticker links below go to their correct Morningstar pages, but the calendar year Total Return % feature (showing 11 years, 2014-YTD) is wide, and is Not shown on iPhone screens (I checked two models). That header is shown, but not the data. So you may need a wider screen device to see their ten years of annual returns.

The values in this table are NOT the share prices in dollars. Instead All numbers are Total Return percentages (gain for the year or the year span). 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. 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 2014-2018 will need a screen wider than many cell phones, but they need not be shown to include them in a Span.

Eight of these tickers are newer with no data before their ticker existed. Those early empty cells are ignored, without effect. Except if the last two columns (Gain and Annualized) have an orange background, it indicates some of the first span years have blank data. Accurate numbers are computed for the existing years, but the orange background result is a WARNING that it is NOT directly comparable to the others due to the fewer years in the time period. Their Annualized value will appear to sort out of order, but it is correct for the shorter span. A 2014-2023 span will indicate these.

The S&P 500 Index is represented by the Vanguard VFIAX fund (with fund fee of 0.04%). The Company 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).

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 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 it is still exactly the same gain and time result, and is the valid logical and consistent way to compare the variable long term market performance of others. Annualized rate is 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 2024 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 a little every market day. The Gain column is sorted, and 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 it is results of different years. 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.)

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 is only a few weeks duration, but seems a bit better so far, however a third of these are now even more negative gain than in 2023.