Wondering about other stock choices with better earnings? Here are the directly comparable current 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.
This is Not advice, it's only a comparison of the past and current performance of these stocks. 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 compounded 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's a 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).
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. Other than the funds, the companies here that are Not in the S&P 500 are Abercrombie & Fitch, Celsius, Dell, Elf Beauty, Marvell Tech, Roku, Shopify, Spotify, and Taiwan Semiconductor. If new to the market, see more about the market in general.
In this calculator,
Cell phone limitations: The ticker links below go to their correct Morningstar pages (that show this same data), but the calendar year Total Return % feature (showing 11 years, 2014-YTD) is pretty wide, and is Not shown on iPhone screens. That header is shown, but not the data. So you may need a wider screen device to see their ten years of annual returns.
If you have changed the span or options in this page, and then try to leave the page using an exit link on this page, it will ask Reload or Cancel? That's a warning about losing your changes. If you change the span or options, and then leave using any of the exit links from this page by selecting Reload, then at return the browser does not show the LAST page, but instead it reloads the remembered FIRST initial load view again. But it does not actually reload the page (does not reset the options), so then that initial view does not match the options you may have changed. The problem is that this page unfortunately cannot know if you chose Reload or Cancel, so it does not know if to reset or not. That disarray can be a major confusion needing reset.
Then you can reset to resync the display to the options in a couple of ways, but neither of which can retain any tickers added by option 6.
You can exit and still retain any tickers added by option 6 in these ways:
Ticker | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 YTD | Wednesday close May 15, 2024 | Span Year Gain | Annualizd | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
CELH | 47.06 | 288.00 | 26.29 | 114.29 | -33.90 | 39.19 | 941.61 | 48.22 | 39.52 | 57.21 | 72.18 | Celsius Holdings | ||
ENPH | 125.39 | -75.44 | -71.23 | 138.61 | 96.27 | 452.43 | 571.53 | 4.26 | 44.83 | -50.13 | -12.62 | Enphase Energy | ||
SMCI | 103.26 | -29.73 | 14.44 | -25.40 | -34.05 | 74.06 | 31.81 | 38.82 | 86.80 | 246.24 | 235.03 | Super Micro Comp | ||
ELF | -22.91 | -61.18 | 86.26 | 56.17 | 31.84 | 66.52 | 161.01 | 16.61 | e.l.f. Beauty | |||||
BLDR | -3.65 | 61.28 | -0.99 | 98.63 | -49.93 | 132.91 | 60.61 | 110.02 | -24.30 | 157.31 | 3.00 | Builders FirstSource | ||
NVDA | 27.28 | 66.36 | 225.32 | 81.82 | -30.69 | 76.73 | 122.20 | 125.41 | -50.26 | 238.98 | 91.09 | Nvidia | ||
TSLA | 47.85 | 7.91 | -10.97 | 45.70 | 6.89 | 25.70 | 743.44 | 49.76 | -65.03 | 101.72 | -29.98 | Tesla | ||
AMD | -31.01 | 7.49 | 295.12 | -9.35 | 79.57 | 148.43 | 99.98 | 56.91 | -54.99 | 127.59 | 8.32 | Advcd Micro Device | ||
KLAC | 37.64 | 1.52 | 16.48 | 36.41 | -12.13 | 102.56 | 47.28 | 67.63 | -11.25 | 55.60 | 31.19 | KLA Corp | ||
SNPS | 7.15 | 4.92 | 29.05 | 44.82 | -1.17 | 65.24 | 86.24 | 42.15 | -13.35 | 61.27 | 12.68 | Synopis | ||
LRCX | 46.70 | 1.46 | 34.83 | 75.84 | -23.96 | 118.04 | 63.19 | 53.46 | -40.66 | 88.13 | 21.26 | Lam Research | ||
SHOP | 66.16 | 135.60 | 37.08 | 187.17 | 184.71 | 21.68 | -74.80 | 124.43 | -24.56 | Shopify | ||||
LLY | 39.12 | 25.03 | -10.29 | 17.66 | 39.68 | 15.81 | 30.72 | 65.61 | 33.86 | 60.57 | 35.46 | Eli Lilly | ||
CMG | 28.48 | -29.90 | -21.37 | -23.40 | 49.39 | 93.87 | 65.65 | 26.07 | -20.64 | 64.83 | 38.54 | Chipolte | ||
AMAT | 43.21 | -23.48 | 74.99 | 59.65 | -34.59 | 88.97 | 42.81 | 83.43 | -37.47 | 67.68 | 34.39 | Applied Materials | ||
ON | 22.94 | -3.26 | 30.20 | 64.11 | -21.16 | 47.67 | 34.25 | 107.52 | -8.17 | 33.93 | -10.52 | ON Semiconductor | ||
AAPL | 40.03 | -2.80 | 12.15 | 48.24 | -5.12 | 88.09 | 81.85 | 34.48 | -26.32 | 48.91 | -1.21 | Apple | ||
AVGO | 92.55 | 45.93 | 23.52 | 48.05 | 2.06 | 28.68 | 42.78 | 55.38 | -13.43 | 103.05 | 29.13 | Broadcom | ||
PANW | 113.28 | 43.71 | -29.01 | 15.91 | 29.95 | 22.78 | 53.68 | 56.66 | -24.81 | 111.32 | 5.91 | Palo Alto Networks | ||
ANF | -10.54 | -2.93 | -52.59 | 51.92 | 19.62 | -9.78 | 18.91 | 71.07 | -34.22 | 285.07 | 56.06 | Abercrombie&Fitch | ||
FTNT | 60.27 | 1.66 | -3.37 | 45.05 | 61.20 | 51.58 | 39.13 | 141.97 | -31.98 | 19.72 | 3.76 | Fortinet | ||
NOW | 21.14 | 27.58 | -14.12 | 75.40 | 36.55 | 58.56 | 94.97 | 17.93 | -40.18 | 81.96 | 7.65 | Service Now | ||
ETN | -8.15 | -20.19 | 33.30 | 21.34 | -9.76 | 42.09 | 29.92 | 46.38 | -7.31 | 55.63 | 41.12 | Eaton Corp PLC | ||
SOXX | 29.85 | -2.01 | 38.35 | 39.79 | -6.48 | 62.43 | 52.73 | 44.09 | -35.09 | 67.13 | 20.24 | iShares Semiconduc | ||
MSFT | 27.24 | 22.22 | 14.65 | 40.22 | 20.75 | 57.12 | 42.37 | 52.24 | -27.94 | 57.96 | 12.91 | Microsoft | ||
MRVL | 2.50 | -37.52 | 59.98 | 56.52 | -23.47 | 65.53 | 79.89 | 84.41 | -57.39 | 63.47 | 16.51 | Marvell Technology | ||
COST | 20.25 | 18.56 | 0.22 | 21.83 | 10.64 | 45.52 | 32.53 | 51.49 | -18.97 | 48.75 | 19.56 | Costco | ||
TT | 4.53 | -10.95 | 38.18 | 21.12 | 4.48 | 48.02 | 32.24 | 40.80 | -15.47 | 46.89 | 36.58 | Trane Technologies | ||
NXPI | 66.34 | 10.27 | 16.33 | 19.47 | -36.99 | 75.37 | 26.13 | 44.66 | -29.14 | 47.91 | 18.87 | NXP Semiconductr | ||
DELL | 5.16 | 42.62 | 54.28 | -26.63 | 93.78 | 96.05 | Dell | |||||||
INTU | 21.87 | 5.81 | 20.05 | 38.90 | 25.80 | 34.05 | 45.85 | 69.98 | -39.05 | 61.42 | 5.10 | Intuit | ||
TSM | 31.19 | 4.88 | 30.50 | 41.95 | -3.52 | 62.86 | 90.64 | 12.06 | -36.57 | 42.08 | 50.12 | Taiwan Semiconduc | ||
FSPTX | 10.65 | 7.40 | 11.94 | 49.86 | -8.79 | 51.07 | 63.71 | 21.97 | -36.87 | 59.83 | 15.92 | Fidelity Select Tech | ||
VITAX | 18.05 | 5.03 | 13.75 | 37.07 | 2.52 | 48.71 | 45.98 | 30.37 | -29.67 | 52.68 | 11.05 | V Info Tech Index | ||
ROKU | -40.83 | 337.01 | 147.96 | -31.27 | -82.16 | 125.21 | -32.06 | Roku | ||||||
MPC | 0.40 | 17.39 | -0.25 | 34.06 | -7.78 | 5.69 | -27.50 | 60.32 | 85.78 | 30.11 | 17.48 | Marathon Petrolum | ||
PGR | 4.45 | 20.36 | 14.43 | 60.57 | 9.12 | 24.65 | 37.15 | 10.29 | 26.75 | 23.11 | 31.97 | Progressive Corp | ||
DE | -0.60 | -11.08 | 38.25 | 54.22 | -2.94 | 18.19 | 57.04 | 28.89 | 26.36 | -5.50 | 3.91 | Deere | ||
QCOM | 2.28 | -30.25 | 34.58 | 1.63 | -7.31 | 59.39 | 75.58 | 21.81 | -38.28 | 34.42 | 35.11 | Qualcomm | ||
LIN | 1.64 | -18.76 | 17.37 | 34.68 | 3.01 | 38.68 | 25.58 | 33.08 | -4.49 | 27.48 | 5.23 | Linde PLC | ||
FAST | 2.21 | -11.82 | 18.03 | 19.14 | -1.57 | 44.65 | 35.94 | 33.48 | -24.20 | 40.64 | 4.62 | Fastenal | ||
FDGRX | 14.44 | 7.83 | 6.01 | 36.76 | -4.53 | 38.42 | 67.51 | 22.67 | -33.78 | 47.23 | 18.08 | Fidelity Growth | ||
TSCO | 2.38 | 9.44 | -10.26 | -0.01 | 13.23 | 13.61 | 52.05 | 71.21 | -4.17 | -2.59 | 28.85 | Tractor Supply | ||
QQQ | 19.18 | 9.45 | 7.10 | 32.66 | -0.12 | 38.96 | 48.62 | 27.42 | -32.58 | 54.85 | 10.74 | Invesco Nasdaq 100 | ||
MU | 60.97 | -59.55 | 54.80 | 87.59 | -22.84 | 69.49 | 39.79 | 24.17 | -45.87 | 71.67 | 49.90 | Micron | ||
GOOG | 44.56 | 1.71 | 35.58 | -1.03 | 29.10 | 31.03 | 65.17 | -38.67 | 58.83 | 23.38 | Google C | |||
META | 42.77 | 34.15 | 9.93 | 53.38 | -25.71 | 56.57 | 33.09 | 23.13 | -64.22 | 194.13 | 36.18 | Meta (Facebook) | ||
MS | 24.84 | -16.60 | 35.02 | 26.32 | -22.34 | 32.21 | 36.80 | 46.30 | -10.38 | 13.50 | 9.62 | Morgan Stanley | ||
GOOGL | -2.36 | 46.60 | 1.86 | 32.93 | -0.80 | 28.18 | 30.85 | 65.30 | -39.09 | 58.32 | 23.49 | Google A | ||
ACN | 10.99 | 19.38 | 14.30 | 32.87 | -6.07 | 50.93 | 25.61 | 60.09 | -34.66 | 33.25 | -11.34 | Accenture PLC | ||
ADBE | 21.41 | 29.22 | 9.59 | 70.22 | 29.10 | 45.78 | 51.64 | 13.38 | -40.65 | 77.28 | -18.65 | Adobe | ||
DHR | 11.54 | 9.00 | 8.02 | 19.96 | 11.79 | 49.50 | 45.20 | 48.49 | -19.02 | 0.50 | 14.00 | Danaher | ||
LOW | 40.50 | 12.01 | -4.81 | 32.82 | 1.29 | 31.90 | 35.91 | 62.78 | -21.49 | 13.86 | 7.07 | Lowe's | ||
CAT | 3.66 | -22.54 | 40.99 | 73.26 | -17.28 | 19.19 | 26.04 | 15.93 | 18.11 | 25.51 | 22.65 | Caterpiller | ||
GS | 10.62 | -5.70 | 34.30 | 7.60 | -33.19 | 40.13 | 16.87 | 47.53 | -7.89 | 15.40 | 21.53 | Goldman Sachs | ||
APH | 21.69 | -1.95 | 29.77 | 31.70 | -6.72 | 34.77 | 21.79 | 34.95 | -12.02 | 31.31 | 33.34 | Amphenol | ||
PLD | 20.03 | 3.28 | 26.91 | 25.54 | -6.00 | 55.42 | 14.40 | 71.46 | -31.17 | 21.33 | -16.77 | Prologis | ||
FBGRX | 14.60 | 6.28 | 1.59 | 36.06 | 1.07 | 33.44 | 62.23 | 22.71 | -38.46 | 55.60 | 19.43 | Fidelity Blue Chip | ||
ADI | 11.92 | 2.52 | 34.31 | 25.08 | -1.44 | 40.98 | 26.40 | 20.85 | -4.95 | 23.15 | 9.12 | Analog Devices | ||
ORCL | 18.79 | -17.50 | 6.90 | 24.84 | -2.90 | 19.36 | 23.91 | 36.67 | -4.80 | 30.84 | 16.12 | Oracle | ||
FOCKX | 16.62 | 11.05 | 3.23 | 38.75 | -3.10 | 39.38 | 46.88 | 25.15 | -32.12 | 42.92 | 17.25 | Fidelity OTC K | ||
SCHG | 15.81 | 3.24 | 6.82 | 28.04 | -1.36 | 36.01 | 39.14 | 28.11 | -31.80 | 50.11 | 14.67 | SchwabLCapGrowth | ||
GE | -6.67 | 26.91 | 4.43 | -42.12 | -54.50 | 50.07 | -2.87 | 9.71 | -10.97 | 70.34 | 58.77 | GE Aerospace | ||
TWCUX | 9.91 | 6.16 | 4.38 | 31.90 | 0.66 | 34.60 | 49.78 | 23.21 | -32.46 | 43.31 | 13.82 | AmerCentury Ultra | ||
VIGAX | 13.63 | 3.30 | 6.12 | 27.80 | -3.34 | 37.23 | 40.19 | 27.26 | -33.14 | 46.77 | 13.14 | V Growth Index | ||
TMO | 13.06 | 13.70 | -0.11 | 35.00 | 18.22 | 45.51 | 43.65 | 43.48 | -17.29 | -3.36 | 12.93 | Thermo Fisher | ||
TGT | 22.98 | -1.50 | 2.67 | -6.29 | 4.17 | 97.93 | 39.78 | 32.90 | -33.89 | -1.52 | 12.14 | Target | ||
BLK | 15.42 | -2.33 | 14.44 | 37.62 | -21.19 | 31.33 | 46.42 | 29.18 | -20.47 | 17.38 | 1.11 | Blackrock | ||
MA | 3.66 | 13.74 | 6.83 | 47.45 | 25.30 | 58.98 | 20.08 | 1.16 | -2.68 | 23.31 | 7.69 | Mastercard | ||
TWCIX | 10.52 | 7.69 | 5.48 | 28.93 | -3.63 | 36.31 | 33.97 | 25.18 | -28.93 | 39.90 | 11.44 | AmerCentury Select | ||
UNH | 36.12 | 18.23 | 38.06 | 39.55 | 14.57 | 19.67 | 20.93 | 44.79 | 6.86 | 0.68 | -1.34 | United Health | ||
HD | 29.77 | 28.24 | 3.47 | 44.01 | -7.17 | 30.26 | 24.38 | 58.73 | -22.06 | 12.36 | 1.26 | Home Depot | ||
CON | 1.77 | -28.13 | 9.53 | 11.59 | 15.70 | 6.44 | -35.91 | 85.37 | 70.39 | 1.68 | 5.33 | ConocoPhillips | ||
ISRG | 37.72 | 3.26 | 16.11 | 72.64 | 31.23 | 23.43 | 38.39 | 31.76 | -26.15 | 27.14 | 18.39 | Intuitive Surgery | ||
AXP | 3.63 | -24.06 | 8.22 | 35.83 | -2.57 | 32.28 | -1.49 | 36.73 | -8.47 | 28.37 | 29.71 | American Express | ||
VWUAX | 13.20 | 8.61 | -0.59 | 31.74 | 0.75 | 33.51 | 58.74 | 12.45 | -39.58 | 45.31 | 13.12 | V US Growth | ||
UBER | 71.49 | -17.78 | -41.02 | 148.97 | 8.20 | Uber | ||||||||
VFIAX | 13.64 | 1.36 | 11.93 | 21.79 | -4.43 | 31.46 | 18.37 | 28.66 | -18.15 | 26.24 | 11.85 | V S&P 500 Index | ||
NOC | 30.97 | 30.21 | 25.04 | 33.64 | -18.67 | 42.56 | -9.76 | 29.05 | 42.71 | -12.85 | 0.72 | Northrop Grumman | ||
ABBV | 27.06 | -6.39 | 9.55 | 58.53 | -0.96 | 0.68 | 26.35 | 31.22 | 23.80 | -0.45 | 7.69 | AbbVie Inc | ||
TXN | 24.58 | 5.13 | 36.12 | 46.03 | -7.74 | 39.15 | 30.84 | 17.39 | -9.85 | 6.21 | 16.23 | Texas Instruments | ||
V | 18.50 | 19.07 | 1.36 | 47.03 | 16.49 | 43.21 | 17.06 | -0.31 | -3.40 | 26.21 | 8.32 | Visa | ||
AMZN | -22.18 | 117.78 | 10.95 | 55.96 | 28.43 | 23.03 | 76.26 | 2.38 | -49.62 | 80.88 | 22.41 | Amazon | ||
VTSAX | 12.56 | 0.39 | 12.66 | 21.17 | -5.17 | 30.80 | 20.99 | 25.71 | -19.53 | 26.01 | 11.05 | V TotalUS StockMkt | ||
AGTHX | 9.30 | 5.36 | 8.46 | 26.14 | -2.88 | 28.12 | 37.81 | 19.34 | -30.72 | 37.20 | 13.77 | American Growth | ||
F | 3.69 | -5.23 | -7.88 | 8.33 | -32.91 | 29.41 | -3.87 | 137.43 | -41.60 | 15.56 | 4.92 | Ford Motor | ||
JPM | 9.68 | 8.20 | 33.47 | 26.30 | -6.40 | 46.18 | -6.26 | 27.53 | -12.79 | 29.87 | 20.11 | JP Morgan Chase | ||
LMT | 33.23 | 15.96 | 18.22 | 31.44 | -15.89 | 52.15 | -6.32 | 3.11 | 40.09 | -4.34 | 3.09 | Lockheed Martin | ||
UNP | 44.10 | -32.51 | 35.47 | 31.73 | 5.36 | 33.47 | 17.32 | 23.05 | -15.79 | 21.13 | 0.90 | Union Pacific | ||
CRM | 7.47 | 32.19 | -12.68 | 49.33 | 33.98 | 18.74 | 36.82 | 14.20 | -47.83 | 98.46 | 9.42 | Salesforce | ||
VST | 18.19 | 24.95 | 2.62 | -12.14 | 18.87 | 5.07 | 69.57 | 152.14 | Vistra Corp | |||||
IBM | -12.20 | -11.11 | 24.61 | -4.02 | -21.86 | 23.58 | -1.23 | 16.37 | 10.34 | 20.79 | 4.92 | IBM | ||
XOM | -5.98 | -12.57 | 19.62 | -3.94 | -14.61 | 7.36 | -35.94 | 56.91 | 86.06 | -6.02 | 20.50 | Exxon Mobile | ||
UPS | 8.35 | -10.81 | 22.37 | 6.83 | -15.09 | 23.96 | 47.31 | 29.70 | -16.06 | -5.83 | -3.84 | United Parcel Serv | ||
PRGFX | 8.83 | 10.85 | 1.41 | 33.63 | -1.03 | 30.82 | 36.93 | 20.03 | -40.14 | 45.27 | 13.55 | TRowePrice Growth | ||
MCD | -0.05 | 29.75 | 6.09 | 44.55 | 5.60 | 13.95 | 11.14 | 27.37 | 0.42 | 14.88 | -7.07 | McDonalds | ||
KR | 64.15 | 31.52 | -16.42 | -19.04 | 1.60 | 7.60 | 11.90 | 44.96 | 0.57 | 5.00 | 20.24 | Krogers | ||
WMT | 11.58 | -26.34 | 16.02 | 45.82 | -3.56 | 29.86 | 23.12 | 1.90 | -0.46 | 12.79 | 14.64 | Walmart | ||
PM | -2.07 | 12.89 | 8.76 | 20.09 | -32.56 | 34.38 | 2.87 | 20.67 | 11.84 | -1.97 | 8.28 | Philip Morris | ||
NFLX | -7.21 | 134.38 | 8.24 | 55.06 | 39.44 | 20.89 | 67.11 | 11.41 | -51.05 | 65.11 | 26.01 | Netflix | ||
PG | 15.00 | -9.93 | 9.24 | 12.53 | 3.14 | 39.09 | 13.90 | 20.01 | -5.14 | -0.85 | 14.96 | Procter & Gamble | ||
TRV | 19.28 | 8.87 | 10.79 | 13.11 | -9.48 | 17.06 | 4.96 | 13.93 | 22.20 | 3.70 | 13.05 | Travelers | ||
PEP | 17.06 | 8.59 | 7.68 | 17.64 | -4.88 | 27.14 | 11.45 | 20.00 | 6.61 | -3.25 | 6.41 | PepsiCo | ||
HON | 11.40 | 5.80 | 14.74 | 34.74 | -8.61 | 36.51 | 22.22 | -0.20 | 4.68 | -0.20 | -1.70 | Honeywell | ||
VIVAX | 13.05 | -1.03 | 16.75 | 16.99 | -5.55 | 25.67 | 2.18 | 26.31 | -2.18 | 9.11 | 9.93 | V Value Index | ||
AMGN | 41.77 | 3.89 | -7.47 | 22.08 | 14.98 | 26.81 | -1.97 | 0.91 | 20.19 | 12.91 | 11.55 | Amgen | ||
FDX | 21.31 | -13.66 | 25.95 | 35.04 | -34.37 | -4.66 | 73.41 | 0.74 | -31.41 | 48.90 | 3.01 | Fedex | ||
CVX | -6.82 | -15.99 | 35.60 | 10.03 | -9.52 | 15.15 | -25.64 | 45.25 | 57.79 | -13.53 | 10.40 | Chevron | ||
MRK | 17.00 | -3.80 | 14.96 | -1.21 | 39.33 | 21.99 | -7.33 | -0.68 | 48.42 | 0.93 | 21.54 | Merck & Co. | ||
SPOT | 31.76 | 110.40 | -25.62 | -66.27 | 138.01 | 61.27 | Spotify | |||||||
VGHAX | 28.57 | 12.71 | -8.94 | 19.66 | 1.21 | 22.98 | 12.67 | 14.36 | -1.01 | 5.48 | 6.81 | V Health Care | ||
ABT | 19.75 | 1.89 | -12.16 | 51.34 | 28.70 | 21.86 | 27.71 | 30.19 | -20.66 | 2.11 | -3.98 | Abbott Laboratory | ||
SBUX | 6.07 | 47.98 | -6.10 | 5.33 | 14.43 | 38.84 | 23.59 | 11.06 | -13.48 | -1.04 | -20.56 | Starbucks | ||
VWENX | 9.90 | 0.14 | 11.09 | 14.82 | -3.35 | 22.61 | 10.68 | 19.12 | -14.26 | 14.41 | 7.21 | V Wellington 70/30 | ||
VBIAX | 9.99 | 0.51 | 8.77 | 13.89 | -2.86 | 21.79 | 16.40 | 14.22 | -16.90 | 17.58 | 6.30 | V Balan Index 60/40 | ||
RMD | 21.33 | -2.16 | 17.92 | 38.68 | 36.16 | 37.43 | 38.17 | 23.31 | -19.44 | -16.47 | 28.82 | ResMed Inc | ||
NEE | 27.53 | 0.64 | 18.34 | 34.04 | 14.13 | 42.19 | 29.75 | 23.01 | -8.63 | -25.11 | 27.70 | NextEra Energy | ||
NIKE | 23.54 | 31.21 | -17.62 | 24.51 | 19.84 | 37.87 | 40.64 | 18.61 | -29.04 | -6.03 | -15.23 | Nike | ||
ABALX | 8.85 | 1.72 | 8.61 | 15.47 | -2.70 | 19.20 | 10.86 | 15.76 | -12.11 | 14.01 | 7.10 | American Balanc A | ||
BAC | 15.67 | -4.81 | 32.80 | 35.34 | -14.70 | 45.62 | -11.90 | 49.36 | -23.62 | 4.44 | 16.28 | Bank of America | ||
CL | 8.28 | -1.55 | 0.56 | 17.73 | -18.91 | 18.53 | 26.76 | 1.89 | -5.50 | 3.59 | 19.82 | Colgate-Palmolive | ||
WDC | 33.73 | -43.95 | 16.49 | 19.99 | -51.00 | 75.74 | -11.15 | 17.73 | -51.62 | 65.99 | 44.53 | Western Digital | ||
KO | 5.16 | 4.88 | -0.23 | 14.23 | 6.60 | 20.27 | 2.04 | 11.03 | 10.40 | -4.46 | 7.95 | Coca-Cola | ||
CMCSA | 12.93 | -1.04 | 24.76 | 17.37 | -12.69 | 33.92 | 18.52 | -2.08 | -28.41 | 28.65 | -9.12 | Comcast | ||
JNJ | 17.19 | 1.05 | 15.23 | 24.16 | -5.10 | 15.94 | 10.62 | 11.36 | 5.86 | -8.61 | -1.84 | Johnson&Johnson | ||
CVS | 36.10 | 2.97 | -17.55 | -5.59 | -6.87 | 16.44 | -5.37 | 53.97 | -7.53 | -12.67 | -27.06 | CVS Health | ||
CSCO | 27.31 | 0.58 | 14.93 | 30.48 | 15.61 | 13.87 | -3.71 | 44.89 | -22.44 | 9.30 | -0.12 | Cisco Systems | ||
VWIAX | 8.15 | 1.35 | 8.16 | 10.26 | -2.49 | 16.47 | 8.54 | 8.57 | -9.01 | 7.08 | 2.77 | V Wellesley 40/60 | ||
RTX | 3.13 | -14.23 | 16.83 | 18.86 | -14.31 | 43.41 | -26.72 | 23.15 | 19.78 | -14.33 | 25.91 | Raytheon | ||
KMB | 16.61 | 13.22 | -7.46 | 9.13 | -2.25 | 24.34 | 1.13 | 9.38 | -1.77 | -7.01 | 11.37 | Kimberly-Clark | ||
INTC | 43.29 | -2.42 | 8.30 | 30.24 | 4.27 | 30.22 | -14.55 | 6.16 | -45.84 | 92.92 | -37.27 | Intel | ||
WFC | 23.72 | 1.85 | 4.17 | 12.88 | -21.34 | 20.92 | -41.64 | 60.97 | -11.65 | 22.35 | 28.08 | Wells Fargo | ||
C | 3.91 | -4.07 | 15.65 | 26.82 | -27.97 | 57.15 | -20.27 | 1.25 | -21.73 | 18.33 | 26.94 | Citigroup | ||
BMY | 13.79 | 19.06 | -13.39 | 7.53 | -12.57 | 26.64 | 0.20 | 2.89 | 18.86 | -25.52 | -10.84 | BristolMyersSquibb | ||
GM | -11.65 | 1.37 | 6.91 | 22.01 | -14.69 | 13.96 | 14.81 | 40.80 | -42.32 | 7.85 | 26.98 | General Motors | ||
OXY | -11.87 | -12.44 | 9.55 | 7.71 | -12.46 | -27.75 | -56.01 | 67.71 | 119.08 | -4.06 | 6.51 | Occidental Petrol | ||
CLX | 15.47 | 24.60 | -2.89 | 26.66 | 5.49 | 2.23 | 34.34 | -11.40 | -16.83 | 5.00 | -1.25 | Clorox | ||
MDT | 27.89 | 8.54 | -5.23 | 15.91 | 15.07 | 27.06 | 5.26 | -9.58 | -22.29 | 9.53 | 3.68 | Medtronic | ||
T | 0.77 | 8.04 | 29.18 | -3.97 | -21.45 | 44.08 | -21.08 | -7.23 | -1.33 | -2.82 | 6.59 | AT&T | ||
VZ | -0.45 | 3.54 | 20.41 | 3.51 | 10.70 | 13.52 | -0.29 | -7.26 | -19.22 | 2.34 | 10.93 | Verizon | ||
BA | -2.63 | 14.04 | 10.69 | 93.08 | 11.67 | 3.56 | -33.66 | -5.95 | -5.38 | 36.84 | -32.10 | Boeing | ||
DIS | 24.79 | 13.02 | 0.60 | 4.71 | 3.59 | 33.51 | 25.27 | -14.51 | -43.91 | 4.27 | 13.82 | Walt Disney | s | |
PFE | 5.09 | 7.22 | 4.34 | 15.46 | 24.27 | -6.94 | 1.12 | 64.66 | -10.52 | -40.61 | 3.02 | Pfizer | ||
PYPL | 9.03 | 86.52 | 14.22 | 28.64 | 116.51 | -19.48 | -62.23 | -13.77 | 4.05 | PayPal | ||||
MMM | 19.60 | -5.83 | 21.49 | 34.44 | -16.74 | -4.39 | 2.41 | 5.01 | -29.13 | -3.84 | 5.01 | 3M | ||
WBA | 34.93 | 13.58 | -1.09 | -10.38 | -3.59 | -11.09 | -29.22 | 35.53 | -24.70 | -24.97 | -30.52 | Walgreens Boots | ||
AVG | Average % |
Percent of these tickers in each year that were Negative gain (loss) | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
Percent of these tickers in each year that were at least 10% gain | ||||||||||
The values in this table are NOT the share prices in dollars. Instead All numbers are Total Return (percent gain for 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 your brokerage's way to reinvest stock dividends is not found, then see this. If you are not reinvesting dividends, there will be less results (and even less as each year goes by).
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.
A few 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 span beginning at 2014 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.
S&P 500 50 year gain history calculator, concerned Withdrawal Depletion
Descriptions of S&P 500, the 4% Rule, Basics of Markets and Dividends
Compounding and Annualized Return, and calculators
S&P 500 daily Action, and Count of annual S&P 500 Record Highs
Dividends are in fact a withdrawal which reduces your investment's price, value and future gains. But Reinvesting Dividends puts the value back, and becomes free additional new shares, greatly increasing long term gain.
Current U.S. CPI Inflation rate April +3.4% (down 0.1%)
The inflation rate is still increasing, +3.4% higher, but rising slightly slower 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: $34.7 Trillion Highest debt ever, even more than in WWII.
Ratio of Debt to GDP (US debt now is 123% of GDP)