Comparison of market performance of
Total Returns of a few Stocks and Funds

This calculator calculates compounded final growth of spans up to 15 years to compare performance of 60+ popular stocks and funds. Except for Roku and Shopify, the companies here are in the S&P 500. The emphasis is on growth stocks, but the list also includes various additional entries representing other diversified trends and notions. The collection of stocks here are just my whims with no other significance as a group. For stocks Not included here, Morningstar.com shows 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).

Most of the last 15 years have been good to very good market years for the S&P 500. 2008 was down bad, 2018 was negative a little, and 2011 and 2015 were at least barely positive. Most years were quite good, but 2022 has turned very difficult so far, and sorting here by the single year 2022 shows about everything is down very substantially now (S&P 500 was down 23% YTD on 16 May). Market fear moved the Growth stocks further down in this list, far negative for the year. Some Value stocks moved higher in the list (mostly still negative, but just not as much). So there are dramatic top and bottom switches in this list of many stocks, a very different picture than seen in past years. Even the largest strongest best performing top stocks, Apple, Microsoft, Alphabet (Google), Amazon, Meta (Facebook), Nvidia, and the S&P 500 are seriously negative year-to-date. Comparing the one year 2022 with a span of few of the other years is a sight to see (clicking the two Sort buttons shows that). The market will recover of course, when the situation improves.

The Russian invasion of Ukraine is of course a big worry, but the painful inflation is another of the current big concerns about the US predicament. The government's massive spending of Trillions is a large factor, and their self-inflicted policies limiting our own U.S. oil production has had strong effect increasing inflation. The U.S. oil production was self-sufficient before, but now we must import oil again. Oil affects the price of everything (transportation, plastics, etc), and the doubled oil price has increased U.S. inflation, up from 1.4% in 2020 to 8.6% in May 2022 (2022 is by far the worst in 41 years). The US mid-term election is November 8, 2022.

Comparison of Total Returns of a few stocks and funds

Add years 2007-2016, but that screen will be too wide for cell phones (1270 pixels).

Build Compounded Total Return Gains of the   bold year Span through year
Span is Only to sort that one year span values

Sort Table by compounded total return of year Span (last column)
Sort Table by Ticker (first column).
Sort Table by Name (next to last 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 brighter colors beyond ±20% or ±40%
3 Mark the highest and lowest year gain value in year span.     Or see a wider view in Option 2 with +80 and -40 limits.
4 Show annual differences with of all years of all funds.
Each fund becomes 2 lines in table. 1st line is the funds data each year.
The 2nd line (lower case ticker) is the funds gain difference from the compared fund.
5 Adds detail of each stock's compounded gain, including span's
Annualized Total Return. Include each stock's gain summary.
Initial Investment in each fund is $ Won't change gain percentages

Ticker200720082009201020112012201320142015201620172018201920202021YTD7/1/2022   Span
XOM 24.34-13.14-12.6010.1418.714.6819.77-5.98-12.5719.62-3.94-14.617.36-35.9456.91 45.96Exxon Mobile
CVX 30.56-18.318.1022.9520.28 4.9319.11-6.82-15.9935.6010.03-9.5215.15-25.6445.25 27.27Chevron
NVDA 37.88-76.28131.47-17.56-10.00-11.0033.2027.2866.36225.3281.82-30.6976.73122.20125.41 -50.59Nvidia
TSLA 7.2518.59344.1447.857.91-10.9745.706.8925.70743.4449.76 -35.48Tesla
GOOG 44.561.7135.58-1.0329.1031.0365.17 -24.61Google C
GOOGL 48.88-55.51101.52-4.208.749.5258.43-5.3946.601.8632.93-0.8028.1830.8565.30 -24.93Google A
AMD -63.14-71.20348.15-15.50-33.99-55.5661.25-31.017.49295.12-9.3579.57148.4399.9856.91 -48.80AMD
MSFT 20.83-44.3960.50-6.53-4.52 6.0943.6927.2422.2214.6540.2220.7557.1242.3752.24 -22.45Microsoft
CRM 71.99-48.94130.4678.93-23.14 65.6831.337.4732.19-12.6849.3333.9818.7436.8214.20 -33.81SalesForce
SHOP 66.16135.6037.08187.17184.7121.68 -77.20Shopify
LOW -26.75-3.3310.599.173.3942.9041.7941.1912.14-3.4733.251.2232.2436.4162.78 -30.76Lowe's
HD -31.14-11.5030.4224.9723.4049.8835.6529.7728.243.4744.01-7.1730.2624.3858.73 -31.84Home Depot
BLK 45.08-36.9876.68-15.96-3.6119.3456.3515.42-2.3314.4437.62-21.1931.3346.4229.18 -31.58Blackrock
AAPL 133.48-56.91146.9053.0725.5632.717.6440.03-2.8012.1548.24-5.1288.0981.8534.48 -21.51Apple
AMZN 134.77-44.65162.3233.81-3.8344.9358.96-22.18117.7810.9555.9628.4323.0376.262.38 -34.28Amazon
ORCL 31.74-21.4839.3928.61-17.4632.2415.5518.79-17.506.9024.84-2.9019.3623.9136.67 -18.00Oracle
CSCO 0.95-39.7946.87-15.50-9.6311.4516.7527.310.5814.9330.4815.6113.87-3.7144.89 -31.59Cisco
TXN 15.65-52.7471.8427.09-8.898.5945.6124.585.1336.1246.03-7.7439.1530.8417.39 -19.97Texas Instruments
LMT 15.99-18.58-7.58-3.8420.69 19.2166.2633.2315.9618.2231.44-15.8952.15-6.323.11 23.55Lockheed Martin
BRK.B 29.19-32.142.2421.90-4.7617.5632.1726.64-12.0623.4321.623.0110.932.3728.95 -7.19Berkshire Hath B
F -10.39-65.97336.6867.90-35.9122.2122.243.69-5.23-7.888.33-32.9129.41-3.87137.43 -44.54Ford Motor
GM -45.0142.2341.76-11.651.376.9122.01-14.6913.9614.8140.80 -45.10General Motors
PLD 1.64-57.9615.4420.36-6.3131.554.3320.033.2826.9125.54-6.0055.4214.4071.46 -27.77Prologis
INTU 3.61-24.7429.1760.437.0114.5929.5021.875.8120.0538.9025.8034.0545.8569.98 -39.42Intuit
MU -48.65-63.59293.18-22.74-21.570.79243.0660.97-59.5554.8087.59-22.8469.4939.7924.17 -42.30Micron
BAC -18.86-63.147.49-11.17-58.13109.5334.4515.67-4.8132.8035.34-14.7045.62-11.9049.36 -28.12Bank of America
GS -10.79-60.41102.540.54-45.6043.0240.5710.62-5.7034.307.60-33.1940.1316.8747.53 -20.73Goldman Sachs
AXP -13.39-63.72126.077.8311.6223.5159.343.63-24.068.2235.83-2.5732.28-1.4936.73 -13.28American Express
JPM -6.90-25.1334.362.30-19.9735.7036.109.688.2033.4726.30-6.4046.18-6.2627.53 -26.71JP Morgan Chase
KR 17.030.13-20.9610.8610.249.4854.2964.1531.52-16.42-19.041.607.6011.9044.96 7.29Kroger
MS -20.17-68.7587.93-7.40-43.9327.6965.0624.84-16.6035.0226.32-22.3432.2136.8046.30 -20.39Morgan Stanley
UNH 8.38-54.2614.7519.8942.198.6040.7736.1218.2338.0639.5514.5719.6720.9344.79 3.66United Health
ADBE 3.92-50.1872.76-16.31-8.1533.2958.9121.4129.229.5970.2229.1045.7851.6413.38 -35.02Adobe
ISRG 236.81-60.68138.94-15.0579.645.91-21.6837.723.2616.1172.6431.2323.4338.3931.76 -42.64Intuitive Surgery
COST 33.21-23.9814.3423.6716.7328.1721.7720.2518.560.2221.8310.6445.5232.5351.49 -14.14Costco
INTC 34.23-43.4743.906.2719.33-11.3830.2443.29-2.428.3030.244.2730.22-14.556.16 -28.02Intel
QCOM 5.40-7.6431.199.0112.2614.8522.132.28-30.2534.581.63-7.3159.3975.5821.81 -31.67Qualcomm
MCD 36.388.554.0126.9333.66-9.2213.54-0.0529.756.0944.555.6013.9511.1427.37 -4.61McDonalds
JNJ 3.61-7.7711.28-0.589.8910.5534.3517.191.0515.2324.16-5.1015.9410.6211.36 6.22Johnson & Johnson
PG 16.63-13.771.209.367.045.0823.4015.00-9.939.2412.533.1439.0913.9020.01 -9.59Procter & Gamble
WMT 4.9120.00-2.583.2313.8716.8318.0911.58-26.3416.0245.82-3.5629.8623.121.90 -14.47Walmart
MA 119.40-33.3979.73-12.2266.7232.0670.493.6613.746.8347.4525.3058.9820.081.16 -11.16Mastercard A
V 67.86-18.9945.4350.2747.8218.5019.071.3647.0316.4943.2117.06-0.31 -7.74Visa
T 20.58-28.014.8211.639.0117.299.640.778.0429.18-3.97-21.4544.08-21.08-7.23 8.20AT&T
VZ 22.56-17.734.2823.2418.2312.8718.36-0.453.5420.413.5110.7013.52-0.29-7.26 1.85Verizon
DIS -4.80-28.6343.7217.581.6834.7755.1724.7913.020.604.713.5933.5125.27-14.51 -37.93Walt Disney
VFIAX 5.47-36.9726.6215.052.0815.9632.3313.641.3611.9321.79-4.4331.4618.3728.66 -19.13V S&P 500 Index
VGHAX 4.50-18.3921.036.2111.5115.1743.2728.5712.71-8.9419.661.2122.9812.6714.36 -7.48V Health Care
FDGRX 19.89-40.9041.1520.550.6718.5237.6114.447.836.0136.76-4.5338.4267.5122.67 -32.85Fidelity Growth
TWCIX 21.67-39.6734.7914.581.4214.7430.2110.527.695.4828.93-3.6336.3133.9725.18 -26.00AmerCenturySelect
TWCUX 21.83-41.7435.3616.561.1914.1836.919.916.164.3831.900.6634.6049.7823.21 -30.34AmerCentury Ultra
VWUAX -18.89-37.6935.1411.74-0.5318.5435.7113.208.61-0.5931.740.7533.5158.7412.45 -37.34V US Growth
VIGAX 12.70-38.2236.4217.121.8717.0132.4013.633.306.1227.80-3.3437.2340.1927.26 -29.66V Growth Index
VBIAX -6.02-22.0419.8213.294.2911.4918.109.990.518.7713.89-2.8621.7916.4014.22 -16.29V Bal Index 60/40
VWENX 8.48-22.2322.3411.043.9512.6719.769.900.1411.0914.82-3.3522.6110.6819.12 -15.37V Wellington 70/30
VWIAX 5.76-9.7916.1410.719.7410.109.278.151.358.1610.26-2.4916.478.548.57 -9.31V Wellesley 40/60
VIMAX 6.17-41.7840.4825.59-1.9715.9935.1513.76-1.3411.2219.25 -12.5731.0318.2424.51 -21.15V Mid Cap Index
VSMAX 1.24-36.0036.3327.89-2.6918.2437.817.50-3.6418.3016.24-9.3127.3719.1117.73 -20.60V Small Cap Index
VIVAX -0.16-35.9719.5814.281.0015.0032.8513.05-1.0316.7516.99-5.5525.672.1826.31 -8.40V Value Index
VTSAX 5.57-36.9928.8317.261.0816.3833.5212.560.3912.6621.17-5.1730.8020.9925.71 -20.50V Total US Stk Mkt
VBTLX 7.694.15-2.155.890.402.603.56-0.038.717.72-1.67 -9.88V Total Bond Mkt
QQQ 19.02-41.7354.7019.913.3818.1236.6319.189.457.1032.66-0.1238.9648.6227.42 -28.87NASDAQ 100 ETF
TGT -11.57-29.9942.4326.29-12.98 18.109.6022.98-1.502.67-6.294.1797.9339.7832.90 -37.70Target
NFLX 2.9412.2884.31218.93-60.5633.63297.64-7.21134.388.2455.0639.4420.8967.1111.41 -70.13Netflix
META 105.3042.7734.159.9353.38-25.7156.5733.0823.13 -52.42Meta (Facebook)
PYPL 9.0386.5214.2228.64116.51-19.48 -62.14PayPal
ROKU -40.83337.01147.96-31.27 -63.23Roku
AverageAverage


Other market pages/calculators here:

S&P 500 daily Action, and Count of annual S&P 500 record highs

S&P 500 gain history calculator, concerned with a 4% Rule

Descriptions of S&P 500 and 4% Rule, and basics of bonds and taxes

Stock Dividends are valuable, but withdrawing them is NOT income

Our governments management (better some years than others)

Current U.S. CPI Inflation rate:  May 8.6% (2022 is 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: $30.5 Trillion (graphs) Highest debt ever,
even more than in WWII, and as ratio of debt to GDP (debt > GDP )

Current bond fund performance examples:

LinkName of
Vanguard fund
Current
SEC Yield
7/1/22
1 year
Return
6/30/
Bond
Duration
5/31/
VMFXXFederal Money Market 1.39%0.17%No loss
VFSUXShort Term Bond 3.77%-6.10%2.8 years
VSCSXShort-Term Corporate Bond Index 3.95%-6.19%2.8 years
VFIDXIntermediate Term Bonds 4.50%-12.95%6.4 years
VBLAXLong Term Bond Index 4.34%-20.56%15.1 years

Investing in bonds is very different than stocks. Government bonds are different yet, new bonds are sold at auction. Bond values change with changing interest rates, and can be as volatile as stocks. Bottom line, the U.S. Federal Reserve is increasing interest rates now, with plans to continue because of the high inflation, so resale value of existing bonds are going down. There is more to it, see more description at Things you need to know about investing in bonds.

IMO, it's difficult to think that Now is the time to buy bonds. With rising inflation and interest rates, that can only lose value. Conversely, falling interest rates are good for bond values. If bonds are a goal, I'd wait to buy for the future peak of high interest rates, because then instead of value continuing to drop, existing bond prices (i.e., in bond funds) will turn around and will increase as interest rate falls again (as in the text above). For that to happen will require reducing inflation first, but then as interest rates fall, the increasing bond value will outperform than the bond interest paid. Bonds can be volatile.

Copyright © 2021-2022 by Wayne Fulton - All rights are reserved.

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