Copyright © 2021-2022 by Wayne Fulton - All rights are reserved.
The year 2022 (and to some extent 2021) are interesting due to the performance ordering result seeing sudden top to bottom switches of some stocks, a different picture than seen in the years past. Generally many growth stocks moved down, and many value and financial and energy stocks moved up.
Sort Table by Final Total Cumulative Return of selected Year Span (last column)
Sort Table by Ticker (first column). Tickers ending with X are mutual funds, and are shaded gray.
Sort Table by Name (next to last column)
1 Clear all red/green table color markings on all rows and years
2 Mark all values with color
3 Mark the one highest and lowest year gain values in year span
4 Expanded: Compare all funds and all year gains with
marking relative differences of each fund with compared fund.
Each expanded fund is 2 lines in table. 1st line is the funds performance data each year.
The 2nd line (lower case ticker) shows the funds gain difference from the compared fund.
5 A list below of the dollar gains sorted by Final total cumulative return rank.
6 A sorted list of the dollar gain detail of Each ticker for Each year of span Include each stock's gain summary (all years)
Used for 5 & 6 only, Initial investment first year of span in every fund is $ (Initial dollars affect gain dollars, but not gain percentage)
| Ticker | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | YTD | 1/18/2022 | Final |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | 37.88 | -76.28 | 131.47 | -17.56 | -10.00 | -11.00 | 33.20 | 27.28 | 66.36 | 225.32 | 81.82 | -30.69 | 76.73 | 122.20 | 125.41 | -11.93 | Nvidia | |
| TSLA | 7.25 | 18.59 | 344.14 | 47.85 | 7.91 | -10.97 | 45.70 | -6.89 | 25.70 | 743.44 | 49.76 | -2.49 | Tesla | |||||
| GOOG | 44.56 | 1.71 | 35.58 | -1.03 | 29.10 | 31.03 | 65.17 | -5.80 | Google C | |||||||||
| GOOGL | 48.88 | -55.51 | 101.52 | -4.20 | 8.74 | 9.52 | 58.43 | -5.39 | 46.60 | 1.86 | 32.93 | -0.80 | 28.18 | 30.85 | 65.30 | -6.11 | Google A | |
| AMD | -63.14 | -71.20 | 348.15 | -15.50 | -33.99 | -55.56 | 61.25 | -31.01 | 7.49 | 295.12 | -9.35 | 79.57 | 148.43 | 99.98 | 56.91 | -8.32 | AMD | |
| MSFT | 20.83 | -44.39 | 60.50 | -6.53 | -4.52 | 6.09 | 43.69 | 27.24 | 22.22 | 14.65 | 40.22 | 20.75 | 57.12 | 42.37 | 52.24 | -10.01 | Microsoft | |
| LOW | -26.75 | -3.33 | 10.59 | 9.17 | 3.39 | 42.90 | 41.79 | 41.19 | 12.14 | -3.47 | 33.25 | 1.22 | 32.24 | 36.41 | 62.78 | -7.46 | Lowes | |
| HD | -31.14 | -11.50 | 30.42 | 24.97 | 23.40 | 49.88 | 35.65 | 29.77 | 28.24 | 3.47 | 44.01 | -7.17 | 30.26 | 24.38 | 58.73 | -11.64 | Home Depot | |
| BLK | 45.08 | -36.98 | 76.68 | -15.96 | -3.61 | 19.34 | 56.35 | 15.42 | -2.33 | 14.44 | 37.62 | -21.19 | 31.33 | 46.42 | 29.18 | -9.13 | Blackrock | |
| NFLX | 2.94 | 12.28 | 84.31 | 218.93 | -60.56 | 33.63 | 297.64 | -7.21 | 134.38 | 8.24 | 55.06 | 39.44 | 20.89 | 67.11 | 11.41 | -15.21 | Netflix | |
| FB | 105.30 | 42.77 | 34.15 | 9.93 | 53.38 | -25.71 | 56.57 | 33.08 | 23.13 | -5.41 | Meta (Facebook) | |||||||
| AAPL | 133.48 | -56.91 | 146.90 | 53.07 | 25.56 | 32.71 | 7.64 | 40.03 | -2.80 | 12.15 | 48.24 | -5.12 | 88.09 | 81.85 | 34.48 | -4.38 | Apple | |
| AMZN | 134.77 | -44.65 | 162.32 | 33.81 | -3.83 | 44.93 | 58.96 | -22.18 | 117.78 | 10.95 | 55.96 | 28.43 | 23.03 | 76.26 | 2.38 | -4.68 | Amazon | |
| ORCL | 31.74 | -21.48 | 39.39 | 28.61 | -17.46 | 32.24 | 15.55 | 18.79 | -17.50 | 6.90 | 24.84 | -2.90 | 19.36 | 23.91 | 36.67 | 1.54 | Oracle | |
| CSCO | 0.95 | -39.79 | 46.87 | -15.50 | -9.63 | 11.45 | 16.75 | 27.31 | 0.58 | 14.93 | 30.48 | 15.61 | 13.87 | -3.71 | 44.89 | -5.16 | Cisco | |
| TXN | 15.65 | -52.74 | 71.84 | 27.09 | -8.89 | 8.59 | 45.61 | 24.58 | 5.13 | 36.12 | 46.03 | -7.74 | 39.15 | 30.84 | 17.39 | -3.28 | Texas Instruments | |
| BRK.B | 29.19 | -32.14 | 2.24 | 21.90 | -4.76 | 17.56 | 32.17 | 26.64 | -12.06 | 23.43 | 21.62 | 3.01 | 10.93 | 2.37 | 28.95 | 7.12 | Berkshire Hath B | |
| F | -10.39 | -65.97 | 336.68 | 67.90 | -35.91 | 22.21 | 22.24 | 3.69 | -5.23 | -7.88 | 8.33 | -32.91 | 29.41 | -3.87 | 137.43 | 17.38 | Ford Motor | |
| GM | -45.01 | 42.23 | 41.76 | -11.65 | 1.37 | 6.91 | 22.01 | -14.69 | 13.96 | 14.81 | 40.80 | 0.27 | General Motors | |||||
| PLD | 1.64 | -57.96 | 15.44 | 20.36 | -6.31 | 31.55 | 4.33 | 20.03 | 3.28 | 26.91 | 25.54 | -6.00 | 55.42 | 14.40 | 71.46 | -8.87 | Prologis | |
| INTU | 3.61 | -24.74 | 29.17 | 60.43 | 7.01 | 14.59 | 29.50 | 21.87 | 5.81 | 20.05 | 38.90 | 25.80 | 34.05 | 45.85 | 69.98 | -16.28 | Intuit | |
| MU | -48.65 | -63.59 | 293.18 | -22.74 | -21.57 | 0.79 | 243.06 | 60.97 | -59.55 | 54.80 | 87.59 | -22.84 | 69.49 | 39.79 | 24.17 | -0.30 | Micron | |
| BAC | -18.86 | -63.14 | 7.49 | -11.17 | -58.13 | 109.53 | 34.45 | 15.67 | -4.81 | 32.80 | 35.34 | -14.70 | 45.62 | -11.90 | 49.36 | 3.98 | Bank of America | |
| GS | 8.59 | -60.41 | 102.54 | 0.54 | -45.60 | 43.02 | 40.57 | 10.62 | -5.70 | 34.30 | 7.60 | -33.19 | 40.13 | 16.87 | 47.53 | -7.36 | Goldman Sachs | |
| AXP | -13.39 | -63.72 | 126.07 | 7.83 | 11.62 | 23.51 | 59.34 | 3.63 | -24.06 | 8.22 | 35.83 | -2.57 | 32.28 | -1.49 | 36.73 | 1.83 | American Express | |
| JPM | -6.90 | -25.13 | 34.36 | 2.30 | -19.97 | 35.70 | 36.10 | 9.68 | 8.20 | 33.47 | 26.30 | -6.40 | 46.18 | -6.26 | 27.53 | -3.84 | JP Morgan Chase | |
| UNH | 8.38 | -54.26 | 14.75 | 19.89 | 42.19 | 8.60 | 40.77 | 36.12 | 18.23 | 38.06 | 39.55 | 14.57 | 19.67 | 20.93 | 44.79 | -8.19 | United Health | |
| ADBE | 3.92 | -50.18 | 72.76 | -16.31 | -8.15 | 33.29 | 58.91 | 21.41 | 29.22 | 9.59 | 70.22 | 29.10 | 45.78 | 51.64 | 13.38 | -9.47 | Adobe | |
| ISRG | 236.81 | -60.68 | 138.94 | -15.05 | 79.64 | 5.91 | -21.68 | 37.72 | 3.26 | 16.11 | 72.64 | 31.23 | 23.43 | 38.39 | 31.76 | -17.76 | Intuitive Surgery | |
| COST | 33.21 | -23.98 | 14.34 | 23.67 | 16.73 | 28.17 | 21.77 | 20.25 | 18.56 | 0.22 | 21.83 | 10.64 | 45.52 | 32.53 | 51.49 | -14.03 | Costco | |
| PYPL | 9.03 | 86.52 | 14.22 | 28.64 | 116.51 | -19.48 | -7.49 | PayPal | ||||||||||
| ROKU | -40.83 | 337.01 | 147.96 | -31.27 | -26.89 | Roku | ||||||||||||
| INTC | 34.23 | -43.47 | 43.90 | 6.27 | 19.33 | -11.38 | 30.24 | 43.29 | -2.42 | 8.30 | 30.24 | 4.27 | 30.22 | -14.55 | 6.16 | 6.33 | Intel | |
| KR | 17.03 | 0.13 | -20.96 | 10.86 | 10.24 | 9.48 | 54.29 | 64.15 | 31.52 | -16.42 | -19.04 | 1.60 | 7.60 | 11.90 | 44.96 | 7.46 | Kroger | |
| VFIAX | 5.47 | -36.97 | 26.62 | 15.05 | 2.08 | 15.96 | 32.33 | 13.64 | 1.36 | 11.93 | 21.79 | -4.43 | 31.46 | 18.37 | 28.66 | -3.92 | V S&P 500 Index | |
| RSP | 0.90 | -40.07 | 44.64 | 21.37 | -0.67 | 17.16 | 35.53 | 14.06 | -2.66 | 14.50 | 18.51 | -7.82 | 28.91 | 12.71 | 29.41 | -2.30 | S&P 500 Eq Wt ETF | |
| VGHAX | 4.50 | -18.39 | 21.03 | 6.21 | 11.51 | 15.17 | 43.27 | 28.57 | 12.71 | -8.94 | 19.66 | 1.21 | 22.98 | 12.67 | 14.36 | -6.21 | V Health Care | |
| FDGRX | 19.89 | -40.90 | 41.15 | 20.55 | 0.67 | 18.52 | 37.61 | 14.44 | 7.83 | 6.01 | 36.76 | -4.53 | 38.42 | 67.51 | 22.67 | -9.54 | Fidelity Growth | |
| TWCIX | 21.67 | -39.67 | 34.79 | 14.58 | 1.42 | 14.74 | 30.21 | 10.52 | 7.69 | 5.48 | 28.93 | -3.63 | 36.31 | 33.97 | 25.18 | -6.58 | AmerCent Select | |
| TWCUX | 21.83 | -41.74 | 35.36 | 16.56 | 1.19 | 14.18 | 36.91 | 9.91 | 6.16 | 4.38 | 31.90 | 0.66 | 34.60 | 49.78 | 23.21 | -8.04 | AmerCentury Ultra | |
| VWUAX | 10.39 | -37.69 | 35.14 | 11.74 | -0.53 | 18.54 | 35.71 | 13.20 | 8.61 | -0.59 | 31.74 | 0.75 | 33.51 | 58.74 | 12.45 | -11.31 | V US Growth | |
| VIGAX | 12.70 | -38.22 | 36.42 | 17.12 | 1.87 | 17.01 | 32.40 | 13.63 | 3.30 | 6.12 | 27.80 | -3.34 | 37.23 | 40.19 | 27.26 | -8.35 | V Growth Index | |
| VBIAX | 6.29 | -22.04 | 19.82 | 13.29 | 4.29 | 11.49 | 18.10 | 9.99 | 0.51 | 8.77 | 13.89 | -2.86 | 21.79 | 16.40 | 14.22 | -3.73 | V Balnc Index 40% | |
| VWENX | 8.48 | -22.23 | 22.34 | 11.04 | 3.95 | 12.67 | 19.76 | 9.90 | 0.14 | 11.09 | 14.82 | -3.35 | 22.61 | 10.68 | 19.12 | -3.50 | V Wellington 30% | |
| VWIAX | 5.76 | -9.79 | 16.14 | 10.71 | 9.74 | 10.10 | 9.27 | 8.15 | 1.35 | 8.16 | 10.26 | -2.49 | 16.47 | 8.54 | 8.57 | -1.40 | V Wellesley 60% | |
| VIMAX | 6.17 | -41.78 | 40.28 | 25.59 | -1.97 | 15.99 | 35.15 | 13.76 | -1.34 | 11.22 | 19.25 | -3.44 | 31.03 | 18.24 | 24.51 | -6.20 | V Mid Cap Index | |
| VSMAX | 1.24 | -36.00 | 36.33 | 27.89 | -2.69 | 18.24 | 37.81 | 7.50 | -3.64 | 18.30 | 16.24 | -9.31 | 27.37 | 19.11 | 17.73 | -5.28 | V Small Cap Index | |
| VTSAX | 5.57 | -36.99 | 28.83 | 17.26 | 1.08 | 16.38 | 33.52 | 12.56 | 0.39 | 12.66 | 21.17 | -5.17 | 30.80 | 20.99 | 25.71 | -4.63 | V Total US Stk Mkt | |
| VIVAX | 0.09 | -35.97 | 19.58 | 14.28 | 1.00 | 15.00 | 32.85 | 13.05 | -1.03 | 16.75 | 16.99 | -5.55 | 25.67 | 2.18 | 26.31 | 0.44 | V Value Index | |
| QQQ | 19.02 | -41.73 | 54.70 | 19.91 | 3.38 | 18.12 | 36.63 | 19.18 | 9.45 | 7.10 | 32.66 | -0.12 | 38.96 | 48.62 | 27.42 | -6.86 | NASDAQ 100 ETF | |
| QCOM | 5.52 | -7.64 | 31.19 | 9.01 | 12.26 | 14.85 | 22.13 | 2.28 | -30.25 | 34.58 | 1.63 | -7.31 | 59.39 | 75.58 | 21.81 | -2.19 | Qualcomm | |
| MCD | 36.38 | 8.55 | 4.01 | 26.93 | 33.66 | -9.22 | 13.54 | -0.05 | 29.75 | 6.09 | 44.55 | 5.60 | 13.95 | 11.14 | 27.37 | -4.32 | McDonalds | |
| NIKE | 31.53 | -19.35 | 32.08 | 31.22 | 14.33 | 8.64 | 54.09 | 23.54 | 31.21 | -17.62 | 24.51 | 19.84 | 37.87 | 40.64 | 18.61 | -11.83 | Nike | |
| JNJ | 3.61 | -7.77 | 11.28 | -0.58 | 9.89 | 10.55 | 34.35 | 17.19 | 1.05 | 15.23 | 24.16 | -5.10 | 15.94 | 10.62 | 11.36 | -2.32 | Johnson & Johnson | |
| PG | 16.63 | -13.77 | 1.20 | 9.36 | 7.04 | 5.08 | 23.40 | 15.00 | -9.93 | 9.24 | 12.53 | 3.14 | 39.09 | 13.90 | 20.01 | -4.19 | Procter&Gamble | |
| VTIAX | -14.52 | 18.21 | 15.14 | -4.17 | -4.26 | 4.67 | 27.55 | -14.43 | 21.51 | 11.28 | 8.62 | 0.73 | V Total Intl Stk Mkt | |||||
| VBTLX | 7.69 | 4.15 | -2.15 | 5.89 | 0.40 | 2.60 | 3.56 | -0.03 | 8.71 | 7.72 | -1.67 | -2.33 | V Total Bond Mkt | |||||
| VWILX | 16.25 | -44.83 | 41.88 | 15.81 | -13.58 | 20.18 | 23.12 | -5.51 | -0.54 | 1.84 | 43.16 | -12.58 | 31.48 | 59.74 | -0.74 | -6.89 | V Intl Growth | |
| CHTR | 9.69 | 46.22 | 33.90 | 79.38 | 21.83 | 9.89 | 42.18 | 16.69 | -15.18 | 70.22 | 36.38 | -1.45 | -10.62 | Charter | ||||
| WMT | 4.91 | 20.00 | -2.58 | 3.23 | 13.87 | 16.83 | 18.09 | 11.58 | -26.34 | 16.02 | 45.82 | -3.56 | 29.86 | 23.12 | 1.90 | -1.50 | Walmart | |
| MA | 119.40 | -33.39 | 79.73 | -12.22 | 66.72 | 32.06 | 70.49 | 3.66 | 13.74 | 6.83 | 47.45 | 25.30 | 58.98 | 20.08 | 1.16 | 2.08 | Mastercard A | |
| V | 67.86 | -18.99 | 45.43 | 50.27 | 47.82 | 18.50 | 19.07 | 1.36 | 47.03 | 16.49 | 43.21 | 17.06 | -0.31 | -0.46 | Visa | |||
| T | 20.58 | -28.01 | 4.82 | 11.63 | 9.01 | 17.29 | 9.64 | 0.77 | 8.04 | 29.18 | -3.97 | -21.45 | 44.08 | -21.08 | -7.23 | 13.13 | AT&T | |
| VZ | 22.56 | -17.73 | 4.28 | 23.24 | 18.23 | 12.87 | 18.36 | -0.45 | 3.54 | 20.41 | 3.51 | 10.70 | 13.52 | -0.29 | -7.26 | 4.06 | Verizon | |
| DIS | -4.80 | -28.63 | 43.72 | 17.58 | 1.68 | 34.77 | 55.17 | 24.79 | 13.02 | 0.60 | 4.71 | 3.59 | 33.51 | 25.27 | -14.51 | -1.69 | Walt Disney | |
| XOM | 24.34 | -13.14 | -12.60 | 10.14 | 18.71 | 4.68 | 19.77 | -5.98 | -12.57 | 19.62 | -3.94 | -14.61 | 7.36 | -35.94 | 56.91 | 19.43 | Exxon Mobile | |
| Average | ||||||||||||||||||
Other market pages/calculators here:
S&P 500 calculator concerned with a 4% Rule
Descriptions of S&P 500 and 4% Rule, also basics of bonds and taxes
Show S&P Action and Count of annual S&P 500 record highs
Stock Dividends are valuable, but withdrawing them is NOT income
Current bond fund performance examples:
| Link | Description 1/13/2022 | Current SEC Yield | 1 year Return | Bond Duration |
|---|---|---|---|---|
| VFSUX | Short Term Bonds | 1.44% | -0.33% | 2.8 years |
| VSCSX | Short-Term Corporate Bond Index | 1.38% | -0.43% | 2.7 years |
| VFIDX | Intermediate Term Bonds | 2.25% | -1.14% | 6.6 years |
| VBLAX | Long Term Bond Index | 2.66% | -3.15% | 16.3 years |
| VBTLX | Total Bond Market Index | 1.67% | -1.67% | 6.8 years |
Definition of bond "Duration": Bond resell value varies with current interest rates. This concept is Very Important. The term Duration computes that for Each 1% change in current interest rates, the resell value of existing bonds is expected to change in the opposite direction by "Duration" percent. Interest rates dropped the last couple of years, so existing bond resell values increased then, and bond funds showed better results. But vice versa, existing bonds lose resell value when interest rates increase (and interest rates are near zero now, with only one direction they can move. The Fed has announced interest rate increases are expected in 2022 due to inflation.)
Bonds purchased directly do pay full face value when redeemed at maturity or recall. However bond funds must buy and sell bonds continually as investors buy and sell shares. See this description about investing in bonds.
Short Term bonds (or bonds near maturity date) have low durations, Long Term bonds have high duration.
Copyright © 2021-2022 by Wayne Fulton - All rights are reserved.