Compare Market Performance
of a few Stocks and Funds

Wondering about other stock choices with better earnings? Here are the sortable and 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 others of your choice.

The standard market advice is "Past performance is no guarantee of future results." Things can sometimes change fast (and is called "risk"), but actual results certainly do show realistic possibilities. Still, 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 compounded Total Return % gain reports (which includes price gains and reinvested dividend shares and compounding) of up to 11 year spans of performance of over 120+ tickers (popular stocks and a few more funds, on the US market). It is not advice as such, but it is a very good record of what has actually happened (see the Morningstar Total Return definitions). All these included companies are in the S&P 500 except for four (Super Micro Computers, Roku, Marvel, and Shopify), all probably otherwise eligible, except the S&P 500 excludes companies with more than one public ticker class (except for three grandfathered exceptions). Included here are the top 75 S&P 500 companies, and several others, including all of the Dow Jones Industrial 30 Index, and also a few mutual funds of mixed persuasion. The calculator provides time spans for comparing their actual results, including the current year. Also shows the Annualized Return % for the various time spans (but annualized 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.

In this calculator,

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

Also show years 2014-2018 (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 2014 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 are set in Option 2 and are used in all options except this one and 3)
2. Year result color intervals are at ± 10%, ± 20%, ± 30, ± 40%, ± 50%
3. Like 2, but with + % and - % limits to highlight extremes
4. Show annual difference from of each year for each ticker. 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 year.
5. Shows Annualized Total Return of the Span (in a list of all tickers below)
Show each ticker's gain summary of all years.
Initial investment in each fund is $
6. Add new ticker of your choice with a simple Copy/Paste of Morningstar Total Return % data to see how it ranks. This can be repeated for multiple additions. Caution: Reloading the page will start over, losing any additions.
The table is recalculated without a page reload by clicking option buttons above,   or an Enter key in an active text field, or .

Ticker20142015201620172018201920202021202220232024
YTD
Tuesday close
Feb 20, 2024
Span Year
Gain | Annualizd
SMCI 103.26-29.7314.44-25.40-34.0574.0631.8138.8286.80246.24177.06 Super Micro Comp
NVDA 27.2866.36225.3281.82-30.6976.73122.20125.41-50.26238.9840.24 Nvidia
TSLA 47.857.91-10.9745.706.8925.70743.4449.76-65.03101.72-22.02 Tesla
AMD -31.017.49295.12-9.3579.57148.4399.9856.91-54.99127.5912.40 AMD
SNPS 7.154.9229.0544.82-1.1765.2486.2442.15-13.3561.276.42 Synopis
SHOP 66.16135.6037.08187.17184.7121.68-74.80124.430.92 Shopify
LLY 39.1225.03-10.2917.6639.6815.8130.7265.6133.8660.5729.86 Lilly
CMG 28.48-29.90-21.37-23.4049.3993.8765.6526.07-20.6464.8312.82 Chipolte
AMAT 43.21-23.4874.9959.65-34.5988.9742.8183.43-37.4767.6816.70 Applied Materials
ON 22.94-3.2630.2064.11-21.1647.6734.25107.52-8.1733.93-7.25 ON Semiconductor
AAPL 40.03-2.8012.1548.24-5.1288.0981.8534.48-26.3248.91-5.57 Apple
AGVO 92.5545.9323.5248.052.0628.6842.7855.38-13.43103.059.88 Broadcom
PANW 113.2843.71-29.0115.9129.9522.7853.6856.66-24.81111.3224.15 Palo Alto Networks
FTNT 60.271.66-3.3745.0561.2051.5839.13141.97-31.9819.7216.03 Fortinet
NOW 21.1427.58-14.1275.4036.5558.5694.9717.93-40.1881.966.56 Service Now
MSFT 27.2422.2214.6540.2220.7557.1242.3752.24-27.9457.967.31 Microsoft
MRVL 2.50-37.5259.9856.52-23.4765.5379.8984.41-57.3963.477.94 Marvel
COST 20.2518.560.2221.8310.6445.5232.5351.49-18.9748.7510.09 Costco
NXPI 66.3410.2716.3319.47-36.9975.3726.1344.66-29.1447.910.73 NXP Semiconductor
INTU 21.875.8120.0538.9025.8034.0545.8569.98-39.0561.423.48 Intuit
ROKU -40.83337.01147.96-31.27-82.16125.21-26.63 Roku
MPC 0.4017.39-0.2534.06-7.785.69-27.5060.3285.7830.1111.29 Marathon Petrolum
DE -0.60-11.0838.2554.22-2.9418.1957.0428.8926.36-5.50-10.63 Deere
QCOM 2.28-30.2534.581.63-7.3159.3975.5821.81-38.2834.425.07 Qualcomm
LIN 1.64-18.7617.3734.683.0138.6825.5833.08-4.4927.486.15 Linde PLC
FAST 2.21-11.8218.0319.14-1.5744.6535.9433.48-24.2040.648.80 Fastenal
TSCO 2.389.44-10.26-0.0113.2313.6152.0571.21-4.17-2.599.95 Tractor Supply
MU 60.97-59.5554.8087.59-22.8469.4939.7924.17-45.8771.67-5.43 Micron
GOOG 44.561.7135.58-1.0329.1031.0365.17-38.6758.830.90 Google C
META 42.7734.159.9353.38-25.7156.5733.0923.13-64.22194.1333.28 Meta (Facebook)
MS 24.84-16.6035.0226.32-22.3432.2136.8046.30-10.3813.50-7.56 Morgan Stanley
GOOGL -2.3646.601.8632.93-0.8028.1830.8565.30-39.0958.321.02 Google A
ACN 10.9919.3814.3032.87-6.0750.9325.6160.09-34.6633.253.80 Accenture PLC
ADBE 21.4129.229.5970.2229.1045.7851.6413.38-40.6577.28-9.17 Adobe
DHR 11.549.008.0219.9611.7949.5045.2048.49-19.020.507.10 Danaher Corp
LOW 40.5012.01-4.8132.821.2931.9035.9162.78-21.4913.861.82 Lowe's
CAT 3.66-22.5440.9973.26-17.2819.1926.0415.9318.1125.516.55 Caterpiller
GS 10.62-5.7034.307.60-33.1940.1316.8747.53-7.8915.40-0.32 Goldman Sachs
APH 21.69-1.9529.7731.70-6.7234.7721.7934.95-12.0231.315.53 Amphenol
PLD 20.033.2826.9125.54-6.0055.4214.4071.46-31.1721.330.04 Prologis
ADI 11.922.5234.3125.08-1.4440.9826.4020.85-4.9523.15-4.61 Analog Devices
ORCL 18.79-17.506.9024.84-2.9019.3623.9136.67-4.8030.843.24 Oracle
GE -6.6726.914.43-42.12-54.5050.07-2.879.71-10.9770.3416.45 General Electric
TMO 13.0613.70-0.1135.0018.2245.5143.6543.48-17.29-3.363.27 Thermo Fisher
TGT 22.98-1.502.67-6.294.1797.9339.7832.90-33.89-1.526.02 Target
BLK 15.42-2.3314.4437.62-21.1931.3346.4229.18-20.4717.38-1.69 Blackrock
MA 3.6613.746.8347.4525.3058.9820.081.16-2.6823.316.07 Mastercard
UNH 36.1218.2338.0639.5514.5719.6720.9344.796.860.68-1.03 United Health
HD 29.7728.243.4744.01-7.1730.2624.3858.73-22.0612.364.62 Home Depot
CON 1.77-28.139.5311.5915.706.44-35.9185.3770.391.68-4.95 ConocoPhillips
ISRG 37.723.2616.1172.6431.2323.4338.3931.76-26.1527.1411.94 Intuitive Surgery
AXP 3.63-24.068.2235.83-2.5732.28-1.4936.73-8.4728.3713.75 American Express
NOC 30.9730.2125.0433.64-18.6742.56-9.7629.0542.71-12.85-3.04 NorthropGrumman
ABBV 27.06-6.399.5558.53-0.960.6826.3531.2223.80-0.4514.41 AbbVie Inc
TXN 24.585.1336.1246.03-7.7439.1530.8417.39-9.856.21-3.77 Texas Instruments
V 18.5019.071.3647.0316.4943.2117.06-0.31-3.4026.215.88 Visa
AMZN -22.18117.7810.9555.9628.4323.0376.262.38-49.6280.889.96 Amazon
F 3.69-5.23-7.888.33-32.9129.41-3.87137.43-41.6015.563.20 Ford Motor
JPM 9.688.2033.4726.30-6.4046.18-6.2627.53-12.7929.876.28 JP Morgan Chase
LMT 33.2315.9618.2231.44-15.8952.15-6.323.1140.09-4.34-6.39 Lockheed Martin
UNP 44.10-32.5135.4731.735.3633.4717.3223.05-15.7921.130.62 Union Pacific
CRM 7.4732.19-12.6849.3333.9818.7436.8214.20-47.8398.468.84 Salesforce
IBM -12.20-11.1124.61-4.02-21.8623.58-1.2316.3710.3420.7913.18 IBM
XOM -5.98-12.5719.62-3.94-14.617.36-35.9456.9186.06-6.023.72 Exxon Mobile
UPS 8.35-10.8122.376.83-15.0923.9647.3129.70-16.06-5.83-4.43 United Parcel Servc
MCD -0.0529.756.0944.555.6013.9511.1427.370.4214.88-1.30 McDonalds
KR 64.1531.52-16.42-19.041.607.6011.9044.960.575.005.64 Kroger
WMT 11.58-26.3416.0245.82-3.5629.8623.121.90-0.4612.7911.55 Walmart
PM -2.0712.898.7620.09-32.5634.382.8720.6711.84-1.97-4.72 Philip Morris
NFLX -7.21134.388.2455.0639.4420.8967.1111.41-51.0565.1118.13 Netflix
PG 15.00-9.939.2412.533.1439.0913.9020.01-5.14-0.858.81 Procter & Gamble
TRV 19.288.8710.7913.11-9.4817.064.9613.9322.203.7015.54 Travelers
PEP 17.068.597.6817.64-4.8827.1411.4520.006.61-3.25-0.70 PepsiCo
BRK.B 26.64-12.0623.4321.623.0110.932.3728.953.3115.4614.16 BerkshireHathawy
HON 11.405.8014.7434.74-8.6136.5122.22-0.204.68-0.20-5.14 Honeywell
AMGN 41.773.89-7.4722.0814.9826.81-1.970.9120.1912.91-0.78 Amgen
CVX -6.82-15.9935.6010.03-9.5215.15-25.6445.2557.79-13.534.34 Chevron
MRK 17.00-3.8014.96-1.2139.3321.99-7.33-0.6848.420.9316.83 Merck & Co.
ABT 19.751.89-12.1651.3428.7021.8627.7130.19-20.662.116.47 Abbott Laboratory
SBUX 6.0747.98-6.105.3314.4338.8423.5911.06-13.48-1.04-2.06 Starbucks
NEE 27.530.6418.3434.0414.1342.1929.7523.01-8.63-25.11-6.80 NextEra Energy
NIKE 23.5431.21-17.6224.5119.8437.8740.6418.61-29.04-6.03-4.85 Nike
BAC 15.67-4.8132.8035.34-14.7045.62-11.9049.36-23.624.440.86 Bank of America
AMT 25.60-0.0911.2437.4813.0947.67-0.3632.63-25.574.94-12.73 American Tower
CL 8.28-1.550.5617.73-18.9118.5326.761.89-5.503.596.75 Colgate-Palmolive
WDC 33.73-43.9516.4919.99-51.0075.74-11.1517.73-51.6265.993.36 Western Digital
KO 5.164.88-0.2314.236.6020.272.0411.0310.40-4.463.00 Coca-Cola
CMCSA 12.93-1.0424.7617.37-12.6933.9218.52-2.08-28.4128.65-4.33 Comcast
JNJ 17.191.0515.2324.16-5.1015.9410.6211.365.86-8.611.47 Johnson & Johnson
CVS 36.102.97-17.55-5.59-6.8716.44-5.3753.97-7.53-12.67-2.51 CVS Health
RCL 76.1524.42-17.2548.03-15.8439.55-43.472.96-35.72161.97-11.08 Royal Caribbean
CSCO 27.310.5814.9330.4815.6113.87-3.7144.89-22.449.30-3.66 Cisco Systems
RTX 3.13-14.2316.8318.86-14.3143.41-26.7223.1519.78-14.338.13 Raytheon
KMB 16.6113.22-7.469.13-2.2524.341.139.38-1.77-7.01-1.94 Kimberly-Clark
INTC 43.29-2.428.3030.244.2730.22-14.556.16-45.8492.92-11.15 Intel
WFC 23.721.854.1712.88-21.3420.92-41.6460.97-11.6522.355.89 Wells Fargo
BMY 13.7919.06-13.397.53-12.5726.640.202.8918.86-25.52-1.66 BristolMyersSquibb
GM -11.651.376.9122.01-14.6913.9614.8140.80-42.327.858.60 General Motors
OXY -11.87-12.449.557.71-12.46-27.75-56.0167.71119.08-4.06-0.25 Occidental Petrol
CLX 15.4724.60-2.8926.665.492.2334.34-11.40-16.835.007.61 Clorox
MDT 27.898.54-5.2315.9115.0727.065.26-9.58-22.299.534.21 Medtronic
T 0.778.0429.18-3.97-21.4544.08-21.08-7.23-1.33-2.822.43 AT&T
VZ -0.453.5420.413.5110.7013.52-0.29-7.26-19.222.349.19 Verizon
BA -2.6314.0410.6993.0811.673.56-33.66-5.95-5.3836.84-21.98 Boeing
DIS 24.7913.020.604.713.5933.5125.27-14.51-43.914.2721.21 Walt Disney
PFE 5.097.224.3415.4624.27-6.941.1264.66-10.52-40.61-2.71 Pfizer
PYPL 9.0386.5214.2228.64116.51-19.48-62.23-13.77-4.53 PayPal
MMM 19.60-5.8321.4934.44-16.74-4.392.415.01-29.13-3.84-14.63 3M
WBA 34.9313.58-1.09-10.38-3.59-11.09-29.2235.53-24.70-24.97-13.60 Walgreens Boots
NCLH 31.8325.32-27.4225.21-20.3937.79-56.46-18.44-40.9863.73-19.26 Norwegian Cruise
FSPTX 10.657.4011.9449.86-8.7951.0763.7121.97-36.8759.836.45 Fidelity Select Tech
VITAX 18.055.0313.7537.072.5248.7145.9830.37-29.6752.683.91 V Info Tech Index
FDGRX 14.447.836.0136.76-4.5338.4267.5122.67-33.7847.237.21 Fidelity Growth
QQQ 19.189.457.1032.66-0.1238.9648.6227.42-32.5854.854.35 Invesco Nasdaq 100
FBGRX 14.606.281.5936.061.0733.4462.2322.71-38.4655.607.79 Fidelity Blue Chip
VMGAX 13.673.726.4229.49-2.8537.5441.0328.51-33.5551.586.45 V MegaCap Growth
FOCKX 16.6211.053.2338.75-3.1039.3846.8825.15-32.1242.926.36 Fidelity OTC K
SCHG 15.813.246.8228.04-1.3636.0139.1428.11-31.8050.076.44 Schwab Growth
TWCUX 9.916.164.3831.900.6634.6049.7823.21-32.4643.315.39 AmerCentury Ultra
VIGAX 13.633.306.1227.80-3.3437.2340.1927.26-33.1446.776.06 V Growth Index
TWCIX 10.527.695.4828.93-3.6336.3133.9725.18-28.9339.905.00 AmerCentury Select
VWUAX 13.208.61-0.5931.740.7533.5158.7412.45-39.5845.316.88 V US Growth
VFIAX 13.641.3611.9321.79-4.4331.4618.3728.66-18.1526.244.51 V S&P 500 Index
VTSAX 12.560.3912.6621.17-5.1730.8020.9925.71-19.5326.014.03 V TotalUS StockMkt
AGTHX 9.305.368.4626.14-2.8828.1237.8119.34-30.7237.205.89 American Growth
VIVAX 13.05-1.0316.7516.99-5.5525.672.1826.31-2.189.112.73 V Value Index
VGHAX 28.5712.71-8.9419.661.2122.9812.6714.36-1.015.483.73 V Health Care
VWENX 9.900.1411.0914.82-3.3522.6110.6819.12-14.2614.411.68 V Wellington 70/30
VBIAX 9.990.518.7713.89-2.8621.7916.4014.22-16.9017.581.77 V Balan Index 60/40
ABALX 8.851.728.6115.47-2.7019.2010.8615.76-12.1114.011.94 American Bal Fund
VWIAX 8.151.358.1610.26-2.4916.478.548.57-9.017.08-1.22 V Wellesley 40/60
VBTLX 5.890.402.603.56-0.038.717.72-1.67-13.165.70-1.79 V Total US BondMkt
Average Average %

Percent of tickers in each year that were Negative gain (loss)
20142015201620172018201920202021202220232024
Percent of 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 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.

To convert a Total Return % gain to be the x times final value accumulation, simply divide by 100 (move the decimal point 2 digits left) and then add 1. This 1 (is 100%) adds the initial value to the gain.
You can do this in your head.   Examples:
  100% gain is (1.00 + 1) = 2.00x times the initial value.
  200% gain is (2.00 + 1) = 3.00x times the initial value (2x gain + 1x initial)
  18915.2% gain is (189.152 + 1) = 190.152x times the initial value.
If you need more words, then see more words.

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).

Four 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 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 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 the Fixed Rate giving 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. We are not recovered yet, and 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 also have 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.

Other market pages and calculators here:

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

Withdrawing Stock Dividends is a Poor Investment Plan. Dividends are NOT new income, but UNLESS REINVESTED, are a withdrawal reducing your investment. But if reinvested, they become new free shares, adding to future earnings.

A few important market facts to know about Bonds

Our government's results (better some years than others)

Current U.S. CPI Inflation rate January +3.1% (down 0.3%)
The inflation rate is still increasing, about 3% higher, but rising a bit 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: $34.3 Trillion Highest debt ever, even more than in WWII.
Ratio of Debt to GDP (US debt now is 123% of GDP)

Copyright © 2021-2024 by Wayne Fulton - All rights are reserved.

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