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

This calculator compares the compounded Total Return growth of up to 15 year spans of performance of 70+ tickers of popular stocks and funds. Except for Roku and Shopify, the companies here are all in the S&P 500, and many are in the Dow. The emphasis is on growth stocks, but the list also includes various additional others representing diversified trends and notions. The collection of stocks here is 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). Total Return includes dividends, reinvested.

Most of the last 15 years have been good to very good market years for the S&P 500. 2008 was a really bad year (down 50%), but still for 2007-2021, the 15 years of S&P 500 Annualized Return (represented here by the VFIAX index fund) was 10.6% (annualized each year, Option 5), and 356% gain overall in that span.

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 drop reached -25% YTD in October 2022). Only one Record High so far this year, which was way back on the first trading day of the year. Market fear has moved most Growth stocks much further down in the list below, far negative for the year. Some Value stocks are higher in the list (mostly also negative, but maybe not as much). So there are dramatic top and bottom switches in this arbitrary list of stocks, a very different picture than seen in past better years. Even the largest strongest best performing top stocks, Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta (Facebook), and the S&P 500 are seriously negative year-to-date. Comparing the one year 2022 with a span of the other years is a sight to see (clicking the two Span buttons shows that). The market will recover of course, it always has recovered, but this time may take awhile longer. But most years are pretty good.

The Russian invasion of Ukraine is of course a big worry, but here at home, the painful inflation and the open border and the crime increase are worries in current predicament. Our government's massive spending of Trillions is a large inflation factor. And also their self-inflicted policies limiting our own U.S. oil and gas production has also had strong effect increasing inflation. The U.S. oil production had become self-sufficient before, but now all the current political limits means we must import oil again. Oil affects the price of everything (transportation, plastics, etc), and the doubled oil price has increased U.S. inflation from 1.4% in 2020 to 7.7% currently in Oct 2022. 2022 is by far the worst inflation in 41 years.

Comparison of Total Returns of a few stocks and funds

Add years 2007-2016 (the table below will be about twice wider)
Compounded Total Return of the bold year Span through year
Span is the one year Total Return
 
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 with brighter colors beyond ±20% or ±40%
 3. Was removed. It only marked the stocks with the one highest and lowest year gain values in the year span. A better wider view is Option 2 with (for example) +110% and -30% 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. Also show Annualized Total Return of the Span (in separate list below)
Show each stock's gain summary of ALL years (from 2007).
Initial Investment in each fund is $ (initial dollar value does not affect percentages)

Ticker200720082009201020112012201320142015201620172018201920202021YTDNov 30 2022Span %
OXY -15.9327.48-11.87-12.449.557.71-12.46-27.75-56.0167.71 141.05 OccidentalPetroleum
XOM 24.34-13.14-12.6010.1418.714.6819.77-5.98-12.5719.62-3.94-14.617.36-35.9456.91 87.76 Exxon Mobile
MPC 92.85 48.05 0.40 17.39 -0.25 34.06 -7.78 5.69 -27.50 60.32 94.25 Marathon Petroleum
CVX 30.56-18.318.1022.9520.28 4.9319.11-6.82-15.9935.6010.03-9.5215.15-25.6445.25 61.05 Chevron
NVDA 37.88-76.28131.47-17.56-10.00-11.0033.2027.2866.36225.3281.82-30.6976.73122.20125.41 -42.41 Nvidia
TSLA 7.2518.59344.1447.857.91-10.9745.706.8925.70743.4449.76 -44.73 Tesla
GOOG 44.561.7135.58-1.0329.1031.0365.17 -29.88 Google C
GOOGL 48.88-55.51101.52-4.208.749.5258.43-5.3946.601.8632.93-0.8028.1830.8565.30 -30.28 Google A
AMD -63.14-71.20348.15-15.50-33.99-55.5661.25-31.017.49295.12-9.3579.57148.4399.9856.91 -46.05 AMD
MSFT 20.83-44.3960.50-6.53-4.52 6.0943.6927.2422.2214.6540.2220.7557.1242.3752.24 -23.38 Microsoft
CRM 71.99-48.94130.4678.93-23.14 65.6831.337.4732.19-12.6849.3333.9818.7436.8214.20 -36.94 SalesForce
SHOP 66.16135.6037.08187.17184.7121.68 -70.32 Shopify
KO 30.44-24.1130.2419.039.44 6.5317.055.164.88-0.2314.236.6020.272.0411.03 10.40 Coca-Cola
LOW -26.75-3.3310.599.173.3942.3241.4140.5012.01-4.8132.821.2931.9035.9162.78 -16.34 Lowe's
HD -31.14-11.5030.4224.9723.4049.8835.6529.7728.243.4744.01-7.1730.2624.3858.73 -20.10 Home Depot
AAPL 133.48-56.91146.9053.0725.5632.717.6440.03-2.8012.1548.24-5.1288.0981.8534.48 -16.12 Apple
AMZN 134.77-44.65162.3233.81-3.8344.9358.96-22.18117.7810.9555.9628.4323.0376.262.38 -42.09 Amazon
ORCL 31.74-21.4839.3928.61-17.4632.2415.5518.79-17.506.9024.84-2.9019.3623.9136.67 -3.33Oracle
CSCO 0.95-39.7946.87-15.50-9.6311.4516.7527.310.5814.9330.4815.6113.87-3.7144.89 -19.16 Cisco
TXN 15.65-52.7471.8427.09-8.898.5945.6124.585.1336.1246.03-7.7439.1530.8417.39 -1.76 Texas Instrument
LMT 15.99-18.58-7.58-3.8420.69 19.2166.2633.2315.9618.2231.44-15.8952.15-6.323.11 39.72 Lockheed Martin
BRK.B 29.19-32.142.2421.90-4.7617.5632.1726.64-12.0623.4321.623.0110.932.3728.95 6.56Berkshire 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 -30.67 Ford Motor
GM -45.0142.2341.76-11.651.376.9122.01-14.6913.9614.8140.80 -30.67 General Motors
PLD 1.64-57.9615.4420.36-6.3131.554.3320.033.2826.9125.54-6.0055.4214.4071.46 -28.63 Prologis
INTU 3.61-24.7429.1760.437.0114.5929.5021.875.8120.0538.9025.8034.0545.8569.98 -36.19 Intuit
MU -48.65-63.59293.18-22.74-21.570.79243.0660.97-59.5554.8087.59-22.8469.4939.7924.17 -37.76Micron
BAC -18.86-63.147.49-11.17-58.13109.5334.4515.67-4.8132.8035.34-14.7045.62-11.9049.36 -13.49 Bank of America
GS -10.79-60.41102.540.54-45.6043.0240.5710.62-5.7034.307.60-33.1940.1316.8747.53 3.29 Goldman Sachs
AXP -13.39-63.72126.077.8311.6223.5159.343.63-24.068.2235.83-2.5732.28-1.4936.73 -2.46 American Express
JPM -6.90-25.1334.362.30-19.9735.7036.109.688.2033.4726.30-6.4046.18-6.2627.53 -10.21 JP Morgan Chase
MS -20.17-68.7587.93-7.40-43.9327.6965.0624.84-16.6035.0226.32-22.3432.2136.8046.30 -2.18 Morgan Stanley
KR 17.030.13-20.9610.8610.249.4854.2964.1531.52-16.42-19.041.607.6011.9044.96 10.76 Kroger
UNH 8.38-54.2614.7519.8942.198.6040.7736.1218.2338.0639.5514.5719.6720.9344.79 10.03 United Health
ADBE 3.92-50.1872.76-16.31-8.1533.2958.9121.4129.229.5970.2229.1045.7851.6413.38 -39.17 Adobe
ISRG 236.81-60.68138.94-15.0579.645.91-21.6837.723.2616.1172.6431.2323.4338.3931.76 -24.75 Intuitive Surgery
COST 33.21-23.9814.3423.6716.7328.1721.7720.2518.560.2221.8310.6445.5232.5351.49 -4.40 Costco
INTC 34.23-43.4743.906.2719.33-11.3830.2443.29-2.428.3030.244.2730.22-14.556.16 -38.78 Intel
QCOM 5.40-7.6431.199.0112.2614.8522.132.28-30.3734.581.63-7.3159.3975.5821.81 -29.23 Qualcomm
MCD 36.388.554.0126.9333.66-9.2213.54-0.0529.756.0944.555.6013.9511.1427.37 3.87 McDonalds
JNJ 3.61-7.7711.28-0.589.8910.5534.3517.191.0515.2324.16-5.1015.9410.6211.36 6.65 Johnson & Johnson
PG 16.63-13.771.209.367.045.0823.4015.00-9.939.2412.533.1439.0913.9020.01 -6.61 Procter & Gamble
WMT 4.9120.00-2.583.2313.8716.8318.0911.58-26.3416.0245.82-3.5629.8623.121.90 6.50 Walmart
MA 119.40-33.3979.73-12.2266.7232.0670.493.6613.746.8347.4525.3058.9820.081.16 -0.27 Mastercard A
V 67.86-18.9945.4350.2747.8218.5019.071.3647.0316.4943.2117.06-0.31 0.86 Visa
T 20.58-28.014.8211.639.0117.299.640.778.0429.18-3.97-21.4544.08-21.08-7.23 2.21 AT&T
VZ 22.56-17.734.2823.2418.2312.8718.36-0.453.5420.413.5110.7013.52-0.29-7.26 -20.03 Verizon
BA -0.11-50.0331.7223.5915.205.1483.69-2.6314.0410.6993.0811.673.56-33.66-5.95 -11.15 Boeing
MMM 10.72-29.8048.527.07-2.8416.4953.7919.60-5.8321.4934.44-16.74-4.392.415.01 -25.73 3M
NIKE 31.53-19.3532.0831.2214.338.6454.0923.5431.21-17.6224.5119.8437.8740.6418.61 -33.64 Nike
DIS-4.80-28.6343.7217.581.6834.7755.1724.7913.020.604.713.5933.5125.27-14.51 -36.81 Walt Disney
VFIAX 5.47-36.9726.6215.052.0815.9632.3313.641.3611.9321.79-4.4331.4618.3728.66 -13.14V S&P 500 Index
VGHAX 4.50-18.3921.036.2111.5115.1743.2728.5712.71-8.9419.661.2122.9812.6714.36 0.89V Health Care
TWCIX 21.67-39.6734.7914.581.4214.7430.2110.527.695.4828.93-3.6336.3133.9725.18 -22.29 AmerCentury Select
TWCUX 21.83-41.7435.3616.561.1914.1836.919.916.164.3831.900.6634.6049.7823.21 -25.53AmerCentury Ultra
VWENX 8.48-22.2322.3411.043.9512.6719.769.900.1411.0914.82-3.3522.6110.6819.12 -11.73 V Wellington 70/30
VWUAX -18.89-37.6935.1411.74-0.5318.5435.7113.208.61-0.5931.740.7533.5158.7412.45 -34.28 V US Growth
VIGAX 12.70-38.2236.4217.121.8717.0132.4013.633.306.1227.80-3.3437.2340.1927.26 -26.96 V Growth Index
VWIAX 5.76-9.7916.1410.719.7410.109.278.151.358.1610.26-2.4916.478.548.57 -7.52 V Wellesley 40/60
VIMAX 6.17-41.7840.4825.59-1.9715.9935.1513.76-1.3411.2219.25 -9.2331.0318.2424.51 -14.10 V Mid Cap Index
VSMAX 1.24-36.0036.3327.89-2.6918.2437.817.50-3.6418.3016.24-9.3127.3719.1117.73 -12.41 V Small Cap Index
VIVAX -0.16-35.9719.5814.281.0015.0032.8513.05-1.0316.7516.99-5.5525.672.1826.31 1.24 V Value Index
FDGRX 19.89-40.9041.1520.550.6718.5237.6114.447.836.0136.76-4.5338.4267.5122.67 -27.39 Fidelity Growth
VBIAX -6.02-22.0419.8213.294.2911.4918.109.990.518.7713.89-2.8621.7916.4014.22 -13.57 V Bal Index 60/40
VBTLX 7.025.156.046.547.694.15-2.155.890.402.603.56-0.038.717.72-1.67 -12.64 V Total Bond Mkt
VTSAX 5.57-36.9928.8317.261.0816.3833.5212.560.3912.6621.17-5.1730.8020.9925.71 -14.51 V Total US Stk Mkt
DODIX 4.68-0.2916.057.174.767.940.645.48-0.595.614.36-0.319.739.45-0.91 -10.56Dodge&Cox Income
QQQ 19.02-41.7354.7019.913.3818.1236.6319.189.457.1032.66-0.1238.9648.6227.42 -25.90 NASDAQ 100 ETF
TGT -11.57-29.9942.4326.29-12.98 18.109.6022.98-1.502.67-6.294.1797.9339.7832.90 -26.10 Target
NFLX 2.9412.2884.31218.93-60.5633.63297.64-7.21134.388.2455.0639.4420.8967.1111.41 -49.28 Netflix
META 105.3042.7734.159.9353.38-25.7156.5733.0823.13 -64.89 Meta (Facebook)
PYPL 9.0386.5214.2228.64116.51-19.48 -58.42 PayPal
ROKU -40.83337.01147.96-31.27 -73.98 Roku
Average  Average


Other market pages/calculators here:

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

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

Stock Dividends are valuable, but withdrawing them is NOT income

Our governments management (better some years than others)

Current U.S. CPI Inflation rate  Oct 7.7% (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: $31.3 Trillion (graphs) Highest debt ever, more
even than in WW II as ratio of Debt to GDP (debt now is 125% of GDP)

Current bond fund performance examples:

LinkName of
Vanguard fund
Current
SEC Yield
12/01
1 year
Return
11/30
Bond
Duration
8/31
VMFXXFederal Money Market 3.69%1.21%No loss
VFSUXShort Term Bond 5.06% -5.81%2.7 years
VSCSXShort-Term Corporate Bond Index 5.23% -5.68%2.7 years
VFIDXIntermediate Term Bonds 5.29% -12.95%6.3 years
VBLAXLong Term Bond Index 4.86% -27.03%14.4 years

Investing in bonds is very different than stocks. Resale value of existing bonds drop with increasing interest rates, which can be as volatile as stocks (However, if held until maturity, they do still redeem at face value.) Due to the high current inflation, the U.S. Federal Reserve is increasing interest rates now, and will continue to do so, so resale value of existing bonds are dropping. There is more to it, see description at Things you need to know about investing in bonds. Bonds can be volatile.

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

Previous Main