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

This calculator compares the compounded Total Return growth of up to 11 year spans of performance of 90+ tickers of popular stocks and a few funds. Except for Roku and Shopify, the companies here are all in the S&P 500 (of which the top 50 and a few more are included). The calculator provides a few different ways of looking at things. The collection of stocks here has no significance as a group. For any stocks Not included here, Morningstar.com shows the past 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, less fund fees. There is a calculator 4 that will easily provide the same numbers from the Morningstar Total Return % numbers.

Most of the last 10 years have been good to very good market years for the S&P 500. However 2022 was very seriously negative, pretty much an extreme top to bottom reversal for the growth companies on my chart.

But 2023 is suddenly starting to reverse it back, and shows very obvious hints about recovery starting (hopefully). In fact, about 20 companies shown here have positive gains of 20% to 60% in 2023 so far (which were negative -20% to -60% in 2022) which would be great for an entire year, and astounding for only the one month of January. Of course, they had been down even more, so still a lot more recovery to go, but the difference is thrilling so far.

In this calculator,

• You can sort annual performance of all tickers in any one year (2013-2023).
• You can sort compounded performance of all tickers in a selected span of years.
• Option 4 can compare all years of all tickers to any other one ticker.
• Option 5 will show Annualized Total Return of the span for all the tickers.

The Annualized Gain column is a meaningful way to compare stock performance, for the year span you select. Stock years have very varied performance, some years are up big, some years less, or even a few years may be negative, so the actual gain performance over a few years is far from obvious. We can see the overall gain rate that was achieved, which depends on the number of years, but to know a comparable rate of gain, Annualized Return computes a rate from Exactly the SAME compounded gain, but AS IF it were a fixed rate, same rate every year, which is the more logical way to compare actual long term performance. It hides any volatility during the years, computing the fixed rate that would give the same gain result in the same time. (See a detailed description of Annualized Return). But the Annualized meaning is multiple years annualized, and is not for spans of one year or less, so it will be shown blank then.

Current bond fund performance examples:

Link	Name of Vanguard fund	Current SEC Yield 2/6	1 year Return 1/31	Bond Duration 12/31
VMFXX	Federal Money Market	4.46%	1.92%	No loss
VFSUX	Short Term Bond	4.64%	-3.09%	2.6 years
VSCSX	Short-Term Corporate Bond Index	4.77%	-3.02%	2.7 years
VFIDX	Intermediate Term Bonds	4.77%	-8.00%	6.2 years
VBLAX	Long Term Bond Index	4.46%	-18.70%	14.3 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 possible to hold 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 plan to 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 too.