Copyright © 2021-2022 by Wayne Fulton - All rights are reserved.
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.
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)
| Ticker | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | YTD | 7/1/2022 | Span |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 45.96 | Exxon Mobile | |
| CVX | 30.56 | -18.31 | 8.10 | 22.95 | 20.28 | 4.93 | 19.11 | -6.82 | -15.99 | 35.60 | 10.03 | -9.52 | 15.15 | -25.64 | 45.25 | 27.27 | Chevron | |
| 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 | -50.59 | Nvidia | |
| TSLA | 7.25 | 18.59 | 344.14 | 47.85 | 7.91 | -10.97 | 45.70 | 6.89 | 25.70 | 743.44 | 49.76 | -35.48 | Tesla | |||||
| GOOG | 44.56 | 1.71 | 35.58 | -1.03 | 29.10 | 31.03 | 65.17 | -24.61 | 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 | -24.93 | 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 | -48.80 | 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 | -22.45 | Microsoft | |
| CRM | 71.99 | -48.94 | 130.46 | 78.93 | -23.14 | 65.68 | 31.33 | 7.47 | 32.19 | -12.68 | 49.33 | 33.98 | 18.74 | 36.82 | 14.20 | -33.81 | SalesForce | |
| SHOP | 66.16 | 135.60 | 37.08 | 187.17 | 184.71 | 21.68 | -77.20 | Shopify | ||||||||||
| 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 | -30.76 | Lowe's | |
| 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 | -31.84 | 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 | -31.58 | Blackrock | |
| 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 | -21.51 | 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 | -34.28 | 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 | -18.00 | 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 | -31.59 | 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 | -19.97 | Texas Instruments | |
| LMT | 15.99 | -18.58 | -7.58 | -3.84 | 20.69 | 19.21 | 66.26 | 33.23 | 15.96 | 18.22 | 31.44 | -15.89 | 52.15 | -6.32 | 3.11 | 23.55 | Lockheed Martin | |
| 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 | -7.19 | 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 | -44.54 | 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 | -45.10 | 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 | -27.77 | 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 | -39.42 | 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 | -42.30 | 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 | -28.12 | Bank of America | |
| GS | -10.79 | -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 | -20.73 | 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 | -13.28 | 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 | -26.71 | JP Morgan Chase | |
| 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 | 7.29 | Kroger | |
| MS | -20.17 | -68.75 | 87.93 | -7.40 | -43.93 | 27.69 | 65.06 | 24.84 | -16.60 | 35.02 | 26.32 | -22.34 | 32.21 | 36.80 | 46.30 | -20.39 | Morgan Stanley | |
| 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 | 3.66 | 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 | -35.02 | 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 | -42.64 | 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 | -14.14 | Costco | |
| 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 | -28.02 | Intel | |
| QCOM | 5.40 | -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 | -31.67 | 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 | -4.61 | McDonalds | |
| 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 | 6.22 | 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 | -9.59 | Procter & Gamble | |
| 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 | -14.47 | 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 | -11.16 | 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 | -7.74 | 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 | 8.20 | 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 | 1.85 | 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 | -37.93 | Walt Disney | |
| 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 | -19.13 | V S&P 500 Index | |
| 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 | -7.48 | 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 | -32.85 | 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 | -26.00 | AmerCenturySelect | |
| 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 | -30.34 | AmerCentury Ultra | |
| VWUAX | -18.89 | -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 | -37.34 | 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 | -29.66 | V Growth Index | |
| VBIAX | -6.02 | -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 | -16.29 | V Bal Index 60/40 | |
| 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 | -15.37 | V Wellington 70/30 | |
| 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 | -9.31 | V Wellesley 40/60 | |
| VIMAX | 6.17 | -41.78 | 40.48 | 25.59 | -1.97 | 15.99 | 35.15 | 13.76 | -1.34 | 11.22 | 19.25 | -12.57 | 31.03 | 18.24 | 24.51 | -21.15 | 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 | -20.60 | V Small Cap Index | |
| VIVAX | -0.16 | -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 | -8.40 | V Value 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 | -20.50 | V Total US 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 | -9.88 | V Total Bond Mkt | |||||
| 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 | -28.87 | NASDAQ 100 ETF | |
| TGT | -11.57 | -29.99 | 42.43 | 26.29 | -12.98 | 18.10 | 9.60 | 22.98 | -1.50 | 2.67 | -6.29 | 4.17 | 97.93 | 39.78 | 32.90 | -37.70 | Target | |
| 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 | -70.13 | Netflix | |
| META | 105.30 | 42.77 | 34.15 | 9.93 | 53.38 | -25.71 | 56.57 | 33.08 | 23.13 | -52.42 | Meta (Facebook) | |||||||
| PYPL | 9.03 | 86.52 | 14.22 | 28.64 | 116.51 | -19.48 | -62.14 | PayPal | ||||||||||
| ROKU | -40.83 | 337.01 | 147.96 | -31.27 | -63.23 | Roku | ||||||||||||
| Average | Average |
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:
| Link | Name of Vanguard fund | Current SEC Yield 7/1/22 | 1 year Return 6/30/ | Bond Duration 5/31/ |
|---|---|---|---|---|
| VMFXX | Federal Money Market | 1.39% | 0.17% | No loss |
| VFSUX | Short Term Bond | 3.77% | -6.10% | 2.8 years |
| VSCSX | Short-Term Corporate Bond Index | 3.95% | -6.19% | 2.8 years |
| VFIDX | Intermediate Term Bonds | 4.50% | -12.95% | 6.4 years |
| VBLAX | Long 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.