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

My stock choices may not be of interest to all, but this calculator compares performance of a few stocks popular in the financial news during various year spans. There is emphasis on growth stocks, and a few additional diversified others just to see other notions (my curiosities). For any stocks Not included here, Morningstar.com shows these Total Return numbers, which for stocks are at the Price vs Fair Value tab, and for funds are at the Performance tab. Option 6 shows the compounded details of all the stocks. The fund table is excessively wide for a cell phone, but is suitable for a larger screen (1300 pixels).

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.

Comparison of Total Returns of a few stocks

Sort Final cumulative Total Return gains of the selected bold year Span through year
Sort Only A single year span sorts the one year column stock values
      2022 is a partial year, so YTD does NOT yet represent the whole future year

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)


Ticker200720082009201020112012201320142015201620172018201920202021YTD1/18/2022Final
NVDA 37.88-76.28131.47-17.56-10.00-11.0033.2027.2866.36225.3281.82-30.6976.73122.20125.41 -11.93Nvidia
TSLA 7.2518.59344.1447.857.91-10.9745.70-6.8925.70743.4449.76 -2.49Tesla
GOOG 44.561.7135.58-1.0329.1031.0365.17 -5.80Google C
GOOGL 48.88-55.51101.52-4.208.749.5258.43-5.3946.601.8632.93-0.8028.1830.8565.30 -6.11Google A
AMD -63.14-71.20348.15-15.50-33.99-55.5661.25-31.017.49295.12-9.3579.57148.4399.9856.91 -8.32AMD
MSFT 20.83-44.3960.50-6.53-4.52 6.0943.6927.2422.2214.6540.2220.7557.1242.3752.24 -10.01Microsoft
LOW -26.75-3.3310.599.173.3942.9041.7941.1912.14-3.4733.251.2232.2436.4162.78 -7.46Lowes
HD -31.14-11.5030.4224.9723.4049.8835.6529.7728.243.4744.01-7.1730.2624.3858.73 -11.64Home Depot
BLK 45.08-36.9876.68-15.96-3.6119.3456.3515.42-2.3314.4437.62-21.1931.3346.4229.18 -9.13Blackrock
NFLX 2.9412.2884.31218.93-60.5633.63297.64-7.21134.388.2455.0639.4420.8967.1111.41 -15.21Netflix
FB 105.3042.7734.159.9353.38-25.7156.5733.0823.13 -5.41Meta (Facebook)
AAPL 133.48-56.91146.9053.0725.5632.717.6440.03-2.8012.1548.24-5.1288.0981.8534.48 -4.38Apple
AMZN 134.77-44.65162.3233.81-3.8344.9358.96-22.18117.7810.9555.9628.4323.0376.262.38 -4.68Amazon
ORCL 31.74-21.4839.3928.61-17.4632.2415.5518.79-17.506.9024.84-2.9019.3623.9136.67 1.54Oracle
CSCO 0.95-39.7946.87-15.50-9.6311.4516.7527.310.5814.9330.4815.6113.87-3.7144.89 -5.16Cisco
TXN 15.65-52.7471.8427.09-8.898.5945.6124.585.1336.1246.03-7.7439.1530.8417.39 -3.28Texas Instruments
BRK.B 29.19-32.142.2421.90-4.7617.5632.1726.64-12.0623.4321.623.0110.932.3728.95 7.12Berkshire 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 17.38Ford Motor
GM -45.0142.2341.76-11.651.376.9122.01-14.6913.9614.8140.80 0.27General Motors
PLD 1.64-57.9615.4420.36-6.3131.554.3320.033.2826.9125.54-6.0055.4214.4071.46 -8.87Prologis
INTU 3.61-24.7429.1760.437.0114.5929.5021.875.8120.0538.9025.8034.0545.8569.98 -16.28Intuit
MU -48.65-63.59293.18-22.74-21.570.79243.0660.97-59.5554.8087.59-22.8469.4939.7924.17 -0.30Micron
BAC -18.86-63.147.49-11.17-58.13109.5334.4515.67-4.8132.8035.34-14.7045.62-11.9049.36 3.98Bank of America
GS 8.59-60.41102.540.54-45.6043.0240.5710.62-5.7034.307.60-33.1940.1316.8747.53 -7.36Goldman Sachs
AXP -13.39-63.72126.077.8311.6223.5159.343.63-24.068.2235.83-2.5732.28-1.4936.73 1.83American Express
JPM -6.90-25.1334.362.30-19.9735.7036.109.688.2033.4726.30-6.4046.18-6.2627.53 -3.84JP Morgan Chase
UNH 8.38-54.2614.7519.8942.198.6040.7736.1218.2338.0639.5514.5719.6720.9344.79 -8.19United Health
ADBE 3.92-50.1872.76-16.31-8.1533.2958.9121.4129.229.5970.2229.1045.7851.6413.38 -9.47Adobe
ISRG 236.81-60.68138.94-15.0579.645.91-21.6837.723.2616.1172.6431.2323.4338.3931.76 -17.76Intuitive Surgery
COST 33.21-23.9814.3423.6716.7328.1721.7720.2518.560.2221.8310.6445.5232.5351.49 -14.03Costco
PYPL 9.0386.5214.2228.64116.51-19.48 -7.49PayPal
ROKU -40.83337.01147.96-31.27 -26.89Roku
INTC 34.23-43.4743.906.2719.33-11.3830.2443.29-2.428.3030.244.2730.22-14.556.16 6.33Intel
KR 17.030.13-20.9610.8610.249.4854.2964.1531.52-16.42-19.041.607.6011.9044.96 7.46Kroger
VFIAX 5.47-36.9726.6215.052.0815.9632.3313.641.3611.9321.79-4.4331.4618.3728.66 -3.92V S&P 500 Index
RSP 0.90-40.0744.6421.37-0.6717.1635.5314.06-2.6614.5018.51-7.8228.9112.7129.41 -2.30S&P 500 Eq Wt ETF
VGHAX 4.50-18.3921.036.2111.5115.1743.2728.5712.71-8.9419.661.2122.9812.6714.36 -6.21V Health Care
FDGRX 19.89-40.9041.1520.550.6718.5237.6114.447.836.0136.76-4.5338.4267.5122.67 -9.54Fidelity Growth
TWCIX 21.67-39.6734.7914.581.4214.7430.2110.527.695.4828.93-3.6336.3133.9725.18 -6.58AmerCent Select
TWCUX 21.83-41.7435.3616.561.1914.1836.919.916.164.3831.900.6634.6049.7823.21 -8.04AmerCentury Ultra
VWUAX 10.39-37.6935.1411.74-0.5318.5435.7113.208.61-0.5931.740.7533.5158.7412.45 -11.31V US Growth
VIGAX 12.70-38.2236.4217.121.8717.0132.4013.633.306.1227.80-3.3437.2340.1927.26 -8.35V Growth Index
VBIAX 6.29-22.0419.8213.294.2911.4918.109.990.518.7713.89-2.8621.7916.4014.22 -3.73V Balnc Index 40%
VWENX 8.48-22.2322.3411.043.9512.6719.769.900.1411.0914.82-3.3522.6110.6819.12 -3.50V Wellington 30%
VWIAX 5.76-9.7916.1410.719.7410.109.278.151.358.1610.26-2.4916.478.548.57 -1.40V Wellesley 60%
VIMAX 6.17-41.7840.2825.59-1.9715.9935.1513.76-1.3411.2219.25 -3.4431.0318.2424.51 -6.20V Mid Cap Index
VSMAX 1.24-36.0036.3327.89-2.6918.2437.817.50-3.6418.3016.24-9.3127.3719.1117.73 -5.28V Small Cap Index
VTSAX 5.57-36.9928.8317.261.0816.3833.5212.560.3912.6621.17-5.1730.8020.9925.71 -4.63V Total US Stk Mkt
VIVAX 0.09-35.9719.5814.281.0015.0032.8513.05-1.0316.7516.99-5.5525.672.1826.31 0.44V Value Index
QQQ 19.02-41.7354.7019.913.3818.1236.6319.189.457.1032.66-0.1238.9648.6227.42 -6.86NASDAQ 100 ETF
QCOM 5.52-7.6431.199.0112.2614.8522.132.28-30.2534.581.63-7.3159.3975.5821.81 -2.19Qualcomm
MCD 36.388.554.0126.9333.66-9.2213.54-0.0529.756.0944.555.6013.9511.1427.37 -4.32McDonalds
NIKE 31.53-19.3532.0831.2214.338.6454.0923.5431.21-17.6224.5119.8437.8740.6418.61 -11.83Nike
JNJ 3.61-7.7711.28-0.589.8910.5534.3517.191.0515.2324.16-5.1015.9410.6211.36 -2.32Johnson & Johnson
PG 16.63-13.771.209.367.045.0823.4015.00-9.939.2412.533.1439.0913.9020.01 -4.19Procter&Gamble
VTIAX -14.5218.2115.14-4.17-4.264.6727.55-14.4321.5111.288.62 0.73V Total Intl Stk Mkt
VBTLX 7.694.15-2.155.890.402.603.56-0.038.717.72-1.67 -2.33V Total Bond Mkt
VWILX 16.25-44.8341.8815.81-13.5820.1823.12-5.51-0.541.8443.16-12.5831.4859.74-0.74 -6.89V Intl Growth
CHTR 9.6946.2233.9079.3821.839.8942.1816.69-15.1870.2236.38-1.45 -10.62Charter
WMT 4.9120.00-2.583.2313.8716.8318.0911.58-26.3416.0245.82-3.5629.8623.121.90 -1.50Walmart
MA 119.40-33.3979.73-12.2266.7232.0670.493.6613.746.8347.4525.3058.9820.081.16 2.08Mastercard A
V 67.86-18.9945.4350.2747.8218.5019.071.3647.0316.4943.2117.06-0.31 -0.46Visa
T 20.58-28.014.8211.639.0117.299.640.778.0429.18-3.97-21.4544.08-21.08-7.23 13.13AT&T
VZ 22.56-17.734.2823.2418.2312.8718.36-0.453.5420.413.5110.7013.52-0.29-7.26 4.06Verizon
DIS -4.80-28.6343.7217.581.6834.7755.1724.7913.020.604.713.5933.5125.27-14.51 -1.69Walt Disney
XOM 24.34-13.14-12.6010.1418.714.6819.77-5.98-12.5719.62-3.94-14.617.36-35.9456.91 19.43Exxon 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:

LinkDescription     1/13/2022Current
SEC Yield
1 year
Return
Bond
Duration
VFSUXShort Term Bonds1.44%-0.33%2.8 years
VSCSXShort-Term Corporate Bond Index1.38%-0.43%2.7 years
VFIDXIntermediate Term Bonds2.25%-1.14%6.6 years
VBLAXLong Term Bond Index2.66%-3.15%16.3 years
VBTLXTotal Bond Market Index1.67%-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.

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