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.

Current bond fund performance examples:

Link	Name of Vanguard fund	Current SEC Yield 12/01	1 year Return 11/30	Bond Duration 8/31
VMFXX	Federal Money Market	3.69%	1.21%	No loss
VFSUX	Short Term Bond	5.06%	-5.81%	2.7 years
VSCSX	Short-Term Corporate Bond Index	5.23%	-5.68%	2.7 years
VFIDX	Intermediate Term Bonds	5.29%	-12.95%	6.3 years
VBLAX	Long 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.