47/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 1 wins, 11 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q20/3 |
LoseAPAM / S&P -3.11% / 15.20% |
LoseAPAM / S&P 9.78% / 15.00% |
LoseAPAM / S&P 9.28% / 50.40% |
Non-scoringAPAM / S&P 24.08% / 15.70% | Non-scoringAPAM / S&P 9.32 / 28.47 | Non-scoringAPAM / S&P 6.66 / S&P unavailable | Non-scoringAPAM / S&P APAM unavailable / S&P unavailable | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.36b |
| 2026-Q10/3 |
LoseAPAM / S&P -7.34% / -4.33% |
LoseAPAM / S&P 8.71% / 11.30% |
LoseAPAM / S&P 8.82% / 27.70% |
Non-scoringAPAM / S&P 23.49% / 14.80% | Non-scoringAPAM / S&P 10.27 / 25.43 | Non-scoringAPAM / S&P 7.58 / S&P unavailable | Non-scoringAPAM / S&P APAM unavailable / S&P unavailable | Non-scoringAPAM / S&P APAM unavailable / $0.27b | Non-scoringAPAM / S&P APAM unavailable / $0.00b |
| 2025-Q40/3 |
LoseAPAM / S&P -4.19% / 2.65% |
LoseAPAM / S&P 7.63% / 9.00% |
LoseAPAM / S&P 9.86% / 13.40% |
Non-scoringAPAM / S&P 24.26% / 13.20% | Non-scoringAPAM / S&P 11.32 / 28.48 | Non-scoringAPAM / S&P 7.49 / 5.39 | Non-scoringAPAM / S&P APAM unavailable / $4.42m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.20b |
| 2025-Q31/3 |
LoseAPAM / S&P -0.58% / 8.12% |
WinAPAM / S&P 8.88% / 4.61% |
LoseAPAM / S&P 2.23% / 13.45% |
Non-scoringAPAM / S&P 22.90% / 11.78% | Non-scoringAPAM / S&P 13.20 / 28.13 | Non-scoringAPAM / S&P 8.71 / 5.27 | Non-scoringAPAM / S&P APAM unavailable / $4.42m | Non-scoringAPAM / S&P APAM unavailable / $0.11b | Non-scoringAPAM / S&P APAM unavailable / $0.00b |
| 2025-Q23/3 |
WinAPAM / S&P 15.14% / 10.94% |
WinAPAM / S&P 10.03% / 4.83% |
WinAPAM / S&P 13.55% / 10.63% |
Non-scoringAPAM / S&P 23.88% / 11.45% | Non-scoringAPAM / S&P 13.18 / 27.10 | Non-scoringAPAM / S&P 9.37 / 5.01 | Non-scoringAPAM / S&P APAM unavailable / $4.42m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.23b |
| 2025-Q12/3 |
LoseAPAM / S&P -6.34% / -4.27% |
WinAPAM / S&P 11.90% / 4.98% |
WinAPAM / S&P 10.67% / 10.57% |
Non-scoringAPAM / S&P 23.24% / 11.39% | Non-scoringAPAM / S&P 12.07 / 26.23 | Non-scoringAPAM / S&P 8.85 / 4.69 | Non-scoringAPAM / S&P APAM unavailable / $4.42m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.10b |
| 2024-Q42/3 |
LoseAPAM / S&P 1.11% / 2.41% |
WinAPAM / S&P 14.02% / 5.25% |
WinAPAM / S&P 15.51% / 6.15% |
Non-scoringAPAM / S&P 23.36% / 11.29% | Non-scoringAPAM / S&P 13.32 / 28.60 | Non-scoringAPAM / S&P 8.90 / 4.99 | Non-scoringAPAM / S&P APAM unavailable / $4.28m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.08b |
| 2024-Q33/3 |
WinAPAM / S&P 6.84% / 5.89% |
WinAPAM / S&P 11.72% / 5.89% |
WinAPAM / S&P 19.27% / 6.11% |
Non-scoringAPAM / S&P 23.95% / 10.87% | Non-scoringAPAM / S&P 13.66 / 28.09 | Non-scoringAPAM / S&P 9.36 / 4.94 | Non-scoringAPAM / S&P APAM unavailable / $4.28m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.21b |
| 2024-Q22/3 |
LoseAPAM / S&P -8.63% / 4.28% |
WinAPAM / S&P 10.15% / 5.38% |
WinAPAM / S&P 14.48% / 5.12% |
Non-scoringAPAM / S&P 22.75% / 10.85% | Non-scoringAPAM / S&P 14.12 / 27.64 | Non-scoringAPAM / S&P 9.72 / 4.79 | Non-scoringAPAM / S&P APAM unavailable / $4.28m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.36b |
| 2024-Q12/3 |
LoseAPAM / S&P 6.22% / 10.56% |
WinAPAM / S&P 6.21% / 5.71% |
WinAPAM / S&P 18.84% / 5.59% |
Non-scoringAPAM / S&P 22.99% / 10.81% | Non-scoringAPAM / S&P 15.92 / 27.02 | Non-scoringAPAM / S&P 11.48 / 4.71 | Non-scoringAPAM / S&P APAM unavailable / $4.28m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.12b |
| 2023-Q41/3 |
WinAPAM / S&P 20.12% / 11.69% |
LoseAPAM / S&P -1.83% / 6.81% |
LoseAPAM / S&P 7.48% / 7.78% |
Non-scoringAPAM / S&P 22.80% / 11.19% | Non-scoringAPAM / S&P 15.90 / 24.35 | Non-scoringAPAM / S&P 10.91 / 4.31 | Non-scoringAPAM / S&P APAM unavailable / $4.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.01b |
| 2023-Q31/3 |
WinAPAM / S&P -3.22% / -3.27% |
LoseAPAM / S&P -12.03% / 7.52% |
LoseAPAM / S&P -11.99% / -5.03% |
Non-scoringAPAM / S&P 22.09% / 10.84% | Non-scoringAPAM / S&P 14.23 / 23.93 | Non-scoringAPAM / S&P 10.05 / 3.98 | Non-scoringAPAM / S&P APAM unavailable / $4.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.24b |
| 2023-Q21/3 |
WinAPAM / S&P 24.83% / 8.74% |
LoseAPAM / S&P -19.48% / 9.50% |
LoseAPAM / S&P -28.75% / -8.57% |
Non-scoringAPAM / S&P 21.48% / 10.88% | Non-scoringAPAM / S&P 15.61 / 24.01 | Non-scoringAPAM / S&P 11.19 / 4.19 | Non-scoringAPAM / S&P APAM unavailable / $4.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.17b |
| 2023-Q11/3 |
WinAPAM / S&P 10.44% / 7.50% |
LoseAPAM / S&P -22.33% / 10.77% |
LoseAPAM / S&P -42.26% / -15.69% |
Non-scoringAPAM / S&P 20.30% / 10.82% | Non-scoringAPAM / S&P 13.32 / 22.66 | Non-scoringAPAM / S&P 10.01 / 3.93 | Non-scoringAPAM / S&P APAM unavailable / $4.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.13b |
| 2022-Q41/3 |
WinAPAM / S&P 12.16% / 7.56% |
LoseAPAM / S&P -19.06% / 11.88% |
LoseAPAM / S&P -42.01% / -17.99% |
Non-scoringAPAM / S&P 20.82% / 11.09% | Non-scoringAPAM / S&P 11.44 / 22.65 | Non-scoringAPAM / S&P 9.02 / 3.75 | Non-scoringAPAM / S&P APAM unavailable / $3.70m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.15b |
| 2022-Q30/3 |
LoseAPAM / S&P -23.10% / -4.88% |
LoseAPAM / S&P -7.75% / 13.47% |
LoseAPAM / S&P -31.60% / -1.41% |
Non-scoringAPAM / S&P 22.04% / 12.28% | Non-scoringAPAM / S&P 8.99 / 20.58 | Non-scoringAPAM / S&P 8.97 / 3.60 | Non-scoringAPAM / S&P APAM unavailable / $3.70m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.17b |
| 2022-Q21/3 |
WinAPAM / S&P -7.62% / -16.10% |
LoseAPAM / S&P 6.90% / 13.71% |
LoseAPAM / S&P -12.10% / 11.04% |
Non-scoringAPAM / S&P 24.11% / 13.03% | Non-scoringAPAM / S&P 10.09 / 20.28 | Non-scoringAPAM / S&P 12.51 / 3.78 | Non-scoringAPAM / S&P APAM unavailable / $3.70m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.17b |
| 2022-Q11/3 |
LoseAPAM / S&P -13.80% / -4.60% |
WinAPAM / S&P 23.37% / 15.97% |
LoseAPAM / S&P 18.91% / 42.23% |
Non-scoringAPAM / S&P 26.65% / 14.22% | Non-scoringAPAM / S&P 9.65 / 22.19 | Non-scoringAPAM / S&P 13.76 / 4.51 | Non-scoringAPAM / S&P APAM unavailable / $3.70m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.20b |
| 2021-Q41/3 |
LoseAPAM / S&P -0.53% / 11.03% |
WinAPAM / S&P 36.43% / 15.00% |
LoseAPAM / S&P 50.89% / 96.40% |
Non-scoringAPAM / S&P 27.42% / 15.13% | Non-scoringAPAM / S&P 11.19 / 23.63 | Non-scoringAPAM / S&P 13.63 / 4.73 | Non-scoringAPAM / S&P APAM unavailable / $3.63m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.13b |
| 2021-Q31/3 |
LoseAPAM / S&P -1.86% / 0.58% |
WinAPAM / S&P 38.54% / 10.77% |
LoseAPAM / S&P 68.92% / 69.42% |
Non-scoringAPAM / S&P 27.70% / 14.13% | Non-scoringAPAM / S&P 11.90 / 25.35 | Non-scoringAPAM / S&P 15.49 / 4.38 | Non-scoringAPAM / S&P APAM unavailable / $3.63m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.19b |
| 2021-Q22/3 |
LoseAPAM / S&P -0.87% / 8.55% |
WinAPAM / S&P 33.34% / 6.58% |
WinAPAM / S&P 68.98% / 51.81% |
Non-scoringAPAM / S&P 27.27% / 13.34% | Non-scoringAPAM / S&P 13.52 / 26.70 | Non-scoringAPAM / S&P 18.24 / 4.43 | Non-scoringAPAM / S&P APAM unavailable / $3.63m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.11b |
| 2021-Q12/3 |
WinAPAM / S&P 6.18% / 6.17% |
WinAPAM / S&P 21.18% / -1.06% |
LoseAPAM / S&P APAM unavailable / 7.39% |
Non-scoringAPAM / S&P 25.83% / 11.60% | Non-scoringAPAM / S&P 16.19 / 30.50 | Non-scoringAPAM / S&P 22.49 / 4.23 | Non-scoringAPAM / S&P APAM unavailable / $3.63m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.10b |
| 2020-Q42/3 |
WinAPAM / S&P 31.58% / 12.15% |
WinAPAM / S&P 12.59% / -3.72% |
LoseAPAM / S&P APAM unavailable / -33.42% |
Non-scoringAPAM / S&P 23.64% / 8.86% | Non-scoringAPAM / S&P 18.60 / 39.26 | Non-scoringAPAM / S&P 21.92 / 4.05 | Non-scoringAPAM / S&P APAM unavailable / $3.17m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.01b |
| 2020-Q32/3 |
WinAPAM / S&P 22.09% / 8.93% |
WinAPAM / S&P 8.26% / -2.04% |
LoseAPAM / S&P APAM unavailable / -27.10% |
Non-scoringAPAM / S&P 21.73% / 9.24% | Non-scoringAPAM / S&P 16.65 / 34.27 | Non-scoringAPAM / S&P 21.08 / 3.65 | Non-scoringAPAM / S&P APAM unavailable / $3.17m | Non-scoringAPAM / S&P APAM unavailable / $0.02b | Non-scoringAPAM / S&P APAM unavailable / $0.00b |
| 2020-Q22/3 |
WinAPAM / S&P 54.72% / 20.54% |
WinAPAM / S&P 3.16% / -0.46% |
LoseAPAM / S&P APAM unavailable / -27.11% |
Non-scoringAPAM / S&P 20.41% / 9.37% | Non-scoringAPAM / S&P 15.31 / 31.29 | Non-scoringAPAM / S&P 21.12 / 3.44 | Non-scoringAPAM / S&P APAM unavailable / $3.17m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.03b |
| 2020-Q10/3 |
LoseAPAM / S&P -31.20% / -19.60% |
LoseAPAM / S&P 1.40% / 3.47% |
LoseAPAM / S&P APAM unavailable / -14.75% |
Non-scoringAPAM / S&P 19.61% / 10.68% | Non-scoringAPAM / S&P 10.57 / 22.80 | Non-scoringAPAM / S&P 15.96 / 2.92 | Non-scoringAPAM / S&P APAM unavailable / $3.17m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.05b |
| 2019-Q41/3 |
WinAPAM / S&P 17.06% / 9.07% |
LoseAPAM / S&P -3.58% / 5.36% |
LoseAPAM / S&P APAM unavailable / 2.99% |
Non-scoringAPAM / S&P 19.59% / 12.81% | Non-scoringAPAM / S&P 16.06 / 22.78 | Non-scoringAPAM / S&P 18.91 / 3.53 | Non-scoringAPAM / S&P APAM unavailable / $3.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.05b |
| 2019-Q31/3 |
WinAPAM / S&P 5.02% / 1.70% |
LoseAPAM / S&P -7.74% / 5.02% |
LoseAPAM / S&P APAM unavailable / 0.21% |
Non-scoringAPAM / S&P 18.47% / 12.41% | Non-scoringAPAM / S&P 15.21 / 22.44 | Non-scoringAPAM / S&P 18.52 / 3.30 | Non-scoringAPAM / S&P APAM unavailable / $3.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.09b |
| 2019-Q21/3 |
WinAPAM / S&P 11.76% / 4.30% |
LoseAPAM / S&P -5.66% / 6.64% |
LoseAPAM / S&P APAM unavailable / 8.65% |
Non-scoringAPAM / S&P 18.40% / 12.79% | Non-scoringAPAM / S&P 14.69 / 21.37 | Non-scoringAPAM / S&P 20.38 / 3.32 | Non-scoringAPAM / S&P APAM unavailable / $3.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.27b |
| 2019-Q11/3 |
WinAPAM / S&P 21.51% / 13.65% |
LoseAPAM / S&P -2.42% / 8.12% |
LoseAPAM / S&P APAM unavailable / 14.29% |
Non-scoringAPAM / S&P 18.49% / 12.97% | Non-scoringAPAM / S&P 13.18 / 20.86 | Non-scoringAPAM / S&P 21.82 / 3.26 | Non-scoringAPAM / S&P APAM unavailable / $3.08m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $34.35b |
| 2018-Q40/3 |
LoseAPAM / S&P -30.18% / -13.52% |
LoseAPAM / S&P 4.15% / 9.05% |
LoseAPAM / S&P APAM unavailable / 18.23% |
Non-scoringAPAM / S&P 19.10% / 13.10% | Non-scoringAPAM / S&P 10.75 / 19.39 | Non-scoringAPAM / S&P 12.60 / 2.94 | Non-scoringAPAM / S&P APAM unavailable / $3.00m | Non-scoringAPAM / S&P APAM unavailable / $0.01b | Non-scoringAPAM / S&P APAM unavailable / $0.00b |
| 2018-Q32/3 |
WinAPAM / S&P 9.48% / 7.71% |
WinAPAM / S&P 10.63% / 10.21% |
LoseAPAM / S&P APAM unavailable / 19.06% |
Non-scoringAPAM / S&P 11.60% / 13.01% | Non-scoringAPAM / S&P 25.36 / 22.25 | Non-scoringAPAM / S&P 19.41 / 3.45 | Non-scoringAPAM / S&P APAM unavailable / $3.00m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.17b |
| 2018-Q21/3 |
LoseAPAM / S&P -7.77% / 3.43% |
WinAPAM / S&P 12.56% / 9.03% |
LoseAPAM / S&P APAM unavailable / 14.46% |
Non-scoringAPAM / S&P 10.30% / 12.56% | Non-scoringAPAM / S&P 26.84 / 22.49 | Non-scoringAPAM / S&P 20.95 / 3.25 | Non-scoringAPAM / S&P APAM unavailable / $3.00m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.19b |
| 2018-Q11/3 |
LoseAPAM / S&P -12.29% / -0.76% |
WinAPAM / S&P 12.75% / 7.68% |
LoseAPAM / S&P APAM unavailable / 12.46% |
Non-scoringAPAM / S&P 8.63% / 12.27% | Non-scoringAPAM / S&P 36.07 / 23.41 | Non-scoringAPAM / S&P 27.55 / 3.17 | Non-scoringAPAM / S&P APAM unavailable / $3.00m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.08b |
| 2017-Q42/3 |
WinAPAM / S&P 23.20% / 6.64% |
WinAPAM / S&P 10.37% / 7.03% |
LoseAPAM / S&P APAM unavailable / 13.82% |
Non-scoringAPAM / S&P 6.23% / 12.09% | Non-scoringAPAM / S&P 60.18 / 24.25 | Non-scoringAPAM / S&P 27.16 / 3.23 | Non-scoringAPAM / S&P APAM unavailable / $2.92m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.05b |
| 2017-Q31/3 |
WinAPAM / S&P 8.31% / 4.48% |
LoseAPAM / S&P 4.79% / 5.68% |
LoseAPAM / S&P APAM unavailable / 17.57% |
Non-scoringAPAM / S&P 12.58% / 12.04% | Non-scoringAPAM / S&P 25.56 / 23.28 | Non-scoringAPAM / S&P 15.78 / 3.08 | Non-scoringAPAM / S&P APAM unavailable / $2.92m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.11b |
| 2017-Q21/3 |
WinAPAM / S&P 13.64% / 3.09% |
LoseAPAM / S&P 0.04% / 4.83% |
LoseAPAM / S&P APAM unavailable / 17.74% |
Non-scoringAPAM / S&P 11.37% / 11.96% | Non-scoringAPAM / S&P 27.36 / 23.40 | Non-scoringAPAM / S&P 15.82 / 3.03 | Non-scoringAPAM / S&P APAM unavailable / $2.92m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.08b |
| 2017-Q10/3 |
LoseAPAM / S&P -4.23% / 6.07% |
LoseAPAM / S&P -5.93% / 3.67% |
LoseAPAM / S&P APAM unavailable / 13.32% |
Non-scoringAPAM / S&P 10.48% / 11.75% | Non-scoringAPAM / S&P 27.25 / 23.60 | Non-scoringAPAM / S&P 14.95 / 3.01 | Non-scoringAPAM / S&P APAM unavailable / $2.92m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $20.24b |
| 2016-Q41/3 |
WinAPAM / S&P 11.85% / 3.82% |
LoseAPAM / S&P -10.50% / 2.09% |
LoseAPAM / S&P APAM unavailable / 7.05% |
Non-scoringAPAM / S&P 10.13% / 11.37% | Non-scoringAPAM / S&P 30.29 / 23.76 | Non-scoringAPAM / S&P 16.79 / 2.91 | Non-scoringAPAM / S&P APAM unavailable / $2.88m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $1.11b |
| 2016-Q30/3 |
LoseAPAM / S&P 0.45% / 3.85% |
LoseAPAM / S&P -10.75% / 0.20% |
LoseAPAM / S&P APAM unavailable / -3.15% |
Non-scoringAPAM / S&P 10.09% / 10.82% | Non-scoringAPAM / S&P 27.44 / 24.22 | Non-scoringAPAM / S&P 16.01 / 2.78 | Non-scoringAPAM / S&P APAM unavailable / $2.88m | Non-scoringAPAM / S&P APAM unavailable / $0.00b | Non-scoringAPAM / S&P APAM unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | APAM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 2.58% | 20.78% |
| Annualized return | 2.58% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | APAM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 28.39% | 83.14% |
| Annualized return | 5.13% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | APAM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 326.87% | 319.30% |
| Annualized return | 15.62% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.