40/120
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): 4 wins, 8 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 |
LoseBHF / S&P 5.71% / 15.20% |
LoseBHF / S&P 2.62% / 15.00% |
LoseBHF / S&P 40.63% / 50.40% |
Non-scoringBHF / S&P 12.49% / 15.70% | Non-scoringBHF / S&P 4.38 / 28.47 | Non-scoringBHF / S&P 0.56 / S&P unavailable | Non-scoringBHF / S&P BHF unavailable / S&P unavailable | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.36b |
| 2026-Q10/3 |
LoseBHF / S&P -7.58% / -4.33% |
LoseBHF / S&P -16.15% / 11.30% |
LoseBHF / S&P -137.20% / 27.70% |
Non-scoringBHF / S&P -1.10% / 14.80% | Non-scoringBHF / S&P BHF unavailable / 25.43 | Non-scoringBHF / S&P 0.62 / S&P unavailable | Non-scoringBHF / S&P BHF unavailable / S&P unavailable | Non-scoringBHF / S&P BHF unavailable / $0.27b | Non-scoringBHF / S&P BHF unavailable / $0.00b |
| 2025-Q43/3 |
WinBHF / S&P 22.06% / 2.65% |
WinBHF / S&P 43.23% / 9.00% |
WinBHF / S&P 20.08% / 13.40% |
Non-scoringBHF / S&P 6.40% / 13.20% | Non-scoringBHF / S&P 8.55 / 28.48 | Non-scoringBHF / S&P 0.55 / 5.39 | Non-scoringBHF / S&P BHF unavailable / $4.42m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.20b |
| 2025-Q31/3 |
LoseBHF / S&P -1.28% / 8.12% |
WinBHF / S&P 27.71% / 4.61% |
LoseBHF / S&P -171.87% / 13.45% |
Non-scoringBHF / S&P 15.39% / 11.78% | Non-scoringBHF / S&P 3.14 / 28.13 | Non-scoringBHF / S&P 0.48 / 5.27 | Non-scoringBHF / S&P BHF unavailable / $4.42m | Non-scoringBHF / S&P BHF unavailable / $0.11b | Non-scoringBHF / S&P BHF unavailable / $0.00b |
| 2025-Q21/3 |
LoseBHF / S&P -7.28% / 10.94% |
WinBHF / S&P 59.27% / 4.83% |
LoseBHF / S&P -157.41% / 10.63% |
Non-scoringBHF / S&P 10.24% / 11.45% | Non-scoringBHF / S&P 4.63 / 27.10 | Non-scoringBHF / S&P 0.54 / 5.01 | Non-scoringBHF / S&P BHF unavailable / $4.42m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.23b |
| 2025-Q12/3 |
WinBHF / S&P 20.71% / -4.27% |
WinBHF / S&P 142.17% / 4.98% |
LoseBHF / S&P -142.95% / 10.57% |
Non-scoringBHF / S&P 8.71% / 11.39% | Non-scoringBHF / S&P 5.47 / 26.23 | Non-scoringBHF / S&P 0.64 / 4.69 | Non-scoringBHF / S&P BHF unavailable / $4.42m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.10b |
| 2024-Q42/3 |
WinBHF / S&P 6.68% / 2.41% |
WinBHF / S&P 14.74% / 5.25% |
LoseBHF / S&P -126.61% / 6.15% |
Non-scoringBHF / S&P 8.21% / 11.29% | Non-scoringBHF / S&P 7.26 / 28.60 | Non-scoringBHF / S&P 0.57 / 4.99 | Non-scoringBHF / S&P BHF unavailable / $4.28m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.08b |
| 2024-Q32/3 |
LoseBHF / S&P 3.90% / 5.89% |
WinBHF / S&P 89.92% / 5.89% |
WinBHF / S&P 1194.81% / 6.11% |
Non-scoringBHF / S&P -24.40% / 10.87% | Non-scoringBHF / S&P BHF unavailable / 28.09 | Non-scoringBHF / S&P 0.49 / 4.94 | Non-scoringBHF / S&P BHF unavailable / $4.28m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.21b |
| 2024-Q22/3 |
LoseBHF / S&P -15.91% / 4.28% |
WinBHF / S&P 60.21% / 5.38% |
WinBHF / S&P 410.53% / 5.12% |
Non-scoringBHF / S&P -22.03% / 10.85% | Non-scoringBHF / S&P BHF unavailable / 27.64 | Non-scoringBHF / S&P 0.64 / 4.79 | Non-scoringBHF / S&P BHF unavailable / $4.28m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.36b |
| 2024-Q10/3 |
LoseBHF / S&P -2.61% / 10.56% |
LoseBHF / S&P -52.69% / 5.71% |
LoseBHF / S&P -181.51% / 5.59% |
Non-scoringBHF / S&P -38.05% / 10.81% | Non-scoringBHF / S&P BHF unavailable / 27.02 | Non-scoringBHF / S&P 0.77 / 4.71 | Non-scoringBHF / S&P BHF unavailable / $4.28m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.12b |
| 2023-Q40/3 |
LoseBHF / S&P 8.13% / 11.69% |
LoseBHF / S&P -40.10% / 6.81% |
LoseBHF / S&P -135.79% / 7.78% |
Non-scoringBHF / S&P -27.01% / 11.19% | Non-scoringBHF / S&P BHF unavailable / 24.35 | Non-scoringBHF / S&P 0.68 / 4.31 | Non-scoringBHF / S&P BHF unavailable / $4.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.01b |
| 2023-Q31/3 |
WinBHF / S&P 3.36% / -3.27% |
LoseBHF / S&P -62.19% / 7.52% |
LoseBHF / S&P -102.21% / -5.03% |
Non-scoringBHF / S&P -2.28% / 10.84% | Non-scoringBHF / S&P BHF unavailable / 23.93 | Non-scoringBHF / S&P 0.78 / 3.98 | Non-scoringBHF / S&P BHF unavailable / $4.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.24b |
| 2023-Q20/3 |
LoseBHF / S&P 7.35% / 8.74% |
LoseBHF / S&P -69.17% / 9.50% |
LoseBHF / S&P -104.43% / -8.57% |
Non-scoringBHF / S&P -4.92% / 10.88% | Non-scoringBHF / S&P BHF unavailable / 24.01 | Non-scoringBHF / S&P 0.64 / 4.19 | Non-scoringBHF / S&P BHF unavailable / $4.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.17b |
| 2023-Q10/3 |
LoseBHF / S&P -13.97% / 7.50% |
LoseBHF / S&P 1.54% / 10.77% |
LoseBHF / S&P -49.99% / -15.69% |
Non-scoringBHF / S&P 29.22% / 10.82% | Non-scoringBHF / S&P 1.66 / 22.66 | Non-scoringBHF / S&P 0.52 / 3.93 | Non-scoringBHF / S&P BHF unavailable / $4.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.13b |
| 2022-Q43/3 |
WinBHF / S&P 18.08% / 7.56% |
WinBHF / S&P 38.12% / 11.88% |
WinBHF / S&P 171.47% / -17.99% |
Non-scoringBHF / S&P 56.44% / 11.09% | Non-scoringBHF / S&P 0.90 / 22.65 | Non-scoringBHF / S&P 0.63 / 3.75 | Non-scoringBHF / S&P BHF unavailable / $3.70m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.15b |
| 2022-Q32/3 |
WinBHF / S&P 5.85% / -4.88% |
WinBHF / S&P 30.30% / 13.47% |
LoseBHF / S&P -616.32% / -1.41% |
Non-scoringBHF / S&P 81.12% / 12.28% | Non-scoringBHF / S&P 0.55 / 20.58 | Non-scoringBHF / S&P 0.52 / 3.60 | Non-scoringBHF / S&P BHF unavailable / $3.70m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.17b |
| 2022-Q21/3 |
LoseBHF / S&P -20.60% / -16.10% |
WinBHF / S&P 169.84% / 13.71% |
LoseBHF / S&P -236.26% / 11.04% |
Non-scoringBHF / S&P 67.07% / 13.03% | Non-scoringBHF / S&P 0.54 / 20.28 | Non-scoringBHF / S&P 0.29 / 3.78 | Non-scoringBHF / S&P BHF unavailable / $3.70m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.17b |
| 2022-Q12/3 |
WinBHF / S&P -0.27% / -4.60% |
WinBHF / S&P 1226.97% / 15.97% |
LoseBHF / S&P -163.97% / 42.23% |
Non-scoringBHF / S&P 63.01% / 14.22% | Non-scoringBHF / S&P 1.03 / 22.19 | Non-scoringBHF / S&P 0.31 / 4.51 | Non-scoringBHF / S&P BHF unavailable / $3.70m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.20b |
| 2021-Q41/3 |
WinBHF / S&P 14.53% / 11.03% |
LoseBHF / S&P -41.48% / 15.00% |
LoseBHF / S&P -207.05% / 96.40% |
Non-scoringBHF / S&P 33.02% / 15.13% | Non-scoringBHF / S&P 2.46 / 23.63 | Non-scoringBHF / S&P 0.25 / 4.73 | Non-scoringBHF / S&P BHF unavailable / $3.63m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.13b |
| 2021-Q30/3 |
LoseBHF / S&P -0.68% / 0.58% |
LoseBHF / S&P -39.42% / 10.77% |
LoseBHF / S&P -15.70% / 69.42% |
Non-scoringBHF / S&P -22.88% / 14.13% | Non-scoringBHF / S&P BHF unavailable / 25.35 | Non-scoringBHF / S&P 0.23 / 4.38 | Non-scoringBHF / S&P BHF unavailable / $3.63m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.19b |
| 2021-Q20/3 |
LoseBHF / S&P 2.92% / 8.55% |
LoseBHF / S&P -73.57% / 6.58% |
LoseBHF / S&P -323.01% / 51.81% |
Non-scoringBHF / S&P -150.00% / 13.34% | Non-scoringBHF / S&P BHF unavailable / 26.70 | Non-scoringBHF / S&P 0.24 / 4.43 | Non-scoringBHF / S&P BHF unavailable / $3.63m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.11b |
| 2021-Q11/3 |
WinBHF / S&P 22.22% / 6.17% |
LoseBHF / S&P -96.93% / -1.06% |
LoseBHF / S&P -252.40% / 7.39% |
Non-scoringBHF / S&P -1448.03% / 11.60% | Non-scoringBHF / S&P BHF unavailable / 30.50 | Non-scoringBHF / S&P 0.26 / 4.23 | Non-scoringBHF / S&P BHF unavailable / $3.63m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.10b |
| 2020-Q43/3 |
WinBHF / S&P 34.54% / 12.15% |
WinBHF / S&P 29.74% / -3.72% |
WinBHF / S&P 168.88% / -33.42% |
Non-scoringBHF / S&P -12.48% / 8.86% | Non-scoringBHF / S&P BHF unavailable / 39.26 | Non-scoringBHF / S&P 0.18 / 4.05 | Non-scoringBHF / S&P BHF unavailable / $3.17m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.01b |
| 2020-Q30/3 |
LoseBHF / S&P -3.27% / 8.93% |
LoseBHF / S&P -15.53% / -2.04% |
LoseBHF / S&P -206.25% / -27.10% |
Non-scoringBHF / S&P -12.66% / 9.24% | Non-scoringBHF / S&P BHF unavailable / 34.27 | Non-scoringBHF / S&P 0.13 / 3.65 | Non-scoringBHF / S&P BHF unavailable / $3.17m | Non-scoringBHF / S&P BHF unavailable / $0.02b | Non-scoringBHF / S&P BHF unavailable / $0.00b |
| 2020-Q22/3 |
LoseBHF / S&P 15.10% / 20.54% |
WinBHF / S&P 35.81% / -0.46% |
WinBHF / S&P 235.22% / -27.11% |
Non-scoringBHF / S&P 22.32% / 9.37% | Non-scoringBHF / S&P 1.00 / 31.29 | Non-scoringBHF / S&P 0.12 / 3.44 | Non-scoringBHF / S&P BHF unavailable / $3.17m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.03b |
| 2020-Q12/3 |
LoseBHF / S&P -38.39% / -19.60% |
WinBHF / S&P 89.36% / 3.47% |
WinBHF / S&P 3136.55% / -14.75% |
Non-scoringBHF / S&P 33.36% / 10.68% | Non-scoringBHF / S&P 0.49 / 22.80 | Non-scoringBHF / S&P 0.12 / 2.92 | Non-scoringBHF / S&P BHF unavailable / $3.17m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.05b |
| 2019-Q40/3 |
LoseBHF / S&P -3.06% / 9.07% |
LoseBHF / S&P -26.89% / 5.36% |
LoseBHF / S&P -190.14% / 2.99% |
Non-scoringBHF / S&P -11.29% / 12.81% | Non-scoringBHF / S&P BHF unavailable / 22.78 | Non-scoringBHF / S&P 0.26 / 3.53 | Non-scoringBHF / S&P BHF unavailable / $3.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.05b |
| 2019-Q32/3 |
WinBHF / S&P 10.30% / 1.70% |
WinBHF / S&P 50.67% / 5.02% |
LoseBHF / S&P BHF unavailable / 0.21% |
Non-scoringBHF / S&P 17.25% / 12.41% | Non-scoringBHF / S&P 2.50 / 22.44 | Non-scoringBHF / S&P 0.25 / 3.30 | Non-scoringBHF / S&P BHF unavailable / $3.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.09b |
| 2019-Q21/3 |
LoseBHF / S&P 1.10% / 4.30% |
WinBHF / S&P 15.47% / 6.64% |
LoseBHF / S&P BHF unavailable / 8.65% |
Non-scoringBHF / S&P 9.61% / 12.79% | Non-scoringBHF / S&P 5.05 / 21.37 | Non-scoringBHF / S&P 0.25 / 3.32 | Non-scoringBHF / S&P BHF unavailable / $3.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.27b |
| 2019-Q11/3 |
WinBHF / S&P 19.06% / 13.65% |
LoseBHF / S&P 1.94% / 8.12% |
LoseBHF / S&P BHF unavailable / 14.29% |
Non-scoringBHF / S&P 2.49% / 12.97% | Non-scoringBHF / S&P 21.62 / 20.86 | Non-scoringBHF / S&P 0.28 / 3.26 | Non-scoringBHF / S&P BHF unavailable / $3.08m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $34.35b |
| 2018-Q41/3 |
LoseBHF / S&P -31.10% / -13.52% |
WinBHF / S&P 31.03% / 9.05% |
LoseBHF / S&P BHF unavailable / 18.23% |
Non-scoringBHF / S&P 9.67% / 13.10% | Non-scoringBHF / S&P 4.13 / 19.39 | Non-scoringBHF / S&P 0.25 / 2.94 | Non-scoringBHF / S&P BHF unavailable / $3.00m | Non-scoringBHF / S&P BHF unavailable / $0.01b | Non-scoringBHF / S&P BHF unavailable / $0.00b |
| 2018-Q32/3 |
WinBHF / S&P 10.41% / 7.71% |
WinBHF / S&P 54.66% / 10.21% |
LoseBHF / S&P BHF unavailable / 19.06% |
Non-scoringBHF / S&P 1.36% / 13.01% | Non-scoringBHF / S&P 56.51 / 22.25 | Non-scoringBHF / S&P 0.41 / 3.45 | Non-scoringBHF / S&P BHF unavailable / $3.00m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.17b |
| 2018-Q21/3 |
LoseBHF / S&P -22.04% / 3.43% |
WinBHF / S&P 75.33% / 9.03% |
LoseBHF / S&P BHF unavailable / 14.46% |
Non-scoringBHF / S&P -7.86% / 12.56% | Non-scoringBHF / S&P BHF unavailable / 22.49 | Non-scoringBHF / S&P 0.36 / 3.25 | Non-scoringBHF / S&P BHF unavailable / $3.00m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.19b |
| 2018-Q11/3 |
LoseBHF / S&P -12.35% / -0.76% |
WinBHF / S&P 382.56% / 7.68% |
LoseBHF / S&P BHF unavailable / 12.46% |
Non-scoringBHF / S&P -1.22% / 12.27% | Non-scoringBHF / S&P BHF unavailable / 23.41 | Non-scoringBHF / S&P 0.45 / 3.17 | Non-scoringBHF / S&P BHF unavailable / $3.00m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.08b |
| 2017-Q40/3 |
LoseBHF / S&P -3.55% / 6.64% |
LoseBHF / S&P BHF unavailable / 7.03% |
LoseBHF / S&P BHF unavailable / 13.82% |
Non-scoringBHF / S&P -5.52% / 12.09% | Non-scoringBHF / S&P BHF unavailable / 24.25 | Non-scoringBHF / S&P 0.48 / 3.23 | Non-scoringBHF / S&P BHF unavailable / $2.92m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.05b |
| 2017-Q30/3 |
LoseBHF / S&P BHF unavailable / 4.48% |
LoseBHF / S&P BHF unavailable / 5.68% |
LoseBHF / S&P BHF unavailable / 17.57% |
Non-scoringBHF / S&P BHF unavailable / 12.04% | Non-scoringBHF / S&P BHF unavailable / 23.28 | Non-scoringBHF / S&P 0.53 / 3.08 | Non-scoringBHF / S&P BHF unavailable / $2.92m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.11b |
| 2017-Q20/3 |
LoseBHF / S&P BHF unavailable / 3.09% |
LoseBHF / S&P BHF unavailable / 4.83% |
LoseBHF / S&P BHF unavailable / 17.74% |
Non-scoringBHF / S&P BHF unavailable / 11.96% | Non-scoringBHF / S&P BHF unavailable / 23.40 | Non-scoringBHF / S&P BHF unavailable / 3.03 | Non-scoringBHF / S&P BHF unavailable / $2.92m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.08b |
| 2017-Q10/3 |
LoseBHF / S&P BHF unavailable / 6.07% |
LoseBHF / S&P BHF unavailable / 3.67% |
LoseBHF / S&P BHF unavailable / 13.32% |
Non-scoringBHF / S&P BHF unavailable / 11.75% | Non-scoringBHF / S&P BHF unavailable / 23.60 | Non-scoringBHF / S&P BHF unavailable / 3.01 | Non-scoringBHF / S&P BHF unavailable / $2.92m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $20.24b |
| 2016-Q40/3 |
LoseBHF / S&P BHF unavailable / 3.82% |
LoseBHF / S&P BHF unavailable / 2.09% |
LoseBHF / S&P BHF unavailable / 7.05% |
Non-scoringBHF / S&P BHF unavailable / 11.37% | Non-scoringBHF / S&P BHF unavailable / 23.76 | Non-scoringBHF / S&P BHF unavailable / 2.91 | Non-scoringBHF / S&P BHF unavailable / $2.88m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $1.11b |
| 2016-Q30/3 |
LoseBHF / S&P BHF unavailable / 3.85% |
LoseBHF / S&P BHF unavailable / 0.20% |
LoseBHF / S&P BHF unavailable / -3.15% |
Non-scoringBHF / S&P BHF unavailable / 10.82% | Non-scoringBHF / S&P BHF unavailable / 24.22 | Non-scoringBHF / S&P BHF unavailable / 2.78 | Non-scoringBHF / S&P BHF unavailable / $2.88m | Non-scoringBHF / S&P BHF unavailable / $0.00b | Non-scoringBHF / S&P BHF unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | BHF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 14.60% | 20.78% |
| Annualized return | 14.60% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | BHF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 10.40% | 83.14% |
| Annualized return | 2.00% | 12.86% |
10Y · 2017-07-17 to 2026-08-27
| Metric | BHF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -22.63% | 319.30% |
| Annualized return | -2.53% | 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.