39/120
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): 3 wins, 9 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 |
LoseCAH / S&P 12.70% / 15.20% |
LoseCAH / S&P CAH unavailable / 15.00% |
LoseCAH / S&P CAH unavailable / 50.40% |
Non-scoringCAH / S&P CAH unavailable / 15.70% | Non-scoringCAH / S&P CAH unavailable / 28.47 | Non-scoringCAH / S&P CAH unavailable / S&P unavailable | Non-scoringCAH / S&P CAH unavailable / S&P unavailable | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.36b |
| 2026-Q11/3 |
WinCAH / S&P 3.08% / -4.33% |
LoseCAH / S&P CAH unavailable / 11.30% |
LoseCAH / S&P CAH unavailable / 27.70% |
Non-scoringCAH / S&P CAH unavailable / 14.80% | Non-scoringCAH / S&P CAH unavailable / 25.43 | Non-scoringCAH / S&P CAH unavailable / S&P unavailable | Non-scoringCAH / S&P CAH unavailable / S&P unavailable | Non-scoringCAH / S&P CAH unavailable / $0.27b | Non-scoringCAH / S&P CAH unavailable / $0.00b |
| 2025-Q42/3 |
WinCAH / S&P 31.35% / 2.65% |
WinCAH / S&P 10.08% / 9.00% |
LoseCAH / S&P CAH unavailable / 13.40% |
Non-scoringCAH / S&P 0.68% / 13.20% | Non-scoringCAH / S&P 29.38 / 28.48 | Non-scoringCAH / S&P CAH unavailable / 5.39 | Non-scoringCAH / S&P CAH unavailable / $4.42m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.20b |
| 2025-Q30/3 |
LoseCAH / S&P -6.29% / 8.12% |
LoseCAH / S&P 4.39% / 4.61% |
LoseCAH / S&P CAH unavailable / 13.45% |
Non-scoringCAH / S&P 0.68% / 11.78% | Non-scoringCAH / S&P 23.50 / 28.13 | Non-scoringCAH / S&P CAH unavailable / 5.27 | Non-scoringCAH / S&P CAH unavailable / $4.42m | Non-scoringCAH / S&P CAH unavailable / $0.11b | Non-scoringCAH / S&P CAH unavailable / $0.00b |
| 2025-Q21/3 |
WinCAH / S&P 22.39% / 10.94% |
LoseCAH / S&P -1.87% / 4.83% |
LoseCAH / S&P CAH unavailable / 10.63% |
Non-scoringCAH / S&P 0.70% / 11.45% | Non-scoringCAH / S&P 25.69 / 27.10 | Non-scoringCAH / S&P CAH unavailable / 5.01 | Non-scoringCAH / S&P CAH unavailable / $4.42m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.23b |
| 2025-Q11/3 |
WinCAH / S&P 16.99% / -4.27% |
LoseCAH / S&P 0.86% / 4.98% |
LoseCAH / S&P CAH unavailable / 10.57% |
Non-scoringCAH / S&P 0.70% / 11.39% | Non-scoringCAH / S&P 21.37 / 26.23 | Non-scoringCAH / S&P CAH unavailable / 4.69 | Non-scoringCAH / S&P CAH unavailable / $4.42m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.10b |
| 2024-Q41/3 |
WinCAH / S&P 7.50% / 2.41% |
LoseCAH / S&P 2.91% / 5.25% |
LoseCAH / S&P CAH unavailable / 6.15% |
Non-scoringCAH / S&P 0.59% / 11.29% | Non-scoringCAH / S&P 21.82 / 28.60 | Non-scoringCAH / S&P CAH unavailable / 4.99 | Non-scoringCAH / S&P CAH unavailable / $4.28m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.08b |
| 2024-Q32/3 |
WinCAH / S&P 12.99% / 5.89% |
WinCAH / S&P 6.87% / 5.89% |
LoseCAH / S&P CAH unavailable / 6.11% |
Non-scoringCAH / S&P 0.57% / 10.87% | Non-scoringCAH / S&P 21.05 / 28.09 | Non-scoringCAH / S&P CAH unavailable / 4.94 | Non-scoringCAH / S&P CAH unavailable / $4.28m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.21b |
| 2024-Q21/3 |
LoseCAH / S&P -12.14% / 4.28% |
WinCAH / S&P 10.66% / 5.38% |
LoseCAH / S&P CAH unavailable / 5.12% |
Non-scoringCAH / S&P 0.38% / 10.85% | Non-scoringCAH / S&P 28.11 / 27.64 | Non-scoringCAH / S&P CAH unavailable / 4.79 | Non-scoringCAH / S&P CAH unavailable / $4.28m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.36b |
| 2024-Q12/3 |
WinCAH / S&P 11.51% / 10.56% |
WinCAH / S&P 10.95% / 5.71% |
LoseCAH / S&P CAH unavailable / 5.59% |
Non-scoringCAH / S&P 0.28% / 10.81% | Non-scoringCAH / S&P 43.76 / 27.02 | Non-scoringCAH / S&P CAH unavailable / 4.71 | Non-scoringCAH / S&P CAH unavailable / $4.28m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.12b |
| 2023-Q42/3 |
WinCAH / S&P 17.36% / 11.69% |
WinCAH / S&P 11.93% / 6.81% |
LoseCAH / S&P CAH unavailable / 7.78% |
Non-scoringCAH / S&P 0.33% / 11.19% | Non-scoringCAH / S&P 35.19 / 24.35 | Non-scoringCAH / S&P CAH unavailable / 4.31 | Non-scoringCAH / S&P CAH unavailable / $4.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.01b |
| 2023-Q31/3 |
LoseCAH / S&P -8.19% / -3.27% |
WinCAH / S&P 12.34% / 7.52% |
LoseCAH / S&P CAH unavailable / -5.03% |
Non-scoringCAH / S&P 0.10% / 10.84% | Non-scoringCAH / S&P 104.64 / 23.93 | Non-scoringCAH / S&P CAH unavailable / 3.98 | Non-scoringCAH / S&P CAH unavailable / $4.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.24b |
| 2023-Q22/3 |
WinCAH / S&P 25.93% / 8.74% |
WinCAH / S&P 13.04% / 9.50% |
LoseCAH / S&P CAH unavailable / -8.57% |
Non-scoringCAH / S&P 0.16% / 10.88% | Non-scoringCAH / S&P 72.96 / 24.01 | Non-scoringCAH / S&P CAH unavailable / 4.19 | Non-scoringCAH / S&P CAH unavailable / $4.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.17b |
| 2023-Q11/3 |
LoseCAH / S&P -1.13% / 7.50% |
WinCAH / S&P 12.31% / 10.77% |
LoseCAH / S&P CAH unavailable / -15.69% |
Non-scoringCAH / S&P 0.23% / 10.82% | Non-scoringCAH / S&P 42.47 / 22.66 | Non-scoringCAH / S&P CAH unavailable / 3.93 | Non-scoringCAH / S&P CAH unavailable / $4.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.13b |
| 2022-Q42/3 |
WinCAH / S&P 16.02% / 7.56% |
WinCAH / S&P 12.66% / 11.88% |
LoseCAH / S&P CAH unavailable / -17.99% |
Non-scoringCAH / S&P -0.66% / 11.09% | Non-scoringCAH / S&P CAH unavailable / 22.65 | Non-scoringCAH / S&P CAH unavailable / 3.75 | Non-scoringCAH / S&P CAH unavailable / $3.70m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.15b |
| 2022-Q31/3 |
WinCAH / S&P 28.51% / -4.88% |
LoseCAH / S&P 11.71% / 13.47% |
LoseCAH / S&P CAH unavailable / -1.41% |
Non-scoringCAH / S&P -0.59% / 12.28% | Non-scoringCAH / S&P CAH unavailable / 20.58 | Non-scoringCAH / S&P CAH unavailable / 3.60 | Non-scoringCAH / S&P CAH unavailable / $3.70m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.17b |
| 2022-Q21/3 |
WinCAH / S&P -6.95% / -16.10% |
LoseCAH / S&P 11.61% / 13.71% |
LoseCAH / S&P CAH unavailable / 11.04% |
Non-scoringCAH / S&P -0.52% / 13.03% | Non-scoringCAH / S&P CAH unavailable / 20.28 | Non-scoringCAH / S&P CAH unavailable / 3.78 | Non-scoringCAH / S&P CAH unavailable / $3.70m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.17b |
| 2022-Q11/3 |
WinCAH / S&P 11.06% / -4.60% |
LoseCAH / S&P 12.95% / 15.97% |
LoseCAH / S&P CAH unavailable / 42.23% |
Non-scoringCAH / S&P -0.54% / 14.22% | Non-scoringCAH / S&P CAH unavailable / 22.19 | Non-scoringCAH / S&P CAH unavailable / 4.51 | Non-scoringCAH / S&P CAH unavailable / $3.70m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.20b |
| 2021-Q40/3 |
LoseCAH / S&P 5.09% / 11.03% |
LoseCAH / S&P 9.48% / 15.00% |
LoseCAH / S&P CAH unavailable / 96.40% |
Non-scoringCAH / S&P 0.32% / 15.13% | Non-scoringCAH / S&P 26.14 / 23.63 | Non-scoringCAH / S&P 14.54 / 4.73 | Non-scoringCAH / S&P CAH unavailable / $3.63m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.13b |
| 2021-Q30/3 |
LoseCAH / S&P -12.53% / 0.58% |
LoseCAH / S&P 8.23% / 10.77% |
LoseCAH / S&P CAH unavailable / 69.42% |
Non-scoringCAH / S&P 0.68% / 14.13% | Non-scoringCAH / S&P 12.66 / 25.35 | Non-scoringCAH / S&P 10.31 / 4.38 | Non-scoringCAH / S&P CAH unavailable / $3.63m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.19b |
| 2021-Q20/3 |
LoseCAH / S&P -5.21% / 8.55% |
LoseCAH / S&P 6.24% / 6.58% |
LoseCAH / S&P CAH unavailable / 51.81% |
Non-scoringCAH / S&P 0.38% / 13.34% | Non-scoringCAH / S&P 27.11 / 26.70 | Non-scoringCAH / S&P 9.25 / 4.43 | Non-scoringCAH / S&P CAH unavailable / $3.63m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.11b |
| 2021-Q12/3 |
WinCAH / S&P 14.32% / 6.17% |
WinCAH / S&P 1.94% / -1.06% |
LoseCAH / S&P CAH unavailable / 7.39% |
Non-scoringCAH / S&P 0.74% / 11.60% | Non-scoringCAH / S&P 15.50 / 30.50 | Non-scoringCAH / S&P 9.97 / 4.23 | Non-scoringCAH / S&P CAH unavailable / $3.63m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.10b |
| 2020-Q42/3 |
WinCAH / S&P 15.12% / 12.15% |
WinCAH / S&P 4.54% / -3.72% |
LoseCAH / S&P CAH unavailable / -33.42% |
Non-scoringCAH / S&P 0.88% / 8.86% | Non-scoringCAH / S&P 11.37 / 39.26 | Non-scoringCAH / S&P 7.97 / 4.05 | Non-scoringCAH / S&P CAH unavailable / $3.17m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.01b |
| 2020-Q31/3 |
LoseCAH / S&P -9.10% / 8.93% |
WinCAH / S&P 4.73% / -2.04% |
LoseCAH / S&P CAH unavailable / -27.10% |
Non-scoringCAH / S&P 0.63% / 9.24% | Non-scoringCAH / S&P 14.11 / 34.27 | Non-scoringCAH / S&P 9.66 / 3.65 | Non-scoringCAH / S&P CAH unavailable / $3.17m | Non-scoringCAH / S&P CAH unavailable / $0.02b | Non-scoringCAH / S&P CAH unavailable / $0.00b |
| 2020-Q21/3 |
LoseCAH / S&P 9.89% / 20.54% |
WinCAH / S&P 5.08% / -0.46% |
LoseCAH / S&P CAH unavailable / -27.11% |
Non-scoringCAH / S&P -2.42% / 9.37% | Non-scoringCAH / S&P CAH unavailable / 31.29 | Non-scoringCAH / S&P 8.52 / 3.44 | Non-scoringCAH / S&P CAH unavailable / $3.17m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.03b |
| 2020-Q12/3 |
WinCAH / S&P -4.27% / -19.60% |
WinCAH / S&P 7.01% / 3.47% |
LoseCAH / S&P CAH unavailable / -14.75% |
Non-scoringCAH / S&P -2.71% / 10.68% | Non-scoringCAH / S&P CAH unavailable / 22.80 | Non-scoringCAH / S&P 11.63 / 2.92 | Non-scoringCAH / S&P CAH unavailable / $3.17m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.05b |
| 2019-Q41/3 |
LoseCAH / S&P 8.21% / 9.07% |
WinCAH / S&P 5.44% / 5.36% |
LoseCAH / S&P CAH unavailable / 2.99% |
Non-scoringCAH / S&P -2.81% / 12.81% | Non-scoringCAH / S&P CAH unavailable / 22.78 | Non-scoringCAH / S&P 14.81 / 3.53 | Non-scoringCAH / S&P CAH unavailable / $3.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.05b |
| 2019-Q31/3 |
LoseCAH / S&P 1.21% / 1.70% |
WinCAH / S&P 5.94% / 5.02% |
LoseCAH / S&P CAH unavailable / 0.21% |
Non-scoringCAH / S&P -2.81% / 12.41% | Non-scoringCAH / S&P CAH unavailable / 22.44 | Non-scoringCAH / S&P 15.63 / 3.30 | Non-scoringCAH / S&P CAH unavailable / $3.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.09b |
| 2019-Q20/3 |
LoseCAH / S&P -1.16% / 4.30% |
LoseCAH / S&P 6.38% / 6.64% |
LoseCAH / S&P CAH unavailable / 8.65% |
Non-scoringCAH / S&P 0.94% / 12.79% | Non-scoringCAH / S&P 10.30 / 21.37 | Non-scoringCAH / S&P 2.22 / 3.32 | Non-scoringCAH / S&P CAH unavailable / $3.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.27b |
| 2019-Q10/3 |
LoseCAH / S&P 9.04% / 13.65% |
LoseCAH / S&P 6.77% / 8.12% |
LoseCAH / S&P CAH unavailable / 14.29% |
Non-scoringCAH / S&P 0.00% / 12.97% | Non-scoringCAH / S&P 4783.17 / 20.86 | Non-scoringCAH / S&P 2.30 / 3.26 | Non-scoringCAH / S&P CAH unavailable / $3.08m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $34.35b |
| 2018-Q40/3 |
LoseCAH / S&P -16.52% / -13.52% |
LoseCAH / S&P 7.03% / 9.05% |
LoseCAH / S&P CAH unavailable / 18.23% |
Non-scoringCAH / S&P -0.03% / 13.10% | Non-scoringCAH / S&P CAH unavailable / 19.39 | Non-scoringCAH / S&P 2.20 / 2.94 | Non-scoringCAH / S&P CAH unavailable / $3.00m | Non-scoringCAH / S&P CAH unavailable / $0.01b | Non-scoringCAH / S&P CAH unavailable / $0.00b |
| 2018-Q31/3 |
WinCAH / S&P 11.57% / 7.71% |
LoseCAH / S&P 6.74% / 10.21% |
LoseCAH / S&P CAH unavailable / 19.06% |
Non-scoringCAH / S&P 0.53% / 13.01% | Non-scoringCAH / S&P 22.69 / 22.25 | Non-scoringCAH / S&P 2.82 / 3.45 | Non-scoringCAH / S&P CAH unavailable / $3.00m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.17b |
| 2018-Q20/3 |
LoseCAH / S&P -21.35% / 3.43% |
LoseCAH / S&P 5.26% / 9.03% |
LoseCAH / S&P CAH unavailable / 14.46% |
Non-scoringCAH / S&P 0.19% / 12.56% | Non-scoringCAH / S&P 59.03 / 22.49 | Non-scoringCAH / S&P 2.50 / 3.25 | Non-scoringCAH / S&P CAH unavailable / $3.00m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.19b |
| 2018-Q11/3 |
WinCAH / S&P 3.06% / -0.76% |
LoseCAH / S&P 4.70% / 7.68% |
LoseCAH / S&P CAH unavailable / 12.46% |
Non-scoringCAH / S&P 1.26% / 12.27% | Non-scoringCAH / S&P 11.62 / 23.41 | Non-scoringCAH / S&P 2.62 / 3.17 | Non-scoringCAH / S&P CAH unavailable / $3.00m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.08b |
| 2017-Q40/3 |
LoseCAH / S&P -7.76% / 6.64% |
LoseCAH / S&P 4.23% / 7.03% |
LoseCAH / S&P CAH unavailable / 13.82% |
Non-scoringCAH / S&P 1.37% / 12.09% | Non-scoringCAH / S&P 10.76 / 24.25 | Non-scoringCAH / S&P 2.58 / 3.23 | Non-scoringCAH / S&P CAH unavailable / $2.92m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.05b |
| 2017-Q30/3 |
LoseCAH / S&P -13.52% / 4.48% |
LoseCAH / S&P 4.02% / 5.68% |
LoseCAH / S&P CAH unavailable / 17.57% |
Non-scoringCAH / S&P 0.84% / 12.04% | Non-scoringCAH / S&P 19.36 / 23.28 | Non-scoringCAH / S&P 3.17 / 3.08 | Non-scoringCAH / S&P CAH unavailable / $2.92m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.11b |
| 2017-Q21/3 |
LoseCAH / S&P -3.89% / 3.09% |
WinCAH / S&P 6.94% / 4.83% |
LoseCAH / S&P CAH unavailable / 17.74% |
Non-scoringCAH / S&P 0.99% / 11.96% | Non-scoringCAH / S&P 19.11 / 23.40 | Non-scoringCAH / S&P 3.62 / 3.03 | Non-scoringCAH / S&P CAH unavailable / $2.92m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.08b |
| 2017-Q12/3 |
WinCAH / S&P 13.93% / 6.07% |
WinCAH / S&P 9.08% / 3.67% |
LoseCAH / S&P CAH unavailable / 13.32% |
Non-scoringCAH / S&P 1.05% / 11.75% | Non-scoringCAH / S&P 19.11 / 23.60 | Non-scoringCAH / S&P 3.87 / 3.01 | Non-scoringCAH / S&P CAH unavailable / $2.92m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $20.24b |
| 2016-Q41/3 |
LoseCAH / S&P -6.80% / 3.82% |
WinCAH / S&P 13.18% / 2.09% |
LoseCAH / S&P CAH unavailable / 7.05% |
Non-scoringCAH / S&P 1.06% / 11.37% | Non-scoringCAH / S&P 17.05 / 23.76 | Non-scoringCAH / S&P 3.64 / 2.91 | Non-scoringCAH / S&P CAH unavailable / $2.88m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $1.11b |
| 2016-Q31/3 |
LoseCAH / S&P 0.18% / 3.85% |
WinCAH / S&P 17.85% / 0.20% |
LoseCAH / S&P CAH unavailable / -3.15% |
Non-scoringCAH / S&P 1.08% / 10.82% | Non-scoringCAH / S&P 18.30 / 24.22 | Non-scoringCAH / S&P 3.80 / 2.78 | Non-scoringCAH / S&P CAH unavailable / $2.88m | Non-scoringCAH / S&P CAH unavailable / $0.00b | Non-scoringCAH / S&P CAH unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | CAH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 59.68% | 20.78% |
| Annualized return | 59.68% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | CAH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 400.36% | 83.14% |
| Annualized return | 37.99% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | CAH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 289.76% | 319.30% |
| Annualized return | 14.57% | 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.