42/120
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-Q21/3 |
WinEQH / S&P 19.11% / 15.20% |
LoseEQH / S&P -22.10% / 15.00% |
LoseEQH / S&P -393.97% / 50.40% |
Non-scoringEQH / S&P -8.72% / 15.70% | Non-scoringEQH / S&P EQH unavailable / 28.47 | Non-scoringEQH / S&P EQH unavailable / S&P unavailable | Non-scoringEQH / S&P EQH unavailable / S&P unavailable | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.36b |
| 2026-Q10/3 |
LoseEQH / S&P -21.58% / -4.33% |
LoseEQH / S&P -23.37% / 11.30% |
LoseEQH / S&P -181.67% / 27.70% |
Non-scoringEQH / S&P -7.26% / 14.80% | Non-scoringEQH / S&P EQH unavailable / 25.43 | Non-scoringEQH / S&P 38.27 / S&P unavailable | Non-scoringEQH / S&P EQH unavailable / S&P unavailable | Non-scoringEQH / S&P EQH unavailable / $0.27b | Non-scoringEQH / S&P EQH unavailable / $0.00b |
| 2025-Q40/3 |
LoseEQH / S&P -5.60% / 2.65% |
LoseEQH / S&P -6.12% / 9.00% |
LoseEQH / S&P -234.06% / 13.40% |
Non-scoringEQH / S&P -11.83% / 13.20% | Non-scoringEQH / S&P EQH unavailable / 28.48 | Non-scoringEQH / S&P EQH unavailable / 5.39 | Non-scoringEQH / S&P EQH unavailable / $4.42m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.20b |
| 2025-Q32/3 |
LoseEQH / S&P -9.00% / 8.12% |
WinEQH / S&P 9.93% / 4.61% |
WinEQH / S&P 187.88% / 13.45% |
Non-scoringEQH / S&P -5.86% / 11.78% | Non-scoringEQH / S&P EQH unavailable / 28.13 | Non-scoringEQH / S&P 99.23 / 5.27 | Non-scoringEQH / S&P EQH unavailable / $4.42m | Non-scoringEQH / S&P EQH unavailable / $0.11b | Non-scoringEQH / S&P EQH unavailable / $0.00b |
| 2025-Q21/3 |
LoseEQH / S&P 8.25% / 10.94% |
WinEQH / S&P 18.70% / 4.83% |
LoseEQH / S&P -52.46% / 10.63% |
Non-scoringEQH / S&P 3.48% / 11.45% | Non-scoringEQH / S&P 35.72 / 27.10 | Non-scoringEQH / S&P 14.73 / 5.01 | Non-scoringEQH / S&P EQH unavailable / $4.42m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.23b |
| 2025-Q12/3 |
WinEQH / S&P 10.95% / -4.27% |
WinEQH / S&P 42.92% / 4.98% |
LoseEQH / S&P 10.09% / 10.57% |
Non-scoringEQH / S&P 8.47% / 11.39% | Non-scoringEQH / S&P 12.76 / 26.23 | Non-scoringEQH / S&P 6.65 / 4.69 | Non-scoringEQH / S&P EQH unavailable / $4.42m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.10b |
| 2024-Q42/3 |
WinEQH / S&P 12.78% / 2.41% |
WinEQH / S&P 18.76% / 5.25% |
LoseEQH / S&P 5.16% / 6.15% |
Non-scoringEQH / S&P 10.30% / 11.29% | Non-scoringEQH / S&P 11.42 / 28.60 | Non-scoringEQH / S&P 9.34 / 4.99 | Non-scoringEQH / S&P EQH unavailable / $4.28m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.08b |
| 2024-Q31/3 |
LoseEQH / S&P 3.53% / 5.89% |
WinEQH / S&P 7.38% / 5.89% |
LoseEQH / S&P -117.62% / 6.11% |
Non-scoringEQH / S&P -2.83% / 10.87% | Non-scoringEQH / S&P EQH unavailable / 28.09 | Non-scoringEQH / S&P 4.14 / 4.94 | Non-scoringEQH / S&P EQH unavailable / $4.28m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.21b |
| 2024-Q22/3 |
WinEQH / S&P 8.12% / 4.28% |
WinEQH / S&P 20.48% / 5.38% |
LoseEQH / S&P -41.77% / 5.12% |
Non-scoringEQH / S&P 7.59% / 10.85% | Non-scoringEQH / S&P 15.09 / 27.64 | Non-scoringEQH / S&P 8.22 / 4.79 | Non-scoringEQH / S&P EQH unavailable / $4.28m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.36b |
| 2024-Q11/3 |
WinEQH / S&P 14.88% / 10.56% |
LoseEQH / S&P -12.82% / 5.71% |
LoseEQH / S&P -28.91% / 5.59% |
Non-scoringEQH / S&P 11.64% / 10.81% | Non-scoringEQH / S&P 10.35 / 27.02 | Non-scoringEQH / S&P 6.25 / 4.71 | Non-scoringEQH / S&P EQH unavailable / $4.28m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.12b |
| 2023-Q41/3 |
WinEQH / S&P 18.19% / 11.69% |
LoseEQH / S&P -17.26% / 6.81% |
LoseEQH / S&P -36.20% / 7.78% |
Non-scoringEQH / S&P 12.31% / 11.19% | Non-scoringEQH / S&P 8.63 / 24.35 | Non-scoringEQH / S&P 4.22 / 4.31 | Non-scoringEQH / S&P EQH unavailable / $4.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.01b |
| 2023-Q31/3 |
WinEQH / S&P 5.34% / -3.27% |
LoseEQH / S&P -5.18% / 7.52% |
LoseEQH / S&P -49.23% / -5.03% |
Non-scoringEQH / S&P 20.13% / 10.84% | Non-scoringEQH / S&P 4.74 / 23.93 | Non-scoringEQH / S&P 5.91 / 3.98 | Non-scoringEQH / S&P EQH unavailable / $4.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.24b |
| 2023-Q20/3 |
LoseEQH / S&P 7.92% / 8.74% |
LoseEQH / S&P -16.03% / 9.50% |
LoseEQH / S&P -62.32% / -8.57% |
Non-scoringEQH / S&P 16.72% / 10.88% | Non-scoringEQH / S&P 5.97 / 24.01 | Non-scoringEQH / S&P 2.68 / 4.19 | Non-scoringEQH / S&P EQH unavailable / $4.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.17b |
| 2023-Q11/3 |
LoseEQH / S&P -10.97% / 7.50% |
WinEQH / S&P 23.40% / 10.77% |
LoseEQH / S&P -48.20% / -15.69% |
Non-scoringEQH / S&P 15.18% / 10.82% | Non-scoringEQH / S&P 5.07 / 22.66 | Non-scoringEQH / S&P 2.43 / 3.93 | Non-scoringEQH / S&P EQH unavailable / $4.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.13b |
| 2022-Q43/3 |
WinEQH / S&P 9.62% / 7.56% |
WinEQH / S&P 66.06% / 11.88% |
WinEQH / S&P 33.41% / -17.99% |
Non-scoringEQH / S&P 17.03% / 11.09% | Non-scoringEQH / S&P 4.87 / 22.65 | Non-scoringEQH / S&P 7.48 / 3.75 | Non-scoringEQH / S&P EQH unavailable / $3.70m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.15b |
| 2022-Q32/3 |
WinEQH / S&P 1.79% / -4.88% |
WinEQH / S&P 30.24% / 13.47% |
LoseEQH / S&P -350.45% / -1.41% |
Non-scoringEQH / S&P 42.33% / 12.28% | Non-scoringEQH / S&P 2.15 / 20.58 | Non-scoringEQH / S&P 2.91 / 3.60 | Non-scoringEQH / S&P EQH unavailable / $3.70m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.17b |
| 2022-Q22/3 |
WinEQH / S&P -15.08% / -16.10% |
WinEQH / S&P 75.68% / 13.71% |
LoseEQH / S&P -242.93% / 11.04% |
Non-scoringEQH / S&P 40.69% / 13.03% | Non-scoringEQH / S&P 2.13 / 20.28 | Non-scoringEQH / S&P 1.76 / 3.78 | Non-scoringEQH / S&P EQH unavailable / $3.70m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.17b |
| 2022-Q11/3 |
LoseEQH / S&P -5.20% / -4.60% |
WinEQH / S&P 901.77% / 15.97% |
LoseEQH / S&P -152.39% / 42.23% |
Non-scoringEQH / S&P 39.27% / 14.22% | Non-scoringEQH / S&P 3.15 / 22.19 | Non-scoringEQH / S&P 1.49 / 4.51 | Non-scoringEQH / S&P EQH unavailable / $3.70m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.20b |
| 2021-Q41/3 |
WinEQH / S&P 11.22% / 11.03% |
LoseEQH / S&P -38.67% / 15.00% |
LoseEQH / S&P -316.93% / 96.40% |
Non-scoringEQH / S&P 23.05% / 15.13% | Non-scoringEQH / S&P 7.31 / 23.63 | Non-scoringEQH / S&P 1.11 / 4.73 | Non-scoringEQH / S&P EQH unavailable / $3.63m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.13b |
| 2021-Q31/3 |
LoseEQH / S&P -2.13% / 0.58% |
LoseEQH / S&P -39.34% / 10.77% |
WinEQH / S&P 325.00% / 69.42% |
Non-scoringEQH / S&P -23.45% / 14.13% | Non-scoringEQH / S&P EQH unavailable / 25.35 | Non-scoringEQH / S&P 1.03 / 4.38 | Non-scoringEQH / S&P EQH unavailable / $3.63m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.19b |
| 2021-Q21/3 |
LoseEQH / S&P -6.12% / 8.55% |
LoseEQH / S&P -56.40% / 6.58% |
WinEQH / S&P 25833.33% / 51.81% |
Non-scoringEQH / S&P -52.36% / 13.34% | Non-scoringEQH / S&P EQH unavailable / 26.70 | Non-scoringEQH / S&P 1.09 / 4.43 | Non-scoringEQH / S&P EQH unavailable / $3.63m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.11b |
| 2021-Q11/3 |
WinEQH / S&P 28.19% / 6.17% |
LoseEQH / S&P -95.33% / -1.06% |
LoseEQH / S&P -275.83% / 7.39% |
Non-scoringEQH / S&P -784.57% / 11.60% | Non-scoringEQH / S&P EQH unavailable / 30.50 | Non-scoringEQH / S&P 1.31 / 4.23 | Non-scoringEQH / S&P EQH unavailable / $3.63m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.10b |
| 2020-Q42/3 |
WinEQH / S&P 41.27% / 12.15% |
WinEQH / S&P 29.07% / -3.72% |
LoseEQH / S&P -46.15% / -33.42% |
Non-scoringEQH / S&P -5.22% / 8.86% | Non-scoringEQH / S&P EQH unavailable / 39.26 | Non-scoringEQH / S&P 0.72 / 4.05 | Non-scoringEQH / S&P EQH unavailable / $3.17m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.01b |
| 2020-Q31/3 |
LoseEQH / S&P -4.69% / 8.93% |
WinEQH / S&P 3.71% / -2.04% |
LoseEQH / S&P -153.06% / -27.10% |
Non-scoringEQH / S&P -2.62% / 9.24% | Non-scoringEQH / S&P EQH unavailable / 34.27 | Non-scoringEQH / S&P 0.47 / 3.65 | Non-scoringEQH / S&P EQH unavailable / $3.17m | Non-scoringEQH / S&P EQH unavailable / $0.02b | Non-scoringEQH / S&P EQH unavailable / $0.00b |
| 2020-Q22/3 |
WinEQH / S&P 34.66% / 20.54% |
WinEQH / S&P 33.52% / -0.46% |
LoseEQH / S&P -101.64% / -27.11% |
Non-scoringEQH / S&P 0.33% / 9.37% | Non-scoringEQH / S&P 176.93 / 31.29 | Non-scoringEQH / S&P 0.50 / 3.44 | Non-scoringEQH / S&P EQH unavailable / $3.17m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.03b |
| 2020-Q12/3 |
LoseEQH / S&P -41.25% / -19.60% |
WinEQH / S&P 88.18% / 3.47% |
WinEQH / S&P 593.53% / -14.75% |
Non-scoringEQH / S&P 21.58% / 10.68% | Non-scoringEQH / S&P 1.47 / 22.80 | Non-scoringEQH / S&P 0.33 / 2.92 | Non-scoringEQH / S&P EQH unavailable / $3.17m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.05b |
| 2019-Q41/3 |
WinEQH / S&P 12.54% / 9.07% |
LoseEQH / S&P -20.30% / 5.36% |
LoseEQH / S&P -205.72% / 2.99% |
Non-scoringEQH / S&P -18.34% / 12.81% | Non-scoringEQH / S&P EQH unavailable / 22.78 | Non-scoringEQH / S&P 0.85 / 3.53 | Non-scoringEQH / S&P EQH unavailable / $3.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.05b |
| 2019-Q33/3 |
WinEQH / S&P 6.82% / 1.70% |
WinEQH / S&P 32.95% / 5.02% |
WinEQH / S&P 206.25% / 0.21% |
Non-scoringEQH / S&P 8.82% / 12.41% | Non-scoringEQH / S&P 9.39 / 22.44 | Non-scoringEQH / S&P 0.73 / 3.30 | Non-scoringEQH / S&P EQH unavailable / $3.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.09b |
| 2019-Q22/3 |
WinEQH / S&P 4.51% / 4.30% |
LoseEQH / S&P -4.10% / 6.64% |
WinEQH / S&P 18.06% / 8.65% |
Non-scoringEQH / S&P 9.31% / 12.79% | Non-scoringEQH / S&P 9.94 / 21.37 | Non-scoringEQH / S&P 0.69 / 3.32 | Non-scoringEQH / S&P EQH unavailable / $3.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.27b |
| 2019-Q11/3 |
WinEQH / S&P 21.89% / 13.65% |
LoseEQH / S&P -12.66% / 8.12% |
LoseEQH / S&P -40.60% / 14.29% |
Non-scoringEQH / S&P 7.67% / 12.97% | Non-scoringEQH / S&P 11.83 / 20.86 | Non-scoringEQH / S&P 0.75 / 3.26 | Non-scoringEQH / S&P EQH unavailable / $3.08m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $34.35b |
| 2018-Q41/3 |
LoseEQH / S&P -21.95% / -13.52% |
LoseEQH / S&P -3.09% / 9.05% |
WinEQH / S&P 130.56% / 18.23% |
Non-scoringEQH / S&P 15.37% / 13.10% | Non-scoringEQH / S&P 4.74 / 19.39 | Non-scoringEQH / S&P 0.64 / 2.94 | Non-scoringEQH / S&P EQH unavailable / $3.00m | Non-scoringEQH / S&P EQH unavailable / $0.01b | Non-scoringEQH / S&P EQH unavailable / $0.00b |
| 2018-Q30/3 |
LoseEQH / S&P 4.68% / 7.71% |
LoseEQH / S&P EQH unavailable / 10.21% |
LoseEQH / S&P EQH unavailable / 19.06% |
Non-scoringEQH / S&P 3.71% / 13.01% | Non-scoringEQH / S&P 32.82 / 22.25 | Non-scoringEQH / S&P 0.97 / 3.45 | Non-scoringEQH / S&P EQH unavailable / $3.00m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.17b |
| 2018-Q20/3 |
LoseEQH / S&P EQH unavailable / 3.43% |
LoseEQH / S&P EQH unavailable / 9.03% |
LoseEQH / S&P EQH unavailable / 14.46% |
Non-scoringEQH / S&P 7.53% / 12.56% | Non-scoringEQH / S&P 13.27 / 22.49 | Non-scoringEQH / S&P 0.87 / 3.25 | Non-scoringEQH / S&P EQH unavailable / $3.00m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.19b |
| 2018-Q10/3 |
LoseEQH / S&P EQH unavailable / -0.76% |
LoseEQH / S&P EQH unavailable / 7.68% |
LoseEQH / S&P EQH unavailable / 12.46% |
Non-scoringEQH / S&P 10.53% / 12.27% | Non-scoringEQH / S&P EQH unavailable / 23.41 | Non-scoringEQH / S&P EQH unavailable / 3.17 | Non-scoringEQH / S&P EQH unavailable / $3.00m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.08b |
| 2017-Q40/3 |
LoseEQH / S&P EQH unavailable / 6.64% |
LoseEQH / S&P EQH unavailable / 7.03% |
LoseEQH / S&P EQH unavailable / 13.82% |
Non-scoringEQH / S&P 6.62% / 12.09% | Non-scoringEQH / S&P EQH unavailable / 24.25 | Non-scoringEQH / S&P EQH unavailable / 3.23 | Non-scoringEQH / S&P EQH unavailable / $2.92m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.05b |
| 2017-Q30/3 |
LoseEQH / S&P EQH unavailable / 4.48% |
LoseEQH / S&P EQH unavailable / 5.68% |
LoseEQH / S&P EQH unavailable / 17.57% |
Non-scoringEQH / S&P EQH unavailable / 12.04% | Non-scoringEQH / S&P EQH unavailable / 23.28 | Non-scoringEQH / S&P EQH unavailable / 3.08 | Non-scoringEQH / S&P EQH unavailable / $2.92m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.11b |
| 2017-Q20/3 |
LoseEQH / S&P EQH unavailable / 3.09% |
LoseEQH / S&P EQH unavailable / 4.83% |
LoseEQH / S&P EQH unavailable / 17.74% |
Non-scoringEQH / S&P EQH unavailable / 11.96% | Non-scoringEQH / S&P EQH unavailable / 23.40 | Non-scoringEQH / S&P EQH unavailable / 3.03 | Non-scoringEQH / S&P EQH unavailable / $2.92m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.08b |
| 2017-Q10/3 |
LoseEQH / S&P EQH unavailable / 6.07% |
LoseEQH / S&P EQH unavailable / 3.67% |
LoseEQH / S&P EQH unavailable / 13.32% |
Non-scoringEQH / S&P EQH unavailable / 11.75% | Non-scoringEQH / S&P EQH unavailable / 23.60 | Non-scoringEQH / S&P EQH unavailable / 3.01 | Non-scoringEQH / S&P EQH unavailable / $2.92m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $20.24b |
| 2016-Q40/3 |
LoseEQH / S&P EQH unavailable / 3.82% |
LoseEQH / S&P EQH unavailable / 2.09% |
LoseEQH / S&P EQH unavailable / 7.05% |
Non-scoringEQH / S&P EQH unavailable / 11.37% | Non-scoringEQH / S&P EQH unavailable / 23.76 | Non-scoringEQH / S&P EQH unavailable / 2.91 | Non-scoringEQH / S&P EQH unavailable / $2.88m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $1.11b |
| 2016-Q30/3 |
LoseEQH / S&P EQH unavailable / 3.85% |
LoseEQH / S&P EQH unavailable / 0.20% |
LoseEQH / S&P EQH unavailable / -3.15% |
Non-scoringEQH / S&P EQH unavailable / 10.82% | Non-scoringEQH / S&P EQH unavailable / 24.22 | Non-scoringEQH / S&P EQH unavailable / 2.78 | Non-scoringEQH / S&P EQH unavailable / $2.88m | Non-scoringEQH / S&P EQH unavailable / $0.00b | Non-scoringEQH / S&P EQH unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | EQH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -3.31% | 20.78% |
| Annualized return | -3.31% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | EQH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 83.75% | 83.14% |
| Annualized return | 12.94% | 12.86% |
10Y · 2018-05-10 to 2026-08-27
| Metric | EQH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 205.55% | 319.30% |
| Annualized return | 11.82% | 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.