38/120
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 |
LoseHLF / S&P -10.67% / 15.20% |
LoseHLF / S&P 5.52% / 15.00% |
LoseHLF / S&P -50.94% / 50.40% |
Non-scoringHLF / S&P 3.16% / 15.70% | Non-scoringHLF / S&P 8.39 / 28.47 | Non-scoringHLF / S&P HLF unavailable / S&P unavailable | Non-scoringHLF / S&P HLF unavailable / S&P unavailable | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.36b |
| 2026-Q11/3 |
WinHLF / S&P 14.20% / -4.33% |
LoseHLF / S&P 3.69% / 11.30% |
LoseHLF / S&P -16.73% / 27.70% |
Non-scoringHLF / S&P 4.67% / 14.80% | Non-scoringHLF / S&P 6.35 / 25.43 | Non-scoringHLF / S&P HLF unavailable / S&P unavailable | Non-scoringHLF / S&P HLF unavailable / S&P unavailable | Non-scoringHLF / S&P HLF unavailable / $0.27b | Non-scoringHLF / S&P HLF unavailable / $0.00b |
| 2025-Q41/3 |
WinHLF / S&P 52.73% / 2.65% |
LoseHLF / S&P 0.89% / 9.00% |
LoseHLF / S&P -11.60% / 13.40% |
Non-scoringHLF / S&P 4.53% / 13.20% | Non-scoringHLF / S&P 5.83 / 28.48 | Non-scoringHLF / S&P HLF unavailable / 5.39 | Non-scoringHLF / S&P HLF unavailable / $4.42m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.20b |
| 2025-Q31/3 |
LoseHLF / S&P -2.09% / 8.12% |
LoseHLF / S&P -0.78% / 4.61% |
WinHLF / S&P 269.41% / 13.45% |
Non-scoringHLF / S&P 6.47% / 11.78% | Non-scoringHLF / S&P 2.72 / 28.13 | Non-scoringHLF / S&P HLF unavailable / 5.27 | Non-scoringHLF / S&P HLF unavailable / $4.42m | Non-scoringHLF / S&P HLF unavailable / $0.11b | Non-scoringHLF / S&P HLF unavailable / $0.00b |
| 2025-Q21/3 |
LoseHLF / S&P -0.12% / 10.94% |
LoseHLF / S&P -2.25% / 4.83% |
WinHLF / S&P 287.80% / 10.63% |
Non-scoringHLF / S&P 6.59% / 11.45% | Non-scoringHLF / S&P 2.73 / 27.10 | Non-scoringHLF / S&P HLF unavailable / 5.01 | Non-scoringHLF / S&P HLF unavailable / $4.42m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.23b |
| 2025-Q12/3 |
WinHLF / S&P 29.00% / -4.27% |
LoseHLF / S&P -2.45% / 4.98% |
WinHLF / S&P 100.73% / 10.57% |
Non-scoringHLF / S&P 5.66% / 11.39% | Non-scoringHLF / S&P 3.13 / 26.23 | Non-scoringHLF / S&P HLF unavailable / 4.69 | Non-scoringHLF / S&P HLF unavailable / $4.42m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.10b |
| 2024-Q41/3 |
LoseHLF / S&P -6.95% / 2.41% |
LoseHLF / S&P -1.37% / 5.25% |
WinHLF / S&P 76.06% / 6.15% |
Non-scoringHLF / S&P 5.09% / 11.29% | Non-scoringHLF / S&P 2.66 / 28.60 | Non-scoringHLF / S&P HLF unavailable / 4.99 | Non-scoringHLF / S&P HLF unavailable / $4.28m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.08b |
| 2024-Q30/3 |
LoseHLF / S&P -30.80% / 5.89% |
LoseHLF / S&P -0.55% / 5.89% |
LoseHLF / S&P -54.55% / 6.11% |
Non-scoringHLF / S&P 1.73% / 10.87% | Non-scoringHLF / S&P 8.36 / 28.09 | Non-scoringHLF / S&P HLF unavailable / 4.94 | Non-scoringHLF / S&P HLF unavailable / $4.28m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.21b |
| 2024-Q20/3 |
LoseHLF / S&P 3.38% / 4.28% |
LoseHLF / S&P -0.01% / 5.38% |
LoseHLF / S&P -63.88% / 5.12% |
Non-scoringHLF / S&P 1.63% / 10.85% | Non-scoringHLF / S&P 12.76 / 27.64 | Non-scoringHLF / S&P HLF unavailable / 4.79 | Non-scoringHLF / S&P HLF unavailable / $4.28m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.36b |
| 2024-Q10/3 |
LoseHLF / S&P -34.14% / 10.56% |
LoseHLF / S&P -0.90% / 5.71% |
LoseHLF / S&P -46.27% / 5.59% |
Non-scoringHLF / S&P 2.70% / 10.81% | Non-scoringHLF / S&P 7.31 / 27.02 | Non-scoringHLF / S&P HLF unavailable / 4.71 | Non-scoringHLF / S&P HLF unavailable / $4.28m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.12b |
| 2023-Q40/3 |
LoseHLF / S&P 9.08% / 11.69% |
LoseHLF / S&P -2.73% / 6.81% |
LoseHLF / S&P -55.90% / 7.78% |
Non-scoringHLF / S&P 2.81% / 11.19% | Non-scoringHLF / S&P 10.65 / 24.35 | Non-scoringHLF / S&P HLF unavailable / 4.31 | Non-scoringHLF / S&P HLF unavailable / $4.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.01b |
| 2023-Q31/3 |
WinHLF / S&P 5.66% / -3.27% |
LoseHLF / S&P -5.87% / 7.52% |
LoseHLF / S&P -39.09% / -5.03% |
Non-scoringHLF / S&P 3.71% / 10.84% | Non-scoringHLF / S&P 7.43 / 23.93 | Non-scoringHLF / S&P HLF unavailable / 3.98 | Non-scoringHLF / S&P HLF unavailable / $4.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.24b |
| 2023-Q20/3 |
LoseHLF / S&P -17.76% / 8.74% |
LoseHLF / S&P -7.95% / 9.50% |
LoseHLF / S&P -31.83% / -8.57% |
Non-scoringHLF / S&P 4.48% / 10.88% | Non-scoringHLF / S&P 5.80 / 24.01 | Non-scoringHLF / S&P HLF unavailable / 4.19 | Non-scoringHLF / S&P HLF unavailable / $4.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.17b |
| 2023-Q11/3 |
WinHLF / S&P 8.20% / 7.50% |
LoseHLF / S&P -9.16% / 10.77% |
LoseHLF / S&P -32.18% / -15.69% |
Non-scoringHLF / S&P 4.93% / 10.82% | Non-scoringHLF / S&P 6.30 / 22.66 | Non-scoringHLF / S&P HLF unavailable / 3.93 | Non-scoringHLF / S&P HLF unavailable / $4.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.13b |
| 2022-Q40/3 |
LoseHLF / S&P -25.19% / 7.56% |
LoseHLF / S&P -10.31% / 11.88% |
LoseHLF / S&P -22.03% / -17.99% |
Non-scoringHLF / S&P 6.17% / 11.09% | Non-scoringHLF / S&P 4.53 / 22.65 | Non-scoringHLF / S&P HLF unavailable / 3.75 | Non-scoringHLF / S&P HLF unavailable / $3.70m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.15b |
| 2022-Q31/3 |
WinHLF / S&P -2.74% / -4.88% |
LoseHLF / S&P -9.40% / 13.47% |
LoseHLF / S&P -29.10% / -1.41% |
Non-scoringHLF / S&P 5.71% / 12.28% | Non-scoringHLF / S&P 6.38 / 20.58 | Non-scoringHLF / S&P HLF unavailable / 3.60 | Non-scoringHLF / S&P HLF unavailable / $3.70m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.17b |
| 2022-Q20/3 |
LoseHLF / S&P -32.64% / -16.10% |
LoseHLF / S&P -8.50% / 13.71% |
LoseHLF / S&P -22.20% / 11.04% |
Non-scoringHLF / S&P 6.21% / 13.03% | Non-scoringHLF / S&P 5.88 / 20.28 | Non-scoringHLF / S&P HLF unavailable / 3.78 | Non-scoringHLF / S&P HLF unavailable / $3.70m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.17b |
| 2022-Q10/3 |
LoseHLF / S&P -25.82% / -4.60% |
LoseHLF / S&P -2.49% / 15.97% |
LoseHLF / S&P -0.79% / 42.23% |
Non-scoringHLF / S&P 7.06% / 14.22% | Non-scoringHLF / S&P 7.54 / 22.19 | Non-scoringHLF / S&P HLF unavailable / 4.51 | Non-scoringHLF / S&P HLF unavailable / $3.70m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.20b |
| 2021-Q40/3 |
LoseHLF / S&P -3.42% / 11.03% |
LoseHLF / S&P 4.71% / 15.00% |
LoseHLF / S&P 48.56% / 96.40% |
Non-scoringHLF / S&P 7.71% / 15.13% | Non-scoringHLF / S&P 9.23 / 23.63 | Non-scoringHLF / S&P HLF unavailable / 4.73 | Non-scoringHLF / S&P HLF unavailable / $3.63m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.13b |
| 2021-Q30/3 |
LoseHLF / S&P -19.63% / 0.58% |
LoseHLF / S&P 10.17% / 10.77% |
LoseHLF / S&P 67.18% / 69.42% |
Non-scoringHLF / S&P 8.19% / 14.13% | Non-scoringHLF / S&P 9.03 / 25.35 | Non-scoringHLF / S&P HLF unavailable / 4.38 | Non-scoringHLF / S&P HLF unavailable / $3.63m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.19b |
| 2021-Q23/3 |
WinHLF / S&P 18.87% / 8.55% |
WinHLF / S&P 17.98% / 6.58% |
WinHLF / S&P 100.94% / 51.81% |
Non-scoringHLF / S&P 8.41% / 13.34% | Non-scoringHLF / S&P 11.13 / 26.70 | Non-scoringHLF / S&P HLF unavailable / 4.43 | Non-scoringHLF / S&P HLF unavailable / $3.63m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.11b |
| 2021-Q12/3 |
LoseHLF / S&P -7.68% / 6.17% |
WinHLF / S&P 16.38% / -1.06% |
WinHLF / S&P 104.86% / 7.39% |
Non-scoringHLF / S&P 8.21% / 11.60% | Non-scoringHLF / S&P 10.10 / 30.50 | Non-scoringHLF / S&P HLF unavailable / 4.23 | Non-scoringHLF / S&P HLF unavailable / $3.63m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.10b |
| 2020-Q42/3 |
LoseHLF / S&P 3.00% / 12.15% |
WinHLF / S&P 13.63% / -3.72% |
WinHLF / S&P 26.94% / -33.42% |
Non-scoringHLF / S&P 6.72% / 8.86% | Non-scoringHLF / S&P 15.49 / 39.26 | Non-scoringHLF / S&P HLF unavailable / 4.05 | Non-scoringHLF / S&P HLF unavailable / $3.17m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.01b |
| 2020-Q32/3 |
LoseHLF / S&P 3.71% / 8.93% |
WinHLF / S&P 10.49% / -2.04% |
WinHLF / S&P 22.17% / -27.10% |
Non-scoringHLF / S&P 6.64% / 9.24% | Non-scoringHLF / S&P 15.94 / 34.27 | Non-scoringHLF / S&P HLF unavailable / 3.65 | Non-scoringHLF / S&P HLF unavailable / $3.17m | Non-scoringHLF / S&P HLF unavailable / $0.02b | Non-scoringHLF / S&P HLF unavailable / $0.00b |
| 2020-Q23/3 |
WinHLF / S&P 54.25% / 20.54% |
WinHLF / S&P 4.80% / -0.46% |
WinHLF / S&P 4.93% / -27.11% |
Non-scoringHLF / S&P 5.89% / 9.37% | Non-scoringHLF / S&P 20.69 / 31.29 | Non-scoringHLF / S&P HLF unavailable / 3.44 | Non-scoringHLF / S&P HLF unavailable / $3.17m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.03b |
| 2020-Q11/3 |
LoseHLF / S&P -38.83% / -19.60% |
LoseHLF / S&P 1.64% / 3.47% |
WinHLF / S&P -12.32% / -14.75% |
Non-scoringHLF / S&P 5.24% / 10.68% | Non-scoringHLF / S&P 15.43 / 22.80 | Non-scoringHLF / S&P HLF unavailable / 2.92 | Non-scoringHLF / S&P HLF unavailable / $3.17m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.05b |
| 2019-Q42/3 |
WinHLF / S&P 25.91% / 9.07% |
LoseHLF / S&P -0.30% / 5.36% |
WinHLF / S&P 10.05% / 2.99% |
Non-scoringHLF / S&P 6.38% / 12.81% | Non-scoringHLF / S&P 21.06 / 22.78 | Non-scoringHLF / S&P HLF unavailable / 3.53 | Non-scoringHLF / S&P HLF unavailable / $3.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.05b |
| 2019-Q31/3 |
LoseHLF / S&P -11.46% / 1.70% |
LoseHLF / S&P 0.94% / 5.02% |
WinHLF / S&P 61.83% / 0.21% |
Non-scoringHLF / S&P 6.26% / 12.41% | Non-scoringHLF / S&P 17.13 / 22.44 | Non-scoringHLF / S&P HLF unavailable / 3.30 | Non-scoringHLF / S&P HLF unavailable / $3.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.09b |
| 2019-Q21/3 |
LoseHLF / S&P -19.31% / 4.30% |
LoseHLF / S&P 4.32% / 6.64% |
WinHLF / S&P 76.52% / 8.65% |
Non-scoringHLF / S&P 6.05% / 12.79% | Non-scoringHLF / S&P 20.61 / 21.37 | Non-scoringHLF / S&P HLF unavailable / 3.32 | Non-scoringHLF / S&P HLF unavailable / $3.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.27b |
| 2019-Q12/3 |
LoseHLF / S&P -10.11% / 13.65% |
WinHLF / S&P 8.54% / 8.12% |
WinHLF / S&P 57.46% / 14.29% |
Non-scoringHLF / S&P 6.36% / 12.97% | Non-scoringHLF / S&P 24.06 / 20.86 | Non-scoringHLF / S&P HLF unavailable / 3.26 | Non-scoringHLF / S&P HLF unavailable / $3.08m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $34.35b |
| 2018-Q42/3 |
WinHLF / S&P 8.07% / -13.52% |
WinHLF / S&P 10.48% / 9.05% |
LoseHLF / S&P 11.80% / 18.23% |
Non-scoringHLF / S&P 6.06% / 13.10% | Non-scoringHLF / S&P 28.38 / 19.39 | Non-scoringHLF / S&P HLF unavailable / 2.94 | Non-scoringHLF / S&P HLF unavailable / $3.00m | Non-scoringHLF / S&P HLF unavailable / $0.01b | Non-scoringHLF / S&P HLF unavailable / $0.00b |
| 2018-Q30/3 |
LoseHLF / S&P 1.55% / 7.71% |
LoseHLF / S&P 9.57% / 10.21% |
LoseHLF / S&P -25.57% / 19.06% |
Non-scoringHLF / S&P 3.84% / 13.01% | Non-scoringHLF / S&P 43.24 / 22.25 | Non-scoringHLF / S&P HLF unavailable / 3.45 | Non-scoringHLF / S&P HLF unavailable / $3.00m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.17b |
| 2018-Q21/3 |
WinHLF / S&P 10.23% / 3.43% |
LoseHLF / S&P 5.10% / 9.03% |
LoseHLF / S&P -52.87% / 14.46% |
Non-scoringHLF / S&P 3.61% / 12.56% | Non-scoringHLF / S&P 47.15 / 22.49 | Non-scoringHLF / S&P HLF unavailable / 3.25 | Non-scoringHLF / S&P HLF unavailable / $3.00m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.19b |
| 2018-Q11/3 |
WinHLF / S&P 43.93% / -0.76% |
LoseHLF / S&P 0.71% / 7.68% |
LoseHLF / S&P -0.74% / 12.46% |
Non-scoringHLF / S&P 4.68% / 12.27% | Non-scoringHLF / S&P 19.21 / 23.41 | Non-scoringHLF / S&P HLF unavailable / 3.17 | Non-scoringHLF / S&P HLF unavailable / $3.00m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.08b |
| 2017-Q41/3 |
LoseHLF / S&P -0.16% / 6.64% |
LoseHLF / S&P -1.35% / 7.03% |
WinHLF / S&P 19.46% / 13.82% |
Non-scoringHLF / S&P 4.83% / 12.09% | Non-scoringHLF / S&P 26.07 / 24.25 | Non-scoringHLF / S&P HLF unavailable / 3.23 | Non-scoringHLF / S&P HLF unavailable / $2.92m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.05b |
| 2017-Q30/3 |
LoseHLF / S&P -4.91% / 4.48% |
LoseHLF / S&P -3.58% / 5.68% |
LoseHLF / S&P -37.81% / 17.57% |
Non-scoringHLF / S&P 8.60% / 12.04% | Non-scoringHLF / S&P 8.04 / 23.28 | Non-scoringHLF / S&P 13.83 / 3.08 | Non-scoringHLF / S&P HLF unavailable / $2.92m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.11b |
| 2017-Q21/3 |
WinHLF / S&P 22.69% / 3.09% |
LoseHLF / S&P -2.36% / 4.83% |
LoseHLF / S&P -16.15% / 17.74% |
Non-scoringHLF / S&P 9.28% / 11.96% | Non-scoringHLF / S&P 7.85 / 23.40 | Non-scoringHLF / S&P 16.08 / 3.03 | Non-scoringHLF / S&P HLF unavailable / $2.92m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.08b |
| 2017-Q11/3 |
WinHLF / S&P 20.77% / 6.07% |
LoseHLF / S&P -0.27% / 3.67% |
LoseHLF / S&P -67.55% / 13.32% |
Non-scoringHLF / S&P 5.58% / 11.75% | Non-scoringHLF / S&P 10.75 / 23.60 | Non-scoringHLF / S&P 10.02 / 3.01 | Non-scoringHLF / S&P HLF unavailable / $2.92m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $20.24b |
| 2016-Q40/3 |
LoseHLF / S&P -22.34% / 3.82% |
LoseHLF / S&P 0.43% / 2.09% |
LoseHLF / S&P -62.37% / 7.05% |
Non-scoringHLF / S&P 5.79% / 11.37% | Non-scoringHLF / S&P 17.25 / 23.76 | Non-scoringHLF / S&P 22.84 / 2.91 | Non-scoringHLF / S&P HLF unavailable / $2.88m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $1.11b |
| 2016-Q32/3 |
WinHLF / S&P 5.91% / 3.85% |
WinHLF / S&P 0.83% / 0.20% |
LoseHLF / S&P -31.97% / -3.15% |
Non-scoringHLF / S&P 5.40% / 10.82% | Non-scoringHLF / S&P 11.77 / 24.22 | Non-scoringHLF / S&P 23.33 / 2.78 | Non-scoringHLF / S&P HLF unavailable / $2.88m | Non-scoringHLF / S&P HLF unavailable / $0.00b | Non-scoringHLF / S&P HLF unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | HLF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 26.28% | 20.78% |
| Annualized return | 26.28% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | HLF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -76.14% | 83.14% |
| Annualized return | -24.92% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | HLF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -59.62% | 319.30% |
| Annualized return | -8.67% | 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.