73/120
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): 5 wins, 7 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 |
LoseHLI / S&P -6.14% / 15.20% |
LoseHLI / S&P 1.71% / 15.00% |
LoseHLI / S&P 0.17% / 50.40% |
Non-scoringHLI / S&P 16.10% / 15.70% | Non-scoringHLI / S&P HLI unavailable / 28.47 | Non-scoringHLI / S&P HLI unavailable / S&P unavailable | Non-scoringHLI / S&P HLI unavailable / S&P unavailable | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.36b |
| 2026-Q10/3 |
LoseHLI / S&P -17.25% / -4.33% |
LoseHLI / S&P 9.53% / 11.30% |
LoseHLI / S&P 6.86% / 27.70% |
Non-scoringHLI / S&P 16.28% / 14.80% | Non-scoringHLI / S&P HLI unavailable / 25.43 | Non-scoringHLI / S&P HLI unavailable / S&P unavailable | Non-scoringHLI / S&P HLI unavailable / S&P unavailable | Non-scoringHLI / S&P HLI unavailable / $0.27b | Non-scoringHLI / S&P HLI unavailable / $0.00b |
| 2025-Q42/3 |
LoseHLI / S&P -14.87% / 2.65% |
WinHLI / S&P 18.03% / 9.00% |
WinHLI / S&P 24.43% / 13.40% |
Non-scoringHLI / S&P 16.93% / 13.20% | Non-scoringHLI / S&P HLI unavailable / 28.48 | Non-scoringHLI / S&P HLI unavailable / 5.39 | Non-scoringHLI / S&P HLI unavailable / $4.42m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.20b |
| 2025-Q33/3 |
WinHLI / S&P 14.44% / 8.12% |
WinHLI / S&P 21.00% / 4.61% |
WinHLI / S&P 26.99% / 13.45% |
Non-scoringHLI / S&P 16.65% / 11.78% | Non-scoringHLI / S&P HLI unavailable / 28.13 | Non-scoringHLI / S&P HLI unavailable / 5.27 | Non-scoringHLI / S&P HLI unavailable / $4.42m | Non-scoringHLI / S&P HLI unavailable / $0.11b | Non-scoringHLI / S&P HLI unavailable / $0.00b |
| 2025-Q23/3 |
WinHLI / S&P 11.81% / 10.94% |
WinHLI / S&P 23.29% / 4.83% |
WinHLI / S&P 31.93% / 10.63% |
Non-scoringHLI / S&P 16.48% / 11.45% | Non-scoringHLI / S&P HLI unavailable / 27.10 | Non-scoringHLI / S&P HLI unavailable / 5.01 | Non-scoringHLI / S&P HLI unavailable / $4.42m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.23b |
| 2025-Q12/3 |
LoseHLI / S&P -6.70% / -4.27% |
WinHLI / S&P 24.81% / 4.98% |
WinHLI / S&P 41.85% / 10.57% |
Non-scoringHLI / S&P 16.73% / 11.39% | Non-scoringHLI / S&P HLI unavailable / 26.23 | Non-scoringHLI / S&P HLI unavailable / 4.69 | Non-scoringHLI / S&P HLI unavailable / $4.42m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.10b |
| 2024-Q43/3 |
WinHLI / S&P 10.23% / 2.41% |
WinHLI / S&P 22.01% / 5.25% |
WinHLI / S&P 34.70% / 6.15% |
Non-scoringHLI / S&P 16.00% / 11.29% | Non-scoringHLI / S&P HLI unavailable / 28.60 | Non-scoringHLI / S&P HLI unavailable / 4.99 | Non-scoringHLI / S&P HLI unavailable / $4.28m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.08b |
| 2024-Q33/3 |
WinHLI / S&P 17.60% / 5.89% |
WinHLI / S&P 18.84% / 5.89% |
WinHLI / S&P 30.40% / 6.11% |
Non-scoringHLI / S&P 15.77% / 10.87% | Non-scoringHLI / S&P HLI unavailable / 28.09 | Non-scoringHLI / S&P HLI unavailable / 4.94 | Non-scoringHLI / S&P HLI unavailable / $4.28m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.21b |
| 2024-Q23/3 |
WinHLI / S&P 5.65% / 4.28% |
WinHLI / S&P 11.38% / 5.38% |
WinHLI / S&P 24.24% / 5.12% |
Non-scoringHLI / S&P 15.30% / 10.85% | Non-scoringHLI / S&P HLI unavailable / 27.64 | Non-scoringHLI / S&P HLI unavailable / 4.79 | Non-scoringHLI / S&P HLI unavailable / $4.28m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.36b |
| 2024-Q12/3 |
LoseHLI / S&P 7.36% / 10.56% |
WinHLI / S&P 5.80% / 5.71% |
WinHLI / S&P 9.31% / 5.59% |
Non-scoringHLI / S&P 14.64% / 10.81% | Non-scoringHLI / S&P HLI unavailable / 27.02 | Non-scoringHLI / S&P HLI unavailable / 4.71 | Non-scoringHLI / S&P HLI unavailable / $4.28m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.12b |
| 2023-Q41/3 |
WinHLI / S&P 12.52% / 11.69% |
LoseHLI / S&P 0.16% / 6.81% |
LoseHLI / S&P 3.18% / 7.78% |
Non-scoringHLI / S&P 14.08% / 11.19% | Non-scoringHLI / S&P HLI unavailable / 24.35 | Non-scoringHLI / S&P HLI unavailable / 4.31 | Non-scoringHLI / S&P HLI unavailable / $4.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.01b |
| 2023-Q31/3 |
WinHLI / S&P 9.53% / -3.27% |
LoseHLI / S&P -21.34% / 7.52% |
LoseHLI / S&P -30.68% / -5.03% |
Non-scoringHLI / S&P 14.08% / 10.84% | Non-scoringHLI / S&P HLI unavailable / 23.93 | Non-scoringHLI / S&P HLI unavailable / 3.98 | Non-scoringHLI / S&P HLI unavailable / $4.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.24b |
| 2023-Q21/3 |
WinHLI / S&P 13.08% / 8.74% |
LoseHLI / S&P -21.99% / 9.50% |
LoseHLI / S&P -41.36% / -8.57% |
Non-scoringHLI / S&P 13.55% / 10.88% | Non-scoringHLI / S&P HLI unavailable / 24.01 | Non-scoringHLI / S&P HLI unavailable / 4.19 | Non-scoringHLI / S&P HLI unavailable / $4.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.17b |
| 2023-Q10/3 |
LoseHLI / S&P 0.94% / 7.50% |
LoseHLI / S&P -20.29% / 10.77% |
LoseHLI / S&P -41.34% / -15.69% |
Non-scoringHLI / S&P 14.05% / 10.82% | Non-scoringHLI / S&P HLI unavailable / 22.66 | Non-scoringHLI / S&P HLI unavailable / 3.93 | Non-scoringHLI / S&P HLI unavailable / $4.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.13b |
| 2022-Q41/3 |
WinHLI / S&P 16.25% / 7.56% |
LoseHLI / S&P -20.16% / 11.88% |
LoseHLI / S&P -45.20% / -17.99% |
Non-scoringHLI / S&P 14.15% / 11.09% | Non-scoringHLI / S&P HLI unavailable / 22.65 | Non-scoringHLI / S&P HLI unavailable / 3.75 | Non-scoringHLI / S&P HLI unavailable / $3.70m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.15b |
| 2022-Q32/3 |
WinHLI / S&P -3.85% / -4.88% |
WinHLI / S&P 16.40% / 13.47% |
LoseHLI / S&P -10.58% / -1.41% |
Non-scoringHLI / S&P 16.33% / 12.28% | Non-scoringHLI / S&P HLI unavailable / 20.58 | Non-scoringHLI / S&P HLI unavailable / 3.60 | Non-scoringHLI / S&P HLI unavailable / $3.70m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.17b |
| 2022-Q23/3 |
WinHLI / S&P -9.54% / -16.10% |
WinHLI / S&P 37.27% / 13.71% |
WinHLI / S&P 21.37% / 11.04% |
Non-scoringHLI / S&P 18.25% / 13.03% | Non-scoringHLI / S&P HLI unavailable / 20.28 | Non-scoringHLI / S&P HLI unavailable / 3.78 | Non-scoringHLI / S&P HLI unavailable / $3.70m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.17b |
| 2022-Q11/3 |
LoseHLI / S&P -14.83% / -4.60% |
WinHLI / S&P 48.81% / 15.97% |
LoseHLI / S&P 41.19% / 42.23% |
Non-scoringHLI / S&P 19.28% / 14.22% | Non-scoringHLI / S&P HLI unavailable / 22.19 | Non-scoringHLI / S&P HLI unavailable / 4.51 | Non-scoringHLI / S&P HLI unavailable / $3.70m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.20b |
| 2021-Q42/3 |
WinHLI / S&P 12.85% / 11.03% |
WinHLI / S&P 73.23% / 15.00% |
LoseHLI / S&P 72.00% / 96.40% |
Non-scoringHLI / S&P 20.52% / 15.13% | Non-scoringHLI / S&P HLI unavailable / 23.63 | Non-scoringHLI / S&P HLI unavailable / 4.73 | Non-scoringHLI / S&P HLI unavailable / $3.63m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.13b |
| 2021-Q33/3 |
WinHLI / S&P 13.14% / 0.58% |
WinHLI / S&P 73.50% / 10.77% |
WinHLI / S&P 99.01% / 69.42% |
Non-scoringHLI / S&P 21.39% / 14.13% | Non-scoringHLI / S&P HLI unavailable / 25.35 | Non-scoringHLI / S&P HLI unavailable / 4.38 | Non-scoringHLI / S&P HLI unavailable / $3.63m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.19b |
| 2021-Q23/3 |
WinHLI / S&P 23.68% / 8.55% |
WinHLI / S&P 50.61% / 6.58% |
WinHLI / S&P 79.58% / 51.81% |
Non-scoringHLI / S&P 20.90% / 13.34% | Non-scoringHLI / S&P HLI unavailable / 26.70 | Non-scoringHLI / S&P HLI unavailable / 4.43 | Non-scoringHLI / S&P HLI unavailable / $3.63m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.11b |
| 2021-Q12/3 |
LoseHLI / S&P -0.55% / 6.17% |
WinHLI / S&P 31.58% / -1.06% |
WinHLI / S&P 62.14% / 7.39% |
Non-scoringHLI / S&P 20.50% / 11.60% | Non-scoringHLI / S&P HLI unavailable / 30.50 | Non-scoringHLI / S&P HLI unavailable / 4.23 | Non-scoringHLI / S&P HLI unavailable / $3.63m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.10b |
| 2020-Q43/3 |
WinHLI / S&P 14.44% / 12.15% |
WinHLI / S&P 15.63% / -3.72% |
WinHLI / S&P 53.85% / -33.42% |
Non-scoringHLI / S&P 20.52% / 8.86% | Non-scoringHLI / S&P HLI unavailable / 39.26 | Non-scoringHLI / S&P HLI unavailable / 4.05 | Non-scoringHLI / S&P HLI unavailable / $3.17m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.01b |
| 2020-Q32/3 |
LoseHLI / S&P 6.73% / 8.93% |
WinHLI / S&P 0.95% / -2.04% |
WinHLI / S&P 20.63% / -27.10% |
Non-scoringHLI / S&P 18.06% / 9.24% | Non-scoringHLI / S&P HLI unavailable / 34.27 | Non-scoringHLI / S&P HLI unavailable / 3.65 | Non-scoringHLI / S&P HLI unavailable / $3.17m | Non-scoringHLI / S&P HLI unavailable / $0.02b | Non-scoringHLI / S&P HLI unavailable / $0.00b |
| 2020-Q22/3 |
LoseHLI / S&P 7.31% / 20.54% |
WinHLI / S&P 0.49% / -0.46% |
WinHLI / S&P 7.98% / -27.11% |
Non-scoringHLI / S&P 16.70% / 9.37% | Non-scoringHLI / S&P HLI unavailable / 31.29 | Non-scoringHLI / S&P HLI unavailable / 3.44 | Non-scoringHLI / S&P HLI unavailable / $3.17m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.03b |
| 2020-Q13/3 |
WinHLI / S&P 7.28% / -19.60% |
WinHLI / S&P 6.91% / 3.47% |
WinHLI / S&P 15.23% / -14.75% |
Non-scoringHLI / S&P 15.85% / 10.68% | Non-scoringHLI / S&P HLI unavailable / 22.80 | Non-scoringHLI / S&P HLI unavailable / 2.92 | Non-scoringHLI / S&P HLI unavailable / $3.17m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.05b |
| 2019-Q42/3 |
LoseHLI / S&P 9.07% / 9.07% |
WinHLI / S&P 10.63% / 5.36% |
WinHLI / S&P 12.55% / 2.99% |
Non-scoringHLI / S&P 14.82% / 12.81% | Non-scoringHLI / S&P HLI unavailable / 22.78 | Non-scoringHLI / S&P HLI unavailable / 3.53 | Non-scoringHLI / S&P HLI unavailable / $3.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.05b |
| 2019-Q32/3 |
WinHLI / S&P 2.00% / 1.70% |
WinHLI / S&P 11.40% / 5.02% |
LoseHLI / S&P -1.95% / 0.21% |
Non-scoringHLI / S&P 14.85% / 12.41% | Non-scoringHLI / S&P HLI unavailable / 22.44 | Non-scoringHLI / S&P HLI unavailable / 3.30 | Non-scoringHLI / S&P HLI unavailable / $3.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.09b |
| 2019-Q21/3 |
LoseHLI / S&P -2.22% / 4.30% |
WinHLI / S&P 15.41% / 6.64% |
LoseHLI / S&P 6.91% / 8.65% |
Non-scoringHLI / S&P 15.45% / 12.79% | Non-scoringHLI / S&P HLI unavailable / 21.37 | Non-scoringHLI / S&P HLI unavailable / 3.32 | Non-scoringHLI / S&P HLI unavailable / $3.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.27b |
| 2019-Q12/3 |
WinHLI / S&P 25.33% / 13.65% |
WinHLI / S&P 12.56% / 8.12% |
LoseHLI / S&P -6.54% / 14.29% |
Non-scoringHLI / S&P 14.67% / 12.97% | Non-scoringHLI / S&P HLI unavailable / 20.86 | Non-scoringHLI / S&P HLI unavailable / 3.26 | Non-scoringHLI / S&P HLI unavailable / $3.08m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $34.35b |
| 2018-Q40/3 |
LoseHLI / S&P -17.57% / -13.52% |
LoseHLI / S&P HLI unavailable / 9.05% |
LoseHLI / S&P -9.06% / 18.23% |
Non-scoringHLI / S&P 14.63% / 13.10% | Non-scoringHLI / S&P HLI unavailable / 19.39 | Non-scoringHLI / S&P HLI unavailable / 2.94 | Non-scoringHLI / S&P HLI unavailable / $3.00m | Non-scoringHLI / S&P HLI unavailable / $0.01b | Non-scoringHLI / S&P HLI unavailable / $0.00b |
| 2018-Q31/3 |
LoseHLI / S&P -11.78% / 7.71% |
LoseHLI / S&P HLI unavailable / 10.21% |
WinHLI / S&P 21.23% / 19.06% |
Non-scoringHLI / S&P 16.97% / 13.01% | Non-scoringHLI / S&P HLI unavailable / 22.25 | Non-scoringHLI / S&P HLI unavailable / 3.45 | Non-scoringHLI / S&P HLI unavailable / $3.00m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.17b |
| 2018-Q22/3 |
WinHLI / S&P 15.48% / 3.43% |
LoseHLI / S&P HLI unavailable / 9.03% |
WinHLI / S&P 27.46% / 14.46% |
Non-scoringHLI / S&P 16.85% / 12.56% | Non-scoringHLI / S&P HLI unavailable / 22.49 | Non-scoringHLI / S&P HLI unavailable / 3.25 | Non-scoringHLI / S&P HLI unavailable / $3.00m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.19b |
| 2018-Q11/3 |
LoseHLI / S&P -1.40% / -0.76% |
LoseHLI / S&P HLI unavailable / 7.68% |
WinHLI / S&P 59.51% / 12.46% |
Non-scoringHLI / S&P 17.88% / 12.27% | Non-scoringHLI / S&P HLI unavailable / 23.41 | Non-scoringHLI / S&P HLI unavailable / 3.17 | Non-scoringHLI / S&P HLI unavailable / $3.00m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.08b |
| 2017-Q42/3 |
WinHLI / S&P 16.62% / 6.64% |
LoseHLI / S&P HLI unavailable / 7.03% |
WinHLI / S&P 73.97% / 13.82% |
Non-scoringHLI / S&P HLI unavailable / 12.09% | Non-scoringHLI / S&P HLI unavailable / 24.25 | Non-scoringHLI / S&P HLI unavailable / 3.23 | Non-scoringHLI / S&P HLI unavailable / $2.92m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.05b |
| 2017-Q32/3 |
WinHLI / S&P 12.75% / 4.48% |
LoseHLI / S&P HLI unavailable / 5.68% |
WinHLI / S&P 63.08% / 17.57% |
Non-scoringHLI / S&P HLI unavailable / 12.04% | Non-scoringHLI / S&P HLI unavailable / 23.28 | Non-scoringHLI / S&P HLI unavailable / 3.08 | Non-scoringHLI / S&P HLI unavailable / $2.92m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.11b |
| 2017-Q21/3 |
LoseHLI / S&P 1.91% / 3.09% |
LoseHLI / S&P HLI unavailable / 4.83% |
WinHLI / S&P 69.30% / 17.74% |
Non-scoringHLI / S&P HLI unavailable / 11.96% | Non-scoringHLI / S&P HLI unavailable / 23.40 | Non-scoringHLI / S&P HLI unavailable / 3.03 | Non-scoringHLI / S&P HLI unavailable / $2.92m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.08b |
| 2017-Q12/3 |
WinHLI / S&P 11.41% / 6.07% |
LoseHLI / S&P HLI unavailable / 3.67% |
WinHLI / S&P 48.18% / 13.32% |
Non-scoringHLI / S&P HLI unavailable / 11.75% | Non-scoringHLI / S&P HLI unavailable / 23.60 | Non-scoringHLI / S&P HLI unavailable / 3.01 | Non-scoringHLI / S&P HLI unavailable / $2.92m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $20.24b |
| 2016-Q42/3 |
WinHLI / S&P 24.98% / 3.82% |
LoseHLI / S&P HLI unavailable / 2.09% |
WinHLI / S&P 25.86% / 7.05% |
Non-scoringHLI / S&P HLI unavailable / 11.37% | Non-scoringHLI / S&P HLI unavailable / 23.76 | Non-scoringHLI / S&P HLI unavailable / 2.91 | Non-scoringHLI / S&P HLI unavailable / $2.88m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $1.11b |
| 2016-Q32/3 |
WinHLI / S&P 12.74% / 3.85% |
LoseHLI / S&P HLI unavailable / 0.20% |
WinHLI / S&P 7.44% / -3.15% |
Non-scoringHLI / S&P HLI unavailable / 10.82% | Non-scoringHLI / S&P HLI unavailable / 24.22 | Non-scoringHLI / S&P HLI unavailable / 2.78 | Non-scoringHLI / S&P HLI unavailable / $2.88m | Non-scoringHLI / S&P HLI unavailable / $0.00b | Non-scoringHLI / S&P HLI unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | HLI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -33.35% | 20.78% |
| Annualized return | -33.35% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | HLI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 57.69% | 83.14% |
| Annualized return | 9.54% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | HLI total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 548.18% | 319.30% |
| Annualized return | 20.55% | 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.