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): 6 wins, 6 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 |
WinHTLD / S&P 46.55% / 15.20% |
LoseHTLD / S&P -14.79% / 15.00% |
LoseHTLD / S&P -40.43% / 50.40% |
Non-scoringHTLD / S&P HTLD unavailable / 15.70% | Non-scoringHTLD / S&P HTLD unavailable / 28.47 | Non-scoringHTLD / S&P 1.56 / S&P unavailable | Non-scoringHTLD / S&P HTLD unavailable / S&P unavailable | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.36b |
| 2026-Q12/3 |
WinHTLD / S&P 15.40% / -4.33% |
LoseHTLD / S&P -21.33% / 11.30% |
WinHTLD / S&P 51.35% / 27.70% |
Non-scoringHTLD / S&P HTLD unavailable / 14.80% | Non-scoringHTLD / S&P HTLD unavailable / 25.43 | Non-scoringHTLD / S&P 1.08 / S&P unavailable | Non-scoringHTLD / S&P HTLD unavailable / S&P unavailable | Non-scoringHTLD / S&P HTLD unavailable / $0.27b | Non-scoringHTLD / S&P HTLD unavailable / $0.00b |
| 2025-Q42/3 |
WinHTLD / S&P 7.99% / 2.65% |
LoseHTLD / S&P -25.55% / 9.00% |
WinHTLD / S&P 78.95% / 13.40% |
Non-scoringHTLD / S&P HTLD unavailable / 13.20% | Non-scoringHTLD / S&P HTLD unavailable / 28.48 | Non-scoringHTLD / S&P 0.93 / 5.39 | Non-scoringHTLD / S&P HTLD unavailable / $4.42m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.20b |
| 2025-Q31/3 |
LoseHTLD / S&P -2.78% / 8.12% |
LoseHTLD / S&P -22.30% / 4.61% |
WinHTLD / S&P 64.29% / 13.45% |
Non-scoringHTLD / S&P HTLD unavailable / 11.78% | Non-scoringHTLD / S&P HTLD unavailable / 28.13 | Non-scoringHTLD / S&P 0.84 / 5.27 | Non-scoringHTLD / S&P HTLD unavailable / $4.42m | Non-scoringHTLD / S&P HTLD unavailable / $0.11b | Non-scoringHTLD / S&P HTLD unavailable / $0.00b |
| 2025-Q21/3 |
LoseHTLD / S&P -6.07% / 10.94% |
LoseHTLD / S&P -20.21% / 4.83% |
WinHTLD / S&P 56.67% / 10.63% |
Non-scoringHTLD / S&P HTLD unavailable / 11.45% | Non-scoringHTLD / S&P HTLD unavailable / 27.10 | Non-scoringHTLD / S&P 0.85 / 5.01 | Non-scoringHTLD / S&P HTLD unavailable / $4.42m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.23b |
| 2025-Q11/3 |
LoseHTLD / S&P -17.65% / -4.27% |
LoseHTLD / S&P -18.49% / 4.98% |
WinHTLD / S&P 131.25% / 10.57% |
Non-scoringHTLD / S&P HTLD unavailable / 11.39% | Non-scoringHTLD / S&P HTLD unavailable / 26.23 | Non-scoringHTLD / S&P 0.90 / 4.69 | Non-scoringHTLD / S&P HTLD unavailable / $4.42m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.10b |
| 2024-Q40/3 |
LoseHTLD / S&P -8.47% / 2.41% |
LoseHTLD / S&P -17.83% / 5.25% |
LoseHTLD / S&P -300.00% / 6.15% |
Non-scoringHTLD / S&P HTLD unavailable / 11.29% | Non-scoringHTLD / S&P HTLD unavailable / 28.60 | Non-scoringHTLD / S&P 1.07 / 4.99 | Non-scoringHTLD / S&P HTLD unavailable / $4.28m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.08b |
| 2024-Q30/3 |
LoseHTLD / S&P -0.24% / 5.89% |
LoseHTLD / S&P -17.66% / 5.89% |
LoseHTLD / S&P -190.32% / 6.11% |
Non-scoringHTLD / S&P HTLD unavailable / 10.87% | Non-scoringHTLD / S&P HTLD unavailable / 28.09 | Non-scoringHTLD / S&P 1.17 / 4.94 | Non-scoringHTLD / S&P HTLD unavailable / $4.28m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.21b |
| 2024-Q20/3 |
LoseHTLD / S&P 3.44% / 4.28% |
LoseHTLD / S&P -7.36% / 5.38% |
LoseHTLD / S&P -139.47% / 5.12% |
Non-scoringHTLD / S&P HTLD unavailable / 10.85% | Non-scoringHTLD / S&P HTLD unavailable / 27.64 | Non-scoringHTLD / S&P 1.16 / 4.79 | Non-scoringHTLD / S&P HTLD unavailable / $4.28m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.36b |
| 2024-Q11/3 |
LoseHTLD / S&P -16.13% / 10.56% |
WinHTLD / S&P 25.42% / 5.71% |
LoseHTLD / S&P -109.82% / 5.59% |
Non-scoringHTLD / S&P HTLD unavailable / 10.81% | Non-scoringHTLD / S&P HTLD unavailable / 27.02 | Non-scoringHTLD / S&P 1.11 / 4.71 | Non-scoringHTLD / S&P HTLD unavailable / $4.28m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.12b |
| 2023-Q41/3 |
LoseHTLD / S&P -2.78% / 11.69% |
WinHTLD / S&P 87.35% / 6.81% |
LoseHTLD / S&P -88.69% / 7.78% |
Non-scoringHTLD / S&P HTLD unavailable / 11.19% | Non-scoringHTLD / S&P HTLD unavailable / 24.35 | Non-scoringHTLD / S&P 1.30 / 4.31 | Non-scoringHTLD / S&P HTLD unavailable / $4.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.01b |
| 2023-Q31/3 |
LoseHTLD / S&P -10.36% / -3.27% |
WinHTLD / S&P 281.15% / 7.52% |
LoseHTLD / S&P -82.29% / -5.03% |
Non-scoringHTLD / S&P HTLD unavailable / 10.84% | Non-scoringHTLD / S&P HTLD unavailable / 23.93 | Non-scoringHTLD / S&P 1.35 / 3.98 | Non-scoringHTLD / S&P HTLD unavailable / $4.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.24b |
| 2023-Q21/3 |
LoseHTLD / S&P 3.21% / 8.74% |
WinHTLD / S&P 610.77% / 9.50% |
LoseHTLD / S&P -56.57% / -8.57% |
Non-scoringHTLD / S&P HTLD unavailable / 10.88% | Non-scoringHTLD / S&P HTLD unavailable / 24.01 | Non-scoringHTLD / S&P 1.49 / 4.19 | Non-scoringHTLD / S&P HTLD unavailable / $4.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.17b |
| 2023-Q12/3 |
LoseHTLD / S&P 3.92% / 7.50% |
WinHTLD / S&P 526.09% / 10.77% |
WinHTLD / S&P 56.73% / -15.69% |
Non-scoringHTLD / S&P HTLD unavailable / 10.82% | Non-scoringHTLD / S&P HTLD unavailable / 22.66 | Non-scoringHTLD / S&P 1.45 / 3.93 | Non-scoringHTLD / S&P HTLD unavailable / $4.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.13b |
| 2022-Q42/3 |
LoseHTLD / S&P 7.33% / 7.56% |
WinHTLD / S&P 343.86% / 11.88% |
WinHTLD / S&P 68.00% / -17.99% |
Non-scoringHTLD / S&P HTLD unavailable / 11.09% | Non-scoringHTLD / S&P HTLD unavailable / 22.65 | Non-scoringHTLD / S&P 1.42 / 3.75 | Non-scoringHTLD / S&P HTLD unavailable / $3.70m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.15b |
| 2022-Q33/3 |
WinHTLD / S&P 3.02% / -4.88% |
WinHTLD / S&P 109.68% / 13.47% |
WinHTLD / S&P 82.29% / -1.41% |
Non-scoringHTLD / S&P HTLD unavailable / 12.28% | Non-scoringHTLD / S&P HTLD unavailable / 20.58 | Non-scoringHTLD / S&P 1.34 / 3.60 | Non-scoringHTLD / S&P HTLD unavailable / $3.70m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.17b |
| 2022-Q22/3 |
WinHTLD / S&P -0.99% / -16.10% |
LoseHTLD / S&P -2.26% / 13.71% |
WinHTLD / S&P 94.44% / 11.04% |
Non-scoringHTLD / S&P HTLD unavailable / 13.03% | Non-scoringHTLD / S&P HTLD unavailable / 20.28 | Non-scoringHTLD / S&P 1.34 / 3.78 | Non-scoringHTLD / S&P HTLD unavailable / $3.70m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.17b |
| 2022-Q10/3 |
LoseHTLD / S&P -16.23% / -4.60% |
LoseHTLD / S&P -17.27% / 15.97% |
LoseHTLD / S&P 18.18% / 42.23% |
Non-scoringHTLD / S&P HTLD unavailable / 14.22% | Non-scoringHTLD / S&P HTLD unavailable / 22.19 | Non-scoringHTLD / S&P 1.50 / 4.51 | Non-scoringHTLD / S&P HTLD unavailable / $3.70m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.20b |
| 2021-Q40/3 |
LoseHTLD / S&P 5.12% / 11.03% |
LoseHTLD / S&P -20.28% / 15.00% |
LoseHTLD / S&P 14.94% / 96.40% |
Non-scoringHTLD / S&P HTLD unavailable / 15.13% | Non-scoringHTLD / S&P HTLD unavailable / 23.63 | Non-scoringHTLD / S&P 1.83 / 4.73 | Non-scoringHTLD / S&P HTLD unavailable / $3.63m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.13b |
| 2021-Q30/3 |
LoseHTLD / S&P -3.60% / 0.58% |
LoseHTLD / S&P -16.78% / 10.77% |
LoseHTLD / S&P 18.52% / 69.42% |
Non-scoringHTLD / S&P HTLD unavailable / 14.13% | Non-scoringHTLD / S&P HTLD unavailable / 25.35 | Non-scoringHTLD / S&P 1.78 / 4.38 | Non-scoringHTLD / S&P HTLD unavailable / $3.63m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.19b |
| 2021-Q20/3 |
LoseHTLD / S&P -12.41% / 8.55% |
LoseHTLD / S&P -10.14% / 6.58% |
LoseHTLD / S&P 11.11% / 51.81% |
Non-scoringHTLD / S&P HTLD unavailable / 13.34% | Non-scoringHTLD / S&P HTLD unavailable / 26.70 | Non-scoringHTLD / S&P 1.85 / 4.43 | Non-scoringHTLD / S&P HTLD unavailable / $3.63m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.11b |
| 2021-Q11/3 |
WinHTLD / S&P 8.29% / 6.17% |
LoseHTLD / S&P -1.42% / -1.06% |
LoseHTLD / S&P 4.76% / 7.39% |
Non-scoringHTLD / S&P HTLD unavailable / 11.60% | Non-scoringHTLD / S&P HTLD unavailable / 30.50 | Non-scoringHTLD / S&P 2.17 / 4.23 | Non-scoringHTLD / S&P HTLD unavailable / $3.63m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.10b |
| 2020-Q42/3 |
LoseHTLD / S&P -2.58% / 12.15% |
WinHTLD / S&P 6.72% / -3.72% |
WinHTLD / S&P -2.25% / -33.42% |
Non-scoringHTLD / S&P HTLD unavailable / 8.86% | Non-scoringHTLD / S&P HTLD unavailable / 39.26 | Non-scoringHTLD / S&P 2.02 / 4.05 | Non-scoringHTLD / S&P HTLD unavailable / $3.17m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.01b |
| 2020-Q32/3 |
LoseHTLD / S&P -10.57% / 8.93% |
WinHTLD / S&P 16.41% / -2.04% |
WinHTLD / S&P -19.00% / -27.10% |
Non-scoringHTLD / S&P 442.42% / 9.24% | Non-scoringHTLD / S&P 22.96 / 34.27 | Non-scoringHTLD / S&P 2.10 / 3.65 | Non-scoringHTLD / S&P HTLD unavailable / $3.17m | Non-scoringHTLD / S&P HTLD unavailable / $0.02b | Non-scoringHTLD / S&P HTLD unavailable / $0.00b |
| 2020-Q22/3 |
LoseHTLD / S&P 12.22% / 20.54% |
WinHTLD / S&P 18.40% / -0.46% |
WinHTLD / S&P -17.35% / -27.11% |
Non-scoringHTLD / S&P 443.97% / 9.37% | Non-scoringHTLD / S&P 25.78 / 31.29 | Non-scoringHTLD / S&P 2.41 / 3.44 | Non-scoringHTLD / S&P HTLD unavailable / $3.17m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.03b |
| 2020-Q13/3 |
WinHTLD / S&P -11.68% / -19.60% |
WinHTLD / S&P 5.22% / 3.47% |
WinHTLD / S&P -9.68% / -14.75% |
Non-scoringHTLD / S&P 488.56% / 10.68% | Non-scoringHTLD / S&P 21.93 / 22.80 | Non-scoringHTLD / S&P 2.21 / 2.92 | Non-scoringHTLD / S&P HTLD unavailable / $3.17m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.05b |
| 2019-Q40/3 |
LoseHTLD / S&P -2.04% / 9.07% |
LoseHTLD / S&P -10.07% / 5.36% |
LoseHTLD / S&P 1.14% / 2.99% |
Non-scoringHTLD / S&P 544.53% / 12.81% | Non-scoringHTLD / S&P 23.66 / 22.78 | Non-scoringHTLD / S&P 2.52 / 3.53 | Non-scoringHTLD / S&P HTLD unavailable / $3.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.05b |
| 2019-Q31/3 |
WinHTLD / S&P 19.15% / 1.70% |
LoseHTLD / S&P -24.26% / 5.02% |
LoseHTLD / S&P -6.54% / 0.21% |
Non-scoringHTLD / S&P 645.47% / 12.41% | Non-scoringHTLD / S&P 21.35 / 22.44 | Non-scoringHTLD / S&P 2.62 / 3.30 | Non-scoringHTLD / S&P HTLD unavailable / $3.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.09b |
| 2019-Q20/3 |
LoseHTLD / S&P -6.17% / 4.30% |
LoseHTLD / S&P -48.77% / 6.64% |
LoseHTLD / S&P 5.38% / 8.65% |
Non-scoringHTLD / S&P 649.40% / 12.79% | Non-scoringHTLD / S&P 18.25 / 21.37 | Non-scoringHTLD / S&P 2.27 / 3.32 | Non-scoringHTLD / S&P HTLD unavailable / $3.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.27b |
| 2019-Q10/3 |
LoseHTLD / S&P 5.47% / 13.65% |
LoseHTLD / S&P -91.09% / 8.12% |
LoseHTLD / S&P 4.49% / 14.29% |
Non-scoringHTLD / S&P 571.77% / 12.97% | Non-scoringHTLD / S&P 20.62 / 20.86 | Non-scoringHTLD / S&P 2.50 / 3.26 | Non-scoringHTLD / S&P HTLD unavailable / $3.08m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $34.35b |
| 2018-Q41/3 |
WinHTLD / S&P -7.16% / -13.52% |
LoseHTLD / S&P -94.60% / 9.05% |
LoseHTLD / S&P -2.22% / 18.23% |
Non-scoringHTLD / S&P 487.77% / 13.10% | Non-scoringHTLD / S&P 20.63 / 19.39 | Non-scoringHTLD / S&P 2.43 / 2.94 | Non-scoringHTLD / S&P HTLD unavailable / $3.00m | Non-scoringHTLD / S&P HTLD unavailable / $0.01b | Non-scoringHTLD / S&P HTLD unavailable / $0.00b |
| 2018-Q31/3 |
LoseHTLD / S&P 6.47% / 7.71% |
LoseHTLD / S&P -109.75% / 10.21% |
WinHTLD / S&P 78.33% / 19.06% |
Non-scoringHTLD / S&P 525.69% / 13.01% | Non-scoringHTLD / S&P 18.19 / 22.25 | Non-scoringHTLD / S&P 2.72 / 3.45 | Non-scoringHTLD / S&P HTLD unavailable / $3.00m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.17b |
| 2018-Q21/3 |
LoseHTLD / S&P 3.22% / 3.43% |
LoseHTLD / S&P -170.40% / 9.03% |
WinHTLD / S&P 40.91% / 14.46% |
Non-scoringHTLD / S&P 318.45% / 12.56% | Non-scoringHTLD / S&P 19.61 / 22.49 | Non-scoringHTLD / S&P 2.62 / 3.25 | Non-scoringHTLD / S&P HTLD unavailable / $3.00m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.19b |
| 2018-Q11/3 |
LoseHTLD / S&P -22.84% / -0.76% |
LoseHTLD / S&P -4418.58% / 7.68% |
WinHTLD / S&P 30.88% / 12.46% |
Non-scoringHTLD / S&P 49.54% / 12.27% | Non-scoringHTLD / S&P 20.10 / 23.41 | Non-scoringHTLD / S&P 2.56 / 3.17 | Non-scoringHTLD / S&P HTLD unavailable / $3.00m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.08b |
| 2017-Q42/3 |
LoseHTLD / S&P -6.86% / 6.64% |
WinHTLD / S&P 838.84% / 7.03% |
WinHTLD / S&P 32.35% / 13.82% |
Non-scoringHTLD / S&P 27.23% / 12.09% | Non-scoringHTLD / S&P 25.86 / 24.25 | Non-scoringHTLD / S&P 3.38 / 3.23 | Non-scoringHTLD / S&P HTLD unavailable / $2.92m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.05b |
| 2017-Q31/3 |
WinHTLD / S&P 20.57% / 4.48% |
LoseHTLD / S&P -126.76% / 5.68% |
LoseHTLD / S&P -16.67% / 17.57% |
Non-scoringHTLD / S&P -28.67% / 12.04% | Non-scoringHTLD / S&P 42.05 / 23.28 | Non-scoringHTLD / S&P 3.89 / 3.08 | Non-scoringHTLD / S&P HTLD unavailable / $2.92m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.11b |
| 2017-Q21/3 |
WinHTLD / S&P 3.94% / 3.09% |
LoseHTLD / S&P -105.09% / 4.83% |
LoseHTLD / S&P -10.81% / 17.74% |
Non-scoringHTLD / S&P -156.65% / 11.96% | Non-scoringHTLD / S&P 31.94 / 23.40 | Non-scoringHTLD / S&P 3.26 / 3.03 | Non-scoringHTLD / S&P HTLD unavailable / $2.92m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.08b |
| 2017-Q10/3 |
LoseHTLD / S&P -1.42% / 6.07% |
LoseHTLD / S&P -100.49% / 3.67% |
LoseHTLD / S&P -16.05% / 13.32% |
Non-scoringHTLD / S&P -1609.10% / 11.75% | Non-scoringHTLD / S&P 29.80 / 23.60 | Non-scoringHTLD / S&P 3.22 / 3.01 | Non-scoringHTLD / S&P HTLD unavailable / $2.92m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $20.24b |
| 2016-Q41/3 |
WinHTLD / S&P 7.94% / 3.82% |
LoseHTLD / S&P -96.01% / 2.09% |
LoseHTLD / S&P -19.05% / 7.05% |
Non-scoringHTLD / S&P 191.79% / 11.37% | Non-scoringHTLD / S&P 30.07 / 23.76 | Non-scoringHTLD / S&P 3.35 / 2.91 | Non-scoringHTLD / S&P HTLD unavailable / $2.88m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $1.11b |
| 2016-Q31/3 |
WinHTLD / S&P 8.68% / 3.85% |
LoseHTLD / S&P -15.33% / 0.20% |
LoseHTLD / S&P -18.18% / -3.15% |
Non-scoringHTLD / S&P 9.31% / 10.82% | Non-scoringHTLD / S&P 26.08 / 24.22 | Non-scoringHTLD / S&P 3.18 / 2.78 | Non-scoringHTLD / S&P HTLD unavailable / $2.88m | Non-scoringHTLD / S&P HTLD unavailable / $0.00b | Non-scoringHTLD / S&P HTLD unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | HTLD total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 45.03% | 20.78% |
| Annualized return | 45.03% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | HTLD total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -24.63% | 83.14% |
| Annualized return | -5.50% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | HTLD total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -30.04% | 319.30% |
| Annualized return | -3.51% | 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.