25/120
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): 2 wins, 10 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 |
LoseIEP / S&P 1.71% / 15.20% |
LoseIEP / S&P 10.62% / 15.00% |
LoseIEP / S&P IEP unavailable / 50.40% |
Non-scoringIEP / S&P -4.96% / 15.70% | Non-scoringIEP / S&P IEP unavailable / 28.47 | Non-scoringIEP / S&P 4.80 / S&P unavailable | Non-scoringIEP / S&P IEP unavailable / S&P unavailable | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.36b |
| 2026-Q11/3 |
WinIEP / S&P 6.57% / -4.33% |
LoseIEP / S&P 6.16% / 11.30% |
LoseIEP / S&P IEP unavailable / 27.70% |
Non-scoringIEP / S&P -3.36% / 14.80% | Non-scoringIEP / S&P IEP unavailable / 25.43 | Non-scoringIEP / S&P 4.19 / S&P unavailable | Non-scoringIEP / S&P IEP unavailable / S&P unavailable | Non-scoringIEP / S&P IEP unavailable / $0.27b | Non-scoringIEP / S&P IEP unavailable / $0.00b |
| 2025-Q40/3 |
LoseIEP / S&P -4.90% / 2.65% |
LoseIEP / S&P -3.61% / 9.00% |
LoseIEP / S&P IEP unavailable / 13.40% |
Non-scoringIEP / S&P -3.10% / 13.20% | Non-scoringIEP / S&P IEP unavailable / 28.48 | Non-scoringIEP / S&P 2.33 / 5.39 | Non-scoringIEP / S&P IEP unavailable / $4.42m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.20b |
| 2025-Q31/3 |
WinIEP / S&P 10.47% / 8.12% |
LoseIEP / S&P -6.29% / 4.61% |
LoseIEP / S&P IEP unavailable / 13.45% |
Non-scoringIEP / S&P -4.18% / 11.78% | Non-scoringIEP / S&P IEP unavailable / 28.13 | Non-scoringIEP / S&P 2.48 / 5.27 | Non-scoringIEP / S&P IEP unavailable / $4.42m | Non-scoringIEP / S&P IEP unavailable / $0.11b | Non-scoringIEP / S&P IEP unavailable / $0.00b |
| 2025-Q20/3 |
LoseIEP / S&P -6.35% / 10.94% |
LoseIEP / S&P -7.63% / 4.83% |
LoseIEP / S&P IEP unavailable / 10.63% |
Non-scoringIEP / S&P -6.92% / 11.45% | Non-scoringIEP / S&P IEP unavailable / 27.10 | Non-scoringIEP / S&P 2.52 / 5.01 | Non-scoringIEP / S&P IEP unavailable / $4.42m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.23b |
| 2025-Q11/3 |
WinIEP / S&P 10.00% / -4.27% |
LoseIEP / S&P -12.28% / 4.98% |
LoseIEP / S&P IEP unavailable / 10.57% |
Non-scoringIEP / S&P -8.80% / 11.39% | Non-scoringIEP / S&P IEP unavailable / 26.23 | Non-scoringIEP / S&P 2.67 / 4.69 | Non-scoringIEP / S&P IEP unavailable / $4.42m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.10b |
| 2024-Q40/3 |
LoseIEP / S&P -33.20% / 2.41% |
LoseIEP / S&P -8.39% / 5.25% |
LoseIEP / S&P IEP unavailable / 6.15% |
Non-scoringIEP / S&P -4.44% / 11.29% | Non-scoringIEP / S&P IEP unavailable / 28.60 | Non-scoringIEP / S&P 1.77 / 4.99 | Non-scoringIEP / S&P IEP unavailable / $4.28m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.08b |
| 2024-Q30/3 |
LoseIEP / S&P -12.83% / 5.89% |
LoseIEP / S&P -11.19% / 5.89% |
LoseIEP / S&P IEP unavailable / 6.11% |
Non-scoringIEP / S&P -4.78% / 10.87% | Non-scoringIEP / S&P IEP unavailable / 28.09 | Non-scoringIEP / S&P 2.43 / 4.94 | Non-scoringIEP / S&P IEP unavailable / $4.28m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.21b |
| 2024-Q20/3 |
LoseIEP / S&P 2.48% / 4.28% |
LoseIEP / S&P -12.30% / 5.38% |
LoseIEP / S&P IEP unavailable / 5.12% |
Non-scoringIEP / S&P -4.95% / 10.85% | Non-scoringIEP / S&P IEP unavailable / 27.64 | Non-scoringIEP / S&P 2.73 / 4.79 | Non-scoringIEP / S&P IEP unavailable / $4.28m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.36b |
| 2024-Q10/3 |
LoseIEP / S&P 4.24% / 10.56% |
LoseIEP / S&P -15.98% / 5.71% |
LoseIEP / S&P IEP unavailable / 5.59% |
Non-scoringIEP / S&P -4.21% / 10.81% | Non-scoringIEP / S&P IEP unavailable / 27.02 | Non-scoringIEP / S&P 2.62 / 4.71 | Non-scoringIEP / S&P IEP unavailable / $4.28m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.12b |
| 2023-Q40/3 |
LoseIEP / S&P -8.41% / 11.69% |
LoseIEP / S&P -22.95% / 6.81% |
LoseIEP / S&P IEP unavailable / 7.78% |
Non-scoringIEP / S&P -6.25% / 11.19% | Non-scoringIEP / S&P IEP unavailable / 24.35 | Non-scoringIEP / S&P 2.20 / 4.31 | Non-scoringIEP / S&P IEP unavailable / $4.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.01b |
| 2023-Q30/3 |
LoseIEP / S&P -28.79% / -3.27% |
LoseIEP / S&P -14.10% / 7.52% |
LoseIEP / S&P IEP unavailable / -5.03% |
Non-scoringIEP / S&P -6.99% / 10.84% | Non-scoringIEP / S&P IEP unavailable / 23.93 | Non-scoringIEP / S&P 2.25 / 3.98 | Non-scoringIEP / S&P IEP unavailable / $4.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.24b |
| 2023-Q20/3 |
LoseIEP / S&P -40.43% / 8.74% |
LoseIEP / S&P -5.80% / 9.50% |
LoseIEP / S&P IEP unavailable / -8.57% |
Non-scoringIEP / S&P -7.75% / 10.88% | Non-scoringIEP / S&P IEP unavailable / 24.01 | Non-scoringIEP / S&P 3.16 / 4.19 | Non-scoringIEP / S&P IEP unavailable / $4.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.17b |
| 2023-Q10/3 |
LoseIEP / S&P 6.10% / 7.50% |
LoseIEP / S&P 6.07% / 10.77% |
LoseIEP / S&P IEP unavailable / -15.69% |
Non-scoringIEP / S&P -6.07% / 10.82% | Non-scoringIEP / S&P IEP unavailable / 22.66 | Non-scoringIEP / S&P 5.91 / 3.93 | Non-scoringIEP / S&P IEP unavailable / $4.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.13b |
| 2022-Q41/3 |
LoseIEP / S&P 5.90% / 7.56% |
WinIEP / S&P 25.23% / 11.88% |
LoseIEP / S&P IEP unavailable / -17.99% |
Non-scoringIEP / S&P -1.29% / 11.09% | Non-scoringIEP / S&P IEP unavailable / 22.65 | Non-scoringIEP / S&P 4.38 / 3.75 | Non-scoringIEP / S&P IEP unavailable / $3.70m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.15b |
| 2022-Q31/3 |
WinIEP / S&P 7.20% / -4.88% |
LoseIEP / S&P 13.11% / 13.47% |
LoseIEP / S&P IEP unavailable / -1.41% |
Non-scoringIEP / S&P -2.43% / 12.28% | Non-scoringIEP / S&P IEP unavailable / 20.58 | Non-scoringIEP / S&P 4.00 / 3.60 | Non-scoringIEP / S&P IEP unavailable / $3.70m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.17b |
| 2022-Q22/3 |
WinIEP / S&P -3.81% / -16.10% |
WinIEP / S&P 27.56% / 13.71% |
LoseIEP / S&P IEP unavailable / 11.04% |
Non-scoringIEP / S&P -2.78% / 13.03% | Non-scoringIEP / S&P IEP unavailable / 20.28 | Non-scoringIEP / S&P 3.67 / 3.78 | Non-scoringIEP / S&P IEP unavailable / $3.70m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.17b |
| 2022-Q12/3 |
WinIEP / S&P 8.75% / -4.60% |
WinIEP / S&P 25.90% / 15.97% |
LoseIEP / S&P IEP unavailable / 42.23% |
Non-scoringIEP / S&P -2.96% / 14.22% | Non-scoringIEP / S&P IEP unavailable / 22.19 | Non-scoringIEP / S&P 4.43 / 4.51 | Non-scoringIEP / S&P IEP unavailable / $3.70m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.20b |
| 2021-Q41/3 |
LoseIEP / S&P 2.88% / 11.03% |
WinIEP / S&P 85.14% / 15.00% |
LoseIEP / S&P IEP unavailable / 96.40% |
Non-scoringIEP / S&P -4.57% / 15.13% | Non-scoringIEP / S&P IEP unavailable / 23.63 | Non-scoringIEP / S&P 3.90 / 4.73 | Non-scoringIEP / S&P IEP unavailable / $3.63m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.13b |
| 2021-Q31/3 |
LoseIEP / S&P -5.90% / 0.58% |
WinIEP / S&P 96.36% / 10.77% |
LoseIEP / S&P IEP unavailable / 69.42% |
Non-scoringIEP / S&P 0.20% / 14.13% | Non-scoringIEP / S&P 550.56 / 25.35 | Non-scoringIEP / S&P 3.50 / 4.38 | Non-scoringIEP / S&P IEP unavailable / $3.63m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.19b |
| 2021-Q21/3 |
LoseIEP / S&P 6.02% / 8.55% |
WinIEP / S&P 29.69% / 6.58% |
LoseIEP / S&P IEP unavailable / 51.81% |
Non-scoringIEP / S&P -5.50% / 13.34% | Non-scoringIEP / S&P IEP unavailable / 26.70 | Non-scoringIEP / S&P 3.72 / 4.43 | Non-scoringIEP / S&P IEP unavailable / $3.63m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.11b |
| 2021-Q12/3 |
WinIEP / S&P 9.95% / 6.17% |
WinIEP / S&P 35.15% / -1.06% |
LoseIEP / S&P IEP unavailable / 7.39% |
Non-scoringIEP / S&P -1.12% / 11.60% | Non-scoringIEP / S&P IEP unavailable / 30.50 | Non-scoringIEP / S&P 4.01 / 4.23 | Non-scoringIEP / S&P IEP unavailable / $3.63m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.10b |
| 2020-Q40/3 |
LoseIEP / S&P 6.82% / 12.15% |
LoseIEP / S&P -31.92% / -3.72% |
LoseIEP / S&P IEP unavailable / -33.42% |
Non-scoringIEP / S&P -27.00% / 8.86% | Non-scoringIEP / S&P IEP unavailable / 39.26 | Non-scoringIEP / S&P 3.48 / 4.05 | Non-scoringIEP / S&P IEP unavailable / $3.17m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.01b |
| 2020-Q30/3 |
LoseIEP / S&P 5.36% / 8.93% |
LoseIEP / S&P -34.65% / -2.04% |
LoseIEP / S&P IEP unavailable / -27.10% |
Non-scoringIEP / S&P -32.63% / 9.24% | Non-scoringIEP / S&P IEP unavailable / 34.27 | Non-scoringIEP / S&P 3.40 / 3.65 | Non-scoringIEP / S&P IEP unavailable / $3.17m | Non-scoringIEP / S&P IEP unavailable / $0.02b | Non-scoringIEP / S&P IEP unavailable / $0.00b |
| 2020-Q20/3 |
LoseIEP / S&P 4.21% / 20.54% |
LoseIEP / S&P -19.42% / -0.46% |
LoseIEP / S&P IEP unavailable / -27.11% |
Non-scoringIEP / S&P -17.00% / 9.37% | Non-scoringIEP / S&P IEP unavailable / 31.29 | Non-scoringIEP / S&P 2.64 / 3.44 | Non-scoringIEP / S&P IEP unavailable / $3.17m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.03b |
| 2020-Q11/3 |
WinIEP / S&P -17.77% / -19.60% |
LoseIEP / S&P -33.52% / 3.47% |
LoseIEP / S&P IEP unavailable / -14.75% |
Non-scoringIEP / S&P -29.50% / 10.68% | Non-scoringIEP / S&P IEP unavailable / 22.80 | Non-scoringIEP / S&P 2.85 / 2.92 | Non-scoringIEP / S&P IEP unavailable / $3.17m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.05b |
| 2019-Q40/3 |
LoseIEP / S&P -1.27% / 9.07% |
LoseIEP / S&P -23.63% / 5.36% |
LoseIEP / S&P IEP unavailable / 2.99% |
Non-scoringIEP / S&P -12.21% / 12.81% | Non-scoringIEP / S&P IEP unavailable / 22.78 | Non-scoringIEP / S&P 2.34 / 3.53 | Non-scoringIEP / S&P IEP unavailable / $3.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.05b |
| 2019-Q30/3 |
LoseIEP / S&P -8.91% / 1.70% |
LoseIEP / S&P -17.55% / 5.02% |
LoseIEP / S&P IEP unavailable / 0.21% |
Non-scoringIEP / S&P -0.12% / 12.41% | Non-scoringIEP / S&P IEP unavailable / 22.44 | Non-scoringIEP / S&P 2.30 / 3.30 | Non-scoringIEP / S&P IEP unavailable / $3.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.09b |
| 2019-Q20/3 |
LoseIEP / S&P 2.58% / 4.30% |
LoseIEP / S&P -21.88% / 6.64% |
LoseIEP / S&P IEP unavailable / 8.65% |
Non-scoringIEP / S&P 1.66% / 12.79% | Non-scoringIEP / S&P 91.09 / 21.37 | Non-scoringIEP / S&P 2.50 / 3.32 | Non-scoringIEP / S&P IEP unavailable / $3.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.27b |
| 2019-Q11/3 |
WinIEP / S&P 30.55% / 13.65% |
LoseIEP / S&P -18.73% / 8.12% |
LoseIEP / S&P IEP unavailable / 14.29% |
Non-scoringIEP / S&P 8.98% / 12.97% | Non-scoringIEP / S&P 14.51 / 20.86 | Non-scoringIEP / S&P 2.38 / 3.26 | Non-scoringIEP / S&P IEP unavailable / $3.08m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $34.35b |
| 2018-Q40/3 |
LoseIEP / S&P -17.34% / -13.52% |
LoseIEP / S&P -20.36% / 9.05% |
LoseIEP / S&P IEP unavailable / 18.23% |
Non-scoringIEP / S&P 12.58% / 13.10% | Non-scoringIEP / S&P 7.19 / 19.39 | Non-scoringIEP / S&P 1.62 / 2.94 | Non-scoringIEP / S&P IEP unavailable / $3.00m | Non-scoringIEP / S&P IEP unavailable / $0.01b | Non-scoringIEP / S&P IEP unavailable / $0.00b |
| 2018-Q31/3 |
LoseIEP / S&P 1.75% / 7.71% |
WinIEP / S&P 45.65% / 10.21% |
LoseIEP / S&P IEP unavailable / 19.06% |
Non-scoringIEP / S&P 7.86% / 13.01% | Non-scoringIEP / S&P 14.74 / 22.25 | Non-scoringIEP / S&P 2.30 / 3.45 | Non-scoringIEP / S&P IEP unavailable / $3.00m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.17b |
| 2018-Q22/3 |
WinIEP / S&P 27.74% / 3.43% |
WinIEP / S&P 33.51% / 9.03% |
LoseIEP / S&P IEP unavailable / 14.46% |
Non-scoringIEP / S&P 11.22% / 12.56% | Non-scoringIEP / S&P 9.36 / 22.49 | Non-scoringIEP / S&P 2.34 / 3.25 | Non-scoringIEP / S&P IEP unavailable / $3.00m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.19b |
| 2018-Q12/3 |
WinIEP / S&P 10.75% / -0.76% |
WinIEP / S&P 46.91% / 7.68% |
LoseIEP / S&P IEP unavailable / 12.46% |
Non-scoringIEP / S&P 19.87% / 12.27% | Non-scoringIEP / S&P 3.80 / 23.41 | Non-scoringIEP / S&P 2.00 / 3.17 | Non-scoringIEP / S&P IEP unavailable / $3.00m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.08b |
| 2017-Q41/3 |
LoseIEP / S&P -0.82% / 6.64% |
WinIEP / S&P 100.39% / 7.03% |
LoseIEP / S&P IEP unavailable / 13.82% |
Non-scoringIEP / S&P 16.60% / 12.09% | Non-scoringIEP / S&P 3.65 / 24.25 | Non-scoringIEP / S&P 1.76 / 3.23 | Non-scoringIEP / S&P IEP unavailable / $2.92m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.05b |
| 2017-Q31/3 |
WinIEP / S&P 9.14% / 4.48% |
LoseIEP / S&P -48.87% / 5.68% |
LoseIEP / S&P IEP unavailable / 17.57% |
Non-scoringIEP / S&P 25.21% / 12.04% | Non-scoringIEP / S&P 4.69 / 23.28 | Non-scoringIEP / S&P 1.89 / 3.08 | Non-scoringIEP / S&P IEP unavailable / $2.92m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.11b |
| 2017-Q21/3 |
WinIEP / S&P 3.85% / 3.09% |
LoseIEP / S&P -31.84% / 4.83% |
LoseIEP / S&P IEP unavailable / 17.74% |
Non-scoringIEP / S&P 14.53% / 11.96% | Non-scoringIEP / S&P 6.30 / 23.40 | Non-scoringIEP / S&P 1.96 / 3.03 | Non-scoringIEP / S&P IEP unavailable / $2.92m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.08b |
| 2017-Q10/3 |
LoseIEP / S&P -12.08% / 6.07% |
LoseIEP / S&P -35.78% / 3.67% |
LoseIEP / S&P IEP unavailable / 13.32% |
Non-scoringIEP / S&P -3.46% / 11.75% | Non-scoringIEP / S&P IEP unavailable / 23.60 | Non-scoringIEP / S&P 3.29 / 3.01 | Non-scoringIEP / S&P IEP unavailable / $2.92m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $20.24b |
| 2016-Q41/3 |
WinIEP / S&P 22.36% / 3.82% |
LoseIEP / S&P -51.68% / 2.09% |
LoseIEP / S&P IEP unavailable / 7.05% |
Non-scoringIEP / S&P -15.29% / 11.37% | Non-scoringIEP / S&P IEP unavailable / 23.76 | Non-scoringIEP / S&P 3.94 / 2.91 | Non-scoringIEP / S&P IEP unavailable / $2.88m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $1.11b |
| 2016-Q30/3 |
LoseIEP / S&P -3.91% / 3.85% |
LoseIEP / S&P -7.04% / 0.20% |
LoseIEP / S&P IEP unavailable / -3.15% |
Non-scoringIEP / S&P -13.71% / 10.82% | Non-scoringIEP / S&P IEP unavailable / 24.22 | Non-scoringIEP / S&P 2.81 / 2.78 | Non-scoringIEP / S&P IEP unavailable / $2.88m | Non-scoringIEP / S&P IEP unavailable / $0.00b | Non-scoringIEP / S&P IEP unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | IEP total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 2.56% | 20.78% |
| Annualized return | 2.56% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | IEP total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -66.16% | 83.14% |
| Annualized return | -19.48% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | IEP total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -32.75% | 319.30% |
| Annualized return | -3.89% | 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.