NASDAQ:INNV | Roast Me | InnovAge Holding Corp.

22/120 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.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q21/3 WinINNV / S&P
47.76% / 15.20%
LoseINNV / S&P
INNV unavailable / 15.00%
LoseINNV / S&P
INNV unavailable / 50.40%
Non-scoringINNV / S&P
INNV unavailable / 15.70%
Non-scoringINNV / S&P
INNV unavailable / 28.47
Non-scoringINNV / S&P
INNV unavailable / S&P unavailable
Non-scoringINNV / S&P
INNV unavailable / S&P unavailable
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.36b
2026-Q12/3 WinINNV / S&P
54.53% / -4.33%
WinINNV / S&P
14.13% / 11.30%
LoseINNV / S&P
-66.67% / 27.70%
Non-scoringINNV / S&P
-1.22% / 14.80%
Non-scoringINNV / S&P
INNV unavailable / 25.43
Non-scoringINNV / S&P
4.75 / S&P unavailable
Non-scoringINNV / S&P
INNV unavailable / S&P unavailable
Non-scoringINNV / S&P
INNV unavailable / $0.27b
Non-scoringINNV / S&P
INNV unavailable / $0.00b
2025-Q41/3 LoseINNV / S&P
0.58% / 2.65%
WinINNV / S&P
13.48% / 9.00%
LoseINNV / S&P
-130.00% / 13.40%
Non-scoringINNV / S&P
0.71% / 13.20%
Non-scoringINNV / S&P
108.79 / 28.48
Non-scoringINNV / S&P
2.74 / 5.39
Non-scoringINNV / S&P
INNV unavailable / $4.42m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.20b
2025-Q32/3 WinINNV / S&P
39.84% / 8.12%
WinINNV / S&P
12.48% / 4.61%
LoseINNV / S&P
-7.69% / 13.45%
Non-scoringINNV / S&P
-1.96% / 11.78%
Non-scoringINNV / S&P
INNV unavailable / 28.13
Non-scoringINNV / S&P
2.86 / 5.27
Non-scoringINNV / S&P
INNV unavailable / $4.42m
Non-scoringINNV / S&P
INNV unavailable / $0.11b
Non-scoringINNV / S&P
INNV unavailable / $0.00b
2025-Q23/3 WinINNV / S&P
23.83% / 10.94%
WinINNV / S&P
11.76% / 4.83%
WinINNV / S&P
29.41% / 10.63%
Non-scoringINNV / S&P
-3.55% / 11.45%
Non-scoringINNV / S&P
INNV unavailable / 27.10
Non-scoringINNV / S&P
2.13 / 5.01
Non-scoringINNV / S&P
INNV unavailable / $4.42m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.23b
2025-Q11/3 LoseINNV / S&P
-24.17% / -4.27%
WinINNV / S&P
12.19% / 4.98%
LoseINNV / S&P
4.35% / 10.57%
Non-scoringINNV / S&P
-3.75% / 11.39%
Non-scoringINNV / S&P
INNV unavailable / 26.23
Non-scoringINNV / S&P
1.69 / 4.69
Non-scoringINNV / S&P
INNV unavailable / $4.42m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.10b
2024-Q41/3 LoseINNV / S&P
-34.50% / 2.41%
WinINNV / S&P
11.91% / 5.25%
LoseINNV / S&P
-16.67% / 6.15%
Non-scoringINNV / S&P
-3.19% / 11.29%
Non-scoringINNV / S&P
INNV unavailable / 28.60
Non-scoringINNV / S&P
2.14 / 4.99
Non-scoringINNV / S&P
INNV unavailable / $4.28m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.08b
2024-Q32/3 WinINNV / S&P
20.97% / 5.89%
WinINNV / S&P
12.46% / 5.89%
LoseINNV / S&P
-53.57% / 6.11%
Non-scoringINNV / S&P
-2.03% / 10.87%
Non-scoringINNV / S&P
INNV unavailable / 28.09
Non-scoringINNV / S&P
3.12 / 4.94
Non-scoringINNV / S&P
INNV unavailable / $4.28m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.21b
2024-Q22/3 WinINNV / S&P
11.71% / 4.28%
WinINNV / S&P
11.01% / 5.38%
LoseINNV / S&P
-43.33% / 5.12%
Non-scoringINNV / S&P
-2.79% / 10.85%
Non-scoringINNV / S&P
INNV unavailable / 27.64
Non-scoringINNV / S&P
2.51 / 4.79
Non-scoringINNV / S&P
INNV unavailable / $4.28m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.36b
2024-Q11/3 LoseINNV / S&P
-26.00% / 10.56%
WinINNV / S&P
8.37% / 5.71%
LoseINNV / S&P
-28.13% / 5.59%
Non-scoringINNV / S&P
-4.16% / 10.81%
Non-scoringINNV / S&P
INNV unavailable / 27.02
Non-scoringINNV / S&P
2.15 / 4.71
Non-scoringINNV / S&P
INNV unavailable / $4.28m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.12b
2023-Q40/3 LoseINNV / S&P
0.17% / 11.69%
LoseINNV / S&P
4.63% / 6.81%
LoseINNV / S&P
-17.24% / 7.78%
Non-scoringINNV / S&P
-4.38% / 11.19%
Non-scoringINNV / S&P
INNV unavailable / 24.35
Non-scoringINNV / S&P
2.86 / 4.31
Non-scoringINNV / S&P
INNV unavailable / $4.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.01b
2023-Q31/3 LoseINNV / S&P
-20.13% / -3.27%
LoseINNV / S&P
0.37% / 7.52%
WinINNV / S&P
33.33% / -5.03%
Non-scoringINNV / S&P
-5.42% / 10.84%
Non-scoringINNV / S&P
INNV unavailable / 23.93
Non-scoringINNV / S&P
2.83 / 3.98
Non-scoringINNV / S&P
INNV unavailable / $4.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.24b
2023-Q21/3 LoseINNV / S&P
-6.02% / 8.74%
LoseINNV / S&P
-1.51% / 9.50%
WinINNV / S&P
500.00% / -8.57%
Non-scoringINNV / S&P
-5.91% / 10.88%
Non-scoringINNV / S&P
INNV unavailable / 24.01
Non-scoringINNV / S&P
3.43 / 4.19
Non-scoringINNV / S&P
INNV unavailable / $4.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.17b
2023-Q11/3 WinINNV / S&P
11.14% / 7.50%
LoseINNV / S&P
-1.91% / 10.77%
LoseINNV / S&P
-390.91% / -15.69%
Non-scoringINNV / S&P
-6.17% / 10.82%
Non-scoringINNV / S&P
INNV unavailable / 22.66
Non-scoringINNV / S&P
3.53 / 3.93
Non-scoringINNV / S&P
INNV unavailable / $4.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.13b
2022-Q41/3 WinINNV / S&P
22.11% / 7.56%
LoseINNV / S&P
1.86% / 11.88%
LoseINNV / S&P
-825.00% / -17.99%
Non-scoringINNV / S&P
-5.57% / 11.09%
Non-scoringINNV / S&P
INNV unavailable / 22.65
Non-scoringINNV / S&P
3.12 / 3.75
Non-scoringINNV / S&P
INNV unavailable / $3.70m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.15b
2022-Q31/3 WinINNV / S&P
34.25% / -4.88%
LoseINNV / S&P
5.85% / 13.47%
LoseINNV / S&P
-290.91% / -1.41%
Non-scoringINNV / S&P
-3.92% / 12.28%
Non-scoringINNV / S&P
INNV unavailable / 20.58
Non-scoringINNV / S&P
2.49 / 3.60
Non-scoringINNV / S&P
INNV unavailable / $3.70m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.17b
2022-Q20/3 LoseINNV / S&P
-31.78% / -16.10%
LoseINNV / S&P
9.54% / 13.71%
LoseINNV / S&P
-86.11% / 11.04%
Non-scoringINNV / S&P
-0.93% / 13.03%
Non-scoringINNV / S&P
INNV unavailable / 20.28
Non-scoringINNV / S&P
1.79 / 3.78
Non-scoringINNV / S&P
INNV unavailable / $3.70m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.17b
2022-Q11/3 WinINNV / S&P
28.40% / -4.60%
LoseINNV / S&P
12.72% / 15.97%
LoseINNV / S&P
-132.35% / 42.23%
Non-scoringINNV / S&P
1.82% / 14.22%
Non-scoringINNV / S&P
68.72 / 22.19
Non-scoringINNV / S&P
2.53 / 4.51
Non-scoringINNV / S&P
INNV unavailable / $3.70m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.20b
2021-Q40/3 LoseINNV / S&P
-24.36% / 11.03%
LoseINNV / S&P
11.40% / 15.00%
LoseINNV / S&P
-121.05% / 96.40%
Non-scoringINNV / S&P
0.74% / 15.13%
Non-scoringINNV / S&P
136.25 / 23.63
Non-scoringINNV / S&P
1.97 / 4.73
Non-scoringINNV / S&P
INNV unavailable / $3.63m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.13b
2021-Q30/3 LoseINNV / S&P
-68.98% / 0.58%
LoseINNV / S&P
INNV unavailable / 10.77%
LoseINNV / S&P
INNV unavailable / 69.42%
Non-scoringINNV / S&P
2.03% / 14.13%
Non-scoringINNV / S&P
67.07 / 25.35
Non-scoringINNV / S&P
2.61 / 4.38
Non-scoringINNV / S&P
INNV unavailable / $3.63m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.19b
2021-Q20/3 LoseINNV / S&P
-17.37% / 8.55%
LoseINNV / S&P
INNV unavailable / 6.58%
LoseINNV / S&P
INNV unavailable / 51.81%
Non-scoringINNV / S&P
-6.90% / 13.34%
Non-scoringINNV / S&P
INNV unavailable / 26.70
Non-scoringINNV / S&P
8.63 / 4.43
Non-scoringINNV / S&P
INNV unavailable / $3.63m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.11b
2021-Q10/3 LoseINNV / S&P
INNV unavailable / 6.17%
LoseINNV / S&P
INNV unavailable / -1.06%
LoseINNV / S&P
INNV unavailable / 7.39%
Non-scoringINNV / S&P
-6.20% / 11.60%
Non-scoringINNV / S&P
INNV unavailable / 30.50
Non-scoringINNV / S&P
INNV unavailable / 4.23
Non-scoringINNV / S&P
INNV unavailable / $3.63m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.10b
2020-Q40/3 LoseINNV / S&P
INNV unavailable / 12.15%
LoseINNV / S&P
INNV unavailable / -3.72%
LoseINNV / S&P
INNV unavailable / -33.42%
Non-scoringINNV / S&P
-3.25% / 8.86%
Non-scoringINNV / S&P
INNV unavailable / 39.26
Non-scoringINNV / S&P
INNV unavailable / 4.05
Non-scoringINNV / S&P
INNV unavailable / $3.17m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.01b
2020-Q30/3 LoseINNV / S&P
INNV unavailable / 8.93%
LoseINNV / S&P
INNV unavailable / -2.04%
LoseINNV / S&P
INNV unavailable / -27.10%
Non-scoringINNV / S&P
INNV unavailable / 9.24%
Non-scoringINNV / S&P
INNV unavailable / 34.27
Non-scoringINNV / S&P
INNV unavailable / 3.65
Non-scoringINNV / S&P
INNV unavailable / $3.17m
Non-scoringINNV / S&P
INNV unavailable / $0.02b
Non-scoringINNV / S&P
INNV unavailable / $0.00b
2020-Q20/3 LoseINNV / S&P
INNV unavailable / 20.54%
LoseINNV / S&P
INNV unavailable / -0.46%
LoseINNV / S&P
INNV unavailable / -27.11%
Non-scoringINNV / S&P
INNV unavailable / 9.37%
Non-scoringINNV / S&P
INNV unavailable / 31.29
Non-scoringINNV / S&P
INNV unavailable / 3.44
Non-scoringINNV / S&P
INNV unavailable / $3.17m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.03b
2020-Q10/3 LoseINNV / S&P
INNV unavailable / -19.60%
LoseINNV / S&P
INNV unavailable / 3.47%
LoseINNV / S&P
INNV unavailable / -14.75%
Non-scoringINNV / S&P
INNV unavailable / 10.68%
Non-scoringINNV / S&P
INNV unavailable / 22.80
Non-scoringINNV / S&P
INNV unavailable / 2.92
Non-scoringINNV / S&P
INNV unavailable / $3.17m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.05b
2019-Q40/3 LoseINNV / S&P
INNV unavailable / 9.07%
LoseINNV / S&P
INNV unavailable / 5.36%
LoseINNV / S&P
INNV unavailable / 2.99%
Non-scoringINNV / S&P
INNV unavailable / 12.81%
Non-scoringINNV / S&P
INNV unavailable / 22.78
Non-scoringINNV / S&P
INNV unavailable / 3.53
Non-scoringINNV / S&P
INNV unavailable / $3.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.05b
2019-Q30/3 LoseINNV / S&P
INNV unavailable / 1.70%
LoseINNV / S&P
INNV unavailable / 5.02%
LoseINNV / S&P
INNV unavailable / 0.21%
Non-scoringINNV / S&P
INNV unavailable / 12.41%
Non-scoringINNV / S&P
INNV unavailable / 22.44
Non-scoringINNV / S&P
INNV unavailable / 3.30
Non-scoringINNV / S&P
INNV unavailable / $3.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.09b
2019-Q20/3 LoseINNV / S&P
INNV unavailable / 4.30%
LoseINNV / S&P
INNV unavailable / 6.64%
LoseINNV / S&P
INNV unavailable / 8.65%
Non-scoringINNV / S&P
INNV unavailable / 12.79%
Non-scoringINNV / S&P
INNV unavailable / 21.37
Non-scoringINNV / S&P
INNV unavailable / 3.32
Non-scoringINNV / S&P
INNV unavailable / $3.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.27b
2019-Q10/3 LoseINNV / S&P
INNV unavailable / 13.65%
LoseINNV / S&P
INNV unavailable / 8.12%
LoseINNV / S&P
INNV unavailable / 14.29%
Non-scoringINNV / S&P
INNV unavailable / 12.97%
Non-scoringINNV / S&P
INNV unavailable / 20.86
Non-scoringINNV / S&P
INNV unavailable / 3.26
Non-scoringINNV / S&P
INNV unavailable / $3.08m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $34.35b
2018-Q40/3 LoseINNV / S&P
INNV unavailable / -13.52%
LoseINNV / S&P
INNV unavailable / 9.05%
LoseINNV / S&P
INNV unavailable / 18.23%
Non-scoringINNV / S&P
INNV unavailable / 13.10%
Non-scoringINNV / S&P
INNV unavailable / 19.39
Non-scoringINNV / S&P
INNV unavailable / 2.94
Non-scoringINNV / S&P
INNV unavailable / $3.00m
Non-scoringINNV / S&P
INNV unavailable / $0.01b
Non-scoringINNV / S&P
INNV unavailable / $0.00b
2018-Q30/3 LoseINNV / S&P
INNV unavailable / 7.71%
LoseINNV / S&P
INNV unavailable / 10.21%
LoseINNV / S&P
INNV unavailable / 19.06%
Non-scoringINNV / S&P
INNV unavailable / 13.01%
Non-scoringINNV / S&P
INNV unavailable / 22.25
Non-scoringINNV / S&P
INNV unavailable / 3.45
Non-scoringINNV / S&P
INNV unavailable / $3.00m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.17b
2018-Q20/3 LoseINNV / S&P
INNV unavailable / 3.43%
LoseINNV / S&P
INNV unavailable / 9.03%
LoseINNV / S&P
INNV unavailable / 14.46%
Non-scoringINNV / S&P
INNV unavailable / 12.56%
Non-scoringINNV / S&P
INNV unavailable / 22.49
Non-scoringINNV / S&P
INNV unavailable / 3.25
Non-scoringINNV / S&P
INNV unavailable / $3.00m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.19b
2018-Q10/3 LoseINNV / S&P
INNV unavailable / -0.76%
LoseINNV / S&P
INNV unavailable / 7.68%
LoseINNV / S&P
INNV unavailable / 12.46%
Non-scoringINNV / S&P
INNV unavailable / 12.27%
Non-scoringINNV / S&P
INNV unavailable / 23.41
Non-scoringINNV / S&P
INNV unavailable / 3.17
Non-scoringINNV / S&P
INNV unavailable / $3.00m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.08b
2017-Q40/3 LoseINNV / S&P
INNV unavailable / 6.64%
LoseINNV / S&P
INNV unavailable / 7.03%
LoseINNV / S&P
INNV unavailable / 13.82%
Non-scoringINNV / S&P
INNV unavailable / 12.09%
Non-scoringINNV / S&P
INNV unavailable / 24.25
Non-scoringINNV / S&P
INNV unavailable / 3.23
Non-scoringINNV / S&P
INNV unavailable / $2.92m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.05b
2017-Q30/3 LoseINNV / S&P
INNV unavailable / 4.48%
LoseINNV / S&P
INNV unavailable / 5.68%
LoseINNV / S&P
INNV unavailable / 17.57%
Non-scoringINNV / S&P
INNV unavailable / 12.04%
Non-scoringINNV / S&P
INNV unavailable / 23.28
Non-scoringINNV / S&P
INNV unavailable / 3.08
Non-scoringINNV / S&P
INNV unavailable / $2.92m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.11b
2017-Q20/3 LoseINNV / S&P
INNV unavailable / 3.09%
LoseINNV / S&P
INNV unavailable / 4.83%
LoseINNV / S&P
INNV unavailable / 17.74%
Non-scoringINNV / S&P
INNV unavailable / 11.96%
Non-scoringINNV / S&P
INNV unavailable / 23.40
Non-scoringINNV / S&P
INNV unavailable / 3.03
Non-scoringINNV / S&P
INNV unavailable / $2.92m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.08b
2017-Q10/3 LoseINNV / S&P
INNV unavailable / 6.07%
LoseINNV / S&P
INNV unavailable / 3.67%
LoseINNV / S&P
INNV unavailable / 13.32%
Non-scoringINNV / S&P
INNV unavailable / 11.75%
Non-scoringINNV / S&P
INNV unavailable / 23.60
Non-scoringINNV / S&P
INNV unavailable / 3.01
Non-scoringINNV / S&P
INNV unavailable / $2.92m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $20.24b
2016-Q40/3 LoseINNV / S&P
INNV unavailable / 3.82%
LoseINNV / S&P
INNV unavailable / 2.09%
LoseINNV / S&P
INNV unavailable / 7.05%
Non-scoringINNV / S&P
INNV unavailable / 11.37%
Non-scoringINNV / S&P
INNV unavailable / 23.76
Non-scoringINNV / S&P
INNV unavailable / 2.91
Non-scoringINNV / S&P
INNV unavailable / $2.88m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $1.11b
2016-Q30/3 LoseINNV / S&P
INNV unavailable / 3.85%
LoseINNV / S&P
INNV unavailable / 0.20%
LoseINNV / S&P
INNV unavailable / -3.15%
Non-scoringINNV / S&P
INNV unavailable / 10.82%
Non-scoringINNV / S&P
INNV unavailable / 24.22
Non-scoringINNV / S&P
INNV unavailable / 2.78
Non-scoringINNV / S&P
INNV unavailable / $2.88m
Non-scoringINNV / S&P
INNV unavailable / $0.00b
Non-scoringINNV / S&P
INNV unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricINNV total returnS&P 500 Total Return Index
Total return187.99%20.78%
Annualized return187.99%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricINNV total returnS&P 500 Total Return Index
Total return-25.62%83.14%
Annualized return-5.75%12.86%

10Y · 2021-03-04 to 2026-08-27

MetricINNV total returnS&P 500 Total Return Index
Total return-54.42%319.30%
Annualized return-7.56%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.