18/120
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-Q21/3 |
WinIQEPF / S&P 88.65% / 15.20% |
LoseIQEPF / S&P IQEPF unavailable / 15.00% |
LoseIQEPF / S&P IQEPF unavailable / 50.40% |
Non-scoringIQEPF / S&P IQEPF unavailable / 15.70% | Non-scoringIQEPF / S&P IQEPF unavailable / 28.47 | Non-scoringIQEPF / S&P IQEPF unavailable / S&P unavailable | Non-scoringIQEPF / S&P IQEPF unavailable / S&P unavailable | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.36b |
| 2026-Q11/3 |
WinIQEPF / S&P 425.81% / -4.33% |
LoseIQEPF / S&P IQEPF unavailable / 11.30% |
LoseIQEPF / S&P IQEPF unavailable / 27.70% |
Non-scoringIQEPF / S&P IQEPF unavailable / 14.80% | Non-scoringIQEPF / S&P IQEPF unavailable / 25.43 | Non-scoringIQEPF / S&P IQEPF unavailable / S&P unavailable | Non-scoringIQEPF / S&P IQEPF unavailable / S&P unavailable | Non-scoringIQEPF / S&P IQEPF unavailable / $0.27b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b |
| 2025-Q40/3 |
LoseIQEPF / S&P -43.64% / 2.65% |
LoseIQEPF / S&P IQEPF unavailable / 9.00% |
LoseIQEPF / S&P IQEPF unavailable / 13.40% |
Non-scoringIQEPF / S&P IQEPF unavailable / 13.20% | Non-scoringIQEPF / S&P IQEPF unavailable / 28.48 | Non-scoringIQEPF / S&P IQEPF unavailable / 5.39 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.42m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.20b |
| 2025-Q30/3 |
LoseIQEPF / S&P -19.71% / 8.12% |
LoseIQEPF / S&P IQEPF unavailable / 4.61% |
LoseIQEPF / S&P IQEPF unavailable / 13.45% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.78% | Non-scoringIQEPF / S&P IQEPF unavailable / 28.13 | Non-scoringIQEPF / S&P IQEPF unavailable / 5.27 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.42m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.11b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b |
| 2025-Q20/3 |
LoseIQEPF / S&P -5.52% / 10.94% |
LoseIQEPF / S&P IQEPF unavailable / 4.83% |
LoseIQEPF / S&P IQEPF unavailable / 10.63% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.45% | Non-scoringIQEPF / S&P IQEPF unavailable / 27.10 | Non-scoringIQEPF / S&P IQEPF unavailable / 5.01 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.42m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.23b |
| 2025-Q11/3 |
WinIQEPF / S&P 9.85% / -4.27% |
LoseIQEPF / S&P IQEPF unavailable / 4.98% |
LoseIQEPF / S&P IQEPF unavailable / 10.57% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.39% | Non-scoringIQEPF / S&P IQEPF unavailable / 26.23 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.69 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.42m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.10b |
| 2024-Q40/3 |
LoseIQEPF / S&P -29.41% / 2.41% |
LoseIQEPF / S&P IQEPF unavailable / 5.25% |
LoseIQEPF / S&P IQEPF unavailable / 6.15% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.29% | Non-scoringIQEPF / S&P IQEPF unavailable / 28.60 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.99 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.28m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.08b |
| 2024-Q30/3 |
LoseIQEPF / S&P -52.54% / 5.89% |
LoseIQEPF / S&P IQEPF unavailable / 5.89% |
LoseIQEPF / S&P IQEPF unavailable / 6.11% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.87% | Non-scoringIQEPF / S&P IQEPF unavailable / 28.09 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.94 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.28m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.21b |
| 2024-Q21/3 |
WinIQEPF / S&P 44.32% / 4.28% |
LoseIQEPF / S&P IQEPF unavailable / 5.38% |
LoseIQEPF / S&P IQEPF unavailable / 5.12% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.85% | Non-scoringIQEPF / S&P IQEPF unavailable / 27.64 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.79 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.28m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.36b |
| 2024-Q10/3 |
LoseIQEPF / S&P -9.00% / 10.56% |
LoseIQEPF / S&P IQEPF unavailable / 5.71% |
LoseIQEPF / S&P IQEPF unavailable / 5.59% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.81% | Non-scoringIQEPF / S&P IQEPF unavailable / 27.02 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.71 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.28m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.12b |
| 2023-Q41/3 |
WinIQEPF / S&P 30.43% / 11.69% |
LoseIQEPF / S&P IQEPF unavailable / 6.81% |
LoseIQEPF / S&P IQEPF unavailable / 7.78% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.19% | Non-scoringIQEPF / S&P IQEPF unavailable / 24.35 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.31 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.01b |
| 2023-Q30/3 |
LoseIQEPF / S&P -6.12% / -3.27% |
LoseIQEPF / S&P IQEPF unavailable / 7.52% |
LoseIQEPF / S&P IQEPF unavailable / -5.03% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.84% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.93 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.98 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.24b |
| 2023-Q20/3 |
LoseIQEPF / S&P -16.95% / 8.74% |
LoseIQEPF / S&P IQEPF unavailable / 9.50% |
LoseIQEPF / S&P IQEPF unavailable / -8.57% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.88% | Non-scoringIQEPF / S&P IQEPF unavailable / 24.01 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.19 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.17b |
| 2023-Q10/3 |
LoseIQEPF / S&P -41.58% / 7.50% |
LoseIQEPF / S&P IQEPF unavailable / 10.77% |
LoseIQEPF / S&P IQEPF unavailable / -15.69% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.82% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.66 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.93 | Non-scoringIQEPF / S&P IQEPF unavailable / $4.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.13b |
| 2022-Q41/3 |
WinIQEPF / S&P 53.03% / 7.56% |
LoseIQEPF / S&P IQEPF unavailable / 11.88% |
LoseIQEPF / S&P IQEPF unavailable / -17.99% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.09% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.65 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.75 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.70m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.15b |
| 2022-Q30/3 |
LoseIQEPF / S&P -17.71% / -4.88% |
LoseIQEPF / S&P IQEPF unavailable / 13.47% |
LoseIQEPF / S&P IQEPF unavailable / -1.41% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.28% | Non-scoringIQEPF / S&P IQEPF unavailable / 20.58 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.60 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.70m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.17b |
| 2022-Q20/3 |
LoseIQEPF / S&P -20.59% / -16.10% |
LoseIQEPF / S&P IQEPF unavailable / 13.71% |
LoseIQEPF / S&P IQEPF unavailable / 11.04% |
Non-scoringIQEPF / S&P IQEPF unavailable / 13.03% | Non-scoringIQEPF / S&P IQEPF unavailable / 20.28 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.78 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.70m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.17b |
| 2022-Q11/3 |
WinIQEPF / S&P 26.25% / -4.60% |
LoseIQEPF / S&P IQEPF unavailable / 15.97% |
LoseIQEPF / S&P IQEPF unavailable / 42.23% |
Non-scoringIQEPF / S&P IQEPF unavailable / 14.22% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.19 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.51 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.70m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.20b |
| 2021-Q40/3 |
LoseIQEPF / S&P -39.39% / 11.03% |
LoseIQEPF / S&P IQEPF unavailable / 15.00% |
LoseIQEPF / S&P IQEPF unavailable / 96.40% |
Non-scoringIQEPF / S&P IQEPF unavailable / 15.13% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.63 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.73 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.63m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.13b |
| 2021-Q31/3 |
WinIQEPF / S&P 18.92% / 0.58% |
LoseIQEPF / S&P IQEPF unavailable / 10.77% |
LoseIQEPF / S&P IQEPF unavailable / 69.42% |
Non-scoringIQEPF / S&P IQEPF unavailable / 14.13% | Non-scoringIQEPF / S&P IQEPF unavailable / 25.35 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.38 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.63m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.19b |
| 2021-Q20/3 |
LoseIQEPF / S&P -7.50% / 8.55% |
LoseIQEPF / S&P IQEPF unavailable / 6.58% |
LoseIQEPF / S&P IQEPF unavailable / 51.81% |
Non-scoringIQEPF / S&P IQEPF unavailable / 13.34% | Non-scoringIQEPF / S&P IQEPF unavailable / 26.70 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.43 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.63m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.11b |
| 2021-Q10/3 |
LoseIQEPF / S&P -22.58% / 6.17% |
LoseIQEPF / S&P IQEPF unavailable / -1.06% |
LoseIQEPF / S&P IQEPF unavailable / 7.39% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.60% | Non-scoringIQEPF / S&P IQEPF unavailable / 30.50 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.23 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.63m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.10b |
| 2020-Q41/3 |
WinIQEPF / S&P 13.97% / 12.15% |
LoseIQEPF / S&P IQEPF unavailable / -3.72% |
LoseIQEPF / S&P IQEPF unavailable / -33.42% |
Non-scoringIQEPF / S&P IQEPF unavailable / 8.86% | Non-scoringIQEPF / S&P IQEPF unavailable / 39.26 | Non-scoringIQEPF / S&P IQEPF unavailable / 4.05 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.17m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.01b |
| 2020-Q30/3 |
LoseIQEPF / S&P -9.33% / 8.93% |
LoseIQEPF / S&P IQEPF unavailable / -2.04% |
LoseIQEPF / S&P IQEPF unavailable / -27.10% |
Non-scoringIQEPF / S&P IQEPF unavailable / 9.24% | Non-scoringIQEPF / S&P IQEPF unavailable / 34.27 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.65 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.17m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.02b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b |
| 2020-Q21/3 |
WinIQEPF / S&P 158.62% / 20.54% |
LoseIQEPF / S&P IQEPF unavailable / -0.46% |
LoseIQEPF / S&P IQEPF unavailable / -27.11% |
Non-scoringIQEPF / S&P IQEPF unavailable / 9.37% | Non-scoringIQEPF / S&P IQEPF unavailable / 31.29 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.44 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.17m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.03b |
| 2020-Q10/3 |
LoseIQEPF / S&P -51.67% / -19.60% |
LoseIQEPF / S&P IQEPF unavailable / 3.47% |
LoseIQEPF / S&P IQEPF unavailable / -14.75% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.68% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.80 | Non-scoringIQEPF / S&P IQEPF unavailable / 2.92 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.17m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.05b |
| 2019-Q40/3 |
LoseIQEPF / S&P -23.08% / 9.07% |
LoseIQEPF / S&P IQEPF unavailable / 5.36% |
LoseIQEPF / S&P IQEPF unavailable / 2.99% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.81% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.78 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.53 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.05b |
| 2019-Q31/3 |
WinIQEPF / S&P 8.33% / 1.70% |
LoseIQEPF / S&P IQEPF unavailable / 5.02% |
LoseIQEPF / S&P IQEPF unavailable / 0.21% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.41% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.44 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.30 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.09b |
| 2019-Q20/3 |
LoseIQEPF / S&P -8.86% / 4.30% |
LoseIQEPF / S&P IQEPF unavailable / 6.64% |
LoseIQEPF / S&P IQEPF unavailable / 8.65% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.79% | Non-scoringIQEPF / S&P IQEPF unavailable / 21.37 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.32 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.27b |
| 2019-Q10/3 |
LoseIQEPF / S&P 9.72% / 13.65% |
LoseIQEPF / S&P IQEPF unavailable / 8.12% |
LoseIQEPF / S&P IQEPF unavailable / 14.29% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.97% | Non-scoringIQEPF / S&P IQEPF unavailable / 20.86 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.26 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.08m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $34.35b |
| 2018-Q40/3 |
LoseIQEPF / S&P -30.10% / -13.52% |
LoseIQEPF / S&P IQEPF unavailable / 9.05% |
LoseIQEPF / S&P IQEPF unavailable / 18.23% |
Non-scoringIQEPF / S&P IQEPF unavailable / 13.10% | Non-scoringIQEPF / S&P IQEPF unavailable / 19.39 | Non-scoringIQEPF / S&P IQEPF unavailable / 2.94 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.00m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.01b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b |
| 2018-Q30/3 |
LoseIQEPF / S&P -20.77% / 7.71% |
LoseIQEPF / S&P IQEPF unavailable / 10.21% |
LoseIQEPF / S&P IQEPF unavailable / 19.06% |
Non-scoringIQEPF / S&P IQEPF unavailable / 13.01% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.25 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.45 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.00m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.17b |
| 2018-Q20/3 |
LoseIQEPF / S&P -34.01% / 3.43% |
LoseIQEPF / S&P IQEPF unavailable / 9.03% |
LoseIQEPF / S&P IQEPF unavailable / 14.46% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.56% | Non-scoringIQEPF / S&P IQEPF unavailable / 22.49 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.25 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.00m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.19b |
| 2018-Q11/3 |
WinIQEPF / S&P 6.49% / -0.76% |
LoseIQEPF / S&P IQEPF unavailable / 7.68% |
LoseIQEPF / S&P IQEPF unavailable / 12.46% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.27% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.41 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.17 | Non-scoringIQEPF / S&P IQEPF unavailable / $3.00m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.08b |
| 2017-Q41/3 |
WinIQEPF / S&P 13.50% / 6.64% |
LoseIQEPF / S&P IQEPF unavailable / 7.03% |
LoseIQEPF / S&P IQEPF unavailable / 13.82% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.09% | Non-scoringIQEPF / S&P IQEPF unavailable / 24.25 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.23 | Non-scoringIQEPF / S&P IQEPF unavailable / $2.92m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.05b |
| 2017-Q31/3 |
WinIQEPF / S&P 41.74% / 4.48% |
LoseIQEPF / S&P IQEPF unavailable / 5.68% |
LoseIQEPF / S&P IQEPF unavailable / 17.57% |
Non-scoringIQEPF / S&P IQEPF unavailable / 12.04% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.28 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.08 | Non-scoringIQEPF / S&P IQEPF unavailable / $2.92m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.11b |
| 2017-Q21/3 |
WinIQEPF / S&P 98.28% / 3.09% |
LoseIQEPF / S&P IQEPF unavailable / 4.83% |
LoseIQEPF / S&P IQEPF unavailable / 17.74% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.96% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.40 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.03 | Non-scoringIQEPF / S&P IQEPF unavailable / $2.92m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.08b |
| 2017-Q11/3 |
WinIQEPF / S&P 30.34% / 6.07% |
LoseIQEPF / S&P IQEPF unavailable / 3.67% |
LoseIQEPF / S&P IQEPF unavailable / 13.32% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.75% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.60 | Non-scoringIQEPF / S&P IQEPF unavailable / 3.01 | Non-scoringIQEPF / S&P IQEPF unavailable / $2.92m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $20.24b |
| 2016-Q41/3 |
WinIQEPF / S&P 34.85% / 3.82% |
LoseIQEPF / S&P IQEPF unavailable / 2.09% |
LoseIQEPF / S&P IQEPF unavailable / 7.05% |
Non-scoringIQEPF / S&P IQEPF unavailable / 11.37% | Non-scoringIQEPF / S&P IQEPF unavailable / 23.76 | Non-scoringIQEPF / S&P IQEPF unavailable / 2.91 | Non-scoringIQEPF / S&P IQEPF unavailable / $2.88m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $1.11b |
| 2016-Q31/3 |
WinIQEPF / S&P 37.50% / 3.85% |
LoseIQEPF / S&P IQEPF unavailable / 0.20% |
LoseIQEPF / S&P IQEPF unavailable / -3.15% |
Non-scoringIQEPF / S&P IQEPF unavailable / 10.82% | Non-scoringIQEPF / S&P IQEPF unavailable / 24.22 | Non-scoringIQEPF / S&P IQEPF unavailable / 2.78 | Non-scoringIQEPF / S&P IQEPF unavailable / $2.88m | Non-scoringIQEPF / S&P IQEPF unavailable / $0.00b | Non-scoringIQEPF / S&P IQEPF unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | IQEPF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 410.77% | 20.78% |
| Annualized return | 410.77% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | IQEPF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 7.10% | 83.14% |
| Annualized return | 1.38% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | IQEPF total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 101.21% | 319.30% |
| Annualized return | 7.24% | 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.