45/120
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 |
LoseIVFH / S&P -13.19% / 15.20% |
LoseIVFH / S&P -13.66% / 15.00% |
LoseIVFH / S&P -22.00% / 50.40% |
Non-scoringIVFH / S&P 0.96% / 15.70% | Non-scoringIVFH / S&P 32.07 / 28.47 | Non-scoringIVFH / S&P 1.93 / S&P unavailable | Non-scoringIVFH / S&P IVFH unavailable / S&P unavailable | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.36b |
| 2026-Q11/3 |
LoseIVFH / S&P -19.52% / -4.33% |
LoseIVFH / S&P -7.82% / 11.30% |
WinIVFH / S&P 38.24% / 27.70% |
Non-scoringIVFH / S&P 0.36% / 14.80% | Non-scoringIVFH / S&P 91.95 / 25.43 | Non-scoringIVFH / S&P 2.33 / S&P unavailable | Non-scoringIVFH / S&P IVFH unavailable / S&P unavailable | Non-scoringIVFH / S&P IVFH unavailable / $0.27b | Non-scoringIVFH / S&P IVFH unavailable / $0.00b |
| 2025-Q40/3 |
LoseIVFH / S&P -41.18% / 2.65% |
LoseIVFH / S&P -3.95% / 9.00% |
LoseIVFH / S&P -19.30% / 13.40% |
Non-scoringIVFH / S&P -3.47% / 13.20% | Non-scoringIVFH / S&P IVFH unavailable / 28.48 | Non-scoringIVFH / S&P 3.76 / 5.39 | Non-scoringIVFH / S&P IVFH unavailable / $4.42m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.20b |
| 2025-Q31/3 |
LoseIVFH / S&P -43.85% / 8.12% |
LoseIVFH / S&P -6.34% / 4.61% |
WinIVFH / S&P 221.43% / 13.45% |
Non-scoringIVFH / S&P -3.44% / 11.78% | Non-scoringIVFH / S&P IVFH unavailable / 28.13 | Non-scoringIVFH / S&P 6.17 / 5.27 | Non-scoringIVFH / S&P IVFH unavailable / $4.42m | Non-scoringIVFH / S&P IVFH unavailable / $0.11b | Non-scoringIVFH / S&P IVFH unavailable / $0.00b |
| 2025-Q20/3 |
LoseIVFH / S&P -26.72% / 10.94% |
LoseIVFH / S&P -8.69% / 4.83% |
LoseIVFH / S&P -1766.67% / 10.63% |
Non-scoringIVFH / S&P 1.49% / 11.45% | Non-scoringIVFH / S&P 77.05 / 27.10 | Non-scoringIVFH / S&P 8.83 / 5.01 | Non-scoringIVFH / S&P IVFH unavailable / $4.42m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.23b |
| 2025-Q11/3 |
WinIVFH / S&P -0.34% / -4.27% |
LoseIVFH / S&P -11.21% / 4.98% |
LoseIVFH / S&P -1800.00% / 10.57% |
Non-scoringIVFH / S&P 1.23% / 11.39% | Non-scoringIVFH / S&P 126.82 / 26.23 | Non-scoringIVFH / S&P 12.21 / 4.69 | Non-scoringIVFH / S&P IVFH unavailable / $4.42m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.10b |
| 2024-Q41/3 |
WinIVFH / S&P 43.55% / 2.41% |
LoseIVFH / S&P -11.97% / 5.25% |
LoseIVFH / S&P -163.33% / 6.15% |
Non-scoringIVFH / S&P 4.21% / 11.29% | Non-scoringIVFH / S&P 36.24 / 28.60 | Non-scoringIVFH / S&P 11.58 / 4.99 | Non-scoringIVFH / S&P IVFH unavailable / $4.28m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.08b |
| 2024-Q30/3 |
LoseIVFH / S&P 1.64% / 5.89% |
LoseIVFH / S&P -11.48% / 5.89% |
LoseIVFH / S&P -146.67% / 6.11% |
Non-scoringIVFH / S&P 1.48% / 10.87% | Non-scoringIVFH / S&P 64.52 / 28.09 | Non-scoringIVFH / S&P 11.02 / 4.94 | Non-scoringIVFH / S&P IVFH unavailable / $4.28m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.21b |
| 2024-Q21/3 |
WinIVFH / S&P 22.06% / 4.28% |
LoseIVFH / S&P -13.60% / 5.38% |
LoseIVFH / S&P -90.00% / 5.12% |
Non-scoringIVFH / S&P -0.32% / 10.85% | Non-scoringIVFH / S&P IVFH unavailable / 27.64 | Non-scoringIVFH / S&P 14.06 / 4.79 | Non-scoringIVFH / S&P IVFH unavailable / $4.28m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.36b |
| 2024-Q11/3 |
WinIVFH / S&P 35.51% / 10.56% |
LoseIVFH / S&P -13.39% / 5.71% |
LoseIVFH / S&P -96.67% / 5.59% |
Non-scoringIVFH / S&P -0.15% / 10.81% | Non-scoringIVFH / S&P IVFH unavailable / 27.02 | Non-scoringIVFH / S&P 11.52 / 4.71 | Non-scoringIVFH / S&P IVFH unavailable / $4.28m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.12b |
| 2023-Q41/3 |
LoseIVFH / S&P 2.42% / 11.69% |
LoseIVFH / S&P -10.79% / 6.81% |
WinIVFH / S&P 200.00% / 7.78% |
Non-scoringIVFH / S&P -6.19% / 11.19% | Non-scoringIVFH / S&P IVFH unavailable / 24.35 | Non-scoringIVFH / S&P 13.07 / 4.31 | Non-scoringIVFH / S&P IVFH unavailable / $4.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.01b |
| 2023-Q32/3 |
WinIVFH / S&P 91.39% / -3.27% |
LoseIVFH / S&P -2.91% / 7.52% |
WinIVFH / S&P 50.00% / -5.03% |
Non-scoringIVFH / S&P -2.12% / 10.84% | Non-scoringIVFH / S&P IVFH unavailable / 23.93 | Non-scoringIVFH / S&P 7.98 / 3.98 | Non-scoringIVFH / S&P IVFH unavailable / $4.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.24b |
| 2023-Q21/3 |
LoseIVFH / S&P 7.51% / 8.74% |
LoseIVFH / S&P 7.91% / 9.50% |
WinIVFH / S&P 200.00% / -8.57% |
Non-scoringIVFH / S&P -2.20% / 10.88% | Non-scoringIVFH / S&P IVFH unavailable / 24.01 | Non-scoringIVFH / S&P 4.32 / 4.19 | Non-scoringIVFH / S&P IVFH unavailable / $4.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.17b |
| 2023-Q13/3 |
WinIVFH / S&P 65.56% / 7.50% |
WinIVFH / S&P 21.72% / 10.77% |
WinIVFH / S&P 500.00% / -15.69% |
Non-scoringIVFH / S&P -3.69% / 10.82% | Non-scoringIVFH / S&P IVFH unavailable / 22.66 | Non-scoringIVFH / S&P 4.24 / 3.93 | Non-scoringIVFH / S&P IVFH unavailable / $4.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.13b |
| 2022-Q43/3 |
WinIVFH / S&P 13.35% / 7.56% |
WinIVFH / S&P 26.83% / 11.88% |
WinIVFH / S&P -0.00% / -17.99% |
Non-scoringIVFH / S&P -1.71% / 11.09% | Non-scoringIVFH / S&P IVFH unavailable / 22.65 | Non-scoringIVFH / S&P 1.50 / 3.75 | Non-scoringIVFH / S&P IVFH unavailable / $3.70m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.15b |
| 2022-Q31/3 |
LoseIVFH / S&P -23.03% / -4.88% |
WinIVFH / S&P 36.42% / 13.47% |
LoseIVFH / S&P -80.00% / -1.41% |
Non-scoringIVFH / S&P -0.97% / 12.28% | Non-scoringIVFH / S&P IVFH unavailable / 20.58 | Non-scoringIVFH / S&P 1.64 / 3.60 | Non-scoringIVFH / S&P IVFH unavailable / $3.70m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.17b |
| 2022-Q21/3 |
LoseIVFH / S&P -18.14% / -16.10% |
WinIVFH / S&P 37.49% / 13.71% |
LoseIVFH / S&P -93.75% / 11.04% |
Non-scoringIVFH / S&P -0.54% / 13.03% | Non-scoringIVFH / S&P IVFH unavailable / 20.28 | Non-scoringIVFH / S&P 2.17 / 3.78 | Non-scoringIVFH / S&P IVFH unavailable / $3.70m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.17b |
| 2022-Q11/3 |
LoseIVFH / S&P -8.95% / -4.60% |
WinIVFH / S&P 29.92% / 15.97% |
LoseIVFH / S&P -94.44% / 42.23% |
Non-scoringIVFH / S&P -0.16% / 14.22% | Non-scoringIVFH / S&P IVFH unavailable / 22.19 | Non-scoringIVFH / S&P 2.28 / 4.51 | Non-scoringIVFH / S&P IVFH unavailable / $3.70m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.20b |
| 2021-Q41/3 |
LoseIVFH / S&P -33.59% / 11.03% |
WinIVFH / S&P 20.39% / 15.00% |
LoseIVFH / S&P -86.36% / 96.40% |
Non-scoringIVFH / S&P -1.15% / 15.13% | Non-scoringIVFH / S&P IVFH unavailable / 23.63 | Non-scoringIVFH / S&P 2.02 / 4.73 | Non-scoringIVFH / S&P IVFH unavailable / $3.63m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.13b |
| 2021-Q31/3 |
WinIVFH / S&P 35.03% / 0.58% |
LoseIVFH / S&P 4.26% / 10.77% |
LoseIVFH / S&P -44.44% / 69.42% |
Non-scoringIVFH / S&P -6.24% / 14.13% | Non-scoringIVFH / S&P IVFH unavailable / 25.35 | Non-scoringIVFH / S&P 4.05 / 4.38 | Non-scoringIVFH / S&P IVFH unavailable / $3.63m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.19b |
| 2021-Q20/3 |
LoseIVFH / S&P -14.71% / 8.55% |
LoseIVFH / S&P -6.90% / 6.58% |
LoseIVFH / S&P 23.08% / 51.81% |
Non-scoringIVFH / S&P -10.54% / 13.34% | Non-scoringIVFH / S&P IVFH unavailable / 26.70 | Non-scoringIVFH / S&P 9.23 / 4.43 | Non-scoringIVFH / S&P IVFH unavailable / $3.63m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.11b |
| 2021-Q12/3 |
WinIVFH / S&P 46.55% / 6.17% |
LoseIVFH / S&P -13.37% / -1.06% |
WinIVFH / S&P 125.00% / 7.39% |
Non-scoringIVFH / S&P -12.37% / 11.60% | Non-scoringIVFH / S&P IVFH unavailable / 30.50 | Non-scoringIVFH / S&P 3.91 / 4.23 | Non-scoringIVFH / S&P IVFH unavailable / $3.63m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.10b |
| 2020-Q40/3 |
LoseIVFH / S&P -39.57% / 12.15% |
LoseIVFH / S&P -10.75% / -3.72% |
LoseIVFH / S&P -1566.67% / -33.42% |
Non-scoringIVFH / S&P -14.83% / 8.86% | Non-scoringIVFH / S&P IVFH unavailable / 39.26 | Non-scoringIVFH / S&P 2.65 / 4.05 | Non-scoringIVFH / S&P IVFH unavailable / $3.17m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.01b |
| 2020-Q30/3 |
LoseIVFH / S&P 0.00% / 8.93% |
LoseIVFH / S&P -6.91% / -2.04% |
LoseIVFH / S&P -820.00% / -27.10% |
Non-scoringIVFH / S&P -11.73% / 9.24% | Non-scoringIVFH / S&P IVFH unavailable / 34.27 | Non-scoringIVFH / S&P 3.75 / 3.65 | Non-scoringIVFH / S&P IVFH unavailable / $3.17m | Non-scoringIVFH / S&P IVFH unavailable / $0.02b | Non-scoringIVFH / S&P IVFH unavailable / $0.00b |
| 2020-Q20/3 |
LoseIVFH / S&P 0.00% / 20.54% |
LoseIVFH / S&P -0.67% / -0.46% |
LoseIVFH / S&P -620.00% / -27.11% |
Non-scoringIVFH / S&P -8.63% / 9.37% | Non-scoringIVFH / S&P IVFH unavailable / 31.29 | Non-scoringIVFH / S&P 2.63 / 3.44 | Non-scoringIVFH / S&P IVFH unavailable / $3.17m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.03b |
| 2020-Q12/3 |
WinIVFH / S&P 9.07% / -19.60% |
WinIVFH / S&P 6.35% / 3.47% |
LoseIVFH / S&P -328.57% / -14.75% |
Non-scoringIVFH / S&P -5.48% / 10.68% | Non-scoringIVFH / S&P IVFH unavailable / 22.80 | Non-scoringIVFH / S&P 2.11 / 2.92 | Non-scoringIVFH / S&P IVFH unavailable / $3.17m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.05b |
| 2019-Q41/3 |
LoseIVFH / S&P -24.14% / 9.07% |
WinIVFH / S&P 9.40% / 5.36% |
LoseIVFH / S&P -65.12% / 2.99% |
Non-scoringIVFH / S&P 0.38% / 12.81% | Non-scoringIVFH / S&P 67.89 / 22.78 | Non-scoringIVFH / S&P 1.37 / 3.53 | Non-scoringIVFH / S&P IVFH unavailable / $3.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.05b |
| 2019-Q32/3 |
WinIVFH / S&P 5.45% / 1.70% |
WinIVFH / S&P 27.36% / 5.02% |
LoseIVFH / S&P IVFH unavailable / 0.21% |
Non-scoringIVFH / S&P 1.37% / 12.41% | Non-scoringIVFH / S&P 24.55 / 22.44 | Non-scoringIVFH / S&P 1.81 / 3.30 | Non-scoringIVFH / S&P IVFH unavailable / $3.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.09b |
| 2019-Q22/3 |
WinIVFH / S&P 22.22% / 4.30% |
WinIVFH / S&P 28.66% / 6.64% |
LoseIVFH / S&P IVFH unavailable / 8.65% |
Non-scoringIVFH / S&P 1.94% / 12.79% | Non-scoringIVFH / S&P 16.88 / 21.37 | Non-scoringIVFH / S&P 1.72 / 3.32 | Non-scoringIVFH / S&P IVFH unavailable / $3.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.27b |
| 2019-Q11/3 |
LoseIVFH / S&P -21.74% / 13.65% |
WinIVFH / S&P 28.57% / 8.12% |
LoseIVFH / S&P IVFH unavailable / 14.29% |
Non-scoringIVFH / S&P 2.57% / 12.97% | Non-scoringIVFH / S&P 10.79 / 20.86 | Non-scoringIVFH / S&P 1.43 / 3.26 | Non-scoringIVFH / S&P IVFH unavailable / $3.08m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $34.35b |
| 2018-Q41/3 |
LoseIVFH / S&P -15.44% / -13.52% |
WinIVFH / S&P 28.32% / 9.05% |
LoseIVFH / S&P IVFH unavailable / 18.23% |
Non-scoringIVFH / S&P 3.20% / 13.10% | Non-scoringIVFH / S&P 11.43 / 19.39 | Non-scoringIVFH / S&P 1.91 / 2.94 | Non-scoringIVFH / S&P IVFH unavailable / $3.00m | Non-scoringIVFH / S&P IVFH unavailable / $0.01b | Non-scoringIVFH / S&P IVFH unavailable / $0.00b |
| 2018-Q31/3 |
LoseIVFH / S&P -10.53% / 7.71% |
WinIVFH / S&P 13.56% / 10.21% |
LoseIVFH / S&P IVFH unavailable / 19.06% |
Non-scoringIVFH / S&P 4.32% / 13.01% | Non-scoringIVFH / S&P 11.63 / 22.25 | Non-scoringIVFH / S&P 2.45 / 3.45 | Non-scoringIVFH / S&P IVFH unavailable / $3.00m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.17b |
| 2018-Q21/3 |
LoseIVFH / S&P -28.30% / 3.43% |
WinIVFH / S&P 13.64% / 9.03% |
LoseIVFH / S&P IVFH unavailable / 14.46% |
Non-scoringIVFH / S&P 7.61% / 12.56% | Non-scoringIVFH / S&P 7.64 / 22.49 | Non-scoringIVFH / S&P 2.79 / 3.25 | Non-scoringIVFH / S&P IVFH unavailable / $3.00m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.19b |
| 2018-Q11/3 |
LoseIVFH / S&P -10.92% / -0.76% |
WinIVFH / S&P 16.47% / 7.68% |
LoseIVFH / S&P IVFH unavailable / 12.46% |
Non-scoringIVFH / S&P 9.94% / 12.27% | Non-scoringIVFH / S&P 8.45 / 23.41 | Non-scoringIVFH / S&P 4.04 / 3.17 | Non-scoringIVFH / S&P IVFH unavailable / $3.00m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.08b |
| 2017-Q42/3 |
WinIVFH / S&P 30.91% / 6.64% |
WinIVFH / S&P 17.26% / 7.03% |
LoseIVFH / S&P IVFH unavailable / 13.82% |
Non-scoringIVFH / S&P 10.98% / 12.09% | Non-scoringIVFH / S&P 8.80 / 24.25 | Non-scoringIVFH / S&P 4.66 / 3.23 | Non-scoringIVFH / S&P IVFH unavailable / $2.92m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.05b |
| 2017-Q32/3 |
WinIVFH / S&P 49.02% / 4.48% |
WinIVFH / S&P 19.01% / 5.68% |
LoseIVFH / S&P IVFH unavailable / 17.57% |
Non-scoringIVFH / S&P 8.94% / 12.04% | Non-scoringIVFH / S&P 8.23 / 23.28 | Non-scoringIVFH / S&P 4.09 / 3.08 | Non-scoringIVFH / S&P IVFH unavailable / $2.92m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.11b |
| 2017-Q21/3 |
LoseIVFH / S&P -6.15% / 3.09% |
WinIVFH / S&P 18.61% / 4.83% |
LoseIVFH / S&P IVFH unavailable / 17.74% |
Non-scoringIVFH / S&P 7.55% / 11.96% | Non-scoringIVFH / S&P 6.56 / 23.40 | Non-scoringIVFH / S&P 3.43 / 3.03 | Non-scoringIVFH / S&P IVFH unavailable / $2.92m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.08b |
| 2017-Q12/3 |
WinIVFH / S&P 44.44% / 6.07% |
WinIVFH / S&P 14.20% / 3.67% |
LoseIVFH / S&P IVFH unavailable / 13.32% |
Non-scoringIVFH / S&P 6.26% / 11.75% | Non-scoringIVFH / S&P 7.71 / 23.60 | Non-scoringIVFH / S&P 4.91 / 3.01 | Non-scoringIVFH / S&P IVFH unavailable / $2.92m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $20.24b |
| 2016-Q41/3 |
LoseIVFH / S&P -6.70% / 3.82% |
WinIVFH / S&P 14.76% / 2.09% |
LoseIVFH / S&P IVFH unavailable / 7.05% |
Non-scoringIVFH / S&P 18.16% / 11.37% | Non-scoringIVFH / S&P 1.73 / 23.76 | Non-scoringIVFH / S&P 4.22 / 2.91 | Non-scoringIVFH / S&P IVFH unavailable / $2.88m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $1.11b |
| 2016-Q32/3 |
WinIVFH / S&P 13.48% / 3.85% |
WinIVFH / S&P 23.63% / 0.20% |
LoseIVFH / S&P IVFH unavailable / -3.15% |
Non-scoringIVFH / S&P -40.70% / 10.82% | Non-scoringIVFH / S&P IVFH unavailable / 24.22 | Non-scoringIVFH / S&P 4.05 / 2.78 | Non-scoringIVFH / S&P IVFH unavailable / $2.88m | Non-scoringIVFH / S&P IVFH unavailable / $0.00b | Non-scoringIVFH / S&P IVFH unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | IVFH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -69.32% | 20.78% |
| Annualized return | -69.32% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | IVFH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -52.06% | 83.14% |
| Annualized return | -13.68% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | IVFH total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -48.06% | 319.30% |
| Annualized return | -6.34% | 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.