26/120
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): 5 wins, 7 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 |
LoseIVR / S&P 2.28% / 15.20% |
LoseIVR / S&P IVR unavailable / 15.00% |
WinIVR / S&P 319.44% / 50.40% |
Non-scoringIVR / S&P IVR unavailable / 15.70% | Non-scoringIVR / S&P 6.74 / 28.47 | Non-scoringIVR / S&P 0.82 / S&P unavailable | Non-scoringIVR / S&P IVR unavailable / S&P unavailable | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.36b |
| 2026-Q12/3 |
WinIVR / S&P 0.30% / -4.33% |
LoseIVR / S&P IVR unavailable / 11.30% |
WinIVR / S&P 102.63% / 27.70% |
Non-scoringIVR / S&P IVR unavailable / 14.80% | Non-scoringIVR / S&P 11.45 / 25.43 | Non-scoringIVR / S&P 0.81 / S&P unavailable | Non-scoringIVR / S&P IVR unavailable / S&P unavailable | Non-scoringIVR / S&P IVR unavailable / $0.27b | Non-scoringIVR / S&P IVR unavailable / $0.00b |
| 2025-Q42/3 |
WinIVR / S&P 21.41% / 2.65% |
LoseIVR / S&P IVR unavailable / 9.00% |
WinIVR / S&P 114.75% / 13.40% |
Non-scoringIVR / S&P IVR unavailable / 13.20% | Non-scoringIVR / S&P 5.96 / 28.48 | Non-scoringIVR / S&P 0.76 / 5.39 | Non-scoringIVR / S&P IVR unavailable / $4.42m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.20b |
| 2025-Q30/3 |
LoseIVR / S&P 0.67% / 8.12% |
LoseIVR / S&P IVR unavailable / 4.61% |
LoseIVR / S&P -63.57% / 13.45% |
Non-scoringIVR / S&P IVR unavailable / 11.78% | Non-scoringIVR / S&P 10.06 / 28.13 | Non-scoringIVR / S&P 0.70 / 5.27 | Non-scoringIVR / S&P IVR unavailable / $4.42m | Non-scoringIVR / S&P IVR unavailable / $0.11b | Non-scoringIVR / S&P IVR unavailable / $0.00b |
| 2025-Q20/3 |
LoseIVR / S&P 4.23% / 10.94% |
LoseIVR / S&P IVR unavailable / 4.83% |
LoseIVR / S&P -137.50% / 10.63% |
Non-scoringIVR / S&P IVR unavailable / 11.45% | Non-scoringIVR / S&P 12.82 / 27.10 | Non-scoringIVR / S&P 0.73 / 5.01 | Non-scoringIVR / S&P IVR unavailable / $4.42m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.23b |
| 2025-Q11/3 |
WinIVR / S&P -1.99% / -4.27% |
LoseIVR / S&P IVR unavailable / 4.98% |
LoseIVR / S&P -162.30% / 10.57% |
Non-scoringIVR / S&P IVR unavailable / 11.39% | Non-scoringIVR / S&P 10.32 / 26.23 | Non-scoringIVR / S&P 0.69 / 4.69 | Non-scoringIVR / S&P IVR unavailable / $4.42m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.10b |
| 2024-Q40/3 |
LoseIVR / S&P -5.72% / 2.41% |
LoseIVR / S&P IVR unavailable / 5.25% |
LoseIVR / S&P -185.92% / 6.15% |
Non-scoringIVR / S&P IVR unavailable / 11.29% | Non-scoringIVR / S&P 8.30 / 28.60 | Non-scoringIVR / S&P 0.68 / 4.99 | Non-scoringIVR / S&P IVR unavailable / $4.28m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.08b |
| 2024-Q30/3 |
LoseIVR / S&P 4.70% / 5.89% |
LoseIVR / S&P IVR unavailable / 5.89% |
LoseIVR / S&P -2680.00% / 6.11% |
Non-scoringIVR / S&P IVR unavailable / 10.87% | Non-scoringIVR / S&P 6.82 / 28.09 | Non-scoringIVR / S&P 0.67 / 4.94 | Non-scoringIVR / S&P IVR unavailable / $4.28m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.21b |
| 2024-Q20/3 |
LoseIVR / S&P 1.09% / 4.28% |
LoseIVR / S&P IVR unavailable / 5.38% |
LoseIVR / S&P -20.66% / 5.12% |
Non-scoringIVR / S&P IVR unavailable / 10.85% | Non-scoringIVR / S&P IVR unavailable / 27.64 | Non-scoringIVR / S&P 0.62 / 4.79 | Non-scoringIVR / S&P IVR unavailable / $4.28m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.36b |
| 2024-Q10/3 |
LoseIVR / S&P 9.26% / 10.56% |
LoseIVR / S&P IVR unavailable / 5.71% |
LoseIVR / S&P -87.02% / 5.59% |
Non-scoringIVR / S&P IVR unavailable / 10.81% | Non-scoringIVR / S&P IVR unavailable / 27.02 | Non-scoringIVR / S&P 0.60 / 4.71 | Non-scoringIVR / S&P IVR unavailable / $4.28m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.12b |
| 2023-Q40/3 |
LoseIVR / S&P -3.36% / 11.69% |
LoseIVR / S&P IVR unavailable / 6.81% |
LoseIVR / S&P -94.21% / 7.78% |
Non-scoringIVR / S&P IVR unavailable / 11.19% | Non-scoringIVR / S&P IVR unavailable / 24.35 | Non-scoringIVR / S&P 0.55 / 4.31 | Non-scoringIVR / S&P IVR unavailable / $4.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.01b |
| 2023-Q30/3 |
LoseIVR / S&P -12.73% / -3.27% |
LoseIVR / S&P IVR unavailable / 7.52% |
LoseIVR / S&P -99.69% / -5.03% |
Non-scoringIVR / S&P IVR unavailable / 10.84% | Non-scoringIVR / S&P IVR unavailable / 23.93 | Non-scoringIVR / S&P 0.62 / 3.98 | Non-scoringIVR / S&P IVR unavailable / $4.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.24b |
| 2023-Q21/3 |
WinIVR / S&P 11.00% / 8.74% |
LoseIVR / S&P IVR unavailable / 9.50% |
LoseIVR / S&P -89.55% / -8.57% |
Non-scoringIVR / S&P IVR unavailable / 10.88% | Non-scoringIVR / S&P IVR unavailable / 24.01 | Non-scoringIVR / S&P 0.61 / 4.19 | Non-scoringIVR / S&P IVR unavailable / $4.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.17b |
| 2023-Q10/3 |
LoseIVR / S&P -8.45% / 7.50% |
LoseIVR / S&P IVR unavailable / 10.77% |
LoseIVR / S&P -58.99% / -15.69% |
Non-scoringIVR / S&P IVR unavailable / 10.82% | Non-scoringIVR / S&P IVR unavailable / 22.66 | Non-scoringIVR / S&P 0.55 / 3.93 | Non-scoringIVR / S&P IVR unavailable / $4.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.13b |
| 2022-Q42/3 |
WinIVR / S&P 21.65% / 7.56% |
LoseIVR / S&P IVR unavailable / 11.88% |
WinIVR / S&P 180.78% / -17.99% |
Non-scoringIVR / S&P IVR unavailable / 11.09% | Non-scoringIVR / S&P IVR unavailable / 22.65 | Non-scoringIVR / S&P 0.61 / 3.75 | Non-scoringIVR / S&P IVR unavailable / $3.70m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.15b |
| 2022-Q30/3 |
LoseIVR / S&P -19.78% / -4.88% |
LoseIVR / S&P IVR unavailable / 13.47% |
LoseIVR / S&P -82.18% / -1.41% |
Non-scoringIVR / S&P IVR unavailable / 12.28% | Non-scoringIVR / S&P IVR unavailable / 20.58 | Non-scoringIVR / S&P 0.52 / 3.60 | Non-scoringIVR / S&P IVR unavailable / $3.70m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.17b |
| 2022-Q20/3 |
LoseIVR / S&P -32.81% / -16.10% |
LoseIVR / S&P IVR unavailable / 13.71% |
LoseIVR / S&P -87.28% / 11.04% |
Non-scoringIVR / S&P IVR unavailable / 13.03% | Non-scoringIVR / S&P IVR unavailable / 20.28 | Non-scoringIVR / S&P 0.51 / 3.78 | Non-scoringIVR / S&P IVR unavailable / $3.70m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.17b |
| 2022-Q10/3 |
LoseIVR / S&P -15.44% / -4.60% |
LoseIVR / S&P IVR unavailable / 15.97% |
LoseIVR / S&P -87.18% / 42.23% |
Non-scoringIVR / S&P IVR unavailable / 14.22% | Non-scoringIVR / S&P IVR unavailable / 22.19 | Non-scoringIVR / S&P 6.67 / 4.51 | Non-scoringIVR / S&P IVR unavailable / $3.70m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.20b |
| 2021-Q40/3 |
LoseIVR / S&P -9.24% / 11.03% |
LoseIVR / S&P IVR unavailable / 15.00% |
LoseIVR / S&P -95.62% / 96.40% |
Non-scoringIVR / S&P IVR unavailable / 15.13% | Non-scoringIVR / S&P IVR unavailable / 23.63 | Non-scoringIVR / S&P 0.65 / 4.73 | Non-scoringIVR / S&P IVR unavailable / $3.63m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.13b |
| 2021-Q31/3 |
LoseIVR / S&P -17.30% / 0.58% |
LoseIVR / S&P IVR unavailable / 10.77% |
WinIVR / S&P 726.19% / 69.42% |
Non-scoringIVR / S&P IVR unavailable / 14.13% | Non-scoringIVR / S&P 100.86 / 25.35 | Non-scoringIVR / S&P 6.74 / 4.38 | Non-scoringIVR / S&P IVR unavailable / $3.63m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.19b |
| 2021-Q21/3 |
LoseIVR / S&P -0.54% / 8.55% |
LoseIVR / S&P IVR unavailable / 6.58% |
WinIVR / S&P 739.67% / 51.81% |
Non-scoringIVR / S&P IVR unavailable / 13.34% | Non-scoringIVR / S&P 76.52 / 26.70 | Non-scoringIVR / S&P 8.23 / 4.43 | Non-scoringIVR / S&P IVR unavailable / $3.63m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.11b |
| 2021-Q12/3 |
WinIVR / S&P 21.45% / 6.17% |
LoseIVR / S&P IVR unavailable / -1.06% |
WinIVR / S&P 895.77% / 7.39% |
Non-scoringIVR / S&P IVR unavailable / 11.60% | Non-scoringIVR / S&P IVR unavailable / 30.50 | Non-scoringIVR / S&P 6.67 / 4.23 | Non-scoringIVR / S&P IVR unavailable / $3.63m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.10b |
| 2020-Q41/3 |
WinIVR / S&P 26.99% / 12.15% |
LoseIVR / S&P IVR unavailable / -3.72% |
LoseIVR / S&P -4169.80% / -33.42% |
Non-scoringIVR / S&P IVR unavailable / 8.86% | Non-scoringIVR / S&P IVR unavailable / 39.26 | Non-scoringIVR / S&P 5.02 / 4.05 | Non-scoringIVR / S&P IVR unavailable / $3.17m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.01b |
| 2020-Q30/3 |
LoseIVR / S&P -27.15% / 8.93% |
LoseIVR / S&P IVR unavailable / -2.04% |
LoseIVR / S&P -7871.43% / -27.10% |
Non-scoringIVR / S&P IVR unavailable / 9.24% | Non-scoringIVR / S&P IVR unavailable / 34.27 | Non-scoringIVR / S&P 4.06 / 3.65 | Non-scoringIVR / S&P IVR unavailable / $3.17m | Non-scoringIVR / S&P IVR unavailable / $0.02b | Non-scoringIVR / S&P IVR unavailable / $0.00b |
| 2020-Q21/3 |
LoseIVR / S&P 11.44% / 20.54% |
LoseIVR / S&P IVR unavailable / -0.46% |
WinIVR / S&P 973.27% / -27.11% |
Non-scoringIVR / S&P IVR unavailable / 9.37% | Non-scoringIVR / S&P IVR unavailable / 31.29 | Non-scoringIVR / S&P 5.86 / 3.44 | Non-scoringIVR / S&P IVR unavailable / $3.17m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.03b |
| 2020-Q11/3 |
LoseIVR / S&P -79.52% / -19.60% |
LoseIVR / S&P IVR unavailable / 3.47% |
WinIVR / S&P 2465.71% / -14.75% |
Non-scoringIVR / S&P IVR unavailable / 10.68% | Non-scoringIVR / S&P IVR unavailable / 22.80 | Non-scoringIVR / S&P 3.99 / 2.92 | Non-scoringIVR / S&P IVR unavailable / $3.17m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.05b |
| 2019-Q41/3 |
WinIVR / S&P 12.00% / 9.07% |
LoseIVR / S&P IVR unavailable / 5.36% |
LoseIVR / S&P -337.86% / 2.99% |
Non-scoringIVR / S&P IVR unavailable / 12.81% | Non-scoringIVR / S&P 65.97 / 22.78 | Non-scoringIVR / S&P 8.19 / 3.53 | Non-scoringIVR / S&P IVR unavailable / $3.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.05b |
| 2019-Q30/3 |
LoseIVR / S&P -2.24% / 1.70% |
LoseIVR / S&P IVR unavailable / 5.02% |
LoseIVR / S&P -91.62% / 0.21% |
Non-scoringIVR / S&P IVR unavailable / 12.41% | Non-scoringIVR / S&P 257.15 / 22.44 | Non-scoringIVR / S&P 7.51 / 3.30 | Non-scoringIVR / S&P IVR unavailable / $3.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.09b |
| 2019-Q21/3 |
WinIVR / S&P 4.94% / 4.30% |
LoseIVR / S&P IVR unavailable / 6.64% |
LoseIVR / S&P -137.69% / 8.65% |
Non-scoringIVR / S&P IVR unavailable / 12.79% | Non-scoringIVR / S&P IVR unavailable / 21.37 | Non-scoringIVR / S&P 7.78 / 3.32 | Non-scoringIVR / S&P IVR unavailable / $3.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.27b |
| 2019-Q10/3 |
LoseIVR / S&P 12.25% / 13.65% |
LoseIVR / S&P IVR unavailable / 8.12% |
LoseIVR / S&P -114.77% / 14.29% |
Non-scoringIVR / S&P IVR unavailable / 12.97% | Non-scoringIVR / S&P 1314.11 / 20.86 | Non-scoringIVR / S&P 7.59 / 3.26 | Non-scoringIVR / S&P IVR unavailable / $3.08m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $34.35b |
| 2018-Q41/3 |
WinIVR / S&P -5.76% / -13.52% |
LoseIVR / S&P IVR unavailable / 9.05% |
LoseIVR / S&P -137.73% / 18.23% |
Non-scoringIVR / S&P IVR unavailable / 13.10% | Non-scoringIVR / S&P IVR unavailable / 19.39 | Non-scoringIVR / S&P 7.07 / 2.94 | Non-scoringIVR / S&P IVR unavailable / $3.00m | Non-scoringIVR / S&P IVR unavailable / $0.01b | Non-scoringIVR / S&P IVR unavailable / $0.00b |
| 2018-Q30/3 |
LoseIVR / S&P 2.13% / 7.71% |
LoseIVR / S&P IVR unavailable / 10.21% |
LoseIVR / S&P -57.07% / 19.06% |
Non-scoringIVR / S&P IVR unavailable / 13.01% | Non-scoringIVR / S&P 76.52 / 22.25 | Non-scoringIVR / S&P 7.18 / 3.45 | Non-scoringIVR / S&P IVR unavailable / $3.00m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.17b |
| 2018-Q20/3 |
LoseIVR / S&P -0.39% / 3.43% |
LoseIVR / S&P IVR unavailable / 9.03% |
LoseIVR / S&P -40.58% / 14.46% |
Non-scoringIVR / S&P IVR unavailable / 12.56% | Non-scoringIVR / S&P 51.17 / 22.49 | Non-scoringIVR / S&P 7.14 / 3.25 | Non-scoringIVR / S&P IVR unavailable / $3.00m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.19b |
| 2018-Q10/3 |
LoseIVR / S&P -5.70% / -0.76% |
LoseIVR / S&P IVR unavailable / 7.68% |
LoseIVR / S&P -40.75% / 12.46% |
Non-scoringIVR / S&P IVR unavailable / 12.27% | Non-scoringIVR / S&P 59.31 / 23.41 | Non-scoringIVR / S&P 7.32 / 3.17 | Non-scoringIVR / S&P IVR unavailable / $3.00m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.08b |
| 2017-Q41/3 |
LoseIVR / S&P 6.56% / 6.64% |
LoseIVR / S&P IVR unavailable / 7.03% |
WinIVR / S&P 44.44% / 13.82% |
Non-scoringIVR / S&P IVR unavailable / 12.09% | Non-scoringIVR / S&P 57.09 / 24.25 | Non-scoringIVR / S&P 7.57 / 3.23 | Non-scoringIVR / S&P IVR unavailable / $2.92m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.05b |
| 2017-Q32/3 |
WinIVR / S&P 5.02% / 4.48% |
LoseIVR / S&P IVR unavailable / 5.68% |
WinIVR / S&P 784.09% / 17.57% |
Non-scoringIVR / S&P IVR unavailable / 12.04% | Non-scoringIVR / S&P 39.51 / 23.28 | Non-scoringIVR / S&P 7.27 / 3.08 | Non-scoringIVR / S&P IVR unavailable / $2.92m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.11b |
| 2017-Q21/3 |
WinIVR / S&P 10.97% / 3.09% |
LoseIVR / S&P IVR unavailable / 4.83% |
LoseIVR / S&P -351.96% / 17.74% |
Non-scoringIVR / S&P IVR unavailable / 11.96% | Non-scoringIVR / S&P 33.53 / 23.40 | Non-scoringIVR / S&P 8.00 / 3.03 | Non-scoringIVR / S&P IVR unavailable / $2.92m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.08b |
| 2017-Q11/3 |
WinIVR / S&P 8.40% / 6.07% |
LoseIVR / S&P IVR unavailable / 3.67% |
LoseIVR / S&P -734.92% / 13.32% |
Non-scoringIVR / S&P IVR unavailable / 11.75% | Non-scoringIVR / S&P 34.58 / 23.60 | Non-scoringIVR / S&P 7.50 / 3.01 | Non-scoringIVR / S&P IVR unavailable / $2.92m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $20.24b |
| 2016-Q41/3 |
LoseIVR / S&P -1.55% / 3.82% |
LoseIVR / S&P IVR unavailable / 2.09% |
WinIVR / S&P 209.84% / 7.05% |
Non-scoringIVR / S&P IVR unavailable / 11.37% | Non-scoringIVR / S&P 64.04 / 23.76 | Non-scoringIVR / S&P 7.27 / 2.91 | Non-scoringIVR / S&P IVR unavailable / $2.88m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $1.11b |
| 2016-Q31/3 |
WinIVR / S&P 14.10% / 3.85% |
LoseIVR / S&P IVR unavailable / 0.20% |
LoseIVR / S&P -141.90% / -3.15% |
Non-scoringIVR / S&P IVR unavailable / 10.82% | Non-scoringIVR / S&P 188.54 / 24.22 | Non-scoringIVR / S&P 7.35 / 2.78 | Non-scoringIVR / S&P IVR unavailable / $2.88m | Non-scoringIVR / S&P IVR unavailable / $0.00b | Non-scoringIVR / S&P IVR unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | IVR total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 16.80% | 20.78% |
| Annualized return | 16.80% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | IVR total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -41.21% | 83.14% |
| Annualized return | -10.08% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | IVR total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -80.98% | 319.30% |
| Annualized return | -15.29% | 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.