46/120
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): 1 wins, 11 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 |
LoseJPM / S&P 11.85% / 15.20% |
LoseJPM / S&P JPM unavailable / 15.00% |
LoseJPM / S&P 19.81% / 50.40% |
Non-scoringJPM / S&P JPM unavailable / 15.70% | Non-scoringJPM / S&P 13.37 / 28.47 | Non-scoringJPM / S&P 2.32 / S&P unavailable | Non-scoringJPM / S&P JPM unavailable / S&P unavailable | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.36b |
| 2026-Q10/3 |
LoseJPM / S&P -8.30% / -4.33% |
LoseJPM / S&P JPM unavailable / 11.30% |
LoseJPM / S&P 2.55% / 27.70% |
Non-scoringJPM / S&P JPM unavailable / 14.80% | Non-scoringJPM / S&P 13.38 / 25.43 | Non-scoringJPM / S&P 2.17 / S&P unavailable | Non-scoringJPM / S&P JPM unavailable / S&P unavailable | Non-scoringJPM / S&P JPM unavailable / $0.27b | Non-scoringJPM / S&P JPM unavailable / $0.00b |
| 2025-Q40/3 |
LoseJPM / S&P 2.65% / 2.65% |
LoseJPM / S&P JPM unavailable / 9.00% |
LoseJPM / S&P 1.42% / 13.40% |
Non-scoringJPM / S&P JPM unavailable / 13.20% | Non-scoringJPM / S&P 15.23 / 28.48 | Non-scoringJPM / S&P 2.40 / 5.39 | Non-scoringJPM / S&P JPM unavailable / $4.42m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.20b |
| 2025-Q31/3 |
WinJPM / S&P 9.33% / 8.12% |
LoseJPM / S&P JPM unavailable / 4.61% |
LoseJPM / S&P 12.29% / 13.45% |
Non-scoringJPM / S&P JPM unavailable / 11.78% | Non-scoringJPM / S&P 14.80 / 28.13 | Non-scoringJPM / S&P 2.38 / 5.27 | Non-scoringJPM / S&P JPM unavailable / $4.42m | Non-scoringJPM / S&P JPM unavailable / $0.11b | Non-scoringJPM / S&P JPM unavailable / $0.00b |
| 2025-Q21/3 |
WinJPM / S&P 18.91% / 10.94% |
LoseJPM / S&P JPM unavailable / 4.83% |
LoseJPM / S&P 8.64% / 10.63% |
Non-scoringJPM / S&P JPM unavailable / 11.45% | Non-scoringJPM / S&P 14.10 / 27.10 | Non-scoringJPM / S&P 2.23 / 5.01 | Non-scoringJPM / S&P JPM unavailable / $4.42m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.23b |
| 2025-Q12/3 |
WinJPM / S&P 2.86% / -4.27% |
LoseJPM / S&P JPM unavailable / 4.98% |
WinJPM / S&P 22.93% / 10.57% |
Non-scoringJPM / S&P JPM unavailable / 11.39% | Non-scoringJPM / S&P 11.42 / 26.23 | Non-scoringJPM / S&P 1.94 / 4.69 | Non-scoringJPM / S&P JPM unavailable / $4.42m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.10b |
| 2024-Q42/3 |
WinJPM / S&P 14.38% / 2.41% |
LoseJPM / S&P JPM unavailable / 5.25% |
WinJPM / S&P 21.63% / 6.15% |
Non-scoringJPM / S&P JPM unavailable / 11.29% | Non-scoringJPM / S&P 11.47 / 28.60 | Non-scoringJPM / S&P 1.95 / 4.99 | Non-scoringJPM / S&P JPM unavailable / $4.28m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.08b |
| 2024-Q31/3 |
LoseJPM / S&P 4.83% / 5.89% |
LoseJPM / S&P JPM unavailable / 5.89% |
WinJPM / S&P 7.28% / 6.11% |
Non-scoringJPM / S&P JPM unavailable / 10.87% | Non-scoringJPM / S&P 11.04 / 28.09 | Non-scoringJPM / S&P 1.72 / 4.94 | Non-scoringJPM / S&P JPM unavailable / $4.28m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.21b |
| 2024-Q21/3 |
LoseJPM / S&P 1.57% / 4.28% |
LoseJPM / S&P JPM unavailable / 5.38% |
WinJPM / S&P 15.37% / 5.12% |
Non-scoringJPM / S&P JPM unavailable / 10.85% | Non-scoringJPM / S&P 10.65 / 27.64 | Non-scoringJPM / S&P 1.69 / 4.79 | Non-scoringJPM / S&P JPM unavailable / $4.28m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.36b |
| 2024-Q12/3 |
WinJPM / S&P 18.48% / 10.56% |
LoseJPM / S&P JPM unavailable / 5.71% |
WinJPM / S&P 22.20% / 5.59% |
Non-scoringJPM / S&P JPM unavailable / 10.81% | Non-scoringJPM / S&P 11.42 / 27.02 | Non-scoringJPM / S&P 1.71 / 4.71 | Non-scoringJPM / S&P JPM unavailable / $4.28m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.12b |
| 2023-Q42/3 |
WinJPM / S&P 18.16% / 11.69% |
LoseJPM / S&P JPM unavailable / 6.81% |
WinJPM / S&P 34.24% / 7.78% |
Non-scoringJPM / S&P JPM unavailable / 11.19% | Non-scoringJPM / S&P 9.87 / 24.35 | Non-scoringJPM / S&P 1.49 / 4.31 | Non-scoringJPM / S&P JPM unavailable / $4.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.01b |
| 2023-Q32/3 |
WinJPM / S&P 0.40% / -3.27% |
LoseJPM / S&P JPM unavailable / 7.52% |
WinJPM / S&P 41.43% / -5.03% |
Non-scoringJPM / S&P JPM unavailable / 10.84% | Non-scoringJPM / S&P 8.18 / 23.93 | Non-scoringJPM / S&P 1.32 / 3.98 | Non-scoringJPM / S&P JPM unavailable / $4.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.24b |
| 2023-Q22/3 |
WinJPM / S&P 12.49% / 8.74% |
LoseJPM / S&P JPM unavailable / 9.50% |
WinJPM / S&P 24.70% / -8.57% |
Non-scoringJPM / S&P JPM unavailable / 10.88% | Non-scoringJPM / S&P 8.84 / 24.01 | Non-scoringJPM / S&P 1.35 / 4.19 | Non-scoringJPM / S&P JPM unavailable / $4.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.17b |
| 2023-Q11/3 |
LoseJPM / S&P -2.11% / 7.50% |
LoseJPM / S&P JPM unavailable / 10.77% |
WinJPM / S&P 0.52% / -15.69% |
Non-scoringJPM / S&P JPM unavailable / 10.82% | Non-scoringJPM / S&P 9.06 / 22.66 | Non-scoringJPM / S&P 1.26 / 3.93 | Non-scoringJPM / S&P JPM unavailable / $4.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.13b |
| 2022-Q41/3 |
WinJPM / S&P 29.47% / 7.56% |
LoseJPM / S&P JPM unavailable / 11.88% |
LoseJPM / S&P -21.29% / -17.99% |
Non-scoringJPM / S&P JPM unavailable / 11.09% | Non-scoringJPM / S&P 10.44 / 22.65 | Non-scoringJPM / S&P 1.35 / 3.75 | Non-scoringJPM / S&P JPM unavailable / $3.70m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.15b |
| 2022-Q30/3 |
LoseJPM / S&P -6.38% / -4.88% |
LoseJPM / S&P JPM unavailable / 13.47% |
LoseJPM / S&P -25.05% / -1.41% |
Non-scoringJPM / S&P JPM unavailable / 12.28% | Non-scoringJPM / S&P 8.27 / 20.58 | Non-scoringJPM / S&P 1.06 / 3.60 | Non-scoringJPM / S&P JPM unavailable / $3.70m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.17b |
| 2022-Q20/3 |
LoseJPM / S&P -16.78% / -16.10% |
LoseJPM / S&P JPM unavailable / 13.71% |
LoseJPM / S&P -16.81% / 11.04% |
Non-scoringJPM / S&P JPM unavailable / 13.03% | Non-scoringJPM / S&P 8.46 / 20.28 | Non-scoringJPM / S&P 1.15 / 3.78 | Non-scoringJPM / S&P JPM unavailable / $3.70m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.17b |
| 2022-Q10/3 |
LoseJPM / S&P -13.40% / -4.60% |
LoseJPM / S&P JPM unavailable / 15.97% |
LoseJPM / S&P 7.15% / 42.23% |
Non-scoringJPM / S&P JPM unavailable / 14.22% | Non-scoringJPM / S&P 9.46 / 22.19 | Non-scoringJPM / S&P 1.40 / 4.51 | Non-scoringJPM / S&P JPM unavailable / $3.70m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.20b |
| 2021-Q40/3 |
LoseJPM / S&P -2.68% / 11.03% |
LoseJPM / S&P JPM unavailable / 15.00% |
LoseJPM / S&P 73.17% / 96.40% |
Non-scoringJPM / S&P JPM unavailable / 15.13% | Non-scoringJPM / S&P 9.65 / 23.63 | Non-scoringJPM / S&P 1.59 / 4.73 | Non-scoringJPM / S&P JPM unavailable / $3.63m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.13b |
| 2021-Q32/3 |
WinJPM / S&P 5.85% / 0.58% |
LoseJPM / S&P JPM unavailable / 10.77% |
WinJPM / S&P 106.67% / 69.42% |
Non-scoringJPM / S&P JPM unavailable / 14.13% | Non-scoringJPM / S&P 9.66 / 25.35 | Non-scoringJPM / S&P 1.67 / 4.38 | Non-scoringJPM / S&P JPM unavailable / $3.63m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.19b |
| 2021-Q21/3 |
LoseJPM / S&P 2.78% / 8.55% |
LoseJPM / S&P JPM unavailable / 6.58% |
WinJPM / S&P 102.29% / 51.81% |
Non-scoringJPM / S&P JPM unavailable / 13.34% | Non-scoringJPM / S&P 9.72 / 26.70 | Non-scoringJPM / S&P 1.62 / 4.43 | Non-scoringJPM / S&P JPM unavailable / $3.63m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.11b |
| 2021-Q12/3 |
WinJPM / S&P 20.66% / 6.17% |
LoseJPM / S&P JPM unavailable / -1.06% |
WinJPM / S&P 42.26% / 7.39% |
Non-scoringJPM / S&P JPM unavailable / 11.60% | Non-scoringJPM / S&P 11.36 / 30.50 | Non-scoringJPM / S&P 1.64 / 4.23 | Non-scoringJPM / S&P JPM unavailable / $3.63m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.10b |
| 2020-Q42/3 |
WinJPM / S&P 33.22% / 12.15% |
LoseJPM / S&P JPM unavailable / -3.72% |
WinJPM / S&P -17.26% / -33.42% |
Non-scoringJPM / S&P JPM unavailable / 8.86% | Non-scoringJPM / S&P 13.30 / 39.26 | Non-scoringJPM / S&P 1.39 / 4.05 | Non-scoringJPM / S&P JPM unavailable / $3.17m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.01b |
| 2020-Q31/3 |
LoseJPM / S&P 3.35% / 8.93% |
LoseJPM / S&P JPM unavailable / -2.04% |
WinJPM / S&P -24.63% / -27.10% |
Non-scoringJPM / S&P JPM unavailable / 9.24% | Non-scoringJPM / S&P 11.50 / 34.27 | Non-scoringJPM / S&P 1.08 / 3.65 | Non-scoringJPM / S&P JPM unavailable / $3.17m | Non-scoringJPM / S&P JPM unavailable / $0.02b | Non-scoringJPM / S&P JPM unavailable / $0.00b |
| 2020-Q21/3 |
LoseJPM / S&P 5.56% / 20.54% |
LoseJPM / S&P JPM unavailable / -0.46% |
WinJPM / S&P -24.46% / -27.11% |
Non-scoringJPM / S&P JPM unavailable / 9.37% | Non-scoringJPM / S&P 11.40 / 31.29 | Non-scoringJPM / S&P 1.08 / 3.44 | Non-scoringJPM / S&P JPM unavailable / $3.17m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.03b |
| 2020-Q11/3 |
LoseJPM / S&P -35.00% / -19.60% |
LoseJPM / S&P JPM unavailable / 3.47% |
WinJPM / S&P -4.63% / -14.75% |
Non-scoringJPM / S&P JPM unavailable / 10.68% | Non-scoringJPM / S&P 9.11 / 22.80 | Non-scoringJPM / S&P 1.05 / 2.92 | Non-scoringJPM / S&P JPM unavailable / $3.17m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.05b |
| 2019-Q42/3 |
WinJPM / S&P 19.40% / 9.07% |
LoseJPM / S&P JPM unavailable / 5.36% |
WinJPM / S&P 19.11% / 2.99% |
Non-scoringJPM / S&P JPM unavailable / 12.81% | Non-scoringJPM / S&P 11.80 / 22.78 | Non-scoringJPM / S&P 1.65 / 3.53 | Non-scoringJPM / S&P JPM unavailable / $3.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.05b |
| 2019-Q32/3 |
WinJPM / S&P 6.01% / 1.70% |
LoseJPM / S&P JPM unavailable / 5.02% |
WinJPM / S&P 25.46% / 0.21% |
Non-scoringJPM / S&P JPM unavailable / 12.41% | Non-scoringJPM / S&P 10.55 / 22.44 | Non-scoringJPM / S&P 1.40 / 3.30 | Non-scoringJPM / S&P JPM unavailable / $3.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.09b |
| 2019-Q22/3 |
WinJPM / S&P 11.29% / 4.30% |
LoseJPM / S&P JPM unavailable / 6.64% |
WinJPM / S&P 30.63% / 8.65% |
Non-scoringJPM / S&P JPM unavailable / 12.79% | Non-scoringJPM / S&P 10.43 / 21.37 | Non-scoringJPM / S&P 1.36 / 3.32 | Non-scoringJPM / S&P JPM unavailable / $3.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.27b |
| 2019-Q11/3 |
LoseJPM / S&P 4.54% / 13.65% |
LoseJPM / S&P JPM unavailable / 8.12% |
WinJPM / S&P 31.82% / 14.29% |
Non-scoringJPM / S&P JPM unavailable / 12.97% | Non-scoringJPM / S&P 9.97 / 20.86 | Non-scoringJPM / S&P 1.26 / 3.26 | Non-scoringJPM / S&P JPM unavailable / $3.08m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $34.35b |
| 2018-Q42/3 |
WinJPM / S&P -12.88% / -13.52% |
LoseJPM / S&P JPM unavailable / 9.05% |
WinJPM / S&P 42.41% / 18.23% |
Non-scoringJPM / S&P JPM unavailable / 13.10% | Non-scoringJPM / S&P 9.85 / 19.39 | Non-scoringJPM / S&P 1.25 / 2.94 | Non-scoringJPM / S&P JPM unavailable / $3.00m | Non-scoringJPM / S&P JPM unavailable / $0.01b | Non-scoringJPM / S&P JPM unavailable / $0.00b |
| 2018-Q31/3 |
WinJPM / S&P 8.88% / 7.71% |
LoseJPM / S&P JPM unavailable / 10.21% |
LoseJPM / S&P 16.57% / 19.06% |
Non-scoringJPM / S&P JPM unavailable / 13.01% | Non-scoringJPM / S&P 12.66 / 22.25 | Non-scoringJPM / S&P 1.45 / 3.45 | Non-scoringJPM / S&P JPM unavailable / $3.00m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.17b |
| 2018-Q20/3 |
LoseJPM / S&P -4.77% / 3.43% |
LoseJPM / S&P JPM unavailable / 9.03% |
LoseJPM / S&P 11.09% / 14.46% |
Non-scoringJPM / S&P JPM unavailable / 12.56% | Non-scoringJPM / S&P 12.51 / 22.49 | Non-scoringJPM / S&P 1.36 / 3.25 | Non-scoringJPM / S&P JPM unavailable / $3.00m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.19b |
| 2018-Q11/3 |
WinJPM / S&P 3.37% / -0.76% |
LoseJPM / S&P JPM unavailable / 7.68% |
LoseJPM / S&P 8.47% / 12.46% |
Non-scoringJPM / S&P JPM unavailable / 12.27% | Non-scoringJPM / S&P 14.02 / 23.41 | Non-scoringJPM / S&P 1.46 / 3.17 | Non-scoringJPM / S&P JPM unavailable / $3.00m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.08b |
| 2017-Q41/3 |
WinJPM / S&P 12.62% / 6.64% |
LoseJPM / S&P JPM unavailable / 7.03% |
LoseJPM / S&P 2.10% / 13.82% |
Non-scoringJPM / S&P JPM unavailable / 12.09% | Non-scoringJPM / S&P 14.99 / 24.25 | Non-scoringJPM / S&P 1.43 / 3.23 | Non-scoringJPM / S&P JPM unavailable / $2.92m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.05b |
| 2017-Q32/3 |
WinJPM / S&P 5.07% / 4.48% |
LoseJPM / S&P JPM unavailable / 5.68% |
WinJPM / S&P 19.66% / 17.57% |
Non-scoringJPM / S&P JPM unavailable / 12.04% | Non-scoringJPM / S&P 12.30 / 23.28 | Non-scoringJPM / S&P 1.28 / 3.08 | Non-scoringJPM / S&P JPM unavailable / $2.92m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.11b |
| 2017-Q21/3 |
WinJPM / S&P 4.65% / 3.09% |
LoseJPM / S&P JPM unavailable / 4.83% |
LoseJPM / S&P 14.58% / 17.74% |
Non-scoringJPM / S&P JPM unavailable / 11.96% | Non-scoringJPM / S&P 12.14 / 23.40 | Non-scoringJPM / S&P 1.24 / 3.03 | Non-scoringJPM / S&P JPM unavailable / $2.92m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.08b |
| 2017-Q10/3 |
LoseJPM / S&P 2.36% / 6.07% |
LoseJPM / S&P JPM unavailable / 3.67% |
LoseJPM / S&P 10.19% / 13.32% |
Non-scoringJPM / S&P JPM unavailable / 11.75% | Non-scoringJPM / S&P 12.16 / 23.60 | Non-scoringJPM / S&P 1.22 / 3.01 | Non-scoringJPM / S&P JPM unavailable / $2.92m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $20.24b |
| 2016-Q41/3 |
WinJPM / S&P 30.53% / 3.82% |
LoseJPM / S&P JPM unavailable / 2.09% |
LoseJPM / S&P 3.34% / 7.05% |
Non-scoringJPM / S&P JPM unavailable / 11.37% | Non-scoringJPM / S&P 12.42 / 23.76 | Non-scoringJPM / S&P 1.21 / 2.91 | Non-scoringJPM / S&P JPM unavailable / $2.88m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $1.11b |
| 2016-Q32/3 |
WinJPM / S&P 8.00% / 3.85% |
LoseJPM / S&P JPM unavailable / 0.20% |
WinJPM / S&P -1.19% / -3.15% |
Non-scoringJPM / S&P JPM unavailable / 10.82% | Non-scoringJPM / S&P 10.17 / 24.22 | Non-scoringJPM / S&P 0.94 / 2.78 | Non-scoringJPM / S&P JPM unavailable / $2.88m | Non-scoringJPM / S&P JPM unavailable / $0.00b | Non-scoringJPM / S&P JPM unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | JPM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 19.77% | 20.78% |
| Annualized return | 19.77% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | JPM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 151.33% | 83.14% |
| Annualized return | 20.24% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | JPM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 585.42% | 319.30% |
| Annualized return | 21.23% | 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.