NASDAQ:MKTX | Roast Me | MARKETAXESS HOLDINGS INC

61/120 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.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseMKTX / S&P
-30.83% / 15.20%
LoseMKTX / S&P
3.93% / 15.00%
LoseMKTX / S&P
42.59% / 50.40%
Non-scoringMKTX / S&P
35.22% / 15.70%
Non-scoringMKTX / S&P
13.03 / 28.47
Non-scoringMKTX / S&P
3.22 / S&P unavailable
Non-scoringMKTX / S&P
MKTX unavailable / S&P unavailable
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.36b
2026-Q11/3 LoseMKTX / S&P
-8.58% / -4.33%
LoseMKTX / S&P
6.83% / 11.30%
WinMKTX / S&P
46.96% / 27.70%
Non-scoringMKTX / S&P
35.52% / 14.80%
Non-scoringMKTX / S&P
18.95 / 25.43
Non-scoringMKTX / S&P
4.93 / S&P unavailable
Non-scoringMKTX / S&P
MKTX unavailable / S&P unavailable
Non-scoringMKTX / S&P
MKTX unavailable / $0.27b
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
2025-Q41/3 WinMKTX / S&P
4.48% / 2.65%
LoseMKTX / S&P
3.57% / 9.00%
LoseMKTX / S&P
-8.53% / 13.40%
Non-scoringMKTX / S&P
29.14% / 13.20%
Non-scoringMKTX / S&P
26.29 / 28.48
Non-scoringMKTX / S&P
5.66 / 5.39
Non-scoringMKTX / S&P
MKTX unavailable / $4.42m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.20b
2025-Q30/3 LoseMKTX / S&P
-21.66% / 8.12%
LoseMKTX / S&P
3.37% / 4.61%
LoseMKTX / S&P
-20.33% / 13.45%
Non-scoringMKTX / S&P
26.16% / 11.78%
Non-scoringMKTX / S&P
29.49 / 28.13
Non-scoringMKTX / S&P
4.70 / 5.27
Non-scoringMKTX / S&P
MKTX unavailable / $4.42m
Non-scoringMKTX / S&P
MKTX unavailable / $0.11b
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
2025-Q21/3 LoseMKTX / S&P
3.58% / 10.94%
WinMKTX / S&P
7.67% / 4.83%
LoseMKTX / S&P
-14.41% / 10.63%
Non-scoringMKTX / S&P
26.62% / 11.45%
Non-scoringMKTX / S&P
37.50 / 27.10
Non-scoringMKTX / S&P
6.03 / 5.01
Non-scoringMKTX / S&P
MKTX unavailable / $4.42m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.23b
2025-Q12/3 WinMKTX / S&P
-3.91% / -4.27%
WinMKTX / S&P
7.33% / 4.98%
LoseMKTX / S&P
-15.57% / 10.57%
Non-scoringMKTX / S&P
26.57% / 11.39%
Non-scoringMKTX / S&P
37.52 / 26.23
Non-scoringMKTX / S&P
6.03 / 4.69
Non-scoringMKTX / S&P
MKTX unavailable / $4.42m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.10b
2024-Q41/3 LoseMKTX / S&P
-11.53% / 2.41%
WinMKTX / S&P
8.58% / 5.25%
LoseMKTX / S&P
6.13% / 6.15%
Non-scoringMKTX / S&P
33.56% / 11.29%
Non-scoringMKTX / S&P
31.04 / 28.60
Non-scoringMKTX / S&P
6.13 / 4.99
Non-scoringMKTX / S&P
MKTX unavailable / $4.28m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.08b
2024-Q33/3 WinMKTX / S&P
28.17% / 5.89%
WinMKTX / S&P
10.74% / 5.89%
WinMKTX / S&P
11.99% / 6.11%
Non-scoringMKTX / S&P
34.32% / 10.87%
Non-scoringMKTX / S&P
34.68 / 28.09
Non-scoringMKTX / S&P
6.97 / 4.94
Non-scoringMKTX / S&P
MKTX unavailable / $4.28m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.21b
2024-Q21/3 LoseMKTX / S&P
-8.22% / 4.28%
WinMKTX / S&P
6.07% / 5.38%
LoseMKTX / S&P
3.43% / 5.12%
Non-scoringMKTX / S&P
33.71% / 10.85%
Non-scoringMKTX / S&P
28.91 / 27.64
Non-scoringMKTX / S&P
5.70 / 4.79
Non-scoringMKTX / S&P
MKTX unavailable / $4.28m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.36b
2024-Q10/3 LoseMKTX / S&P
-24.89% / 10.56%
LoseMKTX / S&P
3.30% / 5.71%
LoseMKTX / S&P
-1.30% / 5.59%
Non-scoringMKTX / S&P
33.83% / 10.81%
Non-scoringMKTX / S&P
32.36 / 27.02
Non-scoringMKTX / S&P
6.31 / 4.71
Non-scoringMKTX / S&P
MKTX unavailable / $4.28m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.12b
2023-Q41/3 WinMKTX / S&P
37.53% / 11.69%
LoseMKTX / S&P
4.77% / 6.81%
LoseMKTX / S&P
3.01% / 7.78%
Non-scoringMKTX / S&P
34.29% / 11.19%
Non-scoringMKTX / S&P
43.01 / 24.35
Non-scoringMKTX / S&P
8.58 / 4.31
Non-scoringMKTX / S&P
MKTX unavailable / $4.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.01b
2023-Q31/3 LoseMKTX / S&P
-18.06% / -3.27%
LoseMKTX / S&P
3.93% / 7.52%
WinMKTX / S&P
2.33% / -5.03%
Non-scoringMKTX / S&P
33.78% / 10.84%
Non-scoringMKTX / S&P
32.51 / 23.93
Non-scoringMKTX / S&P
6.76 / 3.98
Non-scoringMKTX / S&P
MKTX unavailable / $4.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.24b
2023-Q21/3 LoseMKTX / S&P
-33.03% / 8.74%
LoseMKTX / S&P
5.41% / 9.50%
WinMKTX / S&P
5.17% / -8.57%
Non-scoringMKTX / S&P
34.38% / 10.88%
Non-scoringMKTX / S&P
39.08 / 24.01
Non-scoringMKTX / S&P
8.45 / 4.19
Non-scoringMKTX / S&P
MKTX unavailable / $4.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.17b
2023-Q12/3 WinMKTX / S&P
40.59% / 7.50%
LoseMKTX / S&P
6.65% / 10.77%
WinMKTX / S&P
8.32% / -15.69%
Non-scoringMKTX / S&P
35.23% / 10.82%
Non-scoringMKTX / S&P
56.89 / 22.66
Non-scoringMKTX / S&P
13.14 / 3.93
Non-scoringMKTX / S&P
MKTX unavailable / $4.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.13b
2022-Q42/3 WinMKTX / S&P
25.71% / 7.56%
LoseMKTX / S&P
2.77% / 11.88%
WinMKTX / S&P
-1.77% / -17.99%
Non-scoringMKTX / S&P
34.84% / 11.09%
Non-scoringMKTX / S&P
41.96 / 22.65
Non-scoringMKTX / S&P
9.71 / 3.75
Non-scoringMKTX / S&P
MKTX unavailable / $3.70m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.15b
2022-Q30/3 LoseMKTX / S&P
-12.87% / -4.88%
LoseMKTX / S&P
0.03% / 13.47%
LoseMKTX / S&P
-11.90% / -1.41%
Non-scoringMKTX / S&P
34.47% / 12.28%
Non-scoringMKTX / S&P
34.43 / 20.58
Non-scoringMKTX / S&P
8.22 / 3.60
Non-scoringMKTX / S&P
MKTX unavailable / $3.70m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.17b
2022-Q20/3 LoseMKTX / S&P
-24.55% / -16.10%
LoseMKTX / S&P
-1.66% / 13.71%
LoseMKTX / S&P
-15.72% / 11.04%
Non-scoringMKTX / S&P
34.77% / 13.03%
Non-scoringMKTX / S&P
39.85 / 20.28
Non-scoringMKTX / S&P
9.63 / 3.78
Non-scoringMKTX / S&P
MKTX unavailable / $3.70m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.17b
2022-Q10/3 LoseMKTX / S&P
-17.12% / -4.60%
LoseMKTX / S&P
-3.64% / 15.97%
LoseMKTX / S&P
-20.38% / 42.23%
Non-scoringMKTX / S&P
35.12% / 14.22%
Non-scoringMKTX / S&P
53.12 / 22.19
Non-scoringMKTX / S&P
12.57 / 4.51
Non-scoringMKTX / S&P
MKTX unavailable / $3.70m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.20b
2021-Q40/3 LoseMKTX / S&P
-2.08% / 11.03%
LoseMKTX / S&P
1.43% / 15.00%
LoseMKTX / S&P
-13.76% / 96.40%
Non-scoringMKTX / S&P
36.90% / 15.13%
Non-scoringMKTX / S&P
60.47 / 23.63
Non-scoringMKTX / S&P
14.98 / 4.73
Non-scoringMKTX / S&P
MKTX unavailable / $3.63m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.13b
2021-Q30/3 LoseMKTX / S&P
-9.13% / 0.58%
LoseMKTX / S&P
8.91% / 10.77%
LoseMKTX / S&P
0.69% / 69.42%
Non-scoringMKTX / S&P
39.51% / 14.13%
Non-scoringMKTX / S&P
57.41 / 25.35
Non-scoringMKTX / S&P
15.16 / 4.38
Non-scoringMKTX / S&P
MKTX unavailable / $3.63m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.19b
2021-Q21/3 LoseMKTX / S&P
-6.75% / 8.55%
WinMKTX / S&P
14.96% / 6.58%
LoseMKTX / S&P
9.71% / 51.81%
Non-scoringMKTX / S&P
40.79% / 13.34%
Non-scoringMKTX / S&P
61.09 / 26.70
Non-scoringMKTX / S&P
17.24 / 4.43
Non-scoringMKTX / S&P
MKTX unavailable / $3.63m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.11b
2021-Q12/3 LoseMKTX / S&P
-12.63% / 6.17%
WinMKTX / S&P
28.74% / -1.06%
WinMKTX / S&P
34.00% / 7.39%
Non-scoringMKTX / S&P
42.62% / 11.60%
Non-scoringMKTX / S&P
62.01 / 30.50
Non-scoringMKTX / S&P
19.14 / 4.23
Non-scoringMKTX / S&P
MKTX unavailable / $3.63m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.10b
2020-Q43/3 WinMKTX / S&P
18.60% / 12.15%
WinMKTX / S&P
34.77% / -3.72%
WinMKTX / S&P
45.37% / -33.42%
Non-scoringMKTX / S&P
43.44% / 8.86%
Non-scoringMKTX / S&P
72.43 / 39.26
Non-scoringMKTX / S&P
22.70 / 4.05
Non-scoringMKTX / S&P
MKTX unavailable / $3.17m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.01b
2020-Q32/3 LoseMKTX / S&P
-3.75% / 8.93%
WinMKTX / S&P
31.08% / -2.04%
WinMKTX / S&P
37.24% / -27.10%
Non-scoringMKTX / S&P
42.73% / 9.24%
Non-scoringMKTX / S&P
66.07 / 34.27
Non-scoringMKTX / S&P
20.37 / 3.65
Non-scoringMKTX / S&P
MKTX unavailable / $3.17m
Non-scoringMKTX / S&P
MKTX unavailable / $0.02b
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
2020-Q23/3 WinMKTX / S&P
50.80% / 20.54%
WinMKTX / S&P
32.61% / -0.46%
WinMKTX / S&P
41.10% / -27.11%
Non-scoringMKTX / S&P
42.75% / 9.37%
Non-scoringMKTX / S&P
72.27 / 31.29
Non-scoringMKTX / S&P
22.27 / 3.44
Non-scoringMKTX / S&P
MKTX unavailable / $3.17m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.03b
2020-Q13/3 WinMKTX / S&P
-12.12% / -19.60%
WinMKTX / S&P
24.81% / 3.47%
WinMKTX / S&P
27.29% / -14.75%
Non-scoringMKTX / S&P
40.87% / 10.68%
Non-scoringMKTX / S&P
55.50 / 22.80
Non-scoringMKTX / S&P
15.80 / 2.92
Non-scoringMKTX / S&P
MKTX unavailable / $3.17m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.05b
2019-Q43/3 WinMKTX / S&P
15.92% / 9.07%
WinMKTX / S&P
17.40% / 5.36%
WinMKTX / S&P
18.16% / 2.99%
Non-scoringMKTX / S&P
40.07% / 12.81%
Non-scoringMKTX / S&P
70.19 / 22.78
Non-scoringMKTX / S&P
18.68 / 3.53
Non-scoringMKTX / S&P
MKTX unavailable / $3.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.05b
2019-Q33/3 WinMKTX / S&P
2.04% / 1.70%
WinMKTX / S&P
17.16% / 5.02%
WinMKTX / S&P
24.76% / 0.21%
Non-scoringMKTX / S&P
40.58% / 12.41%
Non-scoringMKTX / S&P
61.72 / 22.44
Non-scoringMKTX / S&P
17.81 / 3.30
Non-scoringMKTX / S&P
MKTX unavailable / $3.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.09b
2019-Q23/3 WinMKTX / S&P
30.85% / 4.30%
WinMKTX / S&P
11.55% / 6.64%
WinMKTX / S&P
18.69% / 8.65%
Non-scoringMKTX / S&P
39.89% / 12.79%
Non-scoringMKTX / S&P
65.57 / 21.37
Non-scoringMKTX / S&P
18.33 / 3.32
Non-scoringMKTX / S&P
MKTX unavailable / $3.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.27b
2019-Q13/3 WinMKTX / S&P
16.72% / 13.65%
WinMKTX / S&P
9.91% / 8.12%
WinMKTX / S&P
15.80% / 14.29%
Non-scoringMKTX / S&P
39.84% / 12.97%
Non-scoringMKTX / S&P
52.29 / 20.86
Non-scoringMKTX / S&P
14.70 / 3.26
Non-scoringMKTX / S&P
MKTX unavailable / $3.08m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $34.35b
2018-Q42/3 WinMKTX / S&P
18.63% / -13.52%
WinMKTX / S&P
10.71% / 9.05%
LoseMKTX / S&P
17.48% / 18.23%
Non-scoringMKTX / S&P
39.68% / 13.10%
Non-scoringMKTX / S&P
46.01 / 19.39
Non-scoringMKTX / S&P
13.08 / 2.94
Non-scoringMKTX / S&P
MKTX unavailable / $3.00m
Non-scoringMKTX / S&P
MKTX unavailable / $0.01b
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
2018-Q30/3 LoseMKTX / S&P
-9.59% / 7.71%
LoseMKTX / S&P
8.93% / 10.21%
LoseMKTX / S&P
9.00% / 19.06%
Non-scoringMKTX / S&P
38.06% / 13.01%
Non-scoringMKTX / S&P
41.81 / 22.25
Non-scoringMKTX / S&P
11.60 / 3.45
Non-scoringMKTX / S&P
MKTX unavailable / $3.00m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.17b
2018-Q20/3 LoseMKTX / S&P
-8.82% / 3.43%
LoseMKTX / S&P
8.91% / 9.03%
LoseMKTX / S&P
8.14% / 14.46%
Non-scoringMKTX / S&P
37.52% / 12.56%
Non-scoringMKTX / S&P
47.65 / 22.49
Non-scoringMKTX / S&P
13.34 / 3.25
Non-scoringMKTX / S&P
MKTX unavailable / $3.00m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.19b
2018-Q11/3 WinMKTX / S&P
8.01% / -0.76%
LoseMKTX / S&P
6.03% / 7.68%
LoseMKTX / S&P
9.76% / 12.46%
Non-scoringMKTX / S&P
37.90% / 12.27%
Non-scoringMKTX / S&P
53.26 / 23.41
Non-scoringMKTX / S&P
15.23 / 3.17
Non-scoringMKTX / S&P
MKTX unavailable / $3.00m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.08b
2017-Q42/3 WinMKTX / S&P
9.54% / 6.64%
LoseMKTX / S&P
6.99% / 7.03%
WinMKTX / S&P
16.12% / 13.82%
Non-scoringMKTX / S&P
37.64% / 12.09%
Non-scoringMKTX / S&P
51.25 / 24.25
Non-scoringMKTX / S&P
14.74 / 3.23
Non-scoringMKTX / S&P
MKTX unavailable / $2.92m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.05b
2017-Q32/3 LoseMKTX / S&P
-8.10% / 4.48%
WinMKTX / S&P
9.93% / 5.68%
WinMKTX / S&P
24.68% / 17.57%
Non-scoringMKTX / S&P
38.18% / 12.04%
Non-scoringMKTX / S&P
46.88 / 23.28
Non-scoringMKTX / S&P
13.56 / 3.08
Non-scoringMKTX / S&P
MKTX unavailable / $2.92m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.11b
2017-Q23/3 WinMKTX / S&P
7.45% / 3.09%
WinMKTX / S&P
13.61% / 4.83%
WinMKTX / S&P
31.38% / 17.74%
Non-scoringMKTX / S&P
37.87% / 11.96%
Non-scoringMKTX / S&P
52.24 / 23.40
Non-scoringMKTX / S&P
15.07 / 3.03
Non-scoringMKTX / S&P
MKTX unavailable / $2.92m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.08b
2017-Q13/3 WinMKTX / S&P
27.84% / 6.07%
WinMKTX / S&P
21.35% / 3.67%
WinMKTX / S&P
38.72% / 13.32%
Non-scoringMKTX / S&P
36.55% / 11.75%
Non-scoringMKTX / S&P
50.40 / 23.60
Non-scoringMKTX / S&P
14.59 / 3.01
Non-scoringMKTX / S&P
MKTX unavailable / $2.92m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $20.24b
2016-Q42/3 LoseMKTX / S&P
-11.12% / 3.82%
WinMKTX / S&P
21.32% / 2.09%
WinMKTX / S&P
31.89% / 7.05%
Non-scoringMKTX / S&P
34.31% / 11.37%
Non-scoringMKTX / S&P
43.72 / 23.76
Non-scoringMKTX / S&P
11.79 / 2.91
Non-scoringMKTX / S&P
MKTX unavailable / $2.88m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $1.11b
2016-Q33/3 WinMKTX / S&P
14.07% / 3.85%
WinMKTX / S&P
18.71% / 0.20%
WinMKTX / S&P
26.83% / -3.15%
Non-scoringMKTX / S&P
33.37% / 10.82%
Non-scoringMKTX / S&P
52.98 / 24.22
Non-scoringMKTX / S&P
13.78 / 2.78
Non-scoringMKTX / S&P
MKTX unavailable / $2.88m
Non-scoringMKTX / S&P
MKTX unavailable / $0.00b
Non-scoringMKTX / S&P
MKTX unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricMKTX total returnS&P 500 Total Return Index
Total return-9.92%20.78%
Annualized return-9.92%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricMKTX total returnS&P 500 Total Return Index
Total return-63.84%83.14%
Annualized return-18.41%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricMKTX total returnS&P 500 Total Return Index
Total return5.77%319.30%
Annualized return0.56%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.