63/120
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): 0 wins, 12 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 |
LosePOOL / S&P 7.01% / 15.20% |
LosePOOL / S&P POOL unavailable / 15.00% |
LosePOOL / S&P POOL unavailable / 50.40% |
Non-scoringPOOL / S&P POOL unavailable / 15.70% | Non-scoringPOOL / S&P POOL unavailable / 28.47 | Non-scoringPOOL / S&P POOL unavailable / S&P unavailable | Non-scoringPOOL / S&P POOL unavailable / S&P unavailable | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.36b |
| 2026-Q10/3 |
LosePOOL / S&P -11.02% / -4.33% |
LosePOOL / S&P 1.79% / 11.30% |
LosePOOL / S&P 2.06% / 27.70% |
Non-scoringPOOL / S&P 7.58% / 14.80% | Non-scoringPOOL / S&P 18.16 / 25.43 | Non-scoringPOOL / S&P 6.51 / S&P unavailable | Non-scoringPOOL / S&P POOL unavailable / S&P unavailable | Non-scoringPOOL / S&P POOL unavailable / $0.27b | Non-scoringPOOL / S&P POOL unavailable / $0.00b |
| 2025-Q40/3 |
LosePOOL / S&P -25.86% / 2.65% |
LosePOOL / S&P -0.41% / 9.00% |
LosePOOL / S&P -3.81% / 13.40% |
Non-scoringPOOL / S&P 7.68% / 13.20% | Non-scoringPOOL / S&P 20.59 / 28.48 | Non-scoringPOOL / S&P 7.06 / 5.39 | Non-scoringPOOL / S&P POOL unavailable / $4.42m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.20b |
| 2025-Q30/3 |
LosePOOL / S&P 6.78% / 8.12% |
LosePOOL / S&P -0.60% / 4.61% |
LosePOOL / S&P -5.67% / 13.45% |
Non-scoringPOOL / S&P 7.78% / 11.78% | Non-scoringPOOL / S&P 28.08 / 28.13 | Non-scoringPOOL / S&P 8.39 / 5.27 | Non-scoringPOOL / S&P POOL unavailable / $4.42m | Non-scoringPOOL / S&P POOL unavailable / $0.11b | Non-scoringPOOL / S&P POOL unavailable / $0.00b |
| 2025-Q20/3 |
LosePOOL / S&P -8.07% / 10.94% |
LosePOOL / S&P -1.71% / 4.83% |
LosePOOL / S&P -8.66% / 10.63% |
Non-scoringPOOL / S&P 7.79% / 11.45% | Non-scoringPOOL / S&P 26.48 / 27.10 | Non-scoringPOOL / S&P 8.37 / 5.01 | Non-scoringPOOL / S&P POOL unavailable / $4.42m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.23b |
| 2025-Q10/3 |
LosePOOL / S&P -6.30% / -4.27% |
LosePOOL / S&P -3.56% / 4.98% |
LosePOOL / S&P -16.63% / 10.57% |
Non-scoringPOOL / S&P 7.77% / 11.39% | Non-scoringPOOL / S&P 29.31 / 26.23 | Non-scoringPOOL / S&P 9.68 / 4.69 | Non-scoringPOOL / S&P POOL unavailable / $4.42m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.10b |
| 2024-Q40/3 |
LosePOOL / S&P -9.21% / 2.41% |
LosePOOL / S&P -4.16% / 5.25% |
LosePOOL / S&P -15.36% / 6.15% |
Non-scoringPOOL / S&P 8.18% / 11.29% | Non-scoringPOOL / S&P 29.59 / 28.60 | Non-scoringPOOL / S&P 10.09 / 4.99 | Non-scoringPOOL / S&P POOL unavailable / $4.28m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.08b |
| 2024-Q31/3 |
WinPOOL / S&P 23.03% / 5.89% |
LosePOOL / S&P -5.47% / 5.89% |
LosePOOL / S&P -16.07% / 6.11% |
Non-scoringPOOL / S&P 8.42% / 10.87% | Non-scoringPOOL / S&P 32.00 / 28.09 | Non-scoringPOOL / S&P 10.02 / 4.94 | Non-scoringPOOL / S&P POOL unavailable / $4.28m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.21b |
| 2024-Q20/3 |
LosePOOL / S&P -23.59% / 4.28% |
LosePOOL / S&P -7.05% / 5.38% |
LosePOOL / S&P -21.52% / 5.12% |
Non-scoringPOOL / S&P 8.58% / 10.85% | Non-scoringPOOL / S&P 25.55 / 27.64 | Non-scoringPOOL / S&P 8.27 / 4.79 | Non-scoringPOOL / S&P POOL unavailable / $4.28m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.36b |
| 2024-Q10/3 |
LosePOOL / S&P 1.48% / 10.56% |
LosePOOL / S&P -8.67% / 5.71% |
LosePOOL / S&P -24.07% / 5.59% |
Non-scoringPOOL / S&P 9.17% / 10.81% | Non-scoringPOOL / S&P 31.01 / 27.02 | Non-scoringPOOL / S&P 11.53 / 4.71 | Non-scoringPOOL / S&P POOL unavailable / $4.28m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.12b |
| 2023-Q41/3 |
WinPOOL / S&P 12.34% / 11.69% |
LosePOOL / S&P -10.33% / 6.81% |
LosePOOL / S&P -28.61% / 7.78% |
Non-scoringPOOL / S&P 9.44% / 11.19% | Non-scoringPOOL / S&P 29.23 / 24.35 | Non-scoringPOOL / S&P 12.01 / 4.31 | Non-scoringPOOL / S&P POOL unavailable / $4.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.01b |
| 2023-Q30/3 |
LosePOOL / S&P -4.68% / -3.27% |
LosePOOL / S&P -7.92% / 7.52% |
LosePOOL / S&P -28.71% / -5.03% |
Non-scoringPOOL / S&P 9.65% / 10.84% | Non-scoringPOOL / S&P 25.33 / 23.93 | Non-scoringPOOL / S&P 9.71 / 3.98 | Non-scoringPOOL / S&P POOL unavailable / $4.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.24b |
| 2023-Q21/3 |
WinPOOL / S&P 9.76% / 8.74% |
LosePOOL / S&P -2.37% / 9.50% |
LosePOOL / S&P -21.22% / -8.57% |
Non-scoringPOOL / S&P 10.32% / 10.88% | Non-scoringPOOL / S&P 24.55 / 24.01 | Non-scoringPOOL / S&P 10.03 / 4.19 | Non-scoringPOOL / S&P POOL unavailable / $4.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.17b |
| 2023-Q12/3 |
WinPOOL / S&P 13.60% / 7.50% |
LosePOOL / S&P 5.78% / 10.77% |
WinPOOL / S&P -6.12% / -15.69% |
Non-scoringPOOL / S&P 11.23% / 10.82% | Non-scoringPOOL / S&P 19.92 / 22.66 | Non-scoringPOOL / S&P 10.64 / 3.93 | Non-scoringPOOL / S&P POOL unavailable / $4.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.13b |
| 2022-Q42/3 |
LosePOOL / S&P -4.68% / 7.56% |
WinPOOL / S&P 16.70% / 11.88% |
WinPOOL / S&P 17.02% / -17.99% |
Non-scoringPOOL / S&P 12.11% / 11.09% | Non-scoringPOOL / S&P 15.78 / 22.65 | Non-scoringPOOL / S&P 9.56 / 3.75 | Non-scoringPOOL / S&P POOL unavailable / $3.70m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.15b |
| 2022-Q32/3 |
LosePOOL / S&P -9.16% / -4.88% |
WinPOOL / S&P 20.00% / 13.47% |
WinPOOL / S&P 31.82% / -1.41% |
Non-scoringPOOL / S&P 12.82% / 12.28% | Non-scoringPOOL / S&P 15.85 / 20.58 | Non-scoringPOOL / S&P 10.44 / 3.60 | Non-scoringPOOL / S&P POOL unavailable / $3.70m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.17b |
| 2022-Q22/3 |
LosePOOL / S&P -16.73% / -16.10% |
WinPOOL / S&P 22.55% / 13.71% |
WinPOOL / S&P 46.24% / 11.04% |
Non-scoringPOOL / S&P 13.17% / 13.03% | Non-scoringPOOL / S&P 17.85 / 20.28 | Non-scoringPOOL / S&P 11.31 / 3.78 | Non-scoringPOOL / S&P POOL unavailable / $3.70m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.17b |
| 2022-Q12/3 |
LosePOOL / S&P -25.15% / -4.60% |
WinPOOL / S&P 30.73% / 15.97% |
WinPOOL / S&P 68.73% / 42.23% |
Non-scoringPOOL / S&P 12.95% / 14.22% | Non-scoringPOOL / S&P 23.19 / 22.19 | Non-scoringPOOL / S&P 14.44 / 4.51 | Non-scoringPOOL / S&P POOL unavailable / $3.70m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.20b |
| 2021-Q42/3 |
WinPOOL / S&P 30.49% / 11.03% |
WinPOOL / S&P 34.52% / 15.00% |
LosePOOL / S&P 77.95% / 96.40% |
Non-scoringPOOL / S&P 12.29% / 15.13% | Non-scoringPOOL / S&P 34.97 / 23.63 | Non-scoringPOOL / S&P 21.23 / 4.73 | Non-scoringPOOL / S&P POOL unavailable / $3.63m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.13b |
| 2021-Q32/3 |
LosePOOL / S&P -5.13% / 0.58% |
WinPOOL / S&P 38.58% / 10.77% |
WinPOOL / S&P 85.32% / 69.42% |
Non-scoringPOOL / S&P 11.81% / 14.13% | Non-scoringPOOL / S&P 28.91 / 25.35 | Non-scoringPOOL / S&P 17.67 / 4.38 | Non-scoringPOOL / S&P POOL unavailable / $3.63m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.19b |
| 2021-Q23/3 |
WinPOOL / S&P 33.10% / 8.55% |
WinPOOL / S&P 40.37% / 6.58% |
WinPOOL / S&P 87.86% / 51.81% |
Non-scoringPOOL / S&P 11.12% / 13.34% | Non-scoringPOOL / S&P 34.30 / 26.70 | Non-scoringPOOL / S&P 21.04 / 4.43 | Non-scoringPOOL / S&P POOL unavailable / $3.63m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.11b |
| 2021-Q12/3 |
LosePOOL / S&P -7.16% / 6.17% |
WinPOOL / S&P 31.74% / -1.06% |
WinPOOL / S&P 67.72% / 7.39% |
Non-scoringPOOL / S&P 10.06% / 11.60% | Non-scoringPOOL / S&P 31.85 / 30.50 | Non-scoringPOOL / S&P 21.03 / 4.23 | Non-scoringPOOL / S&P POOL unavailable / $3.63m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.10b |
| 2020-Q42/3 |
LosePOOL / S&P 11.55% / 12.15% |
WinPOOL / S&P 23.04% / -3.72% |
WinPOOL / S&P 40.31% / -33.42% |
Non-scoringPOOL / S&P 9.32% / 8.86% | Non-scoringPOOL / S&P 40.86 / 39.26 | Non-scoringPOOL / S&P 23.44 / 4.05 | Non-scoringPOOL / S&P POOL unavailable / $3.17m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.01b |
| 2020-Q33/3 |
WinPOOL / S&P 23.28% / 8.93% |
WinPOOL / S&P 16.43% / -2.04% |
WinPOOL / S&P 24.73% / -27.10% |
Non-scoringPOOL / S&P 8.85% / 9.24% | Non-scoringPOOL / S&P 41.26 / 34.27 | Non-scoringPOOL / S&P 22.79 / 3.65 | Non-scoringPOOL / S&P POOL unavailable / $3.17m | Non-scoringPOOL / S&P POOL unavailable / $0.02b | Non-scoringPOOL / S&P POOL unavailable / $0.00b |
| 2020-Q23/3 |
WinPOOL / S&P 38.54% / 20.54% |
WinPOOL / S&P 11.90% / -0.46% |
WinPOOL / S&P 14.75% / -27.11% |
Non-scoringPOOL / S&P 8.32% / 9.37% | Non-scoringPOOL / S&P 38.06 / 31.29 | Non-scoringPOOL / S&P 22.36 / 3.44 | Non-scoringPOOL / S&P POOL unavailable / $3.17m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.03b |
| 2020-Q13/3 |
WinPOOL / S&P -7.11% / -19.60% |
WinPOOL / S&P 8.96% / 3.47% |
WinPOOL / S&P 11.80% / -14.75% |
Non-scoringPOOL / S&P 7.92% / 10.68% | Non-scoringPOOL / S&P 30.24 / 22.80 | Non-scoringPOOL / S&P 22.55 / 2.92 | Non-scoringPOOL / S&P POOL unavailable / $3.17m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.05b |
| 2019-Q42/3 |
LosePOOL / S&P 5.58% / 9.07% |
WinPOOL / S&P 6.72% / 5.36% |
WinPOOL / S&P 13.68% / 2.99% |
Non-scoringPOOL / S&P 8.18% / 12.81% | Non-scoringPOOL / S&P 32.54 / 22.78 | Non-scoringPOOL / S&P 20.75 / 3.53 | Non-scoringPOOL / S&P POOL unavailable / $3.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.05b |
| 2019-Q33/3 |
WinPOOL / S&P 5.90% / 1.70% |
WinPOOL / S&P 6.58% / 5.02% |
WinPOOL / S&P 9.61% / 0.21% |
Non-scoringPOOL / S&P 8.24% / 12.41% | Non-scoringPOOL / S&P 31.00 / 22.44 | Non-scoringPOOL / S&P 19.88 / 3.30 | Non-scoringPOOL / S&P POOL unavailable / $3.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.09b |
| 2019-Q22/3 |
WinPOOL / S&P 16.13% / 4.30% |
LosePOOL / S&P 6.07% / 6.64% |
WinPOOL / S&P 14.45% / 8.65% |
Non-scoringPOOL / S&P 8.14% / 12.79% | Non-scoringPOOL / S&P 30.47 / 21.37 | Non-scoringPOOL / S&P 22.21 / 3.32 | Non-scoringPOOL / S&P POOL unavailable / $3.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.27b |
| 2019-Q11/3 |
LosePOOL / S&P 11.29% / 13.65% |
LosePOOL / S&P 6.44% / 8.12% |
WinPOOL / S&P 19.83% / 14.29% |
Non-scoringPOOL / S&P 7.83% / 12.97% | Non-scoringPOOL / S&P 27.77 / 20.86 | Non-scoringPOOL / S&P 29.11 / 3.26 | Non-scoringPOOL / S&P POOL unavailable / $3.08m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $34.35b |
| 2018-Q42/3 |
WinPOOL / S&P -10.66% / -13.52% |
LosePOOL / S&P 7.53% / 9.05% |
WinPOOL / S&P 24.83% / 18.23% |
Non-scoringPOOL / S&P 7.82% / 13.10% | Non-scoringPOOL / S&P 25.05 / 19.39 | Non-scoringPOOL / S&P 26.26 / 2.94 | Non-scoringPOOL / S&P POOL unavailable / $3.00m | Non-scoringPOOL / S&P POOL unavailable / $0.01b | Non-scoringPOOL / S&P POOL unavailable / $0.00b |
| 2018-Q32/3 |
WinPOOL / S&P 10.46% / 7.71% |
LosePOOL / S&P 8.88% / 10.21% |
WinPOOL / S&P 46.85% / 19.06% |
Non-scoringPOOL / S&P 8.21% / 13.01% | Non-scoringPOOL / S&P 27.76 / 22.25 | Non-scoringPOOL / S&P 18.12 / 3.45 | Non-scoringPOOL / S&P POOL unavailable / $3.00m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.17b |
| 2018-Q22/3 |
WinPOOL / S&P 3.92% / 3.43% |
LosePOOL / S&P 8.46% / 9.03% |
WinPOOL / S&P 38.80% / 14.46% |
Non-scoringPOOL / S&P 7.69% / 12.56% | Non-scoringPOOL / S&P 27.45 / 22.49 | Non-scoringPOOL / S&P 19.49 / 3.25 | Non-scoringPOOL / S&P POOL unavailable / $3.00m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.19b |
| 2018-Q13/3 |
WinPOOL / S&P 13.07% / -0.76% |
WinPOOL / S&P 8.67% / 7.68% |
WinPOOL / S&P 31.30% / 12.46% |
Non-scoringPOOL / S&P 7.10% / 12.27% | Non-scoringPOOL / S&P 29.56 / 23.41 | Non-scoringPOOL / S&P 23.75 / 3.17 | Non-scoringPOOL / S&P POOL unavailable / $3.00m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.08b |
| 2017-Q43/3 |
WinPOOL / S&P 20.23% / 6.64% |
WinPOOL / S&P 8.46% / 7.03% |
WinPOOL / S&P 29.97% / 13.82% |
Non-scoringPOOL / S&P 6.87% / 12.09% | Non-scoringPOOL / S&P 27.21 / 24.25 | Non-scoringPOOL / S&P 23.36 / 3.23 | Non-scoringPOOL / S&P POOL unavailable / $2.92m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.05b |
| 2017-Q31/3 |
LosePOOL / S&P -7.68% / 4.48% |
WinPOOL / S&P 7.19% / 5.68% |
LosePOOL / S&P 14.74% / 17.57% |
Non-scoringPOOL / S&P 6.19% / 12.04% | Non-scoringPOOL / S&P 25.74 / 23.28 | Non-scoringPOOL / S&P 20.61 / 3.08 | Non-scoringPOOL / S&P POOL unavailable / $2.92m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.11b |
| 2017-Q21/3 |
LosePOOL / S&P -1.17% / 3.09% |
WinPOOL / S&P 7.07% / 4.83% |
LosePOOL / S&P 15.32% / 17.74% |
Non-scoringPOOL / S&P 6.15% / 11.96% | Non-scoringPOOL / S&P 29.58 / 23.40 | Non-scoringPOOL / S&P 16.03 / 3.03 | Non-scoringPOOL / S&P POOL unavailable / $2.92m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.08b |
| 2017-Q13/3 |
WinPOOL / S&P 14.67% / 6.07% |
WinPOOL / S&P 7.17% / 3.67% |
WinPOOL / S&P 16.45% / 13.32% |
Non-scoringPOOL / S&P 5.95% / 11.75% | Non-scoringPOOL / S&P 31.85 / 23.60 | Non-scoringPOOL / S&P 22.15 / 3.01 | Non-scoringPOOL / S&P POOL unavailable / $2.92m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $20.24b |
| 2016-Q43/3 |
WinPOOL / S&P 10.76% / 3.82% |
WinPOOL / S&P 8.79% / 2.09% |
WinPOOL / S&P 19.24% / 7.05% |
Non-scoringPOOL / S&P 5.79% / 11.37% | Non-scoringPOOL / S&P 28.78 / 23.76 | Non-scoringPOOL / S&P 20.89 / 2.91 | Non-scoringPOOL / S&P POOL unavailable / $2.88m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $1.11b |
| 2016-Q32/3 |
LosePOOL / S&P 0.83% / 3.85% |
WinPOOL / S&P 9.30% / 0.20% |
WinPOOL / S&P 23.13% / -3.15% |
Non-scoringPOOL / S&P 5.86% / 10.82% | Non-scoringPOOL / S&P 26.49 / 24.22 | Non-scoringPOOL / S&P 14.50 / 2.78 | Non-scoringPOOL / S&P POOL unavailable / $2.88m | Non-scoringPOOL / S&P POOL unavailable / $0.00b | Non-scoringPOOL / S&P POOL unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | POOL total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -38.61% | 20.78% |
| Annualized return | -38.61% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | POOL total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -59.25% | 83.14% |
| Annualized return | -16.44% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | POOL total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 110.05% | 319.30% |
| Annualized return | 7.70% | 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.