62/120
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): 4 wins, 8 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 |
LoseSEIC / S&P 12.43% / 15.20% |
LoseSEIC / S&P 11.10% / 15.00% |
LoseSEIC / S&P 6.58% / 50.40% |
Non-scoringSEIC / S&P 28.85% / 15.70% | Non-scoringSEIC / S&P 14.89 / 28.47 | Non-scoringSEIC / S&P 4.21 / S&P unavailable | Non-scoringSEIC / S&P SEIC unavailable / S&P unavailable | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.36b |
| 2026-Q11/3 |
WinSEIC / S&P -4.33% / -4.33% |
LoseSEIC / S&P 9.39% / 11.30% |
LoseSEIC / S&P 27.67% / 27.70% |
Non-scoringSEIC / S&P 31.17% / 14.80% | Non-scoringSEIC / S&P 12.80 / 25.43 | Non-scoringSEIC / S&P 3.86 / S&P unavailable | Non-scoringSEIC / S&P SEIC unavailable / S&P unavailable | Non-scoringSEIC / S&P SEIC unavailable / $0.27b | Non-scoringSEIC / S&P SEIC unavailable / $0.00b |
| 2025-Q41/3 |
LoseSEIC / S&P -2.74% / 2.65% |
LoseSEIC / S&P 8.10% / 9.00% |
WinSEIC / S&P 27.66% / 13.40% |
Non-scoringSEIC / S&P 31.14% / 13.20% | Non-scoringSEIC / S&P 14.02 / 28.48 | Non-scoringSEIC / S&P 4.10 / 5.39 | Non-scoringSEIC / S&P SEIC unavailable / $4.42m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.20b |
| 2025-Q32/3 |
LoseSEIC / S&P -5.58% / 8.12% |
WinSEIC / S&P 9.44% / 4.61% |
WinSEIC / S&P 30.84% / 13.45% |
Non-scoringSEIC / S&P 31.09% / 11.78% | Non-scoringSEIC / S&P 14.90 / 28.13 | Non-scoringSEIC / S&P 4.33 / 5.27 | Non-scoringSEIC / S&P SEIC unavailable / $4.42m | Non-scoringSEIC / S&P SEIC unavailable / $0.11b | Non-scoringSEIC / S&P SEIC unavailable / $0.00b |
| 2025-Q23/3 |
WinSEIC / S&P 16.42% / 10.94% |
WinSEIC / S&P 10.71% / 4.83% |
WinSEIC / S&P 38.90% / 10.63% |
Non-scoringSEIC / S&P 31.25% / 11.45% | Non-scoringSEIC / S&P 16.13 / 27.10 | Non-scoringSEIC / S&P 4.75 / 5.01 | Non-scoringSEIC / S&P SEIC unavailable / $4.42m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.23b |
| 2025-Q12/3 |
LoseSEIC / S&P -5.88% / -4.27% |
WinSEIC / S&P 10.33% / 4.98% |
WinSEIC / S&P 25.07% / 10.57% |
Non-scoringSEIC / S&P 27.78% / 11.39% | Non-scoringSEIC / S&P 16.11 / 26.23 | Non-scoringSEIC / S&P 4.29 / 4.69 | Non-scoringSEIC / S&P SEIC unavailable / $4.42m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.10b |
| 2024-Q43/3 |
WinSEIC / S&P 19.90% / 2.41% |
WinSEIC / S&P 10.70% / 5.25% |
WinSEIC / S&P 27.09% / 6.15% |
Non-scoringSEIC / S&P 27.35% / 11.29% | Non-scoringSEIC / S&P 18.00 / 28.60 | Non-scoringSEIC / S&P 4.65 / 4.99 | Non-scoringSEIC / S&P SEIC unavailable / $4.28m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.08b |
| 2024-Q33/3 |
WinSEIC / S&P 6.96% / 5.89% |
WinSEIC / S&P 8.53% / 5.89% |
WinSEIC / S&P 22.78% / 6.11% |
Non-scoringSEIC / S&P 26.60% / 10.87% | Non-scoringSEIC / S&P 16.31 / 28.09 | Non-scoringSEIC / S&P 3.78 / 4.94 | Non-scoringSEIC / S&P SEIC unavailable / $4.28m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.21b |
| 2024-Q22/3 |
LoseSEIC / S&P -9.39% / 4.28% |
WinSEIC / S&P 5.62% / 5.38% |
WinSEIC / S&P 29.39% / 5.12% |
Non-scoringSEIC / S&P 25.45% / 10.85% | Non-scoringSEIC / S&P 16.57 / 27.64 | Non-scoringSEIC / S&P 3.74 / 4.79 | Non-scoringSEIC / S&P SEIC unavailable / $4.28m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.36b |
| 2024-Q12/3 |
WinSEIC / S&P 13.14% / 10.56% |
LoseSEIC / S&P 4.45% / 5.71% |
WinSEIC / S&P 27.43% / 5.59% |
Non-scoringSEIC / S&P 24.80% / 10.81% | Non-scoringSEIC / S&P 19.40 / 27.02 | Non-scoringSEIC / S&P 4.18 / 4.71 | Non-scoringSEIC / S&P SEIC unavailable / $4.28m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.12b |
| 2023-Q40/3 |
LoseSEIC / S&P 6.27% / 11.69% |
LoseSEIC / S&P -3.58% / 6.81% |
LoseSEIC / S&P 0.58% / 7.78% |
Non-scoringSEIC / S&P 24.08% / 11.19% | Non-scoringSEIC / S&P 18.03 / 24.35 | Non-scoringSEIC / S&P 3.91 / 4.31 | Non-scoringSEIC / S&P SEIC unavailable / $4.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.01b |
| 2023-Q31/3 |
WinSEIC / S&P 1.02% / -3.27% |
LoseSEIC / S&P -7.10% / 7.52% |
LoseSEIC / S&P -7.14% / -5.03% |
Non-scoringSEIC / S&P 23.99% / 10.84% | Non-scoringSEIC / S&P 17.46 / 23.93 | Non-scoringSEIC / S&P 3.80 / 3.98 | Non-scoringSEIC / S&P SEIC unavailable / $4.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.24b |
| 2023-Q20/3 |
LoseSEIC / S&P 4.35% / 8.74% |
LoseSEIC / S&P -8.00% / 9.50% |
LoseSEIC / S&P -28.85% / -8.57% |
Non-scoringSEIC / S&P 21.19% / 10.88% | Non-scoringSEIC / S&P 19.72 / 24.01 | Non-scoringSEIC / S&P 3.90 / 4.19 | Non-scoringSEIC / S&P SEIC unavailable / $4.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.17b |
| 2023-Q10/3 |
LoseSEIC / S&P -1.29% / 7.50% |
LoseSEIC / S&P -8.09% / 10.77% |
LoseSEIC / S&P -32.71% / -15.69% |
Non-scoringSEIC / S&P 20.87% / 10.82% | Non-scoringSEIC / S&P 19.56 / 22.66 | Non-scoringSEIC / S&P 3.81 / 3.93 | Non-scoringSEIC / S&P SEIC unavailable / $4.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.13b |
| 2022-Q42/3 |
WinSEIC / S&P 19.73% / 7.56% |
LoseSEIC / S&P 3.79% / 11.88% |
WinSEIC / S&P -9.45% / -17.99% |
Non-scoringSEIC / S&P 23.88% / 11.09% | Non-scoringSEIC / S&P 16.45 / 22.65 | Non-scoringSEIC / S&P 4.00 / 3.75 | Non-scoringSEIC / S&P SEIC unavailable / $3.70m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.15b |
| 2022-Q31/3 |
LoseSEIC / S&P -9.20% / -4.88% |
LoseSEIC / S&P 9.45% / 13.47% |
WinSEIC / S&P -0.27% / -1.41% |
Non-scoringSEIC / S&P 24.98% / 12.28% | Non-scoringSEIC / S&P 13.00 / 20.58 | Non-scoringSEIC / S&P 3.43 / 3.60 | Non-scoringSEIC / S&P SEIC unavailable / $3.70m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.17b |
| 2022-Q23/3 |
WinSEIC / S&P -9.64% / -16.10% |
WinSEIC / S&P 13.89% / 13.71% |
WinSEIC / S&P 21.28% / 11.04% |
Non-scoringSEIC / S&P 28.53% / 13.03% | Non-scoringSEIC / S&P 12.51 / 20.28 | Non-scoringSEIC / S&P 3.81 / 3.78 | Non-scoringSEIC / S&P SEIC unavailable / $3.70m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.17b |
| 2022-Q12/3 |
WinSEIC / S&P -1.20% / -4.60% |
WinSEIC / S&P 18.50% / 15.97% |
LoseSEIC / S&P 34.59% / 42.23% |
Non-scoringSEIC / S&P 29.72% / 14.22% | Non-scoringSEIC / S&P 13.60 / 22.19 | Non-scoringSEIC / S&P 4.19 / 4.51 | Non-scoringSEIC / S&P SEIC unavailable / $3.70m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.20b |
| 2021-Q40/3 |
LoseSEIC / S&P 3.45% / 11.03% |
LoseSEIC / S&P 13.91% / 15.00% |
LoseSEIC / S&P 26.58% / 96.40% |
Non-scoringSEIC / S&P 28.49% / 15.13% | Non-scoringSEIC / S&P 15.44 / 23.63 | Non-scoringSEIC / S&P 4.53 / 4.73 | Non-scoringSEIC / S&P SEIC unavailable / $3.63m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.13b |
| 2021-Q31/3 |
LoseSEIC / S&P -4.31% / 0.58% |
WinSEIC / S&P 11.83% / 10.77% |
LoseSEIC / S&P 22.07% / 69.42% |
Non-scoringSEIC / S&P 28.34% / 14.13% | Non-scoringSEIC / S&P 15.67 / 25.35 | Non-scoringSEIC / S&P 4.49 / 4.38 | Non-scoringSEIC / S&P SEIC unavailable / $3.63m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.19b |
| 2021-Q21/3 |
LoseSEIC / S&P 2.31% / 8.55% |
WinSEIC / S&P 8.77% / 6.58% |
LoseSEIC / S&P 10.65% / 51.81% |
Non-scoringSEIC / S&P 27.79% / 13.34% | Non-scoringSEIC / S&P 17.47 / 26.70 | Non-scoringSEIC / S&P 4.84 / 4.43 | Non-scoringSEIC / S&P SEIC unavailable / $3.63m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.11b |
| 2021-Q11/3 |
LoseSEIC / S&P 6.02% / 6.17% |
WinSEIC / S&P 3.68% / -1.06% |
LoseSEIC / S&P -1.85% / 7.39% |
Non-scoringSEIC / S&P 27.10% / 11.60% | Non-scoringSEIC / S&P 18.60 / 30.50 | Non-scoringSEIC / S&P 4.75 / 4.23 | Non-scoringSEIC / S&P SEIC unavailable / $3.63m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.10b |
| 2020-Q43/3 |
WinSEIC / S&P 14.05% / 12.15% |
WinSEIC / S&P 2.07% / -3.72% |
WinSEIC / S&P -7.38% / -33.42% |
Non-scoringSEIC / S&P 26.56% / 8.86% | Non-scoringSEIC / S&P 18.42 / 39.26 | Non-scoringSEIC / S&P 4.74 / 4.05 | Non-scoringSEIC / S&P SEIC unavailable / $3.17m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.01b |
| 2020-Q32/3 |
LoseSEIC / S&P -7.75% / 8.93% |
WinSEIC / S&P 1.95% / -2.04% |
WinSEIC / S&P -4.78% / -27.10% |
Non-scoringSEIC / S&P 27.06% / 9.24% | Non-scoringSEIC / S&P 16.28 / 34.27 | Non-scoringSEIC / S&P 4.24 / 3.65 | Non-scoringSEIC / S&P SEIC unavailable / $3.17m | Non-scoringSEIC / S&P SEIC unavailable / $0.02b | Non-scoringSEIC / S&P SEIC unavailable / $0.00b |
| 2020-Q22/3 |
LoseSEIC / S&P 19.40% / 20.54% |
WinSEIC / S&P 1.89% / -0.46% |
WinSEIC / S&P 0.65% / -27.11% |
Non-scoringSEIC / S&P 28.47% / 9.37% | Non-scoringSEIC / S&P 17.09 / 31.29 | Non-scoringSEIC / S&P 4.71 / 3.44 | Non-scoringSEIC / S&P SEIC unavailable / $3.17m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.03b |
| 2020-Q11/3 |
LoseSEIC / S&P -29.23% / -19.60% |
LoseSEIC / S&P 2.74% / 3.47% |
WinSEIC / S&P 7.64% / -14.75% |
Non-scoringSEIC / S&P 29.85% / 10.68% | Non-scoringSEIC / S&P 13.80 / 22.80 | Non-scoringSEIC / S&P 3.95 / 2.92 | Non-scoringSEIC / S&P SEIC unavailable / $3.17m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.05b |
| 2019-Q42/3 |
WinSEIC / S&P 11.09% / 9.07% |
LoseSEIC / S&P 1.58% / 5.36% |
WinSEIC / S&P 3.50% / 2.99% |
Non-scoringSEIC / S&P 30.39% / 12.81% | Non-scoringSEIC / S&P 19.55 / 22.78 | Non-scoringSEIC / S&P 5.64 / 3.53 | Non-scoringSEIC / S&P SEIC unavailable / $3.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.05b |
| 2019-Q31/3 |
WinSEIC / S&P 5.63% / 1.70% |
LoseSEIC / S&P 0.27% / 5.02% |
LoseSEIC / S&P -0.63% / 0.21% |
Non-scoringSEIC / S&P 29.95% / 12.41% | Non-scoringSEIC / S&P 18.22 / 22.44 | Non-scoringSEIC / S&P 5.23 / 3.30 | Non-scoringSEIC / S&P SEIC unavailable / $3.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.09b |
| 2019-Q21/3 |
WinSEIC / S&P 8.02% / 4.30% |
LoseSEIC / S&P 1.21% / 6.64% |
LoseSEIC / S&P 3.01% / 8.65% |
Non-scoringSEIC / S&P 29.85% / 12.79% | Non-scoringSEIC / S&P 17.47 / 21.37 | Non-scoringSEIC / S&P 5.18 / 3.32 | Non-scoringSEIC / S&P SEIC unavailable / $3.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.27b |
| 2019-Q10/3 |
LoseSEIC / S&P 13.10% / 13.65% |
LoseSEIC / S&P 3.00% / 8.12% |
LoseSEIC / S&P 7.12% / 14.29% |
Non-scoringSEIC / S&P 29.64% / 12.97% | Non-scoringSEIC / S&P 16.58 / 20.86 | Non-scoringSEIC / S&P 4.86 / 3.26 | Non-scoringSEIC / S&P SEIC unavailable / $3.08m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $34.35b |
| 2018-Q41/3 |
LoseSEIC / S&P -23.80% / -13.52% |
LoseSEIC / S&P 6.39% / 9.05% |
WinSEIC / S&P 25.60% / 18.23% |
Non-scoringSEIC / S&P 31.15% / 13.10% | Non-scoringSEIC / S&P 14.03 / 19.39 | Non-scoringSEIC / S&P 4.46 / 2.94 | Non-scoringSEIC / S&P SEIC unavailable / $3.00m | Non-scoringSEIC / S&P SEIC unavailable / $0.01b | Non-scoringSEIC / S&P SEIC unavailable / $0.00b |
| 2018-Q31/3 |
LoseSEIC / S&P -2.27% / 7.71% |
LoseSEIC / S&P 9.43% / 10.21% |
WinSEIC / S&P 37.99% / 19.06% |
Non-scoringSEIC / S&P 31.46% / 13.01% | Non-scoringSEIC / S&P 18.55 / 22.25 | Non-scoringSEIC / S&P 5.83 / 3.45 | Non-scoringSEIC / S&P SEIC unavailable / $3.00m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.17b |
| 2018-Q22/3 |
LoseSEIC / S&P -16.16% / 3.43% |
WinSEIC / S&P 10.23% / 9.03% |
WinSEIC / S&P 36.53% / 14.46% |
Non-scoringSEIC / S&P 30.25% / 12.56% | Non-scoringSEIC / S&P 20.20 / 22.49 | Non-scoringSEIC / S&P 6.16 / 3.25 | Non-scoringSEIC / S&P SEIC unavailable / $3.00m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.19b |
| 2018-Q13/3 |
WinSEIC / S&P 4.24% / -0.76% |
WinSEIC / S&P 10.15% / 7.68% |
WinSEIC / S&P 33.18% / 12.46% |
Non-scoringSEIC / S&P 28.97% / 12.27% | Non-scoringSEIC / S&P 25.98 / 23.41 | Non-scoringSEIC / S&P 7.33 / 3.17 | Non-scoringSEIC / S&P SEIC unavailable / $3.00m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.08b |
| 2017-Q43/3 |
WinSEIC / S&P 18.18% / 6.64% |
WinSEIC / S&P 8.92% / 7.03% |
WinSEIC / S&P 23.15% / 13.82% |
Non-scoringSEIC / S&P 26.49% / 12.09% | Non-scoringSEIC / S&P 27.91 / 24.25 | Non-scoringSEIC / S&P 7.64 / 3.23 | Non-scoringSEIC / S&P SEIC unavailable / $2.92m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.05b |
| 2017-Q32/3 |
WinSEIC / S&P 13.54% / 4.48% |
WinSEIC / S&P 8.70% / 5.68% |
LoseSEIC / S&P 15.66% / 17.57% |
Non-scoringSEIC / S&P 24.94% / 12.04% | Non-scoringSEIC / S&P 25.92 / 23.28 | Non-scoringSEIC / S&P 6.71 / 3.08 | Non-scoringSEIC / S&P SEIC unavailable / $2.92m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.11b |
| 2017-Q22/3 |
WinSEIC / S&P 7.21% / 3.09% |
WinSEIC / S&P 7.91% / 4.83% |
LoseSEIC / S&P 14.06% / 17.74% |
Non-scoringSEIC / S&P 24.44% / 11.96% | Non-scoringSEIC / S&P 23.88 / 23.40 | Non-scoringSEIC / S&P 6.19 / 3.03 | Non-scoringSEIC / S&P SEIC unavailable / $2.92m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.08b |
| 2017-Q11/3 |
LoseSEIC / S&P 2.19% / 6.07% |
WinSEIC / S&P 6.27% / 3.67% |
LoseSEIC / S&P 8.76% / 13.32% |
Non-scoringSEIC / S&P 24.18% / 11.75% | Non-scoringSEIC / S&P 23.20 / 23.60 | Non-scoringSEIC / S&P 5.87 / 3.01 | Non-scoringSEIC / S&P SEIC unavailable / $2.92m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $20.24b |
| 2016-Q42/3 |
WinSEIC / S&P 8.83% / 3.82% |
WinSEIC / S&P 5.05% / 2.09% |
LoseSEIC / S&P 3.05% / 7.05% |
Non-scoringSEIC / S&P 23.82% / 11.37% | Non-scoringSEIC / S&P 23.52 / 23.76 | Non-scoringSEIC / S&P 6.02 / 2.91 | Non-scoringSEIC / S&P SEIC unavailable / $2.88m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $1.11b |
| 2016-Q32/3 |
LoseSEIC / S&P -5.20% / 3.85% |
WinSEIC / S&P 3.52% / 0.20% |
WinSEIC / S&P 2.06% / -3.15% |
Non-scoringSEIC / S&P 23.87% / 10.82% | Non-scoringSEIC / S&P 22.34 / 24.22 | Non-scoringSEIC / S&P 5.56 / 2.78 | Non-scoringSEIC / S&P SEIC unavailable / $2.88m | Non-scoringSEIC / S&P SEIC unavailable / $0.00b | Non-scoringSEIC / S&P SEIC unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | SEIC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 27.60% | 20.78% |
| Annualized return | 27.60% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | SEIC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 89.98% | 83.14% |
| Annualized return | 13.69% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | SEIC total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 174.93% | 319.30% |
| Annualized return | 10.64% | 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.