42/120
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): 3 wins, 9 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 |
LoseSURG / S&P -51.93% / 15.20% |
WinSURG / S&P 83.91% / 15.00% |
LoseSURG / S&P -38.55% / 50.40% |
Non-scoringSURG / S&P -47.89% / 15.70% | Non-scoringSURG / S&P SURG unavailable / 28.47 | Non-scoringSURG / S&P SURG unavailable / S&P unavailable | Non-scoringSURG / S&P SURG unavailable / S&P unavailable | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.36b |
| 2026-Q11/3 |
LoseSURG / S&P -55.03% / -4.33% |
WinSURG / S&P 55.81% / 11.30% |
LoseSURG / S&P -30.47% / 27.70% |
Non-scoringSURG / S&P -64.91% / 14.80% | Non-scoringSURG / S&P SURG unavailable / 25.43 | Non-scoringSURG / S&P SURG unavailable / S&P unavailable | Non-scoringSURG / S&P SURG unavailable / S&P unavailable | Non-scoringSURG / S&P SURG unavailable / $0.27b | Non-scoringSURG / S&P SURG unavailable / $0.00b |
| 2025-Q40/3 |
LoseSURG / S&P -40.57% / 2.65% |
LoseSURG / S&P -6.44% / 9.00% |
LoseSURG / S&P -22.65% / 13.40% |
Non-scoringSURG / S&P -63.32% / 13.20% | Non-scoringSURG / S&P SURG unavailable / 28.48 | Non-scoringSURG / S&P SURG unavailable / 5.39 | Non-scoringSURG / S&P SURG unavailable / $4.42m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.20b |
| 2025-Q31/3 |
LoseSURG / S&P -9.65% / 8.12% |
LoseSURG / S&P -39.75% / 4.61% |
WinSURG / S&P 89.38% / 13.45% |
Non-scoringSURG / S&P -83.42% / 11.78% | Non-scoringSURG / S&P SURG unavailable / 28.13 | Non-scoringSURG / S&P SURG unavailable / 5.27 | Non-scoringSURG / S&P SURG unavailable / $4.42m | Non-scoringSURG / S&P SURG unavailable / $0.11b | Non-scoringSURG / S&P SURG unavailable / $0.00b |
| 2025-Q21/3 |
WinSURG / S&P 50.24% / 10.94% |
LoseSURG / S&P -67.73% / 4.83% |
LoseSURG / S&P -2866.67% / 10.63% |
Non-scoringSURG / S&P -133.85% / 11.45% | Non-scoringSURG / S&P SURG unavailable / 27.10 | Non-scoringSURG / S&P 528.59 / 5.01 | Non-scoringSURG / S&P SURG unavailable / $4.42m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.23b |
| 2025-Q11/3 |
WinSURG / S&P 16.29% / -4.27% |
LoseSURG / S&P -70.08% / 4.98% |
LoseSURG / S&P -342.61% / 10.57% |
Non-scoringSURG / S&P -136.37% / 11.39% | Non-scoringSURG / S&P SURG unavailable / 26.23 | Non-scoringSURG / S&P 5.30 / 4.69 | Non-scoringSURG / S&P SURG unavailable / $4.42m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.10b |
| 2024-Q40/3 |
LoseSURG / S&P -3.26% / 2.41% |
LoseSURG / S&P -55.61% / 5.25% |
LoseSURG / S&P -268.35% / 6.15% |
Non-scoringSURG / S&P -75.11% / 11.29% | Non-scoringSURG / S&P SURG unavailable / 28.60 | Non-scoringSURG / S&P 2.33 / 4.99 | Non-scoringSURG / S&P SURG unavailable / $4.28m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.08b |
| 2024-Q30/3 |
LoseSURG / S&P -42.32% / 5.89% |
LoseSURG / S&P -40.73% / 5.89% |
LoseSURG / S&P -177.93% / 6.11% |
Non-scoringSURG / S&P -27.39% / 10.87% | Non-scoringSURG / S&P SURG unavailable / 28.09 | Non-scoringSURG / S&P 1.09 / 4.94 | Non-scoringSURG / S&P SURG unavailable / $4.28m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.21b |
| 2024-Q20/3 |
LoseSURG / S&P -17.14% / 4.28% |
LoseSURG / S&P -21.02% / 5.38% |
LoseSURG / S&P -89.29% / 5.12% |
Non-scoringSURG / S&P -1.36% / 10.85% | Non-scoringSURG / S&P SURG unavailable / 27.64 | Non-scoringSURG / S&P 1.34 / 4.79 | Non-scoringSURG / S&P SURG unavailable / $4.28m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.36b |
| 2024-Q11/3 |
LoseSURG / S&P -40.31% / 10.56% |
LoseSURG / S&P -1.02% / 5.71% |
WinSURG / S&P 219.44% / 5.59% |
Non-scoringSURG / S&P 12.93% / 10.81% | Non-scoringSURG / S&P 4.33 / 27.02 | Non-scoringSURG / S&P 1.33 / 4.71 | Non-scoringSURG / S&P SURG unavailable / $4.28m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.12b |
| 2023-Q42/3 |
WinSURG / S&P 37.82% / 11.69% |
WinSURG / S&P 12.83% / 6.81% |
LoseSURG / S&P -2880.00% / 7.78% |
Non-scoringSURG / S&P 15.03% / 11.19% | Non-scoringSURG / S&P 4.51 / 24.35 | Non-scoringSURG / S&P 3.29 / 4.31 | Non-scoringSURG / S&P SURG unavailable / $4.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.01b |
| 2023-Q31/3 |
LoseSURG / S&P -35.98% / -3.27% |
WinSURG / S&P 41.80% / 7.52% |
LoseSURG / S&P SURG unavailable / -5.03% |
Non-scoringSURG / S&P 14.63% / 10.84% | Non-scoringSURG / S&P 3.25 / 23.93 | Non-scoringSURG / S&P 2.83 / 3.98 | Non-scoringSURG / S&P SURG unavailable / $4.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.24b |
| 2023-Q22/3 |
WinSURG / S&P 62.81% / 8.74% |
WinSURG / S&P 83.79% / 9.50% |
LoseSURG / S&P SURG unavailable / -8.57% |
Non-scoringSURG / S&P 8.40% / 10.88% | Non-scoringSURG / S&P 8.66 / 24.01 | Non-scoringSURG / S&P 6.37 / 4.19 | Non-scoringSURG / S&P SURG unavailable / $4.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.17b |
| 2023-Q11/3 |
LoseSURG / S&P -31.55% / 7.50% |
WinSURG / S&P 120.83% / 10.77% |
LoseSURG / S&P SURG unavailable / -15.69% |
Non-scoringSURG / S&P 3.76% / 10.82% | Non-scoringSURG / S&P 12.54 / 22.66 | Non-scoringSURG / S&P 6.46 / 3.93 | Non-scoringSURG / S&P SURG unavailable / $4.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.13b |
| 2022-Q42/3 |
WinSURG / S&P 44.18% / 7.56% |
WinSURG / S&P 138.04% / 11.88% |
LoseSURG / S&P SURG unavailable / -17.99% |
Non-scoringSURG / S&P -0.56% / 11.09% | Non-scoringSURG / S&P SURG unavailable / 22.65 | Non-scoringSURG / S&P 18.56 / 3.75 | Non-scoringSURG / S&P SURG unavailable / $3.70m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.15b |
| 2022-Q31/3 |
LoseSURG / S&P -5.80% / -4.88% |
WinSURG / S&P 106.34% / 13.47% |
LoseSURG / S&P SURG unavailable / -1.41% |
Non-scoringSURG / S&P -10.63% / 12.28% | Non-scoringSURG / S&P SURG unavailable / 20.58 | Non-scoringSURG / S&P 88.93 / 3.60 | Non-scoringSURG / S&P SURG unavailable / $3.70m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.17b |
| 2022-Q22/3 |
WinSURG / S&P 18.38% / -16.10% |
WinSURG / S&P 67.50% / 13.71% |
LoseSURG / S&P SURG unavailable / 11.04% |
Non-scoringSURG / S&P -13.73% / 13.03% | Non-scoringSURG / S&P SURG unavailable / 20.28 | Non-scoringSURG / S&P 28.08 / 3.78 | Non-scoringSURG / S&P SURG unavailable / $3.70m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.17b |
| 2022-Q12/3 |
WinSURG / S&P 101.98% / -4.60% |
WinSURG / S&P 23.39% / 15.97% |
LoseSURG / S&P SURG unavailable / 42.23% |
Non-scoringSURG / S&P -16.22% / 14.22% | Non-scoringSURG / S&P SURG unavailable / 22.19 | Non-scoringSURG / S&P 20.62 / 4.51 | Non-scoringSURG / S&P SURG unavailable / $3.70m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.20b |
| 2021-Q40/3 |
LoseSURG / S&P -66.33% / 11.03% |
LoseSURG / S&P -6.15% / 15.00% |
LoseSURG / S&P SURG unavailable / 96.40% |
Non-scoringSURG / S&P -26.50% / 15.13% | Non-scoringSURG / S&P SURG unavailable / 23.63 | Non-scoringSURG / S&P 6.86 / 4.73 | Non-scoringSURG / S&P SURG unavailable / $3.63m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.13b |
| 2021-Q30/3 |
LoseSURG / S&P 0.00% / 0.58% |
LoseSURG / S&P -14.76% / 10.77% |
LoseSURG / S&P SURG unavailable / 69.42% |
Non-scoringSURG / S&P -19.55% / 14.13% | Non-scoringSURG / S&P SURG unavailable / 25.35 | Non-scoringSURG / S&P SURG unavailable / 4.38 | Non-scoringSURG / S&P SURG unavailable / $3.63m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.19b |
| 2021-Q20/3 |
LoseSURG / S&P -52.00% / 8.55% |
LoseSURG / S&P -4.48% / 6.58% |
LoseSURG / S&P SURG unavailable / 51.81% |
Non-scoringSURG / S&P -22.10% / 13.34% | Non-scoringSURG / S&P SURG unavailable / 26.70 | Non-scoringSURG / S&P SURG unavailable / 4.43 | Non-scoringSURG / S&P SURG unavailable / $3.63m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.11b |
| 2021-Q12/3 |
WinSURG / S&P 111.86% / 6.17% |
WinSURG / S&P 31.96% / -1.06% |
LoseSURG / S&P SURG unavailable / 7.39% |
Non-scoringSURG / S&P -25.16% / 11.60% | Non-scoringSURG / S&P SURG unavailable / 30.50 | Non-scoringSURG / S&P SURG unavailable / 4.23 | Non-scoringSURG / S&P SURG unavailable / $3.63m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.10b |
| 2020-Q42/3 |
WinSURG / S&P 29.67% / 12.15% |
WinSURG / S&P 111.35% / -3.72% |
LoseSURG / S&P SURG unavailable / -33.42% |
Non-scoringSURG / S&P -19.71% / 8.86% | Non-scoringSURG / S&P SURG unavailable / 39.26 | Non-scoringSURG / S&P SURG unavailable / 4.05 | Non-scoringSURG / S&P SURG unavailable / $3.17m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.01b |
| 2020-Q31/3 |
LoseSURG / S&P -60.43% / 8.93% |
WinSURG / S&P 253.40% / -2.04% |
LoseSURG / S&P SURG unavailable / -27.10% |
Non-scoringSURG / S&P -19.74% / 9.24% | Non-scoringSURG / S&P SURG unavailable / 34.27 | Non-scoringSURG / S&P SURG unavailable / 3.65 | Non-scoringSURG / S&P SURG unavailable / $3.17m | Non-scoringSURG / S&P SURG unavailable / $0.02b | Non-scoringSURG / S&P SURG unavailable / $0.00b |
| 2020-Q21/3 |
LoseSURG / S&P -6.12% / 20.54% |
WinSURG / S&P 221.10% / -0.46% |
LoseSURG / S&P SURG unavailable / -27.11% |
Non-scoringSURG / S&P -20.17% / 9.37% | Non-scoringSURG / S&P SURG unavailable / 31.29 | Non-scoringSURG / S&P SURG unavailable / 3.44 | Non-scoringSURG / S&P SURG unavailable / $3.17m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.03b |
| 2020-Q12/3 |
WinSURG / S&P -18.33% / -19.60% |
WinSURG / S&P 138.65% / 3.47% |
LoseSURG / S&P SURG unavailable / -14.75% |
Non-scoringSURG / S&P -26.23% / 10.68% | Non-scoringSURG / S&P SURG unavailable / 22.80 | Non-scoringSURG / S&P SURG unavailable / 2.92 | Non-scoringSURG / S&P SURG unavailable / $3.17m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.05b |
| 2019-Q41/3 |
LoseSURG / S&P -4.76% / 9.07% |
WinSURG / S&P 68.87% / 5.36% |
LoseSURG / S&P SURG unavailable / 2.99% |
Non-scoringSURG / S&P -32.81% / 12.81% | Non-scoringSURG / S&P SURG unavailable / 22.78 | Non-scoringSURG / S&P SURG unavailable / 3.53 | Non-scoringSURG / S&P SURG unavailable / $3.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.05b |
| 2019-Q31/3 |
LoseSURG / S&P -34.38% / 1.70% |
WinSURG / S&P 5.46% / 5.02% |
LoseSURG / S&P SURG unavailable / 0.21% |
Non-scoringSURG / S&P -40.06% / 12.41% | Non-scoringSURG / S&P SURG unavailable / 22.44 | Non-scoringSURG / S&P SURG unavailable / 3.30 | Non-scoringSURG / S&P SURG unavailable / $3.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.09b |
| 2019-Q20/3 |
LoseSURG / S&P -23.69% / 4.30% |
LoseSURG / S&P 4.65% / 6.64% |
LoseSURG / S&P SURG unavailable / 8.65% |
Non-scoringSURG / S&P -37.52% / 12.79% | Non-scoringSURG / S&P SURG unavailable / 21.37 | Non-scoringSURG / S&P SURG unavailable / 3.32 | Non-scoringSURG / S&P SURG unavailable / $3.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.27b |
| 2019-Q12/3 |
WinSURG / S&P 65.53% / 13.65% |
WinSURG / S&P 14.10% / 8.12% |
LoseSURG / S&P SURG unavailable / 14.29% |
Non-scoringSURG / S&P -22.76% / 12.97% | Non-scoringSURG / S&P SURG unavailable / 20.86 | Non-scoringSURG / S&P SURG unavailable / 3.26 | Non-scoringSURG / S&P SURG unavailable / $3.08m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $34.35b |
| 2018-Q42/3 |
WinSURG / S&P -2.56% / -13.52% |
WinSURG / S&P 40.82% / 9.05% |
LoseSURG / S&P SURG unavailable / 18.23% |
Non-scoringSURG / S&P -10.11% / 13.10% | Non-scoringSURG / S&P SURG unavailable / 19.39 | Non-scoringSURG / S&P SURG unavailable / 2.94 | Non-scoringSURG / S&P SURG unavailable / $3.00m | Non-scoringSURG / S&P SURG unavailable / $0.01b | Non-scoringSURG / S&P SURG unavailable / $0.00b |
| 2018-Q32/3 |
WinSURG / S&P 58.54% / 7.71% |
WinSURG / S&P 100.41% / 10.21% |
LoseSURG / S&P SURG unavailable / 19.06% |
Non-scoringSURG / S&P -0.33% / 13.01% | Non-scoringSURG / S&P SURG unavailable / 22.25 | Non-scoringSURG / S&P SURG unavailable / 3.45 | Non-scoringSURG / S&P SURG unavailable / $3.00m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.17b |
| 2018-Q21/3 |
LoseSURG / S&P -23.12% / 3.43% |
WinSURG / S&P 205.85% / 9.03% |
LoseSURG / S&P SURG unavailable / 14.46% |
Non-scoringSURG / S&P 20.46% / 12.56% | Non-scoringSURG / S&P 349.47 / 22.49 | Non-scoringSURG / S&P SURG unavailable / 3.25 | Non-scoringSURG / S&P SURG unavailable / $3.00m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.19b |
| 2018-Q11/3 |
LoseSURG / S&P SURG unavailable / -0.76% |
WinSURG / S&P 485.09% / 7.68% |
LoseSURG / S&P SURG unavailable / 12.46% |
Non-scoringSURG / S&P 24.19% / 12.27% | Non-scoringSURG / S&P 382.74 / 23.41 | Non-scoringSURG / S&P SURG unavailable / 3.17 | Non-scoringSURG / S&P SURG unavailable / $3.00m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.08b |
| 2017-Q41/3 |
LoseSURG / S&P SURG unavailable / 6.64% |
WinSURG / S&P 228.36% / 7.03% |
LoseSURG / S&P SURG unavailable / 13.82% |
Non-scoringSURG / S&P 18.21% / 12.09% | Non-scoringSURG / S&P SURG unavailable / 24.25 | Non-scoringSURG / S&P SURG unavailable / 3.23 | Non-scoringSURG / S&P SURG unavailable / $2.92m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.05b |
| 2017-Q31/3 |
LoseSURG / S&P SURG unavailable / 4.48% |
WinSURG / S&P 95.55% / 5.68% |
LoseSURG / S&P SURG unavailable / 17.57% |
Non-scoringSURG / S&P -5.08% / 12.04% | Non-scoringSURG / S&P SURG unavailable / 23.28 | Non-scoringSURG / S&P SURG unavailable / 3.08 | Non-scoringSURG / S&P SURG unavailable / $2.92m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.11b |
| 2017-Q21/3 |
LoseSURG / S&P SURG unavailable / 3.09% |
WinSURG / S&P 27.60% / 4.83% |
LoseSURG / S&P SURG unavailable / 17.74% |
Non-scoringSURG / S&P -81.34% / 11.96% | Non-scoringSURG / S&P SURG unavailable / 23.40 | Non-scoringSURG / S&P SURG unavailable / 3.03 | Non-scoringSURG / S&P SURG unavailable / $2.92m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.08b |
| 2017-Q10/3 |
LoseSURG / S&P SURG unavailable / 6.07% |
LoseSURG / S&P -26.80% / 3.67% |
LoseSURG / S&P SURG unavailable / 13.32% |
Non-scoringSURG / S&P -209.91% / 11.75% | Non-scoringSURG / S&P SURG unavailable / 23.60 | Non-scoringSURG / S&P SURG unavailable / 3.01 | Non-scoringSURG / S&P SURG unavailable / $2.92m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $20.24b |
| 2016-Q41/3 |
LoseSURG / S&P SURG unavailable / 3.82% |
WinSURG / S&P 19.71% / 2.09% |
LoseSURG / S&P SURG unavailable / 7.05% |
Non-scoringSURG / S&P -139.54% / 11.37% | Non-scoringSURG / S&P SURG unavailable / 23.76 | Non-scoringSURG / S&P SURG unavailable / 2.91 | Non-scoringSURG / S&P SURG unavailable / $2.88m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $1.11b |
| 2016-Q31/3 |
LoseSURG / S&P SURG unavailable / 3.85% |
WinSURG / S&P 115.52% / 0.20% |
LoseSURG / S&P SURG unavailable / -3.15% |
Non-scoringSURG / S&P -91.16% / 10.82% | Non-scoringSURG / S&P SURG unavailable / 24.22 | Non-scoringSURG / S&P SURG unavailable / 2.78 | Non-scoringSURG / S&P SURG unavailable / $2.88m | Non-scoringSURG / S&P SURG unavailable / $0.00b | Non-scoringSURG / S&P SURG unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | SURG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -93.48% | 20.78% |
| Annualized return | -93.48% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | SURG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -96.97% | 83.14% |
| Annualized return | -50.29% | 12.86% |
10Y · 2018-01-17 to 2026-08-27
| Metric | SURG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -99.70% | 319.30% |
| Annualized return | -44.14% | 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.