74/120
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): 6 wins, 6 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 |
LoseUSLM / S&P -19.82% / 15.20% |
LoseUSLM / S&P 7.00% / 15.00% |
LoseUSLM / S&P 7.11% / 50.40% |
Non-scoringUSLM / S&P 35.66% / 15.70% | Non-scoringUSLM / S&P 22.33 / 28.47 | Non-scoringUSLM / S&P 4.32 / S&P unavailable | Non-scoringUSLM / S&P USLM unavailable / S&P unavailable | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.36b |
| 2026-Q11/3 |
WinUSLM / S&P 9.14% / -4.33% |
LoseUSLM / S&P 9.49% / 11.30% |
LoseUSLM / S&P 8.10% / 27.70% |
Non-scoringUSLM / S&P 35.40% / 14.80% | Non-scoringUSLM / S&P 28.64 / 25.43 | Non-scoringUSLM / S&P 5.66 / S&P unavailable | Non-scoringUSLM / S&P USLM unavailable / S&P unavailable | Non-scoringUSLM / S&P USLM unavailable / $0.27b | Non-scoringUSLM / S&P USLM unavailable / $0.00b |
| 2025-Q42/3 |
LoseUSLM / S&P -8.93% / 2.65% |
WinUSLM / S&P 17.31% / 9.00% |
WinUSLM / S&P 23.22% / 13.40% |
Non-scoringUSLM / S&P 36.03% / 13.20% | Non-scoringUSLM / S&P 25.54 / 28.48 | Non-scoringUSLM / S&P 5.44 / 5.39 | Non-scoringUSLM / S&P USLM unavailable / $4.42m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.20b |
| 2025-Q33/3 |
WinUSLM / S&P 31.88% / 8.12% |
WinUSLM / S&P 20.27% / 4.61% |
WinUSLM / S&P 32.27% / 13.45% |
Non-scoringUSLM / S&P 35.83% / 11.78% | Non-scoringUSLM / S&P 28.82 / 28.13 | Non-scoringUSLM / S&P 6.26 / 5.27 | Non-scoringUSLM / S&P USLM unavailable / $4.42m | Non-scoringUSLM / S&P USLM unavailable / $0.11b | Non-scoringUSLM / S&P USLM unavailable / $0.00b |
| 2025-Q23/3 |
WinUSLM / S&P 12.99% / 10.94% |
WinUSLM / S&P 21.97% / 4.83% |
WinUSLM / S&P 44.85% / 10.63% |
Non-scoringUSLM / S&P 35.57% / 11.45% | Non-scoringUSLM / S&P 22.81 / 27.10 | Non-scoringUSLM / S&P 5.07 / 5.01 | Non-scoringUSLM / S&P USLM unavailable / $4.42m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.23b |
| 2025-Q12/3 |
LoseUSLM / S&P -33.38% / -4.27% |
WinUSLM / S&P 17.83% / 4.98% |
WinUSLM / S&P 50.54% / 10.57% |
Non-scoringUSLM / S&P 35.73% / 11.39% | Non-scoringUSLM / S&P 20.99 / 26.23 | Non-scoringUSLM / S&P 4.75 / 4.69 | Non-scoringUSLM / S&P USLM unavailable / $4.42m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.10b |
| 2024-Q42/3 |
WinUSLM / S&P 35.97% / 2.41% |
WinUSLM / S&P 12.94% / 5.25% |
LoseUSLM / S&P -24.35% / 6.15% |
Non-scoringUSLM / S&P 34.26% / 11.29% | Non-scoringUSLM / S&P 34.87 / 28.60 | Non-scoringUSLM / S&P 7.63 / 4.99 | Non-scoringUSLM / S&P USLM unavailable / $4.28m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.08b |
| 2024-Q32/3 |
WinUSLM / S&P 34.17% / 5.89% |
WinUSLM / S&P 10.74% / 5.89% |
LoseUSLM / S&P -4400.00% / 6.11% |
Non-scoringUSLM / S&P 32.59% / 10.87% | Non-scoringUSLM / S&P 28.25 / 28.09 | Non-scoringUSLM / S&P 5.89 / 4.94 | Non-scoringUSLM / S&P USLM unavailable / $4.28m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.21b |
| 2024-Q23/3 |
WinUSLM / S&P 22.24% / 4.28% |
WinUSLM / S&P 8.77% / 5.38% |
WinUSLM / S&P 53.57% / 5.12% |
Non-scoringUSLM / S&P 29.86% / 10.85% | Non-scoringUSLM / S&P 24.15 / 27.64 | Non-scoringUSLM / S&P 4.72 / 4.79 | Non-scoringUSLM / S&P USLM unavailable / $4.28m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.36b |
| 2024-Q12/3 |
WinUSLM / S&P 29.56% / 10.56% |
WinUSLM / S&P 13.58% / 5.71% |
LoseUSLM / S&P -9.12% / 5.59% |
Non-scoringUSLM / S&P 27.91% / 10.81% | Non-scoringUSLM / S&P 4.26 / 27.02 | Non-scoringUSLM / S&P 0.82 / 4.71 | Non-scoringUSLM / S&P USLM unavailable / $4.28m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.12b |
| 2023-Q43/3 |
WinUSLM / S&P 14.71% / 11.69% |
WinUSLM / S&P 19.13% / 6.81% |
WinUSLM / S&P 213.13% / 7.78% |
Non-scoringUSLM / S&P 26.50% / 11.19% | Non-scoringUSLM / S&P 17.63 / 24.35 | Non-scoringUSLM / S&P 3.34 / 4.31 | Non-scoringUSLM / S&P USLM unavailable / $4.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.01b |
| 2023-Q31/3 |
LoseUSLM / S&P -3.69% / -3.27% |
WinUSLM / S&P 22.31% / 7.52% |
LoseUSLM / S&P -101.07% / -5.03% |
Non-scoringUSLM / S&P 24.95% / 10.84% | Non-scoringUSLM / S&P 3.35 / 23.93 | Non-scoringUSLM / S&P 0.61 / 3.98 | Non-scoringUSLM / S&P USLM unavailable / $4.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.24b |
| 2023-Q22/3 |
WinUSLM / S&P 36.96% / 8.74% |
WinUSLM / S&P 26.54% / 9.50% |
LoseUSLM / S&P -70.61% / -8.57% |
Non-scoringUSLM / S&P 23.86% / 10.88% | Non-scoringUSLM / S&P 3.75 / 24.01 | Non-scoringUSLM / S&P 0.67 / 4.19 | Non-scoringUSLM / S&P USLM unavailable / $4.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.17b |
| 2023-Q12/3 |
WinUSLM / S&P 8.61% / 7.50% |
WinUSLM / S&P 26.97% / 10.77% |
LoseUSLM / S&P -55.05% / -15.69% |
Non-scoringUSLM / S&P 21.37% / 10.82% | Non-scoringUSLM / S&P 3.22 / 22.66 | Non-scoringUSLM / S&P 0.51 / 3.93 | Non-scoringUSLM / S&P USLM unavailable / $4.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.13b |
| 2022-Q42/3 |
WinUSLM / S&P 37.93% / 7.56% |
WinUSLM / S&P 24.78% / 11.88% |
LoseUSLM / S&P -75.54% / -17.99% |
Non-scoringUSLM / S&P 19.24% / 11.09% | Non-scoringUSLM / S&P 3.52 / 22.65 | Non-scoringUSLM / S&P 0.50 / 3.75 | Non-scoringUSLM / S&P USLM unavailable / $3.70m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.15b |
| 2022-Q33/3 |
WinUSLM / S&P -3.04% / -4.88% |
WinUSLM / S&P 21.63% / 13.47% |
WinUSLM / S&P 15.15% / -1.41% |
Non-scoringUSLM / S&P 18.86% / 12.28% | Non-scoringUSLM / S&P 2.75 / 20.58 | Non-scoringUSLM / S&P 0.37 / 3.60 | Non-scoringUSLM / S&P USLM unavailable / $3.70m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.17b |
| 2022-Q22/3 |
WinUSLM / S&P -8.84% / -16.10% |
WinUSLM / S&P 19.52% / 13.71% |
LoseUSLM / S&P 8.81% / 11.04% |
Non-scoringUSLM / S&P 18.03% / 13.03% | Non-scoringUSLM / S&P 3.17 / 20.28 | Non-scoringUSLM / S&P 0.40 / 3.78 | Non-scoringUSLM / S&P USLM unavailable / $3.70m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.17b |
| 2022-Q11/3 |
LoseUSLM / S&P -9.91% / -4.60% |
WinUSLM / S&P 21.08% / 15.97% |
LoseUSLM / S&P 30.10% / 42.23% |
Non-scoringUSLM / S&P 19.49% / 14.22% | Non-scoringUSLM / S&P 3.40 / 22.19 | Non-scoringUSLM / S&P 0.46 / 4.51 | Non-scoringUSLM / S&P USLM unavailable / $3.70m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.20b |
| 2021-Q41/3 |
LoseUSLM / S&P 6.93% / 11.03% |
WinUSLM / S&P 17.77% / 15.00% |
LoseUSLM / S&P 31.06% / 96.40% |
Non-scoringUSLM / S&P 19.57% / 15.13% | Non-scoringUSLM / S&P 3.94 / 23.63 | Non-scoringUSLM / S&P 0.52 / 4.73 | Non-scoringUSLM / S&P USLM unavailable / $3.63m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.13b |
| 2021-Q31/3 |
LoseUSLM / S&P -13.05% / 0.58% |
WinUSLM / S&P 16.78% / 10.77% |
LoseUSLM / S&P 40.65% / 69.42% |
Non-scoringUSLM / S&P 19.92% / 14.13% | Non-scoringUSLM / S&P 3.73 / 25.35 | Non-scoringUSLM / S&P 0.50 / 4.38 | Non-scoringUSLM / S&P USLM unavailable / $3.63m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.19b |
| 2021-Q21/3 |
LoseUSLM / S&P 4.14% / 8.55% |
WinUSLM / S&P 11.45% / 6.58% |
LoseUSLM / S&P 30.15% / 51.81% |
Non-scoringUSLM / S&P 19.77% / 13.34% | Non-scoringUSLM / S&P 4.53 / 26.70 | Non-scoringUSLM / S&P 0.60 / 4.43 | Non-scoringUSLM / S&P USLM unavailable / $3.63m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.11b |
| 2021-Q13/3 |
WinUSLM / S&P 17.43% / 6.17% |
WinUSLM / S&P 3.16% / -1.06% |
WinUSLM / S&P 11.70% / 7.39% |
Non-scoringUSLM / S&P 18.12% / 11.60% | Non-scoringUSLM / S&P 5.09 / 30.50 | Non-scoringUSLM / S&P 0.61 / 4.23 | Non-scoringUSLM / S&P USLM unavailable / $3.63m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.10b |
| 2020-Q43/3 |
WinUSLM / S&P 26.73% / 12.15% |
WinUSLM / S&P 1.53% / -3.72% |
WinUSLM / S&P 7.78% / -33.42% |
Non-scoringUSLM / S&P 17.56% / 8.86% | Non-scoringUSLM / S&P 4.55 / 39.26 | Non-scoringUSLM / S&P 0.53 / 4.05 | Non-scoringUSLM / S&P USLM unavailable / $3.17m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.01b |
| 2020-Q32/3 |
LoseUSLM / S&P 6.88% / 8.93% |
WinUSLM / S&P 1.76% / -2.04% |
WinUSLM / S&P 2.45% / -27.10% |
Non-scoringUSLM / S&P 16.47% / 9.24% | Non-scoringUSLM / S&P 3.91 / 34.27 | Non-scoringUSLM / S&P 0.43 / 3.65 | Non-scoringUSLM / S&P USLM unavailable / $3.17m | Non-scoringUSLM / S&P USLM unavailable / $0.02b | Non-scoringUSLM / S&P USLM unavailable / $0.00b |
| 2020-Q22/3 |
LoseUSLM / S&P 14.57% / 20.54% |
WinUSLM / S&P 7.40% / -0.46% |
WinUSLM / S&P 33.05% / -27.11% |
Non-scoringUSLM / S&P 16.85% / 9.37% | Non-scoringUSLM / S&P 3.58 / 31.29 | Non-scoringUSLM / S&P 0.42 / 3.44 | Non-scoringUSLM / S&P USLM unavailable / $3.17m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.03b |
| 2020-Q13/3 |
WinUSLM / S&P -18.07% / -19.60% |
WinUSLM / S&P 8.15% / 3.47% |
WinUSLM / S&P 28.77% / -14.75% |
Non-scoringUSLM / S&P 16.66% / 10.68% | Non-scoringUSLM / S&P 3.14 / 22.80 | Non-scoringUSLM / S&P 0.37 / 2.92 | Non-scoringUSLM / S&P USLM unavailable / $3.17m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.05b |
| 2019-Q43/3 |
WinUSLM / S&P 24.68% / 9.07% |
WinUSLM / S&P 9.58% / 5.36% |
WinUSLM / S&P 32.29% / 2.99% |
Non-scoringUSLM / S&P 16.46% / 12.81% | Non-scoringUSLM / S&P 3.89 / 22.78 | Non-scoringUSLM / S&P 0.47 / 3.53 | Non-scoringUSLM / S&P USLM unavailable / $3.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.05b |
| 2019-Q31/3 |
LoseUSLM / S&P -4.21% / 1.70% |
WinUSLM / S&P 6.83% / 5.02% |
LoseUSLM / S&P -6.85% / 0.21% |
Non-scoringUSLM / S&P 16.32% / 12.41% | Non-scoringUSLM / S&P 3.40 / 22.44 | Non-scoringUSLM / S&P 0.35 / 3.30 | Non-scoringUSLM / S&P USLM unavailable / $3.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.09b |
| 2019-Q20/3 |
LoseUSLM / S&P 3.91% / 4.30% |
LoseUSLM / S&P -0.03% / 6.64% |
LoseUSLM / S&P -29.48% / 8.65% |
Non-scoringUSLM / S&P 13.60% / 12.79% | Non-scoringUSLM / S&P 4.50 / 21.37 | Non-scoringUSLM / S&P 0.39 / 3.32 | Non-scoringUSLM / S&P USLM unavailable / $3.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.27b |
| 2019-Q10/3 |
LoseUSLM / S&P 8.82% / 13.65% |
LoseUSLM / S&P 2.06% / 8.12% |
LoseUSLM / S&P -23.64% / 14.29% |
Non-scoringUSLM / S&P 13.99% / 12.97% | Non-scoringUSLM / S&P 4.21 / 20.86 | Non-scoringUSLM / S&P 0.38 / 3.26 | Non-scoringUSLM / S&P USLM unavailable / $3.08m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $34.35b |
| 2018-Q41/3 |
WinUSLM / S&P -9.91% / -13.52% |
LoseUSLM / S&P -0.28% / 9.05% |
LoseUSLM / S&P -27.84% / 18.23% |
Non-scoringUSLM / S&P 13.63% / 13.10% | Non-scoringUSLM / S&P 4.04 / 19.39 | Non-scoringUSLM / S&P 0.36 / 2.94 | Non-scoringUSLM / S&P USLM unavailable / $3.00m | Non-scoringUSLM / S&P USLM unavailable / $0.01b | Non-scoringUSLM / S&P USLM unavailable / $0.00b |
| 2018-Q31/3 |
LoseUSLM / S&P -5.73% / 7.71% |
LoseUSLM / S&P 0.88% / 10.21% |
WinUSLM / S&P 38.11% / 19.06% |
Non-scoringUSLM / S&P 18.64% / 13.01% | Non-scoringUSLM / S&P 3.27 / 22.25 | Non-scoringUSLM / S&P 0.40 / 3.45 | Non-scoringUSLM / S&P USLM unavailable / $3.00m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.17b |
| 2018-Q22/3 |
WinUSLM / S&P 14.84% / 3.43% |
LoseUSLM / S&P 0.84% / 9.03% |
WinUSLM / S&P 40.62% / 14.46% |
Non-scoringUSLM / S&P 19.19% / 12.56% | Non-scoringUSLM / S&P 3.33 / 22.49 | Non-scoringUSLM / S&P 0.44 / 3.25 | Non-scoringUSLM / S&P USLM unavailable / $3.00m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.19b |
| 2018-Q11/3 |
LoseUSLM / S&P -4.92% / -0.76% |
LoseUSLM / S&P 1.50% / 7.68% |
WinUSLM / S&P 45.29% / 12.46% |
Non-scoringUSLM / S&P 18.61% / 12.27% | Non-scoringUSLM / S&P 3.05 / 23.41 | Non-scoringUSLM / S&P 0.39 / 3.17 | Non-scoringUSLM / S&P USLM unavailable / $3.00m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.08b |
| 2017-Q41/3 |
LoseUSLM / S&P -8.07% / 6.64% |
LoseUSLM / S&P 3.99% / 7.03% |
WinUSLM / S&P 52.04% / 13.82% |
Non-scoringUSLM / S&P 18.74% / 12.09% | Non-scoringUSLM / S&P 3.17 / 24.25 | Non-scoringUSLM / S&P 0.42 / 3.23 | Non-scoringUSLM / S&P USLM unavailable / $2.92m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.05b |
| 2017-Q32/3 |
WinUSLM / S&P 7.23% / 4.48% |
LoseUSLM / S&P 5.40% / 5.68% |
WinUSLM / S&P 20.76% / 17.57% |
Non-scoringUSLM / S&P 13.55% / 12.04% | Non-scoringUSLM / S&P 4.81 / 23.28 | Non-scoringUSLM / S&P 0.48 / 3.08 | Non-scoringUSLM / S&P USLM unavailable / $2.92m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.11b |
| 2017-Q22/3 |
LoseUSLM / S&P -0.47% / 3.09% |
WinUSLM / S&P 7.94% / 4.83% |
WinUSLM / S&P 27.05% / 17.74% |
Non-scoringUSLM / S&P USLM unavailable / 11.96% | Non-scoringUSLM / S&P USLM unavailable / 23.40 | Non-scoringUSLM / S&P 0.46 / 3.03 | Non-scoringUSLM / S&P USLM unavailable / $2.92m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.08b |
| 2017-Q12/3 |
LoseUSLM / S&P 4.45% / 6.07% |
WinUSLM / S&P 5.57% / 3.67% |
WinUSLM / S&P 26.05% / 13.32% |
Non-scoringUSLM / S&P USLM unavailable / 11.75% | Non-scoringUSLM / S&P USLM unavailable / 23.60 | Non-scoringUSLM / S&P 0.48 / 3.01 | Non-scoringUSLM / S&P USLM unavailable / $2.92m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $20.24b |
| 2016-Q43/3 |
WinUSLM / S&P 14.97% / 3.82% |
WinUSLM / S&P 6.45% / 2.09% |
WinUSLM / S&P 38.70% / 7.05% |
Non-scoringUSLM / S&P USLM unavailable / 11.37% | Non-scoringUSLM / S&P USLM unavailable / 23.76 | Non-scoringUSLM / S&P 0.47 / 2.91 | Non-scoringUSLM / S&P USLM unavailable / $2.88m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $1.11b |
| 2016-Q33/3 |
WinUSLM / S&P 12.11% / 3.85% |
WinUSLM / S&P 1.09% / 0.20% |
WinUSLM / S&P 12.89% / -3.15% |
Non-scoringUSLM / S&P USLM unavailable / 10.82% | Non-scoringUSLM / S&P USLM unavailable / 24.22 | Non-scoringUSLM / S&P 0.42 / 2.78 | Non-scoringUSLM / S&P USLM unavailable / $2.88m | Non-scoringUSLM / S&P USLM unavailable / $0.00b | Non-scoringUSLM / S&P USLM unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | USLM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -4.77% | 20.78% |
| Annualized return | -4.77% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | USLM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 314.69% | 83.14% |
| Annualized return | 32.91% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | USLM total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 920.21% | 319.30% |
| Annualized return | 26.14% | 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.