31/120
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-Q20/3 |
LoseUUU / S&P -16.55% / 15.20% |
LoseUUU / S&P -95.03% / 15.00% |
LoseUUU / S&P -270.83% / 50.40% |
Non-scoringUUU / S&P -437.82% / 15.70% | Non-scoringUUU / S&P UUU unavailable / 28.47 | Non-scoringUUU / S&P 4.02 / S&P unavailable | Non-scoringUUU / S&P UUU unavailable / S&P unavailable | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.36b |
| 2026-Q11/3 |
WinUUU / S&P 6.59% / -4.33% |
LoseUUU / S&P -79.43% / 11.30% |
LoseUUU / S&P -552.17% / 27.70% |
Non-scoringUUU / S&P -51.28% / 14.80% | Non-scoringUUU / S&P UUU unavailable / 25.43 | Non-scoringUUU / S&P 4.83 / S&P unavailable | Non-scoringUUU / S&P UUU unavailable / S&P unavailable | Non-scoringUUU / S&P UUU unavailable / $0.27b | Non-scoringUUU / S&P UUU unavailable / $0.00b |
| 2025-Q41/3 |
WinUUU / S&P 29.32% / 2.65% |
LoseUUU / S&P -50.27% / 9.00% |
LoseUUU / S&P -89.55% / 13.40% |
Non-scoringUUU / S&P -1.61% / 13.20% | Non-scoringUUU / S&P UUU unavailable / 28.48 | Non-scoringUUU / S&P 5.26 / 5.39 | Non-scoringUUU / S&P UUU unavailable / $4.42m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.20b |
| 2025-Q31/3 |
WinUUU / S&P 55.36% / 8.12% |
LoseUUU / S&P -21.80% / 4.61% |
LoseUUU / S&P -326.09% / 13.45% |
Non-scoringUUU / S&P 7.20% / 11.78% | Non-scoringUUU / S&P 7.84 / 28.13 | Non-scoringUUU / S&P 2.52 / 5.27 | Non-scoringUUU / S&P UUU unavailable / $4.42m | Non-scoringUUU / S&P UUU unavailable / $0.11b | Non-scoringUUU / S&P UUU unavailable / $0.00b |
| 2025-Q22/3 |
WinUUU / S&P 71.35% / 10.94% |
WinUUU / S&P 30.84% / 4.83% |
LoseUUU / S&P -314.29% / 10.63% |
Non-scoringUUU / S&P 12.08% / 11.45% | Non-scoringUUU / S&P 2.56 / 27.10 | Non-scoringUUU / S&P 1.01 / 5.01 | Non-scoringUUU / S&P UUU unavailable / $4.42m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.23b |
| 2025-Q11/3 |
LoseUUU / S&P -24.89% / -4.27% |
WinUUU / S&P 20.73% / 4.98% |
LoseUUU / S&P -176.67% / 10.57% |
Non-scoringUUU / S&P 2.12% / 11.39% | Non-scoringUUU / S&P 8.22 / 26.23 | Non-scoringUUU / S&P 0.80 / 4.69 | Non-scoringUUU / S&P UUU unavailable / $4.42m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.10b |
| 2024-Q41/3 |
WinUUU / S&P 104.31% / 2.41% |
LoseUUU / S&P 3.74% / 5.25% |
LoseUUU / S&P -546.67% / 6.15% |
Non-scoringUUU / S&P -7.25% / 11.29% | Non-scoringUUU / S&P UUU unavailable / 28.60 | Non-scoringUUU / S&P 1.32 / 4.99 | Non-scoringUUU / S&P UUU unavailable / $4.28m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.08b |
| 2024-Q30/3 |
LoseUUU / S&P -27.95% / 5.89% |
LoseUUU / S&P -5.43% / 5.89% |
LoseUUU / S&P -188.46% / 6.11% |
Non-scoringUUU / S&P -2.58% / 10.87% | Non-scoringUUU / S&P UUU unavailable / 28.09 | Non-scoringUUU / S&P 0.53 / 4.94 | Non-scoringUUU / S&P UUU unavailable / $4.28m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.21b |
| 2024-Q20/3 |
LoseUUU / S&P 1.26% / 4.28% |
LoseUUU / S&P -28.15% / 5.38% |
LoseUUU / S&P -230.23% / 5.12% |
Non-scoringUUU / S&P -7.48% / 10.85% | Non-scoringUUU / S&P UUU unavailable / 27.64 | Non-scoringUUU / S&P 0.82 / 4.79 | Non-scoringUUU / S&P UUU unavailable / $4.28m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.36b |
| 2024-Q10/3 |
LoseUUU / S&P -4.22% / 10.56% |
LoseUUU / S&P -12.00% / 5.71% |
LoseUUU / S&P -196.77% / 5.59% |
Non-scoringUUU / S&P -3.56% / 10.81% | Non-scoringUUU / S&P UUU unavailable / 27.02 | Non-scoringUUU / S&P 0.79 / 4.71 | Non-scoringUUU / S&P UUU unavailable / $4.28m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.12b |
| 2023-Q41/3 |
LoseUUU / S&P -30.83% / 11.69% |
LoseUUU / S&P 2.23% / 6.81% |
WinUUU / S&P 66.67% / 7.78% |
Non-scoringUUU / S&P 1.74% / 11.19% | Non-scoringUUU / S&P 10.50 / 24.35 | Non-scoringUUU / S&P 0.71 / 4.31 | Non-scoringUUU / S&P UUU unavailable / $4.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.01b |
| 2023-Q32/3 |
WinUUU / S&P 1.69% / -3.27% |
WinUUU / S&P 9.95% / 7.52% |
LoseUUU / S&P -750.00% / -5.03% |
Non-scoringUUU / S&P 2.74% / 10.84% | Non-scoringUUU / S&P 9.18 / 23.93 | Non-scoringUUU / S&P 1.04 / 3.98 | Non-scoringUUU / S&P UUU unavailable / $4.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.24b |
| 2023-Q21/3 |
LoseUUU / S&P 1.72% / 8.74% |
WinUUU / S&P 24.21% / 9.50% |
LoseUUU / S&P -637.50% / -8.57% |
Non-scoringUUU / S&P 4.09% / 10.88% | Non-scoringUUU / S&P 5.50 / 24.01 | Non-scoringUUU / S&P 0.99 / 4.19 | Non-scoringUUU / S&P UUU unavailable / $4.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.17b |
| 2023-Q12/3 |
WinUUU / S&P 14.29% / 7.50% |
WinUUU / S&P 13.45% / 10.77% |
LoseUUU / S&P -1650.00% / -15.69% |
Non-scoringUUU / S&P 3.25% / 10.82% | Non-scoringUUU / S&P 7.45 / 22.66 | Non-scoringUUU / S&P 1.00 / 3.93 | Non-scoringUUU / S&P UUU unavailable / $4.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.13b |
| 2022-Q41/3 |
LoseUUU / S&P -47.41% / 7.56% |
WinUUU / S&P 12.52% / 11.88% |
LoseUUU / S&P -181.82% / -17.99% |
Non-scoringUUU / S&P 0.97% / 11.09% | Non-scoringUUU / S&P 23.48 / 22.65 | Non-scoringUUU / S&P 0.93 / 3.75 | Non-scoringUUU / S&P UUU unavailable / $3.70m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.15b |
| 2022-Q31/3 |
WinUUU / S&P 6.63% / -4.88% |
LoseUUU / S&P 11.29% / 13.47% |
LoseUUU / S&P -60.00% / -1.41% |
Non-scoringUUU / S&P -0.53% / 12.28% | Non-scoringUUU / S&P UUU unavailable / 20.58 | Non-scoringUUU / S&P 1.89 / 3.60 | Non-scoringUUU / S&P UUU unavailable / $3.70m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.17b |
| 2022-Q21/3 |
WinUUU / S&P -14.82% / -16.10% |
LoseUUU / S&P 1.40% / 13.71% |
LoseUUU / S&P -150.00% / 11.04% |
Non-scoringUUU / S&P -1.02% / 13.03% | Non-scoringUUU / S&P UUU unavailable / 20.28 | Non-scoringUUU / S&P 1.85 / 3.78 | Non-scoringUUU / S&P UUU unavailable / $3.70m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.17b |
| 2022-Q11/3 |
WinUUU / S&P 25.00% / -4.60% |
LoseUUU / S&P 11.58% / 15.97% |
LoseUUU / S&P UUU unavailable / 42.23% |
Non-scoringUUU / S&P -0.40% / 14.22% | Non-scoringUUU / S&P UUU unavailable / 22.19 | Non-scoringUUU / S&P 2.12 / 4.51 | Non-scoringUUU / S&P UUU unavailable / $3.70m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.20b |
| 2021-Q40/3 |
LoseUUU / S&P -38.63% / 11.03% |
LoseUUU / S&P 0.66% / 15.00% |
LoseUUU / S&P UUU unavailable / 96.40% |
Non-scoringUUU / S&P -1.64% / 15.13% | Non-scoringUUU / S&P UUU unavailable / 23.63 | Non-scoringUUU / S&P 1.61 / 4.73 | Non-scoringUUU / S&P UUU unavailable / $3.63m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.13b |
| 2021-Q31/3 |
LoseUUU / S&P -34.05% / 0.58% |
WinUUU / S&P 11.25% / 10.77% |
LoseUUU / S&P UUU unavailable / 69.42% |
Non-scoringUUU / S&P -1.42% / 14.13% | Non-scoringUUU / S&P UUU unavailable / 25.35 | Non-scoringUUU / S&P 2.65 / 4.38 | Non-scoringUUU / S&P UUU unavailable / $3.63m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.19b |
| 2021-Q22/3 |
WinUUU / S&P 24.44% / 8.55% |
WinUUU / S&P 43.63% / 6.58% |
LoseUUU / S&P UUU unavailable / 51.81% |
Non-scoringUUU / S&P 1.88% / 13.34% | Non-scoringUUU / S&P 53.67 / 26.70 | Non-scoringUUU / S&P 4.11 / 4.43 | Non-scoringUUU / S&P UUU unavailable / $3.63m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.11b |
| 2021-Q12/3 |
WinUUU / S&P 34.73% / 6.17% |
WinUUU / S&P 18.36% / -1.06% |
LoseUUU / S&P UUU unavailable / 7.39% |
Non-scoringUUU / S&P 1.53% / 11.60% | Non-scoringUUU / S&P 58.18 / 30.50 | Non-scoringUUU / S&P 3.31 / 4.23 | Non-scoringUUU / S&P UUU unavailable / $3.63m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.10b |
| 2020-Q42/3 |
WinUUU / S&P 163.68% / 12.15% |
WinUUU / S&P 15.42% / -3.72% |
LoseUUU / S&P UUU unavailable / -33.42% |
Non-scoringUUU / S&P -15.26% / 8.86% | Non-scoringUUU / S&P UUU unavailable / 39.26 | Non-scoringUUU / S&P 2.24 / 4.05 | Non-scoringUUU / S&P UUU unavailable / $3.17m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.01b |
| 2020-Q31/3 |
WinUUU / S&P 140.51% / 8.93% |
LoseUUU / S&P -4.39% / -2.04% |
LoseUUU / S&P UUU unavailable / -27.10% |
Non-scoringUUU / S&P -23.76% / 9.24% | Non-scoringUUU / S&P UUU unavailable / 34.27 | Non-scoringUUU / S&P 0.86 / 3.65 | Non-scoringUUU / S&P UUU unavailable / $3.17m | Non-scoringUUU / S&P UUU unavailable / $0.02b | Non-scoringUUU / S&P UUU unavailable / $0.00b |
| 2020-Q21/3 |
WinUUU / S&P 107.89% / 20.54% |
LoseUUU / S&P -25.08% / -0.46% |
LoseUUU / S&P UUU unavailable / -27.11% |
Non-scoringUUU / S&P -39.43% / 9.37% | Non-scoringUUU / S&P UUU unavailable / 31.29 | Non-scoringUUU / S&P 0.42 / 3.44 | Non-scoringUUU / S&P UUU unavailable / $3.17m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.03b |
| 2020-Q10/3 |
LoseUUU / S&P -38.71% / -19.60% |
LoseUUU / S&P -15.83% / 3.47% |
LoseUUU / S&P UUU unavailable / -14.75% |
Non-scoringUUU / S&P -39.28% / 10.68% | Non-scoringUUU / S&P UUU unavailable / 22.80 | Non-scoringUUU / S&P 0.20 / 2.92 | Non-scoringUUU / S&P UUU unavailable / $3.17m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.05b |
| 2019-Q40/3 |
LoseUUU / S&P -27.06% / 9.07% |
LoseUUU / S&P -10.11% / 5.36% |
LoseUUU / S&P UUU unavailable / 2.99% |
Non-scoringUUU / S&P -16.50% / 12.81% | Non-scoringUUU / S&P UUU unavailable / 22.78 | Non-scoringUUU / S&P 0.17 / 3.53 | Non-scoringUUU / S&P UUU unavailable / $3.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.05b |
| 2019-Q30/3 |
LoseUUU / S&P -30.33% / 1.70% |
LoseUUU / S&P 2.64% / 5.02% |
LoseUUU / S&P UUU unavailable / 0.21% |
Non-scoringUUU / S&P -12.35% / 12.41% | Non-scoringUUU / S&P UUU unavailable / 22.44 | Non-scoringUUU / S&P 0.21 / 3.30 | Non-scoringUUU / S&P UUU unavailable / $3.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.09b |
| 2019-Q21/3 |
LoseUUU / S&P -8.96% / 4.30% |
WinUUU / S&P 14.64% / 6.64% |
LoseUUU / S&P UUU unavailable / 8.65% |
Non-scoringUUU / S&P -8.49% / 12.79% | Non-scoringUUU / S&P UUU unavailable / 21.37 | Non-scoringUUU / S&P 0.28 / 3.32 | Non-scoringUUU / S&P UUU unavailable / $3.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.27b |
| 2019-Q12/3 |
WinUUU / S&P 26.42% / 13.65% |
WinUUU / S&P 18.25% / 8.12% |
LoseUUU / S&P UUU unavailable / 14.29% |
Non-scoringUUU / S&P -7.66% / 12.97% | Non-scoringUUU / S&P UUU unavailable / 20.86 | Non-scoringUUU / S&P 0.29 / 3.26 | Non-scoringUUU / S&P UUU unavailable / $3.08m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $34.35b |
| 2018-Q41/3 |
WinUUU / S&P -11.67% / -13.52% |
LoseUUU / S&P UUU unavailable / 9.05% |
LoseUUU / S&P UUU unavailable / 18.23% |
Non-scoringUUU / S&P -9.23% / 13.10% | Non-scoringUUU / S&P UUU unavailable / 19.39 | Non-scoringUUU / S&P 0.22 / 2.94 | Non-scoringUUU / S&P UUU unavailable / $3.00m | Non-scoringUUU / S&P UUU unavailable / $0.01b | Non-scoringUUU / S&P UUU unavailable / $0.00b |
| 2018-Q30/3 |
LoseUUU / S&P 4.35% / 7.71% |
LoseUUU / S&P UUU unavailable / 10.21% |
LoseUUU / S&P UUU unavailable / 19.06% |
Non-scoringUUU / S&P -12.76% / 13.01% | Non-scoringUUU / S&P UUU unavailable / 22.25 | Non-scoringUUU / S&P 0.24 / 3.45 | Non-scoringUUU / S&P UUU unavailable / $3.00m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.17b |
| 2018-Q20/3 |
LoseUUU / S&P -18.44% / 3.43% |
LoseUUU / S&P UUU unavailable / 9.03% |
LoseUUU / S&P UUU unavailable / 14.46% |
Non-scoringUUU / S&P -13.83% / 12.56% | Non-scoringUUU / S&P UUU unavailable / 22.49 | Non-scoringUUU / S&P 0.22 / 3.25 | Non-scoringUUU / S&P UUU unavailable / $3.00m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.19b |
| 2018-Q10/3 |
LoseUUU / S&P -17.06% / -0.76% |
LoseUUU / S&P UUU unavailable / 7.68% |
LoseUUU / S&P UUU unavailable / 12.46% |
Non-scoringUUU / S&P -15.21% / 12.27% | Non-scoringUUU / S&P UUU unavailable / 23.41 | Non-scoringUUU / S&P 0.26 / 3.17 | Non-scoringUUU / S&P UUU unavailable / $3.00m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.08b |
| 2017-Q40/3 |
LoseUUU / S&P -2.86% / 6.64% |
LoseUUU / S&P UUU unavailable / 7.03% |
LoseUUU / S&P UUU unavailable / 13.82% |
Non-scoringUUU / S&P UUU unavailable / 12.09% | Non-scoringUUU / S&P UUU unavailable / 24.25 | Non-scoringUUU / S&P 0.31 / 3.23 | Non-scoringUUU / S&P UUU unavailable / $2.92m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.05b |
| 2017-Q30/3 |
LoseUUU / S&P -37.50% / 4.48% |
LoseUUU / S&P UUU unavailable / 5.68% |
LoseUUU / S&P UUU unavailable / 17.57% |
Non-scoringUUU / S&P UUU unavailable / 12.04% | Non-scoringUUU / S&P UUU unavailable / 23.28 | Non-scoringUUU / S&P 0.29 / 3.08 | Non-scoringUUU / S&P UUU unavailable / $2.92m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.11b |
| 2017-Q20/3 |
LoseUUU / S&P -5.08% / 3.09% |
LoseUUU / S&P UUU unavailable / 4.83% |
LoseUUU / S&P UUU unavailable / 17.74% |
Non-scoringUUU / S&P UUU unavailable / 11.96% | Non-scoringUUU / S&P UUU unavailable / 23.40 | Non-scoringUUU / S&P 0.47 / 3.03 | Non-scoringUUU / S&P UUU unavailable / $2.92m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.08b |
| 2017-Q10/3 |
LoseUUU / S&P -24.36% / 6.07% |
LoseUUU / S&P UUU unavailable / 3.67% |
LoseUUU / S&P UUU unavailable / 13.32% |
Non-scoringUUU / S&P UUU unavailable / 11.75% | Non-scoringUUU / S&P UUU unavailable / 23.60 | Non-scoringUUU / S&P 0.48 / 3.01 | Non-scoringUUU / S&P UUU unavailable / $2.92m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $20.24b |
| 2016-Q40/3 |
LoseUUU / S&P 2.63% / 3.82% |
LoseUUU / S&P UUU unavailable / 2.09% |
LoseUUU / S&P UUU unavailable / 7.05% |
Non-scoringUUU / S&P UUU unavailable / 11.37% | Non-scoringUUU / S&P UUU unavailable / 23.76 | Non-scoringUUU / S&P 0.61 / 2.91 | Non-scoringUUU / S&P UUU unavailable / $2.88m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $1.11b |
| 2016-Q31/3 |
WinUUU / S&P 7.04% / 3.85% |
LoseUUU / S&P UUU unavailable / 0.20% |
LoseUUU / S&P UUU unavailable / -3.15% |
Non-scoringUUU / S&P UUU unavailable / 10.82% | Non-scoringUUU / S&P UUU unavailable / 24.22 | Non-scoringUUU / S&P 0.56 / 2.78 | Non-scoringUUU / S&P UUU unavailable / $2.88m | Non-scoringUUU / S&P UUU unavailable / $0.00b | Non-scoringUUU / S&P UUU unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | UUU total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 89.66% | 20.78% |
| Annualized return | 89.66% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | UUU total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 0.14% | 83.14% |
| Annualized return | 0.03% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | UUU total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 87.39% | 319.30% |
| Annualized return | 6.48% | 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.