NASDAQ:VERX | Roast Me | Vertex, Inc.

29/120 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.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q20/3 LoseVERX / S&P
-3.45% / 15.20%
LoseVERX / S&P
10.83% / 15.00%
LoseVERX / S&P
VERX unavailable / 50.40%
Non-scoringVERX / S&P
0.45% / 15.70%
Non-scoringVERX / S&P
VERX unavailable / 28.47
Non-scoringVERX / S&P
VERX unavailable / S&P unavailable
Non-scoringVERX / S&P
VERX unavailable / S&P unavailable
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.36b
2026-Q11/3 LoseVERX / S&P
-40.46% / -4.33%
WinVERX / S&P
11.79% / 11.30%
LoseVERX / S&P
VERX unavailable / 27.70%
Non-scoringVERX / S&P
-0.84% / 14.80%
Non-scoringVERX / S&P
VERX unavailable / 25.43
Non-scoringVERX / S&P
VERX unavailable / S&P unavailable
Non-scoringVERX / S&P
VERX unavailable / S&P unavailable
Non-scoringVERX / S&P
VERX unavailable / $0.27b
Non-scoringVERX / S&P
VERX unavailable / $0.00b
2025-Q41/3 LoseVERX / S&P
-19.44% / 2.65%
WinVERX / S&P
12.25% / 9.00%
LoseVERX / S&P
VERX unavailable / 13.40%
Non-scoringVERX / S&P
0.96% / 13.20%
Non-scoringVERX / S&P
VERX unavailable / 28.48
Non-scoringVERX / S&P
VERX unavailable / 5.39
Non-scoringVERX / S&P
VERX unavailable / $4.42m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.20b
2025-Q31/3 LoseVERX / S&P
-29.84% / 8.12%
WinVERX / S&P
13.83% / 4.61%
LoseVERX / S&P
VERX unavailable / 13.45%
Non-scoringVERX / S&P
-7.32% / 11.78%
Non-scoringVERX / S&P
VERX unavailable / 28.13
Non-scoringVERX / S&P
VERX unavailable / 5.27
Non-scoringVERX / S&P
VERX unavailable / $4.42m
Non-scoringVERX / S&P
VERX unavailable / $0.11b
Non-scoringVERX / S&P
VERX unavailable / $0.00b
2025-Q21/3 LoseVERX / S&P
0.93% / 10.94%
WinVERX / S&P
15.00% / 4.83%
LoseVERX / S&P
VERX unavailable / 10.63%
Non-scoringVERX / S&P
-7.09% / 11.45%
Non-scoringVERX / S&P
VERX unavailable / 27.10
Non-scoringVERX / S&P
VERX unavailable / 5.01
Non-scoringVERX / S&P
VERX unavailable / $4.42m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.23b
2025-Q11/3 LoseVERX / S&P
-34.38% / -4.27%
WinVERX / S&P
15.20% / 4.98%
LoseVERX / S&P
VERX unavailable / 10.57%
Non-scoringVERX / S&P
-6.45% / 11.39%
Non-scoringVERX / S&P
VERX unavailable / 26.23
Non-scoringVERX / S&P
VERX unavailable / 4.69
Non-scoringVERX / S&P
VERX unavailable / $4.42m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.10b
2024-Q42/3 WinVERX / S&P
38.54% / 2.41%
WinVERX / S&P
16.49% / 5.25%
LoseVERX / S&P
VERX unavailable / 6.15%
Non-scoringVERX / S&P
-7.91% / 11.29%
Non-scoringVERX / S&P
VERX unavailable / 28.60
Non-scoringVERX / S&P
VERX unavailable / 4.99
Non-scoringVERX / S&P
VERX unavailable / $4.28m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.08b
2024-Q32/3 WinVERX / S&P
6.82% / 5.89%
WinVERX / S&P
17.25% / 5.89%
LoseVERX / S&P
VERX unavailable / 6.11%
Non-scoringVERX / S&P
4.73% / 10.87%
Non-scoringVERX / S&P
VERX unavailable / 28.09
Non-scoringVERX / S&P
VERX unavailable / 4.94
Non-scoringVERX / S&P
VERX unavailable / $4.28m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.21b
2024-Q22/3 WinVERX / S&P
13.51% / 4.28%
WinVERX / S&P
16.61% / 5.38%
LoseVERX / S&P
VERX unavailable / 5.12%
Non-scoringVERX / S&P
3.20% / 10.85%
Non-scoringVERX / S&P
VERX unavailable / 27.64
Non-scoringVERX / S&P
VERX unavailable / 4.79
Non-scoringVERX / S&P
VERX unavailable / $4.28m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.36b
2024-Q12/3 WinVERX / S&P
17.89% / 10.56%
WinVERX / S&P
17.08% / 5.71%
LoseVERX / S&P
VERX unavailable / 5.59%
Non-scoringVERX / S&P
1.29% / 10.81%
Non-scoringVERX / S&P
VERX unavailable / 27.02
Non-scoringVERX / S&P
VERX unavailable / 4.71
Non-scoringVERX / S&P
VERX unavailable / $4.28m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.12b
2023-Q42/3 WinVERX / S&P
16.62% / 11.69%
WinVERX / S&P
16.43% / 6.81%
LoseVERX / S&P
VERX unavailable / 7.78%
Non-scoringVERX / S&P
-2.29% / 11.19%
Non-scoringVERX / S&P
VERX unavailable / 24.35
Non-scoringVERX / S&P
VERX unavailable / 4.31
Non-scoringVERX / S&P
VERX unavailable / $4.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.01b
2023-Q32/3 WinVERX / S&P
18.46% / -3.27%
WinVERX / S&P
16.19% / 7.52%
LoseVERX / S&P
VERX unavailable / -5.03%
Non-scoringVERX / S&P
-6.15% / 10.84%
Non-scoringVERX / S&P
VERX unavailable / 23.93
Non-scoringVERX / S&P
VERX unavailable / 3.98
Non-scoringVERX / S&P
VERX unavailable / $4.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.24b
2023-Q21/3 LoseVERX / S&P
-5.75% / 8.74%
WinVERX / S&P
16.03% / 9.50%
LoseVERX / S&P
VERX unavailable / -8.57%
Non-scoringVERX / S&P
-5.94% / 10.88%
Non-scoringVERX / S&P
VERX unavailable / 24.01
Non-scoringVERX / S&P
VERX unavailable / 4.19
Non-scoringVERX / S&P
VERX unavailable / $4.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.17b
2023-Q12/3 WinVERX / S&P
42.59% / 7.50%
WinVERX / S&P
15.17% / 10.77%
LoseVERX / S&P
VERX unavailable / -15.69%
Non-scoringVERX / S&P
-5.91% / 10.82%
Non-scoringVERX / S&P
VERX unavailable / 22.66
Non-scoringVERX / S&P
VERX unavailable / 3.93
Non-scoringVERX / S&P
VERX unavailable / $4.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.13b
2022-Q41/3 LoseVERX / S&P
6.14% / 7.56%
WinVERX / S&P
15.53% / 11.88%
LoseVERX / S&P
VERX unavailable / -17.99%
Non-scoringVERX / S&P
-2.50% / 11.09%
Non-scoringVERX / S&P
VERX unavailable / 22.65
Non-scoringVERX / S&P
VERX unavailable / 3.75
Non-scoringVERX / S&P
VERX unavailable / $3.70m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.15b
2022-Q32/3 WinVERX / S&P
20.65% / -4.88%
WinVERX / S&P
14.20% / 13.47%
LoseVERX / S&P
VERX unavailable / -1.41%
Non-scoringVERX / S&P
-1.61% / 12.28%
Non-scoringVERX / S&P
VERX unavailable / 20.58
Non-scoringVERX / S&P
VERX unavailable / 3.60
Non-scoringVERX / S&P
VERX unavailable / $3.70m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.17b
2022-Q21/3 LoseVERX / S&P
-26.14% / -16.10%
WinVERX / S&P
14.93% / 13.71%
LoseVERX / S&P
VERX unavailable / 11.04%
Non-scoringVERX / S&P
-2.28% / 13.03%
Non-scoringVERX / S&P
VERX unavailable / 20.28
Non-scoringVERX / S&P
VERX unavailable / 3.78
Non-scoringVERX / S&P
VERX unavailable / $3.70m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.17b
2022-Q11/3 WinVERX / S&P
-3.34% / -4.60%
LoseVERX / S&P
15.28% / 15.97%
LoseVERX / S&P
VERX unavailable / 42.23%
Non-scoringVERX / S&P
-0.93% / 14.22%
Non-scoringVERX / S&P
VERX unavailable / 22.19
Non-scoringVERX / S&P
VERX unavailable / 4.51
Non-scoringVERX / S&P
VERX unavailable / $3.70m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.20b
2021-Q40/3 LoseVERX / S&P
-17.43% / 11.03%
LoseVERX / S&P
13.58% / 15.00%
LoseVERX / S&P
VERX unavailable / 96.40%
Non-scoringVERX / S&P
-0.35% / 15.13%
Non-scoringVERX / S&P
VERX unavailable / 23.63
Non-scoringVERX / S&P
VERX unavailable / 4.73
Non-scoringVERX / S&P
VERX unavailable / $3.63m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.13b
2021-Q31/3 LoseVERX / S&P
-12.40% / 0.58%
WinVERX / S&P
14.46% / 10.77%
LoseVERX / S&P
VERX unavailable / 69.42%
Non-scoringVERX / S&P
-0.15% / 14.13%
Non-scoringVERX / S&P
VERX unavailable / 25.35
Non-scoringVERX / S&P
VERX unavailable / 4.38
Non-scoringVERX / S&P
VERX unavailable / $3.63m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.19b
2021-Q21/3 LoseVERX / S&P
-0.18% / 8.55%
WinVERX / S&P
13.84% / 6.58%
LoseVERX / S&P
VERX unavailable / 51.81%
Non-scoringVERX / S&P
-4.46% / 13.34%
Non-scoringVERX / S&P
VERX unavailable / 26.70
Non-scoringVERX / S&P
VERX unavailable / 4.43
Non-scoringVERX / S&P
VERX unavailable / $3.63m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.11b
2021-Q11/3 LoseVERX / S&P
-36.93% / 6.17%
WinVERX / S&P
14.14% / -1.06%
LoseVERX / S&P
VERX unavailable / 7.39%
Non-scoringVERX / S&P
-12.40% / 11.60%
Non-scoringVERX / S&P
VERX unavailable / 30.50
Non-scoringVERX / S&P
VERX unavailable / 4.23
Non-scoringVERX / S&P
VERX unavailable / $3.63m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.10b
2020-Q41/3 WinVERX / S&P
51.52% / 12.15%
LoseVERX / S&P
VERX unavailable / -3.72%
LoseVERX / S&P
VERX unavailable / -33.42%
Non-scoringVERX / S&P
-21.07% / 8.86%
Non-scoringVERX / S&P
VERX unavailable / 39.26
Non-scoringVERX / S&P
4.01 / 4.05
Non-scoringVERX / S&P
VERX unavailable / $3.17m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.01b
2020-Q30/3 LoseVERX / S&P
VERX unavailable / 8.93%
LoseVERX / S&P
VERX unavailable / -2.04%
LoseVERX / S&P
VERX unavailable / -27.10%
Non-scoringVERX / S&P
-20.61% / 9.24%
Non-scoringVERX / S&P
VERX unavailable / 34.27
Non-scoringVERX / S&P
2.73 / 3.65
Non-scoringVERX / S&P
VERX unavailable / $3.17m
Non-scoringVERX / S&P
VERX unavailable / $0.02b
Non-scoringVERX / S&P
VERX unavailable / $0.00b
2020-Q20/3 LoseVERX / S&P
VERX unavailable / 20.54%
LoseVERX / S&P
VERX unavailable / -0.46%
LoseVERX / S&P
VERX unavailable / -27.11%
Non-scoringVERX / S&P
-11.90% / 9.37%
Non-scoringVERX / S&P
VERX unavailable / 31.29
Non-scoringVERX / S&P
VERX unavailable / 3.44
Non-scoringVERX / S&P
VERX unavailable / $3.17m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.03b
2020-Q10/3 LoseVERX / S&P
VERX unavailable / -19.60%
LoseVERX / S&P
VERX unavailable / 3.47%
LoseVERX / S&P
VERX unavailable / -14.75%
Non-scoringVERX / S&P
-1.59% / 10.68%
Non-scoringVERX / S&P
VERX unavailable / 22.80
Non-scoringVERX / S&P
VERX unavailable / 2.92
Non-scoringVERX / S&P
VERX unavailable / $3.17m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.05b
2019-Q40/3 LoseVERX / S&P
VERX unavailable / 9.07%
LoseVERX / S&P
VERX unavailable / 5.36%
LoseVERX / S&P
VERX unavailable / 2.99%
Non-scoringVERX / S&P
VERX unavailable / 12.81%
Non-scoringVERX / S&P
VERX unavailable / 22.78
Non-scoringVERX / S&P
VERX unavailable / 3.53
Non-scoringVERX / S&P
VERX unavailable / $3.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.05b
2019-Q30/3 LoseVERX / S&P
VERX unavailable / 1.70%
LoseVERX / S&P
VERX unavailable / 5.02%
LoseVERX / S&P
VERX unavailable / 0.21%
Non-scoringVERX / S&P
VERX unavailable / 12.41%
Non-scoringVERX / S&P
VERX unavailable / 22.44
Non-scoringVERX / S&P
VERX unavailable / 3.30
Non-scoringVERX / S&P
VERX unavailable / $3.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.09b
2019-Q20/3 LoseVERX / S&P
VERX unavailable / 4.30%
LoseVERX / S&P
VERX unavailable / 6.64%
LoseVERX / S&P
VERX unavailable / 8.65%
Non-scoringVERX / S&P
VERX unavailable / 12.79%
Non-scoringVERX / S&P
VERX unavailable / 21.37
Non-scoringVERX / S&P
VERX unavailable / 3.32
Non-scoringVERX / S&P
VERX unavailable / $3.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.27b
2019-Q10/3 LoseVERX / S&P
VERX unavailable / 13.65%
LoseVERX / S&P
VERX unavailable / 8.12%
LoseVERX / S&P
VERX unavailable / 14.29%
Non-scoringVERX / S&P
VERX unavailable / 12.97%
Non-scoringVERX / S&P
VERX unavailable / 20.86
Non-scoringVERX / S&P
VERX unavailable / 3.26
Non-scoringVERX / S&P
VERX unavailable / $3.08m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $34.35b
2018-Q40/3 LoseVERX / S&P
VERX unavailable / -13.52%
LoseVERX / S&P
VERX unavailable / 9.05%
LoseVERX / S&P
VERX unavailable / 18.23%
Non-scoringVERX / S&P
VERX unavailable / 13.10%
Non-scoringVERX / S&P
VERX unavailable / 19.39
Non-scoringVERX / S&P
VERX unavailable / 2.94
Non-scoringVERX / S&P
VERX unavailable / $3.00m
Non-scoringVERX / S&P
VERX unavailable / $0.01b
Non-scoringVERX / S&P
VERX unavailable / $0.00b
2018-Q30/3 LoseVERX / S&P
VERX unavailable / 7.71%
LoseVERX / S&P
VERX unavailable / 10.21%
LoseVERX / S&P
VERX unavailable / 19.06%
Non-scoringVERX / S&P
VERX unavailable / 13.01%
Non-scoringVERX / S&P
VERX unavailable / 22.25
Non-scoringVERX / S&P
VERX unavailable / 3.45
Non-scoringVERX / S&P
VERX unavailable / $3.00m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.17b
2018-Q20/3 LoseVERX / S&P
VERX unavailable / 3.43%
LoseVERX / S&P
VERX unavailable / 9.03%
LoseVERX / S&P
VERX unavailable / 14.46%
Non-scoringVERX / S&P
VERX unavailable / 12.56%
Non-scoringVERX / S&P
VERX unavailable / 22.49
Non-scoringVERX / S&P
VERX unavailable / 3.25
Non-scoringVERX / S&P
VERX unavailable / $3.00m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.19b
2018-Q10/3 LoseVERX / S&P
VERX unavailable / -0.76%
LoseVERX / S&P
VERX unavailable / 7.68%
LoseVERX / S&P
VERX unavailable / 12.46%
Non-scoringVERX / S&P
VERX unavailable / 12.27%
Non-scoringVERX / S&P
VERX unavailable / 23.41
Non-scoringVERX / S&P
VERX unavailable / 3.17
Non-scoringVERX / S&P
VERX unavailable / $3.00m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.08b
2017-Q40/3 LoseVERX / S&P
VERX unavailable / 6.64%
LoseVERX / S&P
VERX unavailable / 7.03%
LoseVERX / S&P
VERX unavailable / 13.82%
Non-scoringVERX / S&P
VERX unavailable / 12.09%
Non-scoringVERX / S&P
VERX unavailable / 24.25
Non-scoringVERX / S&P
VERX unavailable / 3.23
Non-scoringVERX / S&P
VERX unavailable / $2.92m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.05b
2017-Q30/3 LoseVERX / S&P
VERX unavailable / 4.48%
LoseVERX / S&P
VERX unavailable / 5.68%
LoseVERX / S&P
VERX unavailable / 17.57%
Non-scoringVERX / S&P
VERX unavailable / 12.04%
Non-scoringVERX / S&P
VERX unavailable / 23.28
Non-scoringVERX / S&P
VERX unavailable / 3.08
Non-scoringVERX / S&P
VERX unavailable / $2.92m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.11b
2017-Q20/3 LoseVERX / S&P
VERX unavailable / 3.09%
LoseVERX / S&P
VERX unavailable / 4.83%
LoseVERX / S&P
VERX unavailable / 17.74%
Non-scoringVERX / S&P
VERX unavailable / 11.96%
Non-scoringVERX / S&P
VERX unavailable / 23.40
Non-scoringVERX / S&P
VERX unavailable / 3.03
Non-scoringVERX / S&P
VERX unavailable / $2.92m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.08b
2017-Q10/3 LoseVERX / S&P
VERX unavailable / 6.07%
LoseVERX / S&P
VERX unavailable / 3.67%
LoseVERX / S&P
VERX unavailable / 13.32%
Non-scoringVERX / S&P
VERX unavailable / 11.75%
Non-scoringVERX / S&P
VERX unavailable / 23.60
Non-scoringVERX / S&P
VERX unavailable / 3.01
Non-scoringVERX / S&P
VERX unavailable / $2.92m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $20.24b
2016-Q40/3 LoseVERX / S&P
VERX unavailable / 3.82%
LoseVERX / S&P
VERX unavailable / 2.09%
LoseVERX / S&P
VERX unavailable / 7.05%
Non-scoringVERX / S&P
VERX unavailable / 11.37%
Non-scoringVERX / S&P
VERX unavailable / 23.76
Non-scoringVERX / S&P
VERX unavailable / 2.91
Non-scoringVERX / S&P
VERX unavailable / $2.88m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $1.11b
2016-Q30/3 LoseVERX / S&P
VERX unavailable / 3.85%
LoseVERX / S&P
VERX unavailable / 0.20%
LoseVERX / S&P
VERX unavailable / -3.15%
Non-scoringVERX / S&P
VERX unavailable / 10.82%
Non-scoringVERX / S&P
VERX unavailable / 24.22
Non-scoringVERX / S&P
VERX unavailable / 2.78
Non-scoringVERX / S&P
VERX unavailable / $2.88m
Non-scoringVERX / S&P
VERX unavailable / $0.00b
Non-scoringVERX / S&P
VERX unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricVERX total returnS&P 500 Total Return Index
Total return-44.62%20.78%
Annualized return-44.62%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricVERX total returnS&P 500 Total Return Index
Total return-30.98%83.14%
Annualized return-7.15%12.86%

10Y · 2020-07-29 to 2026-08-27

MetricVERX total returnS&P 500 Total Return Index
Total return-40.24%319.30%
Annualized return-5.02%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.

Research interface only. Not investment advice. Prices are a checked-in snapshot, not live quotes.