64/120
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): 2 wins, 10 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 |
LoseVRTS / S&P 8.63% / 15.20% |
LoseVRTS / S&P -7.16% / 15.00% |
LoseVRTS / S&P -14.61% / 50.40% |
Non-scoringVRTS / S&P 14.05% / 15.70% | Non-scoringVRTS / S&P 8.20 / 28.47 | Non-scoringVRTS / S&P 1.01 / S&P unavailable | Non-scoringVRTS / S&P VRTS unavailable / S&P unavailable | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.36b |
| 2026-Q10/3 |
LoseVRTS / S&P -16.44% / -4.33% |
LoseVRTS / S&P -7.57% / 11.30% |
LoseVRTS / S&P 0.77% / 27.70% |
Non-scoringVRTS / S&P 13.67% / 14.80% | Non-scoringVRTS / S&P 7.87 / 25.43 | Non-scoringVRTS / S&P 0.98 / S&P unavailable | Non-scoringVRTS / S&P VRTS unavailable / S&P unavailable | Non-scoringVRTS / S&P VRTS unavailable / $0.27b | Non-scoringVRTS / S&P VRTS unavailable / $0.00b |
| 2025-Q41/3 |
LoseVRTS / S&P -12.86% / 2.65% |
LoseVRTS / S&P -5.96% / 9.00% |
WinVRTS / S&P 18.22% / 13.40% |
Non-scoringVRTS / S&P 15.94% / 13.20% | Non-scoringVRTS / S&P 8.03 / 28.48 | Non-scoringVRTS / S&P 1.17 / 5.39 | Non-scoringVRTS / S&P VRTS unavailable / $4.42m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.20b |
| 2025-Q31/3 |
LoseVRTS / S&P 5.96% / 8.12% |
LoseVRTS / S&P -1.09% / 4.61% |
WinVRTS / S&P 18.42% / 13.45% |
Non-scoringVRTS / S&P 16.12% / 11.78% | Non-scoringVRTS / S&P 9.06 / 28.13 | Non-scoringVRTS / S&P 1.40 / 5.27 | Non-scoringVRTS / S&P VRTS unavailable / $4.42m | Non-scoringVRTS / S&P VRTS unavailable / $0.11b | Non-scoringVRTS / S&P VRTS unavailable / $0.00b |
| 2025-Q21/3 |
LoseVRTS / S&P 6.80% / 10.94% |
LoseVRTS / S&P 0.99% / 4.83% |
WinVRTS / S&P 37.58% / 10.63% |
Non-scoringVRTS / S&P 17.93% / 11.45% | Non-scoringVRTS / S&P 7.68 / 27.10 | Non-scoringVRTS / S&P 1.37 / 5.01 | Non-scoringVRTS / S&P VRTS unavailable / $4.42m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.23b |
| 2025-Q10/3 |
LoseVRTS / S&P -21.02% / -4.27% |
LoseVRTS / S&P 3.84% / 4.98% |
LoseVRTS / S&P 1.51% / 10.57% |
Non-scoringVRTS / S&P 15.80% / 11.39% | Non-scoringVRTS / S&P 8.35 / 26.23 | Non-scoringVRTS / S&P 1.33 / 4.69 | Non-scoringVRTS / S&P VRTS unavailable / $4.42m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.10b |
| 2024-Q42/3 |
WinVRTS / S&P 6.38% / 2.41% |
WinVRTS / S&P 7.30% / 5.25% |
LoseVRTS / S&P -4.57% / 6.15% |
Non-scoringVRTS / S&P 16.81% / 11.29% | Non-scoringVRTS / S&P 10.08 / 28.60 | Non-scoringVRTS / S&P 1.71 / 4.99 | Non-scoringVRTS / S&P VRTS unavailable / $4.28m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.08b |
| 2024-Q31/3 |
LoseVRTS / S&P -6.49% / 5.89% |
WinVRTS / S&P 7.12% / 5.89% |
LoseVRTS / S&P -9.81% / 6.11% |
Non-scoringVRTS / S&P 17.06% / 10.87% | Non-scoringVRTS / S&P 9.70 / 28.09 | Non-scoringVRTS / S&P 1.65 / 4.94 | Non-scoringVRTS / S&P VRTS unavailable / $4.28m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.21b |
| 2024-Q21/3 |
LoseVRTS / S&P -8.16% / 4.28% |
WinVRTS / S&P 7.35% / 5.38% |
LoseVRTS / S&P -18.42% / 5.12% |
Non-scoringVRTS / S&P 15.97% / 10.85% | Non-scoringVRTS / S&P 11.38 / 27.64 | Non-scoringVRTS / S&P 1.84 / 4.79 | Non-scoringVRTS / S&P VRTS unavailable / $4.28m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.36b |
| 2024-Q10/3 |
LoseVRTS / S&P 3.37% / 10.56% |
LoseVRTS / S&P 4.52% / 5.71% |
LoseVRTS / S&P 0.67% / 5.59% |
Non-scoringVRTS / S&P 16.64% / 10.81% | Non-scoringVRTS / S&P 12.22 / 27.02 | Non-scoringVRTS / S&P 2.03 / 4.71 | Non-scoringVRTS / S&P VRTS unavailable / $4.28m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.12b |
| 2023-Q42/3 |
WinVRTS / S&P 21.01% / 11.69% |
LoseVRTS / S&P -4.64% / 6.81% |
WinVRTS / S&P 14.26% / 7.78% |
Non-scoringVRTS / S&P 16.74% / 11.19% | Non-scoringVRTS / S&P 12.11 / 24.35 | Non-scoringVRTS / S&P 1.98 / 4.31 | Non-scoringVRTS / S&P VRTS unavailable / $4.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.01b |
| 2023-Q32/3 |
WinVRTS / S&P 3.10% / -3.27% |
LoseVRTS / S&P -13.12% / 7.52% |
WinVRTS / S&P 6.98% / -5.03% |
Non-scoringVRTS / S&P 15.54% / 10.84% | Non-scoringVRTS / S&P 11.26 / 23.93 | Non-scoringVRTS / S&P 1.68 / 3.98 | Non-scoringVRTS / S&P VRTS unavailable / $4.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.24b |
| 2023-Q20/3 |
LoseVRTS / S&P 4.69% / 8.74% |
LoseVRTS / S&P -17.67% / 9.50% |
LoseVRTS / S&P -9.23% / -8.57% |
Non-scoringVRTS / S&P 14.40% / 10.88% | Non-scoringVRTS / S&P 12.13 / 24.01 | Non-scoringVRTS / S&P 1.68 / 4.19 | Non-scoringVRTS / S&P VRTS unavailable / $4.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.17b |
| 2023-Q10/3 |
LoseVRTS / S&P 0.22% / 7.50% |
LoseVRTS / S&P -18.03% / 10.77% |
LoseVRTS / S&P -35.91% / -15.69% |
Non-scoringVRTS / S&P 12.28% / 10.82% | Non-scoringVRTS / S&P 13.58 / 22.66 | Non-scoringVRTS / S&P 1.66 / 3.93 | Non-scoringVRTS / S&P VRTS unavailable / $4.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.13b |
| 2022-Q41/3 |
WinVRTS / S&P 21.17% / 7.56% |
LoseVRTS / S&P -9.48% / 11.88% |
LoseVRTS / S&P -40.50% / -17.99% |
Non-scoringVRTS / S&P 12.03% / 11.09% | Non-scoringVRTS / S&P 12.89 / 22.65 | Non-scoringVRTS / S&P 1.68 / 3.75 | Non-scoringVRTS / S&P VRTS unavailable / $3.70m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.15b |
| 2022-Q30/3 |
LoseVRTS / S&P -6.01% / -4.88% |
LoseVRTS / S&P 7.87% / 13.47% |
LoseVRTS / S&P -32.29% / -1.41% |
Non-scoringVRTS / S&P 9.23% / 12.28% | Non-scoringVRTS / S&P 13.09 / 20.58 | Non-scoringVRTS / S&P 1.44 / 3.60 | Non-scoringVRTS / S&P VRTS unavailable / $3.70m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.17b |
| 2022-Q21/3 |
LoseVRTS / S&P -28.15% / -16.10% |
WinVRTS / S&P 26.51% / 13.71% |
LoseVRTS / S&P -6.36% / 11.04% |
Non-scoringVRTS / S&P 13.37% / 13.03% | Non-scoringVRTS / S&P 9.34 / 20.28 | Non-scoringVRTS / S&P 1.59 / 3.78 | Non-scoringVRTS / S&P VRTS unavailable / $3.70m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.17b |
| 2022-Q12/3 |
LoseVRTS / S&P -18.73% / -4.60% |
WinVRTS / S&P 50.06% / 15.97% |
WinVRTS / S&P 70.40% / 42.23% |
Non-scoringVRTS / S&P 19.22% / 14.22% | Non-scoringVRTS / S&P 9.20 / 22.19 | Non-scoringVRTS / S&P 2.20 / 4.51 | Non-scoringVRTS / S&P VRTS unavailable / $3.70m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.20b |
| 2021-Q42/3 |
LoseVRTS / S&P -3.79% / 11.03% |
WinVRTS / S&P 62.15% / 15.00% |
WinVRTS / S&P 161.02% / 96.40% |
Non-scoringVRTS / S&P 21.25% / 15.13% | Non-scoringVRTS / S&P 10.71 / 23.63 | Non-scoringVRTS / S&P 2.69 / 4.73 | Non-scoringVRTS / S&P VRTS unavailable / $3.63m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.13b |
| 2021-Q33/3 |
WinVRTS / S&P 12.06% / 0.58% |
WinVRTS / S&P 52.96% / 10.77% |
WinVRTS / S&P 238.44% / 69.42% |
Non-scoringVRTS / S&P 27.60% / 14.13% | Non-scoringVRTS / S&P 9.64 / 25.35 | Non-scoringVRTS / S&P 2.90 / 4.38 | Non-scoringVRTS / S&P VRTS unavailable / $3.63m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.19b |
| 2021-Q23/3 |
WinVRTS / S&P 18.31% / 8.55% |
WinVRTS / S&P 38.25% / 6.58% |
WinVRTS / S&P 222.31% / 51.81% |
Non-scoringVRTS / S&P 25.56% / 13.34% | Non-scoringVRTS / S&P 10.56 / 26.70 | Non-scoringVRTS / S&P 2.72 / 4.43 | Non-scoringVRTS / S&P VRTS unavailable / $3.63m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.11b |
| 2021-Q13/3 |
WinVRTS / S&P 8.96% / 6.17% |
WinVRTS / S&P 17.18% / -1.06% |
WinVRTS / S&P 77.44% / 7.39% |
Non-scoringVRTS / S&P 20.18% / 11.60% | Non-scoringVRTS / S&P 13.20 / 30.50 | Non-scoringVRTS / S&P 2.47 / 4.23 | Non-scoringVRTS / S&P VRTS unavailable / $3.63m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.10b |
| 2020-Q43/3 |
WinVRTS / S&P 57.32% / 12.15% |
WinVRTS / S&P 7.22% / -3.72% |
WinVRTS / S&P -14.70% / -33.42% |
Non-scoringVRTS / S&P 13.24% / 8.86% | Non-scoringVRTS / S&P 20.58 / 39.26 | Non-scoringVRTS / S&P 2.31 / 4.05 | Non-scoringVRTS / S&P VRTS unavailable / $3.17m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.01b |
| 2020-Q33/3 |
WinVRTS / S&P 19.81% / 8.93% |
WinVRTS / S&P 4.16% / -2.04% |
WinVRTS / S&P -17.43% / -27.10% |
Non-scoringVRTS / S&P 10.29% / 9.24% | Non-scoringVRTS / S&P 17.73 / 34.27 | Non-scoringVRTS / S&P 1.55 / 3.65 | Non-scoringVRTS / S&P VRTS unavailable / $3.17m | Non-scoringVRTS / S&P VRTS unavailable / $0.02b | Non-scoringVRTS / S&P VRTS unavailable / $0.00b |
| 2020-Q22/3 |
WinVRTS / S&P 54.05% / 20.54% |
WinVRTS / S&P 1.43% / -0.46% |
LoseVRTS / S&P -27.78% / -27.11% |
Non-scoringVRTS / S&P 9.48% / 9.37% | Non-scoringVRTS / S&P 16.51 / 31.29 | Non-scoringVRTS / S&P 1.35 / 3.44 | Non-scoringVRTS / S&P VRTS unavailable / $3.17m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.03b |
| 2020-Q12/3 |
LoseVRTS / S&P -37.14% / -19.60% |
WinVRTS / S&P 4.18% / 3.47% |
WinVRTS / S&P -2.63% / -14.75% |
Non-scoringVRTS / S&P 12.06% / 10.68% | Non-scoringVRTS / S&P 8.41 / 22.80 | Non-scoringVRTS / S&P 0.89 / 2.92 | Non-scoringVRTS / S&P VRTS unavailable / $3.17m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.05b |
| 2019-Q42/3 |
WinVRTS / S&P 10.77% / 9.07% |
LoseVRTS / S&P 1.99% / 5.36% |
WinVRTS / S&P 31.46% / 2.99% |
Non-scoringVRTS / S&P 16.98% / 12.81% | Non-scoringVRTS / S&P 8.67 / 22.78 | Non-scoringVRTS / S&P 1.23 / 3.53 | Non-scoringVRTS / S&P VRTS unavailable / $3.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.05b |
| 2019-Q31/3 |
WinVRTS / S&P 3.47% / 1.70% |
LoseVRTS / S&P 2.40% / 5.02% |
LoseVRTS / S&P -1.53% / 0.21% |
Non-scoringVRTS / S&P 13.49% / 12.41% | Non-scoringVRTS / S&P 10.15 / 22.44 | Non-scoringVRTS / S&P 1.14 / 3.30 | Non-scoringVRTS / S&P VRTS unavailable / $3.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.09b |
| 2019-Q23/3 |
WinVRTS / S&P 10.59% / 4.30% |
WinVRTS / S&P 9.31% / 6.64% |
WinVRTS / S&P 13.22% / 8.65% |
Non-scoringVRTS / S&P 13.86% / 12.79% | Non-scoringVRTS / S&P 9.58 / 21.37 | Non-scoringVRTS / S&P 1.15 / 3.32 | Non-scoringVRTS / S&P VRTS unavailable / $3.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.27b |
| 2019-Q13/3 |
WinVRTS / S&P 23.57% / 13.65% |
WinVRTS / S&P 16.65% / 8.12% |
WinVRTS / S&P 72.05% / 14.29% |
Non-scoringVRTS / S&P 13.35% / 12.97% | Non-scoringVRTS / S&P 9.20 / 20.86 | Non-scoringVRTS / S&P 1.07 / 3.26 | Non-scoringVRTS / S&P VRTS unavailable / $3.08m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $34.35b |
| 2018-Q42/3 |
LoseVRTS / S&P -29.78% / -13.52% |
WinVRTS / S&P 29.75% / 9.05% |
WinVRTS / S&P 126.46% / 18.23% |
Non-scoringVRTS / S&P 13.68% / 13.10% | Non-scoringVRTS / S&P 7.36 / 19.39 | Non-scoringVRTS / S&P 0.88 / 2.94 | Non-scoringVRTS / S&P VRTS unavailable / $3.00m | Non-scoringVRTS / S&P VRTS unavailable / $0.01b | Non-scoringVRTS / S&P VRTS unavailable / $0.00b |
| 2018-Q32/3 |
LoseVRTS / S&P -10.79% / 7.71% |
WinVRTS / S&P 43.65% / 10.21% |
WinVRTS / S&P 72.64% / 19.06% |
Non-scoringVRTS / S&P 14.55% / 13.01% | Non-scoringVRTS / S&P 10.31 / 22.25 | Non-scoringVRTS / S&P 1.26 / 3.45 | Non-scoringVRTS / S&P VRTS unavailable / $3.00m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.17b |
| 2018-Q23/3 |
WinVRTS / S&P 3.76% / 3.43% |
WinVRTS / S&P 52.84% / 9.03% |
WinVRTS / S&P 60.83% / 14.46% |
Non-scoringVRTS / S&P 13.76% / 12.56% | Non-scoringVRTS / S&P 12.98 / 22.49 | Non-scoringVRTS / S&P 1.47 / 3.25 | Non-scoringVRTS / S&P VRTS unavailable / $3.00m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.19b |
| 2018-Q12/3 |
WinVRTS / S&P 7.98% / -0.76% |
WinVRTS / S&P 47.46% / 7.68% |
LoseVRTS / S&P -20.50% / 12.46% |
Non-scoringVRTS / S&P 9.96% / 12.27% | Non-scoringVRTS / S&P 18.90 / 23.41 | Non-scoringVRTS / S&P 1.47 / 3.17 | Non-scoringVRTS / S&P VRTS unavailable / $3.00m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.08b |
| 2017-Q41/3 |
LoseVRTS / S&P -0.48% / 6.64% |
WinVRTS / S&P 31.95% / 7.03% |
LoseVRTS / S&P -36.82% / 13.82% |
Non-scoringVRTS / S&P 8.70% / 12.09% | Non-scoringVRTS / S&P 22.26 / 24.25 | Non-scoringVRTS / S&P 1.40 / 3.23 | Non-scoringVRTS / S&P VRTS unavailable / $2.92m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.05b |
| 2017-Q32/3 |
WinVRTS / S&P 5.00% / 4.48% |
WinVRTS / S&P 14.78% / 5.68% |
LoseVRTS / S&P 2.32% / 17.57% |
Non-scoringVRTS / S&P 11.64% / 12.04% | Non-scoringVRTS / S&P 18.91 / 23.28 | Non-scoringVRTS / S&P 1.42 / 3.08 | Non-scoringVRTS / S&P VRTS unavailable / $2.92m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.11b |
| 2017-Q22/3 |
WinVRTS / S&P 5.19% / 3.09% |
LoseVRTS / S&P -0.82% / 4.83% |
WinVRTS / S&P 62.82% / 17.74% |
Non-scoringVRTS / S&P 12.13% / 11.96% | Non-scoringVRTS / S&P 19.64 / 23.40 | Non-scoringVRTS / S&P 1.40 / 3.03 | Non-scoringVRTS / S&P VRTS unavailable / $2.92m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.08b |
| 2017-Q11/3 |
LoseVRTS / S&P -9.93% / 6.07% |
LoseVRTS / S&P -10.16% / 3.67% |
WinVRTS / S&P 97.83% / 13.32% |
Non-scoringVRTS / S&P 15.27% / 11.75% | Non-scoringVRTS / S&P 15.05 / 23.60 | Non-scoringVRTS / S&P 1.34 / 3.01 | Non-scoringVRTS / S&P VRTS unavailable / $2.92m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $20.24b |
| 2016-Q42/3 |
WinVRTS / S&P 21.20% / 3.82% |
LoseVRTS / S&P -15.56% / 2.09% |
WinVRTS / S&P 59.90% / 7.05% |
Non-scoringVRTS / S&P 15.04% / 11.37% | Non-scoringVRTS / S&P 14.33 / 23.76 | Non-scoringVRTS / S&P 2.16 / 2.91 | Non-scoringVRTS / S&P VRTS unavailable / $2.88m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $1.11b |
| 2016-Q32/3 |
WinVRTS / S&P 38.24% / 3.85% |
LoseVRTS / S&P -19.41% / 0.20% |
WinVRTS / S&P 0.19% / -3.15% |
Non-scoringVRTS / S&P 14.03% / 10.82% | Non-scoringVRTS / S&P 16.14 / 24.22 | Non-scoringVRTS / S&P 1.59 / 2.78 | Non-scoringVRTS / S&P VRTS unavailable / $2.88m | Non-scoringVRTS / S&P VRTS unavailable / $0.00b | Non-scoringVRTS / S&P VRTS unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | VRTS total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -11.76% | 20.78% |
| Annualized return | -11.76% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | VRTS total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -34.78% | 83.14% |
| Annualized return | -8.19% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | VRTS total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 153.98% | 319.30% |
| Annualized return | 9.77% | 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.