Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and Walmart Inc (WMT)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and WMT | ||
|---|---|---|
| S&P 500 | WMT | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $20.34 |
| End Date | Jun-01-2024 | Jun-17-2024 |
| End Price | $5,277.52 | $67.42 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Oct-30-2015 |
| Min Price | $2,503.97 | $16.00 |
| Max Date | Jun-01-2024 | Jun-17-2024 |
| Max Price | $5,277.52 | $67.42 |
| Total Return | 107.22% | 231.39% |
| Annualized Return | 7.49% | 12.62% |
| Current Value of $1,000 Purchase | $2,072 | $3,314 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 61.27% |
| Minimum Return | -25.54% | -32.98% |
| Maximum Return | 110.77% | 321.32% |
| Number Profitable Returns | 6,506 | 6,617 |
| Percent Profitable Returns | 89.61% | 91.14% |
| Number Unprofitable Returns | 754 | 643 |
| Percent Unprofitable Returns | 10.39% | 8.86% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 10.29 |
WMT Performance Table and Chart
WMT Dividend Chart
WMT Dollar-cost Average
WMT Trendline Chart
WMT Moving Average Chart
WMT Stock Return Map - See Patterns of Gains and Losses
WMT Stock Returns/Purchase Dates