Consumer Discretionary Stocks: Compare Returns of S&P 500 to FIVE (Five)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and Five | ||
|---|---|---|
| S&P 500 | Five | |
| Start Date | Jan-01-2015 | Jan-30-2015 |
| Start Price | $2,736.83 | $33.32 |
| End Date | Jan-01-2025 | Jan-16-2025 |
| End Price | $5,868.55 | $92.83 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Nov-30-2015 |
| Min Price | $2,532.94 | $28.01 |
| Max Date | Dec-01-2024 | Dec-29-2023 |
| Max Price | $6,010.09 | $213.16 |
| Total Return | 114.43% | 178.60% |
| Annualized Return | 7.86% | 10.70% |
| Current Value of $1,000 Purchase | $2,144 | $2,786 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 32.11% | 119.52% |
| Minimum Return | -25.54% | -65.88% |
| Maximum Return | 137.28% | 661.01% |
| Number Profitable Returns | 6,544 | 5,905 |
| Percent Profitable Returns | 90.14% | 81.34% |
| Number Unprofitable Returns | 716 | 1,355 |
| Percent Unprofitable Returns | 9.86% | 18.66% |
| Profitable to Unprofitable Returns Ratio | 9.14 | 4.36 |
Five Performance Table and Chart
Five Dollar-cost Average
Five Trendline Chart
Five Moving Average Chart
Five Stock Return Map - See Patterns of Gains and Losses
Five Stock Returns/Purchase Dates