Consumer Discretionary Stocks: Compare Returns of S&P 500 to HTHT (H)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and H | ||
|---|---|---|
| S&P 500 | H | |
| Start Date | Mar-01-2015 | Mar-31-2015 |
| Start Price | $2,778.07 | $57.50 |
| End Date | Mar-01-2025 | Mar-20-2025 |
| End Price | $5,954.50 | $123.92 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,532.94 | $37.56 |
| Max Date | Dec-01-2024 | Mar-28-2024 |
| Max Price | $6,010.09 | $158.97 |
| Total Return | 114.34% | 115.52% |
| Annualized Return | 7.85% | 7.91% |
| Current Value of $1,000 Purchase | $2,143 | $2,155 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 32.73% | 54.81% |
| Minimum Return | -25.54% | -46.47% |
| Maximum Return | 137.28% | 323.30% |
| Number Profitable Returns | 6,566 | 6,249 |
| Percent Profitable Returns | 90.44% | 86.07% |
| Number Unprofitable Returns | 694 | 1,011 |
| Percent Unprofitable Returns | 9.56% | 13.93% |
| Profitable to Unprofitable Returns Ratio | 9.46 | 6.18 |
H Performance Table and Chart
H Dollar-cost Average
H Trendline Chart
H Moving Average Chart
H Stock Return Map - See Patterns of Gains and Losses
H Stock Returns/Purchase Dates