Financial Stocks: Compare Returns of S&P 500 to The Carlyle Group Inc. (CG)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and CG | ||
|---|---|---|
| S&P 500 | CG | |
| Start Date | Dec-01-2014 | Dec-31-2014 |
| Start Price | $2,727.44 | $15.20 |
| End Date | Dec-01-2024 | Dec-10-2024 |
| End Price | $6,090.27 | $52.39 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $8.67 |
| Max Date | Dec-01-2024 | Nov-29-2024 |
| Max Price | $6,090.27 | $53.23 |
| Total Return | 123.30% | 244.71% |
| Annualized Return | 8.29% | 13.06% |
| Current Value of $1,000 Purchase | $2,233 | $3,447 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.86% | 86.66% |
| Minimum Return | -25.54% | -52.68% |
| Maximum Return | 143.22% | 513.93% |
| Number Profitable Returns | 6,531 | 6,189 |
| Percent Profitable Returns | 89.96% | 85.25% |
| Number Unprofitable Returns | 729 | 1,071 |
| Percent Unprofitable Returns | 10.04% | 14.75% |
| Profitable to Unprofitable Returns Ratio | 8.96 | 5.78 |
CG Performance Table and Chart
CG Dividend Chart
CG Dollar-cost Average
CG Trendline Chart
CG Moving Average Chart
CG Stock Return Map - See Patterns of Gains and Losses
CG Stock Returns/Purchase Dates