Portfolio of Heating, Ventilation and Air Conditioning (HVAC) Stocks

The following table lists 7 heating, ventilation and air conditioning stocks.


7 HVAC Stocks

Stock Returns & Price Chart

Symbol

Recent Prices &
Annualized Return

AAONAAON
Carrier GlobaCARR
Comfort Systems USAFIX
Johnson ControlsJCI
Lennox InternationalLII
Trane TechnologiesTT
WatscoWSO
Price chart from Quandl as of most recent close.


7 HVAC Stocks

Stock Returns & Price Chart

Symbol

Recent Dividends

AAONAAON
Carrier GlobaCARR
Comfort Systems USAFIX
Johnson ControlsJCI
Lennox InternationalLII
Trane TechnologiesTT
WatscoWSO
Dividend chart data from Quandl as of most recent close.


To inspect the performance of the HVAC Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

The 6 stocks included in the portfolio computations are: AAON, FIX, JCI, LII, TT and WSO. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. CARR was excluded from the portfolio computations because of insufficient price data.

The current value of a $10,000 investment is $51,563. The percent return is 415.63%. The annualized return is 17.99%.



Return Summary for HVAC Stocks
Start DateJun-30-2010
Start Investment$10,000.00
End DateMay-28-2020
Current Value of Investment$51,562.96
Total Return415.63%
Annualized Return17.99%
Min DateSep-30-2011
Min Price$8,816.06
Max DateNov-29-2019
Max Price$55,563.58
# Monthly Prices120
Number Returns7,140
Number Profitable Returns6,765
Percent Profitable Returns94.75%
Number Unprofitable Returns375
Percent Unprofitable Returns5.25%
Profitable to Unprofitable Returns Ratio18.04
Use Stock Return Calculator to compute returns for individual stocks.


NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

Use Stock Symbol and Stock Portfolio Finder to find a stock in a buyupside.com portfolio.

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