t’s not unusual to see tremendous bounces for stock prices during a bear market, and U.S. stocks have staged an impressive rally. A quick look back over the past year shows the U.S. market as a whole is down only moderately, while technology stocks have fared well, despite the coronavirus pandemic.
Below are lists of 12-month winners and losers for the S&P 500 and Nasdaq-100 Index. Of course, past performance doesn’t predict the future. Stocks rarely go up (or down) in a straight line. They may slide again and push through the lows of March. Companies are only beginning to report first-quarter earnings. Second-quarter economic figures will be dismal, and most won’t be available until July. We may be very early in the stock market’s reaction to the coronavirus recession, or we may be through the worst. But the one-year figures show that investors who can take a deep breath during a market crash may feel quite differently after a relatively short period.
A quick recap of recent market action:
• After hitting a closing high on Feb. 12, the Dow Jones Industrial Average DJIA, -2.22% plunged 37% through March 23, followed by a 29% rally through April 14. The index was down 9% for one year through April 14. (All figures in this article exclude dividends)
• After hitting its closing high on Feb. 19, the S&P 500 SPX, -2.38% skidded 34% through March 23. Then it rallied 27% through April 14. For 12 months, the benchmark index was down only 2% through April 14.
• The Nasdaq Composite Index COMP, -1.61% also hit its closing high on Feb. 19, followed by a 30% decline through March 20. After a 24% rally through April 14, the Nasdaq’s was up 8% for 12 months.
• The Nasdaq-100 Index NDX, -1.34% is a subset of the largest 100 companies listed on the Nasdaq Exchange, excluding financial companies. It also hit a closing high on Feb. 19, followed by a 28% decline through March 20, after which it rallied 24% through April 14. It was up 14% for one year through April 14.
The Nasdaq-100 Index is tracked by the Invesco QQQ Trust QQQ, -1.28%.
A good 12 months for tech
Here’s how the 11 sectors of the S&P 500 performed for 12 months through April 14:
| S&P 500 SECTOR | PRICE CHANGE – 12 MONTHS |
| Information Technology | 16% |
| Health Care | 8% |
| Consumer Staples | 6% |
| Utilities | 4% |
| Communication Services | -1% |
| Real Estate | -4% |
| Consumer Discretionary | -4% |
| Materials | -12% |
| Financials | -16% |
| Industrials | -18% |
| Energy | -48% |
| Source: FactSet | |
It’s probably no surprise to see energy at the bottom of the list, with the coronavirus shutdown causing demand for oil and gasoline to collapse. The tech sector has topped the list, and there has been no shortage of money managers saying that the trend toward cloud-based collaboration will only accelerate during and after the crisis. These have included Amy Zhang of Alger Funds and Tom Plumb of Wisconsin Capital Management.
One rising star that is listed on the Nasdaq but not yet part of the Nasdaq-100, is Zoom Video Communications ZM, +6.22%, which has soared 142% in 2020 as people stuck at home have found it so easy to use.
S&P 500 12-month winners and losers
Here are the 20 stocks among the S&P 500 that have risen the most over the past 12 months through April 14:
| COMPANY | TICKER | PRICE INCREASE – 12 MONTHS THROUGH APRIL 14 |
| Advanced Micro Devices Inc. | AMD, -0.09% | 101.0% |
| Newmont Corp. | NEM, -3.54% | 65.6% |
| ResMed Inc. | RMD, -2.26% | 58.7% |
| Nvidia Corp. | NVDA, -0.86% | 53.7% |
| MarketAxess Holdings Inc. | MKTX, +4.61% | 51.9% |
| Equinix Inc. | EQIX, -1.89% | 49.8% |
| SBA Communications Corp. Class A | SBAC, -0.48% | 49.0% |
| Leidos Holdings Inc. | LDOS, -4.02% | 47.1% |
| Apple Inc. | AAPL, -0.98% | 44.1% |
| Vertex Pharmaceuticals Inc. | VRTX, -2.30% | 43.8% |
| Dollar General Corp. | DG, -2.98% | 43.8% |
| Biogen Inc. | BIIB, -1.36% | 43.6% |
| Microsoft Corp. | MSFT, -1.09% | 43.5% |
| MSCI Inc. Class A | MSCI, -1.41% | 43.1% |
| Lam Research Corp. | LRCX, -4.20% | 41.3% |
| Citrix Systems Inc. | CTXS, +0.50% | 40.6% |
| Regeneron Pharmaceuticals Inc. | REGN, -1.18% | 39.8% |
| DaVita Inc. | DVA, -2.46% | 39.2% |
| Humana Inc. | HUM, +0.25% | 38.7% |
| Activision Blizzard Inc. | ATVI, +3.28% | 38.3% |
| Source: FactSet | ||
You can click on the tickers for more about each company.
Here are the 20 S&P 500 stocks that have fallen the most over the past year:
| COMPANY | TICKER | PRICE DECLINE – 12 MONTHS THROUGH APRIL 14 |
| Norwegian Cruise Line Holdings Ltd. | NCLH, -2.51% | -79.0% |
| Alliance Data Systems Corp. | ADS, -6.45% | -77.8% |
| Apache Corp. | APA, -6.74% | -77.5% |
| Carnival Corp. | CCL, -2.99% | -76.7% |
| DXC Technology Co. | DXC, -7.80% | -76.6% |
| Occidental Petroleum Corp. | OXY, -10.97% | -76.5% |
| Halliburton Co. | HAL, -8.12% | -75.6% |
| Marathon Oil Corp. | MRO, -3.76% | -75.5% |
| Kohl’s Corp. | KSS, -8.57% | -72.8% |
| Noble Energy Inc. | NBL, -9.98% | -72.6% |
| Devon Energy Corp. | DVN, -10.16% | -72.0% |
| Diamondback Energy Inc. | FANG, -8.24% | -70.1% |
| Capri Holdings Limited | CPRI, -8.29% | -70.0% |
| Helmerich & Payne Inc. | HP, -12.51% | -69.5% |
| Royal Caribbean Cruises Ltd. | RCL, -2.85% | -69.1% |
| ViacomCBS Inc. Class B | VIAC, -7.09% | -68.6% |
| Gap Inc. | GPS, -11.09% | -67.8% |
| Schlumberger NV | SLB, -5.27% | -66.5% |
| TechnipFMC PLC | FTI, -7.87% | -65.4% |
| American Airlines Group Inc. | AAL, +0.77% | -64.6% |
| Source: FactSet | ||
Read Jeff Reeves:Pocket gains in these 5 stocks that have surged lately — then flee
Nasdaq-100
These 20 components of the Nasdaq-100 have risen the most over the past 12 months through April 14:
| COMPANY | TICKER | PRICE INCREASE – 12 MONTHS THROUGH APRIL 14 |
| Tesla Inc. | TSLA, +2.44% | 166.5% |
| Advanced Micro Devices Inc. | AMD, -0.09% | 101.0% |
| Seattle Genetics Inc. | SGEN, +1.72% | 59.4% |
| Nvidia Corp. | NVDA, -0.86% | 53.7% |
| JD.com Inc. ADR Class A | JD, +2.06% | 47.9% |
| Apple Inc. | AAPL, -0.98% | 44.1% |
| Vertex Pharmaceuticals Inc. | VRTX, -2.30% | 43.8% |
| Biogen Inc. | BIIB, -1.36% | 43.6% |
| Microsoft Corp. | MSFT, -1.09% | 43.5% |
| Lam Research Corp. | LRCX, -4.20% | 41.3% |
| Citrix Systems Inc. | CTXS, +0.50% | 40.6% |
| Regeneron Pharmaceuticals Inc. | REGN, -1.18% | 39.8% |
| Activision Blizzard Inc. | ATVI, +3.28% | 38.3% |
| Charter Communications Inc. Class A | CHTR, +0.41% | 37.0% |
| Qualcomm Inc. | QCOM, -3.86% | 35.6% |
| AnsysS Inc. | ANSS, -0.07% | 34.1% |
| Take-Two Interactive Software Inc. | TTWO, +2.54% | 32.5% |
| KLA Corp. | KLAC, -4.86% | 32.3% |
| CoStar Group Inc. | CSGP, -0.16% | 31.9% |
| Costco Wholesale Corp. | COST, -1.07% | 27.5% |
| Source: FactSet | ||
Tesla TSLA, +2.44% has had the best one-year performance, by far, among stocks listed here, as it rocketed 56% over seven sessions (and appeared on track for an eighth straight gain). It’s been on a Note that it’s not an S&P 500 component. The shares were upgraded by Credit Suisse on April 14 and were rated a buy by Goldman Sachs on April 15..
Here are the 20 worst-performing stocks among the Nasdaq-100 over the past year:
| COMPANY | TICKER | PRICE DECLINE – 12 MONTHS THROUGH APRIL 14 |
| American Airlines Group Inc. | AAL, +0.77% | -64.6% |
| United Airlines Holdings Inc. | UAL, +1.00% | -63.4% |
| Expedia Group Inc. | EXPE, -2.46% | -50.9% |
| Trip.com Group Ltd. ADR | TCOM, -2.38% | -45.9% |
| NetApp Inc. | NTAP, -5.93% | -43.4% |
| Ulta Beauty Inc. | ULTA, -3.25% | -42.1% |
| Baidu Inc. ADR Class A | BIDU, -0.96% | -40.2% |
| Marriott International Inc. Class A | MAR, -1.96% | -38.5% |
| Xilinx Inc. | XLNX, -2.91% | -35.9% |
| Align Technology Inc. | ALGN, -3.62% | -35.1% |
| Liberty Global PLC Class A | LBTYA, -3.34% | -34.4% |
| Fox Corp. Class A | FOXA, -3.50% | -29.4% |
| Alexion Pharmaceuticals Inc. | ALXN, -2.13% | -27.7% |
| Cognizant Technology Solutions Corp. Class A | CTSH, -4.55% | -27.2% |
| Dollar Tree Inc. | DLTR, -2.96% | -25.2% |
| Cisco Systems Inc. | CSCO, -3.03% | -24.4% |
| Workday Inc. Class A | WDAY, -2.22% | -22.5% |
| Exelon Corp. | EXC, -4.58% | -22.2% |
| Booking Holdings Inc. | BKNG, -1.48% | -21.5% |
| Check Point Software Technologies Ltd. | CHKP, -0.57% | -21.1% |
| Source: FactSet | ||
Originally published on MarketWatch
