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Relative Intelligence · Enterprise Software

How Oracle (ORCL) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on ORCL alone. It places ORCL (Oracle Corporation) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where ORCL stands in the market, and of the alternatives worth a closer look.

Period covered: ORCL's full trading record, from October 1986 through September 2026. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against ORCL →Chart ORCL vs. 20 alternatives →
On this page12 sections

Key findings

How much would $10,000 in ORCL have grown?

This chart tracks a hypothetical $10,000 investment in ORCL over the past 29 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of ORCL over the same span and ORCL's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Choose a period

From the end of September 1997 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 211 of the 1,042 stocks and funds worth at least $500 million that traded the whole period ended ahead of ORCL; the chart shows 5, closest alternatives first. The other 2 lines are popular alternatives, shown for context.

$10,000$100,000$1M$10M199720022007201220172022$10,000$100,000$1M$10M19972004201120182025
  • AMZN$11M+114,749% total · +27.5% a year
  • INTU$591,451+5,815% total · +15.1% a year
  • MSFT$508,386+4,984% total · +14.5% a year
  • ADBE$386,385+3,764% total · +13.4% a year
  • ADI$385,909+3,759% total · +13.4% a year
  • ORCL$284,972+2,750% total · +12.2% a year
  • SAP$136,626+1,266% total · +9.4% a year
  • SPY (S&P 500)$132,907+1,229% total · +9.3% a year
  • IBM$86,041+760% total · +7.7% a year
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From the end of September 2021 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 1,232 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of ORCL; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$20,000$50,000$100,000202120222023202420252026$10,000$20,000$50,000$100,000202120222023202420252026
  • DELL$112,363+1,024% total · +62.2% a year
  • NVDA$110,811+1,008% total · +61.8% a year
  • TSM$43,622+336% total · +34.3% a year
  • GOOG$25,811+158% total · +20.9% a year
  • IBM$20,049+100% total · +14.9% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • MSFT$18,958+89.6% total · +13.6% a year
  • ORCL$16,857+68.6% total · +11.0% a year
  • AMZN$15,169+51.7% total · +8.7% a year
  • NOW$10,768+7.7% total · +1.5% a year
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ORCL at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

The company

Market value
$396B
Industry
Software - Infrastructure
Price history from
October 1986

Returns

Past 1 year
−52.1%total return
Past 3 years
+33.3%+10.1% a year
Past 5 years
+45.1%+7.7% a year
Past 10 years
+300%+14.9% a year
Best calendar year
+290%1999
Worst calendar year
−52.5%2001
Losing years
9 of 29full calendar years

Risk

Volatility
44.3%typical yearly swing, 5 years
Sharpe ratio
0.38return per unit of risk, 5 years
Worst decline ever
−84.2%Sep 2000 to Jun 2002
From its all-time high
−59.5%below the peak

ORCL against the whole market

Where ORCL ranks among every stock and fund, and what across the market has done better.

How does ORCL rank among all stocks?

This section ranks ORCL on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how ORCL stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureORCLRankStanding
1-year return−52.1%3,128 of 3,287bottom 6%
3-year return+33.3%1,795 of 3,017bottom 42%
5-year return+45.1%1,144 of 2,893top 40%
10-year return+300%587 of 2,202top 27%
Volatility, 5 years44.3%1,666 of 2,893bottom 43%
Sharpe ratio, 5 years0.381,279 of 2,893top 44%
Worst decline, past 10 years−64.6%1,074 of 2,187top 49%

What has beaten ORCL on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). ORCL sits where the dashed lines cross. Anything in the green box above and to the left earned more than ORCL with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to ORCL; faint dots are 93 more of the 1,076 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

0.0%10.0%20.0%30.0%40.0%50.0%60.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than ORCLWMT: +20.8% a year, volatility 22.6%BRK-B: +13.4% a year, volatility 17.1%JPM: +17.3% a year, volatility 24.3%ABBV: +26.1% a year, volatility 23.4%JNJ: +12.7% a year, volatility 17.9%DXJ: +26.6% a year, volatility 19.1%LVHI: +17.0% a year, volatility 11.1%KO: +14.7% a year, volatility 16.8%CVX: +19.5% a year, volatility 25.2%CAT: +31.1% a year, volatility 31.9%COST: +17.4% a year, volatility 22.9%QQQ: +14.5% a year, volatility 23.0%MUFG: +33.2% a year, volatility 29.4%PM: +21.0% a year, volatility 23.4%CSCO: +16.8% a year, volatility 26.1%MCK: +38.7% a year, volatility 25.0%MRK: +16.3% a year, volatility 24.8%NVS: +17.1% a year, volatility 20.7%APH: +33.8% a year, volatility 32.2%VTV: +12.1% a year, volatility 13.7%RTX: +18.6% a year, volatility 24.3%AMGN: +19.6% a year, volatility 24.9%GILD: +22.8% a year, volatility 24.9%GS: +19.6% a year, volatility 28.6%VEA: +9.3% a year, volatility 16.9%MS: +16.0% a year, volatility 28.8%TD: +15.8% a year, volatility 20.0%IBKR: +35.4% a year, volatility 35.4%MFG: +33.6% a year, volatility 30.6%TJX: +19.9% a year, volatility 22.3%SCCO: +32.0% a year, volatility 40.7%TTE: +18.0% a year, volatility 25.8%GLD: +17.7% a year, volatility 18.9%LIN: +11.5% a year, volatility 20.9%VGT: +18.4% a year, volatility 26.0%SMFG: +33.7% a year, volatility 29.4%PH: +27.4% a year, volatility 28.8%BHP: +16.6% a year, volatility 31.4%C: +15.1% a year, volatility 29.4%BTI: +18.7% a year, volatility 22.0%AXP: +13.5% a year, volatility 29.3%PGR: +21.3% a year, volatility 25.6%CB: +15.7% a year, volatility 20.4%PWR: +39.3% a year, volatility 37.2%VRTX: +22.6% a year, volatility 29.1%MO: +17.8% a year, volatility 21.4%ETN: +20.4% a year, volatility 32.1%BNY: +22.7% a year, volatility 24.4%CM: +19.2% a year, volatility 21.6%DE: +14.4% a year, volatility 29.9%VIG: +10.4% a year, volatility 14.1%TRV: +22.4% a year, volatility 22.3%TT: +22.7% a year, volatility 27.7%EPD: +16.4% a year, volatility 17.1%AEM: +29.5% a year, volatility 38.4%COR: +24.2% a year, volatility 22.8%SCHD: +9.7% a year, volatility 14.3%BMO: +13.6% a year, volatility 21.4%T: +9.8% a year, volatility 25.2%MFC: +22.6% a year, volatility 24.0%GWW: +26.3% a year, volatility 24.9%BNS: +12.9% a year, volatility 19.9%RIO: +12.2% a year, volatility 29.0%HLT: +21.0% a year, volatility 26.8%MNST: +17.2% a year, volatility 24.9%KMI: +18.7% a year, volatility 22.5%VT: +10.3% a year, volatility 16.2%SO: +11.3% a year, volatility 18.8%CTAS: +16.5% a year, volatility 23.1%CME: +11.2% a year, volatility 20.8%GD: +12.9% a year, volatility 20.8%AFL: +19.0% a year, volatility 20.8%BKNG: +12.0% a year, volatility 33.2%JCI: +17.4% a year, volatility 29.1%HCA: +14.1% a year, volatility 30.1%ENB: +9.1% a year, volatility 18.9%RSG: +13.9% a year, volatility 18.5%CMI: +19.9% a year, volatility 29.0%ADP: +9.0% a year, volatility 22.9%PJUL: +10.5% a year, volatility 8.6%ORLY: +15.9% a year, volatility 23.4%ROST: +18.1% a year, volatility 29.5%MSI: +14.8% a year, volatility 23.6%WPM: +27.5% a year, volatility 36.9%IBN: +9.2% a year, volatility 23.5%LNG: +23.4% a year, volatility 30.2%WM: +9.3% a year, volatility 19.2%EMR: +12.7% a year, volatility 27.7%GSK: +9.5% a year, volatility 24.5%ESLT: +39.8% a year, volatility 34.6%NGG: +11.8% a year, volatility 22.6%FJAN: +11.1% a year, volatility 10.5%EME: +43.0% a year, volatility 35.3%ORCL: +7.7% a year, volatility 44.3%SPY (S&P 500): +12.7% a year, volatility 17.1%GOOG: +19.0% a year, volatility 32.0%MSFT: +12.5% a year, volatility 28.2%IBM: +16.6% a year, volatility 30.5%SAP: +11.5% a year, volatility 30.0%AMZN: +9.0% a year, volatility 36.6%NVDA: +58.0% a year, volatility 51.9%TSM: +31.5% a year, volatility 38.5%V: +12.8% a year, volatility 22.9%MA: +12.4% a year, volatility 23.8%ADI: +19.5% a year, volatility 34.1%AVGO: +48.3% a year, volatility 44.5%CPAY: +8.2% a year, volatility 32.5%RY: +17.3% a year, volatility 18.2%CAH: +42.1% a year, volatility 24.7%AAPL: +18.5% a year, volatility 28.0%LLY: +40.7% a year, volatility 32.8%VTI: +11.5% a year, volatility 17.5%VOO: +12.8% a year, volatility 16.9%FIX: +77.0% a year, volatility 46.7%VXUS: +8.2% a year, volatility 16.4%INSW: +56.5% a year, volatility 40.5%ORCLSPY (S&P 500)GOOGMSFTIBMAMZNNVDATSMAVGOCPAYRYCAHAAPLLLYVTIFIXVXUSINSW0.0%10.0%20.0%30.0%40.0%50.0%60.0%0.0%20.0%40.0%60.0%80.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than ORCLWMT: +20.8% a year, volatility 22.6%BRK-B: +13.4% a year, volatility 17.1%JPM: +17.3% a year, volatility 24.3%ABBV: +26.1% a year, volatility 23.4%JNJ: +12.7% a year, volatility 17.9%DXJ: +26.6% a year, volatility 19.1%LVHI: +17.0% a year, volatility 11.1%KO: +14.7% a year, volatility 16.8%CVX: +19.5% a year, volatility 25.2%CAT: +31.1% a year, volatility 31.9%COST: +17.4% a year, volatility 22.9%QQQ: +14.5% a year, volatility 23.0%MUFG: +33.2% a year, volatility 29.4%PM: +21.0% a year, volatility 23.4%CSCO: +16.8% a year, volatility 26.1%MCK: +38.7% a year, volatility 25.0%MRK: +16.3% a year, volatility 24.8%NVS: +17.1% a year, volatility 20.7%APH: +33.8% a year, volatility 32.2%VTV: +12.1% a year, volatility 13.7%RTX: +18.6% a year, volatility 24.3%AMGN: +19.6% a year, volatility 24.9%GILD: +22.8% a year, volatility 24.9%GS: +19.6% a year, volatility 28.6%VEA: +9.3% a year, volatility 16.9%MS: +16.0% a year, volatility 28.8%TD: +15.8% a year, volatility 20.0%IBKR: +35.4% a year, volatility 35.4%MFG: +33.6% a year, volatility 30.6%TJX: +19.9% a year, volatility 22.3%SCCO: +32.0% a year, volatility 40.7%TTE: +18.0% a year, volatility 25.8%GLD: +17.7% a year, volatility 18.9%LIN: +11.5% a year, volatility 20.9%VGT: +18.4% a year, volatility 26.0%SMFG: +33.7% a year, volatility 29.4%PH: +27.4% a year, volatility 28.8%BHP: +16.6% a year, volatility 31.4%C: +15.1% a year, volatility 29.4%BTI: +18.7% a year, volatility 22.0%AXP: +13.5% a year, volatility 29.3%PGR: +21.3% a year, volatility 25.6%CB: +15.7% a year, volatility 20.4%PWR: +39.3% a year, volatility 37.2%VRTX: +22.6% a year, volatility 29.1%MO: +17.8% a year, volatility 21.4%ETN: +20.4% a year, volatility 32.1%BNY: +22.7% a year, volatility 24.4%CM: +19.2% a year, volatility 21.6%DE: +14.4% a year, volatility 29.9%VIG: +10.4% a year, volatility 14.1%TRV: +22.4% a year, volatility 22.3%TT: +22.7% a year, volatility 27.7%EPD: +16.4% a year, volatility 17.1%AEM: +29.5% a year, volatility 38.4%COR: +24.2% a year, volatility 22.8%SCHD: +9.7% a year, volatility 14.3%BMO: +13.6% a year, volatility 21.4%T: +9.8% a year, volatility 25.2%MFC: +22.6% a year, volatility 24.0%GWW: +26.3% a year, volatility 24.9%BNS: +12.9% a year, volatility 19.9%RIO: +12.2% a year, volatility 29.0%HLT: +21.0% a year, volatility 26.8%MNST: +17.2% a year, volatility 24.9%KMI: +18.7% a year, volatility 22.5%VT: +10.3% a year, volatility 16.2%SO: +11.3% a year, volatility 18.8%CTAS: +16.5% a year, volatility 23.1%CME: +11.2% a year, volatility 20.8%GD: +12.9% a year, volatility 20.8%AFL: +19.0% a year, volatility 20.8%BKNG: +12.0% a year, volatility 33.2%JCI: +17.4% a year, volatility 29.1%HCA: +14.1% a year, volatility 30.1%ENB: +9.1% a year, volatility 18.9%RSG: +13.9% a year, volatility 18.5%CMI: +19.9% a year, volatility 29.0%ADP: +9.0% a year, volatility 22.9%PJUL: +10.5% a year, volatility 8.6%ORLY: +15.9% a year, volatility 23.4%ROST: +18.1% a year, volatility 29.5%MSI: +14.8% a year, volatility 23.6%WPM: +27.5% a year, volatility 36.9%IBN: +9.2% a year, volatility 23.5%LNG: +23.4% a year, volatility 30.2%WM: +9.3% a year, volatility 19.2%EMR: +12.7% a year, volatility 27.7%GSK: +9.5% a year, volatility 24.5%ESLT: +39.8% a year, volatility 34.6%NGG: +11.8% a year, volatility 22.6%FJAN: +11.1% a year, volatility 10.5%EME: +43.0% a year, volatility 35.3%ORCL: +7.7% a year, volatility 44.3%SPY (S&P 500): +12.7% a year, volatility 17.1%GOOG: +19.0% a year, volatility 32.0%MSFT: +12.5% a year, volatility 28.2%IBM: +16.6% a year, volatility 30.5%SAP: +11.5% a year, volatility 30.0%AMZN: +9.0% a year, volatility 36.6%NVDA: +58.0% a year, volatility 51.9%TSM: +31.5% a year, volatility 38.5%V: +12.8% a year, volatility 22.9%MA: +12.4% a year, volatility 23.8%ADI: +19.5% a year, volatility 34.1%AVGO: +48.3% a year, volatility 44.5%CPAY: +8.2% a year, volatility 32.5%RY: +17.3% a year, volatility 18.2%CAH: +42.1% a year, volatility 24.7%AAPL: +18.5% a year, volatility 28.0%LLY: +40.7% a year, volatility 32.8%VTI: +11.5% a year, volatility 17.5%VOO: +12.8% a year, volatility 16.9%FIX: +77.0% a year, volatility 46.7%VXUS: +8.2% a year, volatility 16.4%INSW: +56.5% a year, volatility 40.5%ORCLSPY (S&P 500)GOOGIBMAMZNNVDATSMAVGOCPAYRYCAHLLYVTIFIXVXUSINSW
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than ORCL?

Investments that beat ORCL over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat ORCL over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks ORCL's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than ORCL follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than ORCL's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× ORCL's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than ORCL's.

Screen the whole market against ORCL for any period in BetterThanSPYOpen these 21 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with ORCL?lower diversifies moreExpenseper year
ORCLOracle Corporation · this page
+7.7%44.3%0.38−64.6%+300%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.600.09%
Popular alternativesbest 6 shownThe investments people most often weigh against ORCL. 11 of 20 passed at least one test.
GOOGAlphabet Inc. · Internet Services
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+19.0%32.0%0.71−44.6%+752%0.25—
MSFTMicrosoft Corporation · Software
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.5%28.2%0.56−37.1%+946%0.61—
IBMInternational Business Machines Corporation · IT Services
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+16.6%30.5%0.66−41.1%+151%0.54—
SAPSAP SE · Enterprise Software
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+11.5%30.0%0.52−52.5%+205%0.51—
AMZNAmazon.com, Inc. · E-Commerce
Higher return, lower volatilityHigher return in most periods+9.0%36.6%0.42−56.1%+548%0.40—
NVDANVIDIA Corporation · Semiconductors
Higher return in most periods+58.0%51.9%1.14−66.3%+13,019%0.52—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Enterprise Software and Software and the categories next to it (Application Software, IT Services, Cybersecurity, Payment Processing, Semiconductors), plus ORCL's specific themes. 57 of 133 passed at least one test.
TSMTaiwan Semiconductor Manufacturing Company Limited · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+31.5%38.5%0.91−56.6%+1,505%0.32—
VVisa Inc. · Payment Processing
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.8%22.9%0.64−36.4%+429%0.25—
MAMastercard Incorporated · Payment Processing
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.4%23.8%0.61−41.0%+541%0.23—
ADIAnalog Devices, Inc. · Semiconductors
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+19.5%34.1%0.69−33.6%+652%0.17—
AVGOBroadcom Inc. · Semiconductors
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+48.3%44.5%1.11−48.3%+2,380%0.39—
CPAYCorpay, Inc. · Payment Processing
Similar return, lower volatilityHigher return in most periods+8.2%32.5%0.41−50.1%+137%0.26—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 1,578 of 3,480 passed at least one test.
RYRoyal Bank of Canada · Banks
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+17.3%18.2%0.97−40.0%+352%0.11—
CAHCardinal Health, Inc. · Health Care Distribution
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+42.1%24.7%1.55−46.1%+349%0.03—
AAPLApple Inc. · Computer Hardware
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+18.5%28.0%0.75−38.5%+1,168%0.45—
LLYEli Lilly and Company · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+40.7%32.8%1.21−34.5%+1,807%0.11—
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+11.5%17.5%0.71−35.0%+302%0.580.03%
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.8%16.9%0.80−34.0%+324%0.600.03%
FIXComfort Systems USA, Inc. · Engineering & Construction
On the frontierHigher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+77.0%46.7%1.46−49.7%+5,305%0.29—
VXUSVanguard Total International Stock ETF · International Equity
Similar return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+8.2%16.4%0.57−36.0%+140%0.340.05%
What these numbers mean for ORCL
Annual return
ORCL returned 7.7% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $14,500. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
ORCL's volatility over the past 5 years was 44.3%, 2.6 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, ORCL's return lands within 44.3% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
ORCL's Sharpe ratio over the past 5 years was 0.38, against 0.79 for the S&P 500, so ORCL earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
ORCL's worst fall from a peak to a low over the past 10 years was 64.6%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 64.6% fall takes a 182% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, ORCL's monthly returns had a correlation of 0.60 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against ORCL instead: the lower it is, the more that option would diversify a ORCL holding. Guide: Correlation and diversification →
Show all 1,076 stocks and funds worth at least $500 million that earned more than ORCL with less volatility

Out of 3,633 tested over 5 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with ORCLExpense
1
RYRoyal Bank of Canada · Banks
Whole market+17.3%18.2%0.97−40.0%+352%0.11—
2
CAHCardinal Health, Inc. · Health Care Distribution
Whole market+42.1%24.7%1.55−46.1%+349%0.03—
3
AAPLApple Inc. · Computer Hardware
Whole market+18.5%28.0%0.75−38.5%+1,168%0.45—
4
LLYEli Lilly and Company · Pharmaceuticals
Whole market+40.7%32.8%1.21−34.5%+1,807%0.11—
5
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Whole market+11.5%17.5%0.71−35.0%+302%0.580.03%
6
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Whole market+12.8%16.9%0.80−34.0%+324%0.600.03%
7
WMTWalmart Inc. · Discount Retail
Whole market+20.8%22.6%0.96−25.7%+508%0.13—
8
BRK-BBerkshire Hathaway Inc. · Insurance
Whole market+13.4%17.1%0.82−29.6%+274%0.07—
9
JPMJPMorgan Chase & Co. · Banks
Whole market+17.3%24.3%0.78−43.6%+537%0.30—
10
ABBVAbbVie Inc. · Pharmaceuticals
Whole market+26.1%23.4%1.11−45.1%+603%-0.06—
11
JNJJohnson & Johnson · Pharmaceuticals
Whole market+12.7%17.9%0.76−27.4%+196%-0.16—
12
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.220.48%
13
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
Whole market+17.0%11.1%1.48−32.4%+194%0.040.40%
14
KOThe Coca-Cola Company · Food & Beverages
Whole market+14.7%16.8%0.91−37.0%+204%-0.08—
15
CVXChevron Corporation · Integrated Oil & Gas
Whole market+19.5%25.2%0.84−55.8%+238%0.11—
16
CATCaterpillar Inc. · Industrial Machinery
Whole market+31.1%31.9%1.01−43.4%+936%0.31—
17
COSTCostco Wholesale Corporation · Discount Retail
Whole market+17.4%22.9%0.82−31.4%+685%0.15—
18
QQQInvesco QQQ Trust, Series 1 · US Large-Cap Growth
Whole market+14.5%23.0%0.71−35.1%+553%0.610.18%
19
MUFGMitsubishi UFJ Financial Group, Inc. · Banks
Whole market+33.2%29.4%1.13−54.9%+483%0.02—
20
PMPhilip Morris International Inc. · Tobacco
Whole market+21.0%23.4%0.94−42.9%+242%-0.01—
21
CSCOCisco Systems, Inc. · Communications Equipment
Whole market+16.8%26.1%0.73−42.0%+374%0.51—
22
MCKMcKesson Corporation · Health Care Distribution
Whole market+38.7%25.0%1.44−38.1%+586%-0.01—
23
MRKMerck & Co., Inc. · Pharmaceuticals
Whole market+16.3%24.8%0.74−43.4%+241%-0.01—
24
NVSNovartis AG · Pharmaceuticals
Whole market+17.1%20.7%0.87−26.8%+226%-0.04—
25
INSWInternational Seaways, Inc. · Oil & Gas
Whole market+56.5%40.5%1.31−57.4%—-0.21—
26
APHAmphenol Corporation · Electronic Components
Whole market+33.8%32.2%1.07−37.5%+965%0.27—
27
VTVVanguard Morningstar Value ETF · US Large-Cap Value
Whole market+12.1%13.7%0.90−36.8%+235%0.370.03%
28
RTXRTX Corporation · Aerospace & Defense
Whole market+18.6%24.3%0.83−52.0%+317%0.13—
29
AMGNAmgen Inc. · Biotechnology
Whole market+19.6%24.9%0.85−24.9%+266%-0.05—
30
GILDGilead Sciences, Inc. · Biotechnology
Whole market+22.8%24.9%0.95−30.5%+200%0.16—
31
GSThe Goldman Sachs Group, Inc. · Capital Markets
Whole market+19.6%28.6%0.77−48.8%+521%0.47—
32
VEAVanguard FTSE Developed Markets ETF · Developed International Equity
Whole market+9.3%16.9%0.61−35.8%+153%0.340.03%
33
MSMorgan Stanley · Capital Markets
Whole market+16.0%28.8%0.66−51.3%+627%0.36—
34
TDThe Toronto-Dominion Bank · Banks
Whole market+15.8%20.0%0.84−42.0%+310%0.21—
35
IBKRInteractive Brokers Group, Inc. · Investment Banking & Brokerage
Whole market+35.4%35.4%1.04−55.1%+935%0.46—
36
MFGMizuho Financial Group, Inc. · Banks
Whole market+33.6%30.6%1.10−45.7%+345%0.01—
37
TJXThe TJX Companies, Inc. · Specialty Retail
Whole market+19.9%22.3%0.93−42.5%+361%0.12—
38
SCCOSouthern Copper Corporation · Metals & Mining
Whole market+32.0%40.7%0.89−55.3%+1,017%0.22—
39
TTETotalEnergies SE · Integrated Oil & Gas
Whole market+18.0%25.8%0.78−59.6%+234%-0.06—
40
GLDSPDR Gold Shares · Gold
Whole market+17.7%18.9%0.96−26.4%+213%0.090.40%
41
LINLinde plc · Chemicals
Whole market+11.5%20.9%0.63−32.6%+394%0.22—
42
VGTVanguard Information Technology ETF · Technology Equity
Whole market+18.4%26.0%0.78−35.1%+779%0.700.09%
43
SMFGSumitomo Mitsui Financial Group, Inc. · Banks
Whole market+33.7%29.4%1.14−47.6%+474%-0.06—
44
PHParker-Hannifin Corporation · Industrial Machinery
Whole market+27.4%28.8%0.99−54.7%+789%0.15—
45
BHPBHP Group Limited · Metals & Mining
Whole market+16.6%31.4%0.65−44.3%+398%0.16—
46
CCitigroup Inc. · Banks
Whole market+15.1%29.4%0.63−56.5%+234%0.32—
47
BTIBritish American Tobacco p.l.c. · Tobacco
Whole market+18.7%22.0%0.90−56.1%+98.2%0.03—
48
AXPAmerican Express Company · Consumer Finance
Whole market+13.5%29.3%0.58−49.6%+446%0.26—
49
PGRThe Progressive Corporation · Property & Casualty Insurance
Whole market+21.3%25.6%0.89−30.3%+816%-0.08—
50
CBChubb Limited · Property & Casualty Insurance
Whole market+15.7%20.4%0.82−42.6%+248%-0.07—
51
PWRQuanta Services, Inc. · Engineering & Construction
Whole market+39.3%37.2%1.08−45.5%+2,045%0.28—
52
VRTXVertex Pharmaceuticals Incorporated · Biotechnology
Whole market+22.6%29.1%0.85−41.6%+521%0.00—
53
MOAltria Group, Inc. · Tobacco
Whole market+17.8%21.4%0.88−53.7%+140%0.00—
54
ETNEaton Corporation plc · Electrical Equipment
Whole market+20.4%32.1%0.74−44.5%+657%0.36—
55
BNYBank of New York Mellon Corp · Banks
Whole market+22.7%24.4%0.97−50.5%+341%0.34—
56
CMCanadian Imperial Bank of Commerce · Banks
Whole market+19.2%21.6%0.93−47.3%+395%0.12—
57
DEDeere & Company · Industrial Machinery
Whole market+14.4%29.9%0.60−37.9%+755%0.12—
58
VIGVanguard Dividend Appreciation ETF · US Dividend Equity
Whole market+10.4%14.1%0.78−31.7%+258%0.470.04%
59
TRVThe Travelers Companies, Inc. · Property & Casualty Insurance
Whole market+22.4%22.3%1.02−46.3%+347%-0.05—
60
TTTrane Technologies plc · Building Products
Whole market+22.7%27.7%0.88−40.5%+955%0.22—
61
EPDEnterprise Products Partners L.P. · Oil & Gas Midstream
Whole market+16.4%17.1%0.98−58.1%+178%0.12—
62
AEMAgnico Eagle Mines Limited · Gold Mining
Whole market+29.5%38.4%0.87−54.2%+352%0.12—
63
CORCencora, Inc. · Health Care Distribution
Whole market+24.2%22.8%1.07−32.4%+406%0.01—
64
SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity
Whole market+9.7%14.3%0.72−33.4%+252%0.260.06%
65
BMOBank of Montreal · Banks
Whole market+13.6%21.4%0.71−51.0%+295%0.20—
66
TAT&T Inc. · Integrated Telecommunications
Whole market+9.8%25.2%0.50−39.4%+60.7%0.18—
67
MFCManulife Financial Corporation · Life Insurance
Whole market+22.6%24.0%0.97−57.5%+373%0.10—
68
GWWW.W. Grainger, Inc. · Industrial Distribution
Whole market+26.3%24.9%1.07−41.6%+654%0.26—
69
BNSThe Bank of Nova Scotia · Banks
Whole market+12.9%19.9%0.71−46.9%+187%0.23—
70
RIORio Tinto Group · Metals & Mining
Whole market+12.2%29.0%0.54−37.5%+464%0.11—
71
HLTHilton Worldwide Holdings Inc. · Hotels & Resorts
Whole market+21.0%26.8%0.85−50.8%+694%0.28—
72
MNSTMonster Beverage Corporation · Food & Beverages
Whole market+17.2%24.9%0.77−30.4%+285%0.09—
73
KMIKinder Morgan, Inc. · Oil & Gas Midstream
Whole market+18.7%22.5%0.88−55.1%+163%0.15—
74
VTVanguard Total World Stock ETF · Global Equity
Whole market+10.3%16.2%0.69−34.2%+223%0.520.06%
75
SOThe Southern Company · Electric Utilities
Whole market+11.3%18.8%0.67−38.4%+170%0.05—
76
CTASCintas Corporation · Business Services
Whole market+16.5%23.1%0.78−48.4%+808%0.26—
77
CMECME Group Inc. · Capital Markets
Whole market+11.2%20.8%0.62−37.4%+319%0.06—
78
GDGeneral Dynamics Corporation · Aerospace & Defense
Whole market+12.9%20.8%0.69−51.6%+184%0.16—
79
AFLAflac Incorporated · Life Insurance
Whole market+19.0%20.8%0.95−54.9%+335%0.11—
80
BKNGBooking Holdings Inc. · Travel Services
Whole market+12.0%33.2%0.51−47.8%+186%0.33—
81
JCIJohnson Controls International plc · Building Products
Whole market+17.4%29.1%0.70−46.4%+426%0.18—
82
HCAHCA Healthcare, Inc. · Health Care Facilities
Whole market+14.1%30.1%0.59−54.7%+513%0.08—
83
ENBEnbridge Inc. · Oil & Gas Midstream
Whole market+9.1%18.9%0.56−44.1%+103%0.13—
84
RSGRepublic Services, Inc. · Environmental Services
Whole market+13.9%18.5%0.80−34.0%+446%0.00—
85
CMICummins Inc. · Industrial Machinery
Whole market+19.9%29.0%0.77−44.0%+444%0.19—
86
ADPAutomatic Data Processing, Inc. · Business Services
Whole market+9.0%22.9%0.49−40.8%+320%0.28—
87
PJULInnovator U.S. Equity Power Buffer ETF · Broad Market
Whole market+10.5%8.6%1.20−18.2%—0.570.79%
88
ORLYO'Reilly Automotive, Inc. · Specialty Retail
Whole market+15.9%23.4%0.75−42.0%+393%0.15—
89
ROSTRoss Stores, Inc. · Specialty Retail
Whole market+18.1%29.5%0.71−51.4%+312%0.14—
90
MSIMotorola Solutions, Inc. · Communications Equipment
Whole market+14.8%23.6%0.71−32.8%+625%0.24—
91
WPMWheaton Precious Metals Corp. · Metals & Mining
Whole market+27.5%36.9%0.85−46.7%+510%0.13—
92
IBNICICI Bank Limited · Banks
Whole market+9.2%23.5%0.49−55.0%+318%-0.01—
93
LNGCheniere Energy, Inc. · Oil & Gas
Whole market+23.4%30.2%0.85−57.5%+616%-0.08—
94
WMWaste Management, Inc. · Environmental Services
Whole market+9.3%19.2%0.56−30.1%+344%-0.06—
95
EMREmerson Electric Co. · Industrial Machinery
Whole market+12.7%27.7%0.57−50.8%+309%0.40—
96
GSKGSK plc · Pharmaceuticals
Whole market+9.5%24.5%0.49−37.6%+95.1%-0.09—
97
ESLTElbit Systems Ltd. · Aerospace & Defense
Whole market+39.8%34.6%1.15−35.4%+765%0.03—
98
NGGNational Grid plc · Electric Utilities
Whole market+11.8%22.6%0.61−39.2%+118%0.11—
99
FJANFT Vest U.S. Equity Buffer ETF - January · Multi-Asset
Whole market+11.1%10.5%1.05−13.6%—0.540.85%
100
EMEEMCOR Group, Inc. · Engineering & Construction
Whole market+43.0%35.3%1.20−48.0%+1,202%0.33—

ORCL against its popular alternatives

The investments people most often weigh against ORCL, compared period by period and year by year.

How do ORCL's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at ORCL, which divides the map into what did better or worse on each measure.

Green points earned more than ORCL with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%−30.0%−20.0%−10.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityORCL: 7.7% a year, volatility 44.3%SPY (S&P 500): 12.7% a year, volatility 17.1%MSFT: 12.5% a year, volatility 28.2%GOOG: 19.0% a year, volatility 32.0%AMZN: 9.0% a year, volatility 36.6%NOW: 1.9% a year, volatility 45.5%SAP: 11.5% a year, volatility 30.0%IBM: 16.6% a year, volatility 30.5%SNOW: −0.9% a year, volatility 62.6%HUBS: −20.6% a year, volatility 57.6%ESTC: −10.7% a year, volatility 60.4%MDB: −6.2% a year, volatility 71.1%NVDA: 58.0% a year, volatility 51.9%DELL: 55.2% a year, volatility 54.4%NTNX: 13.5% a year, volatility 49.2%PLTR: 51.4% a year, volatility 67.0%DDOG: 10.1% a year, volatility 59.7%EQIX: 6.6% a year, volatility 27.8%CRM: −3.2% a year, volatility 39.4%ADBE: −16.5% a year, volatility 38.1%WDAY: −5.9% a year, volatility 41.7%INTU: −9.4% a year, volatility 39.1%ORCLSPY (S&P 500)MSFTGOOGAMZNNOWIBMSNOWHUBSESTCMDBNVDANTNXPLTRDDOGEQIXCRMADBEINTU0.0%20.0%40.0%60.0%80.0%−40.0%−20.0%0.0%20.0%40.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityORCL: 7.7% a year, volatility 44.3%SPY (S&P 500): 12.7% a year, volatility 17.1%MSFT: 12.5% a year, volatility 28.2%GOOG: 19.0% a year, volatility 32.0%AMZN: 9.0% a year, volatility 36.6%NOW: 1.9% a year, volatility 45.5%SAP: 11.5% a year, volatility 30.0%IBM: 16.6% a year, volatility 30.5%SNOW: −0.9% a year, volatility 62.6%HUBS: −20.6% a year, volatility 57.6%ESTC: −10.7% a year, volatility 60.4%MDB: −6.2% a year, volatility 71.1%NVDA: 58.0% a year, volatility 51.9%DELL: 55.2% a year, volatility 54.4%NTNX: 13.5% a year, volatility 49.2%PLTR: 51.4% a year, volatility 67.0%DDOG: 10.1% a year, volatility 59.7%EQIX: 6.6% a year, volatility 27.8%CRM: −3.2% a year, volatility 39.4%ADBE: −16.5% a year, volatility 38.1%WDAY: −5.9% a year, volatility 41.7%INTU: −9.4% a year, volatility 39.1%ORCLSPY (S&P 500)GOOGNOWSNOWHUBSESTCMDBNVDADELLNTNXPLTRDDOGEQIXCRMADBEWDAYINTU
All figures
InvestmentAnnual returnVolatility
NVDA NVIDIA Corporation+58.0%51.9%
DELL Dell Technologies Inc.+55.2%54.4%
PLTR Palantir Technologies Inc.+51.4%67.0%
GOOG Alphabet Inc.+19.0%32.0%
IBM International Business Machines Corporation+16.6%30.5%
NTNX Nutanix, Inc.+13.5%49.2%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
MSFT Microsoft Corporation+12.5%28.2%
SAP SAP SE+11.5%30.0%
DDOG Datadog, Inc.+10.1%59.7%
AMZN Amazon.com, Inc.+9.0%36.6%
ORCL This pageOracle Corporation+7.7%44.3%
EQIX Equinix, Inc.+6.6%27.8%
NOW ServiceNow, Inc.+1.9%45.5%
SNOW Snowflake Inc.−0.9%62.6%
CRM Salesforce, Inc.−3.2%39.4%
WDAY Workday, Inc.−5.9%41.7%
MDB MongoDB, Inc.−6.2%71.1%
INTU Intuit Inc.−9.4%39.1%
ESTC Elastic N.V.−10.7%60.4%
ADBE Adobe Inc.−16.5%38.1%
HUBS HubSpot, Inc.−20.6%57.6%
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Has ORCL consistently beaten its popular alternatives?

This section compares ORCL with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than ORCL helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than ORCL over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
ORCL Oracle Corporation (this page)—−11.4%+8.4%−25.6%−32.1%−52.1%+33.3%+45.1%+300%44.3%0.38−64.6%—$396B—
MSFT QualifiedMicrosoft Corporation5/5 short3/3 longAll-weather+6.0%+32.5%+27.7%+13.2%+3.8%+66.6%+80.3%+946%28.2%0.56−37.1%—$3.9T—
NVDA QualifiedNVIDIA Corporation4/5 short3/3 longAll-weather−4.8%+6.6%+7.4%+14.9%+18.8%+425%+884%+13,019%51.9%1.14−66.3%—$5.2T—
DELL QualifiedDell Technologies Inc.4/5 short3/3 longAll-weather−19.6%+21.3%+127%+265%+217%+636%+800%+3,701%54.4%1.08−59.6%—$294B—
GOOG QualifiedAlphabet Inc.4/5 short3/3 longAll-weather−4.1%−4.2%+0.4%+6.9%+31.2%+148%+138%+752%32.0%0.71−44.6%—$4.1T—
AMZN QualifiedAmazon.com, Inc.4/5 short3/3 longAll-weather+1.6%+5.1%+5.8%+16.0%+21.3%+110%+53.8%+548%36.6%0.42−56.1%—$2.8T—
NOW QualifiedServiceNow, Inc.5/5 short2/3 long+8.6%+42.8%+50.0%+1.4%−18.5%+37.8%+9.8%+848%45.5%0.27−64.5%—$155B—
SAP QualifiedSAP SE5/5 short2/3 long+9.4%+44.6%+29.6%−2.1%−16.6%+81.3%+72.6%+205%30.0%0.52−52.5%—$267B—
IBM QualifiedInternational Business Machines Corporation5/5 short2/3 long+4.3%+14.4%−3.3%−15.3%−12.5%+93.5%+116%+151%30.5%0.66−41.1%—$228B—
NTNX QualifiedNutanix, Inc.5/5 short2/3 long−2.6%+23.8%+68.0%+34.8%−0.1%+90.0%+88.3%+139%49.2%0.50−80.4%—$18B—
PLTR QualifiedPalantir Technologies Inc.5/5 short2/3 long+5.2%+42.8%+32.0%+14.7%+6.1%+1,096%+695%—67.0%0.95−84.6%—$443B—
DDOG QualifiedDatadog, Inc.4/5 short2/3 long+4.6%−2.6%+97.6%+91.7%+64.1%+198%+61.4%—59.7%0.45−68.1%—$92B—
SNOW Software - ApplicationSnowflake Inc.5/5 short1/3 long−5.8%+16.5%+112%+47.5%+30.1%+116%−4.3%—62.6%0.29−73.0%—$113B—
EQIX REIT - SpecialtyEquinix, Inc.4/5 short1/3 long−6.6%−2.5%−9.7%+31.2%+22.2%+49.1%+37.4%+226%27.8%0.37−41.8%—$97B—
HUBS Software - ApplicationHubSpot, Inc.3/5 short1/3 long+17.2%+8.4%+9.1%−34.4%−44.5%−41.6%−68.5%+377%57.6%-0.11−80.0%—$13B—
CRM Software - ApplicationSalesforce, Inc.5/5 short0/3 long+2.5%+39.7%+30.7%−3.8%−3.9%+21.3%−14.8%+240%39.4%0.12−58.7%—$200B—
ADBE Software - ApplicationAdobe Inc.5/5 short0/3 long+2.9%+9.4%+3.3%−23.0%−25.2%−52.5%−59.4%+135%38.1%-0.28−71.9%—$100B—
WDAY Software - ApplicationWorkday, Inc.5/5 short0/3 long+6.3%+38.6%+59.4%−0.9%−15.4%−3.4%−26.4%+132%41.7%0.06−63.4%—$49B—
ESTC Software - ApplicationElastic N.V.5/5 short0/3 long+6.6%+52.4%+95.3%+31.8%+14.1%+20.1%−43.3%—60.4%0.11−76.8%—$10B—
MDB Software - InfrastructureMongoDB, Inc.5/5 short0/3 long−10.1%+13.2%+38.6%−8.4%+11.8%+5.7%−27.4%—71.1%0.26−76.5%—$29B—
INTU Software - ApplicationIntuit Inc.4/5 short0/3 long+10.8%+14.6%−16.4%−46.0%−48.9%−32.1%−38.8%+237%39.1%-0.06−68.2%—$90B—
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How did ORCL do year by year?

This table shows each investment's total return in every full calendar year since 1997, along with where ORCL ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with ORCL and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Newest year first. Green marks a year in which the fund came out ahead of ORCL; gray means the two finished within a fraction of a point. The rank row places ORCL among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of ORCL20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997
ORCL This pageOracle Corporation—+18.1%+60.0%+30.9%−4.7%+36.9%+24.3%+19.4%−3.0%+24.9%+6.9%−17.6%+19.0%+15.7%+31.8%−17.5%+28.6%+39.4%−21.4%+31.7%+40.4%−11.0%+3.6%+22.6%−21.8%−52.5%+3.7%+290%+93.5%−19.9%
Rank among alternativesTop quarter in 5 of 297 of 214 of 2119 of 212 of 219 of 2115 of 1913 of 1813 of 1715 of 169 of 1414 of 147 of 1310 of 136 of 1110 of 114 of 119 of 112 of 116 of 113 of 1110 of 116 of 96 of 94 of 99 of 93 of 81 of 73 of 76 of 6
SPY S&P 500State Street SPDR S&P 500 ETF10 of 29+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%+4.8%+10.7%+28.2%−21.6%−11.7%−9.8%+20.4%+28.7%+33.5%
MSFT Microsoft Corporation17 of 29+15.6%+12.9%+58.2%−28.0%+52.5%+42.5%+57.6%+20.8%+40.8%+15.1%+22.7%+27.5%+44.3%+5.8%−4.5%−6.5%+60.5%−44.4%+20.8%+15.8%−1.0%+9.2%+6.2%−22.0%+52.8%−62.9%+68.4%+115%+56.5%
NVDA NVIDIA Corporation19 of 26+38.9%+171%+239%−50.2%+125%+122%+76.4%−30.8%+82.5%+228%+67.1%+27.4%+33.5%−11.0%−10.0%−17.6%+131%−76.3%+37.9%+102%+55.2%+1.6%+102%−82.8%+308%+39.6%———
DELL Dell Technologies Inc.5 of 9+11.2%+53.0%+95.9%−26.6%+51.3%+42.6%+5.1%+8.6%+47.8%————————————————————
GOOG Alphabet Inc.13 of 21+65.4%+35.6%+58.8%−38.7%+65.2%+31.0%+29.1%−1.0%+35.6%+1.7%+44.5%−6.0%+58.5%+9.5%+8.8%−4.2%+101%−55.5%+50.2%+11.1%+115%————————
AMZN Amazon.com, Inc.18 of 28+5.2%+44.4%+80.9%−49.6%+2.4%+76.3%+23.0%+28.4%+56.0%+10.9%+118%−22.2%+59.0%+45.0%−3.9%+33.7%+163%−44.7%+135%−16.5%+6.8%−16.0%+178%+74.6%−30.5%−79.6%+42.2%+968%—
NOW ServiceNow, Inc.8 of 13−27.8%+50.0%+82.0%−40.2%+17.9%+95.0%+58.6%+36.5%+75.4%−14.1%+27.6%+21.2%+86.4%————————————————
SAP SAP SE12 of 29−0.4%+61.3%+52.3%−24.2%+9.2%−1.3%+36.4%−10.0%+31.7%+11.1%+15.3%−18.6%+10.0%+55.8%+6.0%+9.8%+31.4%−28.0%−2.6%+18.7%+2.8%+7.0%+114%−38.7%−4.9%−35.1%+45.1%+38.0%+138%
IBM International Business Machines Corporation11 of 29+38.2%+39.3%+21.9%+10.6%+16.6%−1.2%+23.6%−22.6%−4.9%+25.2%−11.4%−12.4%−0.2%+5.9%+27.4%+14.2%+58.7%−20.8%+12.8%+19.8%−15.8%+7.2%+20.5%−35.4%+43.1%−20.8%+17.6%+77.5%+39.3%
NTNX Nutanix, Inc.3 of 9−15.5%+28.3%+83.1%−18.2%0.0%+1.9%−24.8%+17.9%+32.8%————————————————————
PLTR Palantir Technologies Inc.3 of 5+135%+340%+167%−64.7%−22.7%————————————————————————
DDOG Datadog, Inc.3 of 6−4.8%+17.7%+65.1%−58.7%+80.9%+161%———————————————————————
SNOW Snowflake Inc.2 of 5+42.1%−22.4%+38.6%−57.6%+20.4%————————————————————————
EQIX Equinix, Inc.14 of 25−16.9%+19.4%+25.4%−21.1%+20.3%+24.2%+68.9%−20.4%+29.2%+20.7%+42.3%+32.8%−13.9%+103%+24.8%−23.4%+99.6%−47.4%+33.7%+85.5%−4.6%+51.5%+395%−93.9%−33.7%————
HUBS HubSpot, Inc.7 of 11−42.4%+20.0%+101%−56.1%+66.3%+150%+26.1%+42.2%+88.1%−16.5%+67.5%——————————————————
CRM Salesforce, Inc.11 of 21−20.2%+27.8%+98.5%−47.8%+14.2%+36.8%+18.7%+34.0%+49.3%−12.7%+32.2%+7.5%+31.3%+65.8%−23.2%+79.0%+130%−49.0%+72.0%+13.7%+88.9%————————
ADBE Adobe Inc.19 of 29−21.3%−25.5%+77.3%−40.6%+13.4%+51.6%+45.8%+29.1%+70.2%+9.6%+29.2%+21.4%+58.9%+33.3%−8.2%−16.3%+72.8%−50.2%+3.9%+11.3%+17.9%+60.7%+57.9%−20.0%−46.6%+73.2%+188%+13.8%+11.1%
WDAY Workday, Inc.6 of 13−16.8%−6.5%+65.0%−38.8%+14.0%+45.7%+3.0%+57.0%+53.9%−17.1%−2.4%−1.9%+52.6%————————————————
ESTC Elastic N.V.2 of 7−23.9%−12.1%+119%−58.2%−15.8%+127%−10.1%——————————————————————
MDB MongoDB, Inc.6 of 8+80.3%−43.1%+108%−62.8%+47.4%+173%+57.2%+182%—————————————————————
INTU Intuit Inc.16 of 29+6.1%+1.2%+61.8%−39.1%+70.3%+46.1%+34.1%+25.9%+39.2%+20.2%+5.9%+22.1%+29.7%+14.3%+7.0%+60.4%+29.2%−24.7%+3.6%+14.5%+21.1%−16.7%+12.6%+9.7%+8.5%−34.2%+148%+75.8%+30.9%
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Risk and diversification

How ORCL has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were ORCL's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents ORCL's five deepest drawdowns since it began trading in 1986, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Green means ORCL fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringORCL fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
Dot-com bust−84.2%−30.1%Sep 2000Jun 200221 monthsDec 201412.5 years
No named crash−80.9%—Mar 1990Oct 19907 monthsDec 19922.2 years
No named crash−64.6%+14.5%Sep 2025Jul 202610 monthsNot yet—
No named crash−56.1%+2.0%Aug 1997Jan 19985 monthsDec 199811 months
No named crash−55.0%—Oct 1987Oct 1987Under a monthJun 19888 months

How did ORCL do in stock market crashes?

This section measures how far ORCL, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than ORCL.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
ORCL This pageOracle Corporation—−5.0%−31.0%−28.3%−17.2%−6.6%−16.1%−23.9%−2.1%−41.1%−84.2%
SPY S&P 500State Street SPDR S&P 500 ETF6 of 10−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
MSFT Microsoft Corporation5 of 10−2.0%−31.0%−27.7%−18.2%−7.4%−14.4%−14.1%−2.6%−57.9%−62.9%
NVDA NVIDIA Corporation0 of 10−5.0%−60.7%−37.5%−55.9%−8.5%−25.3%−23.8%−1.7%−85.1%−89.7%
DELL Dell Technologies Inc.0 of 5−5.7%−43.6%−45.9%−28.6%−7.4%—————
GOOG Alphabet Inc.4 of 9−3.9%−35.0%−30.8%−18.9%−9.9%−12.7%−21.1%−1.1%−65.3%—
AMZN Amazon.com, Inc.3 of 10−3.4%−39.6%−22.7%−33.2%−7.1%−30.6%−20.7%−2.9%−65.3%−91.8%
NOW ServiceNow, Inc.0 of 6−7.2%−39.9%−28.8%−20.6%−8.5%−47.6%————
SAP SAP SE3 of 10−2.0%−41.9%−32.6%−25.0%−6.9%−13.3%−25.0%−1.4%−49.6%−87.9%
IBM International Business Machines Corporation5 of 10−2.0%−16.7%−37.3%−29.1%−6.3%−23.3%−14.6%−1.5%−44.3%−58.3%
NTNX Nutanix, Inc.1 of 5−7.0%−55.9%−66.6%−22.6%−4.0%—————
PLTR Palantir Technologies Inc.0 of 2−9.6%−63.1%————————
DDOG Datadog, Inc.0 of 3−9.5%−53.0%−38.8%———————
SNOW Snowflake Inc.0 of 2−7.8%−64.1%————————
EQIX Equinix, Inc.4 of 9−4.1%−36.3%−25.1%−22.8%−6.3%−15.8%−22.5%−1.1%−69.9%—
HUBS HubSpot, Inc.0 of 6−8.4%−53.8%−47.3%−24.8%−6.8%−53.8%————
CRM Salesforce, Inc.0 of 9−5.3%−42.7%−35.7%−24.8%−6.1%−34.2%−26.9%−4.2%−70.5%—
ADBE Adobe Inc.4 of 10−6.2%−50.3%−25.6%−25.5%−5.4%−22.7%−23.6%−0.2%−66.7%−79.9%
WDAY Workday, Inc.2 of 6−2.8%−47.0%−42.4%−17.3%−5.8%−42.3%————
ESTC Elastic N.V.0 of 3−11.5%−54.4%−40.3%———————
MDB MongoDB, Inc.1 of 5−15.1%−61.3%−45.0%−24.9%−2.8%—————
INTU Intuit Inc.3 of 10−6.0%−42.7%−36.3%−20.8%−6.5%−24.8%−18.0%−3.4%−38.3%−66.0%
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How closely does ORCL move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares ORCL with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than ORCL's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
ORCL This pageOracle Corporation131%159%0.821.30
DELL Dell Technologies Inc.154%43%3.591.13
NVDA NVIDIA Corporation248%140%1.771.83
NOW ServiceNow, Inc.114%79%1.450.97
MSFT Microsoft Corporation127%91%1.390.96
GOOG Alphabet Inc.132%110%1.201.12
EQIX Equinix, Inc.76%66%1.140.67
AMZN Amazon.com, Inc.134%139%0.961.31
HUBS HubSpot, Inc.121%149%0.811.46
CRM Salesforce, Inc.115%143%0.801.16
INTU Intuit Inc.99%126%0.791.03
NTNX Nutanix, Inc.68%91%0.751.20
SAP SAP SE112%152%0.741.10
IBM International Business Machines Corporation89%121%0.730.95
WDAY Workday, Inc.96%139%0.701.19
ADBE Adobe Inc.123%184%0.671.24
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What diversifies ORCL?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with ORCL's. Because such investments tend not to fall at the same time, pairing ORCL with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which ORCL lost money. The last two columns show a portfolio that is 80% ORCL and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe20222018201520112008200520022001199780/20 mix volatility80/20 mix annual return
ORCL Oracle Corporation (this page)1.00+45.1%0.38−4.7%−3.0%−17.6%−17.5%−21.4%−11.0%−21.8%−52.5%−19.9%46.5%+11.0%
LVHI InternationalFranklin International Low Volatility High Dividend Index ETF0.04+119%1.48+3.8%−5.2%———————37.3%+14.1%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.22+225%1.34+6.0%−19.8%+7.7%−16.1%−20.8%————37.8%+15.9%
EMLP Broad MarketFirst Trust North American Energy Infrastructure Fund0.21+101%1.04+10.4%−8.7%−25.3%——————37.9%+13.7%
HDV Dividend & IncomeiShares Core High Dividend ETF0.17+83.3%1.00+7.1%−3.0%−0.3%——————37.8%+13.1%
FTLS Broad MarketFirst Trust Long/Short Equity ETF0.48+62.9%0.99−5.6%−4.8%+4.7%——————38.0%+12.6%
SMH TechnologyVanEck Semiconductor ETF0.46+323%0.97−33.5%−9.1%−0.3%+6.8%−44.7%+10.8%−47.0%−14.6%—40.8%+17.7%
DBEF InternationalXtrackers MSCI EAFE Hedged Equity ETF0.31+85.0%0.96−5.1%−9.5%+4.1%——————37.9%+13.3%
GLD CommoditiesSPDR Gold Shares0.09+126%0.96−0.8%−1.9%−10.7%+9.6%+4.9%+17.8%———37.6%+14.4%

Stocks

InvestmentCorrelation5Y returnSharpe20222018201520112008200520022001199780/20 mix volatility80/20 mix annual return
ORCL Oracle Corporation (this page)1.00+45.1%0.38−4.7%−3.0%−17.6%−17.5%−21.4%−11.0%−21.8%−52.5%−19.9%46.5%+11.0%
CAH Medical - DistributionCardinal Health, Inc.0.03+479%1.55+54.1%−24.5%+12.6%+8.1%−39.6%+18.7%−8.3%−2.5%+29.1%37.7%+18.6%
CLS Hardware, Equipment & PartsCelestica Inc.0.38+3,143%1.47+1.3%−16.3%−6.0%−24.4%−20.5%−25.2%−65.1%−25.6%—43.0%+29.5%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.29+1,636%1.46+17.0%+0.8%+67.7%−17.0%−15.2%+20.1%−9.4%+73.7%—40.7%+26.4%
MCK Medical - DistributionMcKesson Corporation-0.01+413%1.44+51.8%−28.4%−4.5%+11.8%−40.4%+64.9%−27.2%+4.9%+96.3%37.5%+17.9%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.13+690%1.41+86.6%−8.2%+17.4%——————38.6%+20.3%
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Common questions

What was ORCL's worst drawdown?

ORCL's deepest decline since it began trading in 1986 was 84.2%, from September 2000 to June 2002. It took about 12 years from the low to climb back to its old high.

What were ORCL's best and worst years?

Over 29 full calendar years, ORCL's best year was 1999, when it returned 290%. Its worst was 2001, with a return of -52.5%.

Is there a better investment than ORCL?

Among ORCL's popular alternatives, GOOG, MSFT and IBM earned more than ORCL with less volatility over the past 5 years. GOOG returned 19.0% a year at 32.0% volatility, against 7.7% a year at 44.3%. Looking beyond its popular alternatives, TSM (semiconductors) and V (payment processing) earned more than ORCL with less volatility over the past 5 years. TSM returned 31.5% a year at 38.5% volatility, against 7.7% a year at 44.3%.

Is ORCL more volatile than the S&P 500?

Yes. ORCL's volatility over the past 5 years was 44.3%, 2.6 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, ORCL's return lands within 44.3% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is ORCL's Sharpe ratio?

ORCL's Sharpe ratio over the past 5 years was 0.38, against 0.79 for the S&P 500, so ORCL earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is ORCL with the S&P 500?

Over the past 5 years, ORCL's monthly returns had a correlation of 0.60 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against ORCL instead: the lower it is, the more that option would diversify a ORCL holding.

What are the best alternatives to ORCL?

Of the 20 popular alternatives we compared, 11 outperformed ORCL in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: MSFT, NVDA and DELL.

Did ORCL outperform the S&P 500?

ORCL finished ahead of the S&P 500 (SPY) in 17 of 29 full calendar years. In 2025, it returned +18.1%, against +17.7% for the index.

How did ORCL do in stock market crashes?

ORCL fell less than the S&P 500 (SPY) in three of the ten major crashes it has traded through, and further in six. The clearest case was the dot-com bust, when ORCL fell 84.2% and the S&P 500 fell 47.5%.

What diversifies ORCL?

These had a low correlation with ORCL over the past 5 years and still earned a positive 5-year return: among large ETFs, LVHI (correlation 0.04), DXJ (correlation 0.22) and EMLP (correlation 0.21); among large stocks, CAH (correlation 0.03), CLS (correlation 0.38) and FIX (correlation 0.29). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to ORCL