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

Here is a table of 9 heating, ventilation and air conditioning (HVAC) stocks.

9 HVAC Stocks
Name & Return	Symbol & Snapshot
AAON	AAON
Carrier	CARR
Comfort Systems USA	FIX
Johnson Controls	JCI
Lennox International	LII
Tecogen	TGEN
The AZEK Company	AZEK
Trane	TT
Watsco	WSO
Display Price Chart for each stock.
Display Dividend Chart for each stock.

Portfolio Values

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

The 7 stocks included in the portfolio computations are: AAON, FIX, JCI, LII, TGEN, TT and WSO. The current value of the portfolio assumes that $1,428.57 was invested 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 and AZEK were excluded from the portfolio computations because of insufficient price data.

The current value of the $10,000 investment is $25,512. The percent return is 155.12%. The annualized return is 20.60%.

Portfolio Value Chart for Last 100 Daily Closes

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