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

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

7 HVAC Stocks

& Monthly Returns

& Snapshot

Recent Prices
& Trendline

Carrier GlobaCARR
Comfort Systems USAFIX
Johnson ControlsJCI
Lennox InternationalLII
Trane TechnologiesTT
Sparkline weekly price charts based on Alpha Vantage data.

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 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 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 the $10,000 investment is $20,374. The percent return is 103.74%. The annualized return is 15.30%.

Portfolio Value Chart for Last 100 Daily Closes

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

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