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2025 is now drawing to a close, and U.S. stocks are set to deliver double-digit returns for the third consecutive year. It was a volatile year for the automotive industry, which battled the steep tariffs that President Donald Trump imposed on imports of cars and auto parts. The electric vehicle (EV) industry also faced a setback after the tax credit was withdrawn.
Looking at the price action, General Motors (GM) is outperforming other auto stocks by a wide margin this year. Ford (F), too, is up 34% for the year, and while the gains are lower than GM, they are better than other auto names like Stellantis (STLA), Honda Motor Company (HMC), and Toyota Motors (TM).