AAON, Inc. (AAON) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$20,876
Total Return
108.76%
CAGR
15.86%
Dividends
$370.31
Yield on Cost
3.70%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.90% |
| Median | +1.27% |
| Best | +46.12% |
| Worst | -36.95% |
| % of Windows Positive | 55.0% |
1-Year (252 Trading Days)
| Average | +25.57% |
| Median | +23.35% |
| Best | +145.84% |
| Worst | -44.38% |
| % of Windows Positive | 61.3% |
3-Year (756 Trading Days)
| Average | +118.48% |
| Median | +115.31% |
| Best | +231.76% |
| Worst | +28.40% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -48.88% |
| Average Drawdown | -18.20% |
| Drawdown Duration | 354 Trading Days (Unrecovered) |
| Sortino Ratio | 0.81 |
| Calmar Ratio | 0.32 |
| CVaR (5%) | -5.80% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +23.15% (+107.81% ann.) | +$2315.46 | $13.11 | $2.62 | $0.02 |
| 2025 | -34.97% | $3496.77 | $34.04 | $6.81 | $0.05 |
| 2024 | +59.76% | +$5976.32 | $43.37 | $8.67 | $0.07 |
| 2023 | +47.71% | +$4771.20 | $63.83 | $12.77 | $0.10 |
| 2022 | -4.68% | $468.29 | $54.22 | $10.84 | $0.09 |
| 2021 | +19.72% | +$1972.47 | $57.10 | $11.42 | $0.09 |
| 2020 | +35.54% | +$3553.97 | $77.02 | $15.40 | $0.12 |
| 2019 | +41.69% | +$4169.23 | $91.40 | $18.28 | $0.15 |
| 2018 | -3.78% | $377.92 | $87.36 | $17.47 | $0.14 |
| 2017 | +11.68% | +$1167.77 | $78.78 | $15.76 | $0.13 |
| 2016 | +43.24% | +$4323.51 | $103.54 | $20.71 | $0.17 |
| 2015 | +4.46% | +$445.57 | $98.44 | $19.69 | $0.16 |
| 2014 | +5.82% | +$581.51 | $83.08 | $16.62 | $0.13 |
| 2013 | +130.82% | +$13082.00 | $119.97 | $23.99 | $0.19 |
| 2012 | +3.27% | +$327.49 | $176.28 | $35.26 | $0.28 |
| 2011 | +9.97% | +$996.75 | $127.90 | $25.58 | $0.20 |
| 2010 | +46.48% | +$4648.21 | $185.29 | $37.06 | $0.30 |
| 2009 | -5.29% | $529.00 | $173.01 | $34.60 | $0.28 |
| 2008 | +6.63% | +$662.82 | $161.93 | $32.39 | $0.26 |
| 2007 | +14.53% | +$1452.96 | $167.93 | $33.59 | $0.27 |
| 2006 | +48.92% | +$4892.37 | $224.52 | $44.90 | $0.36 |
| 2005 | +11.26% | +$1126.32 | $0.00 | $0.00 | $0.00 |
| 2004 | -17.21% | $1720.76 | $0.00 | $0.00 | $0.00 |
| 2003 | +5.32% | +$531.74 | $0.00 | $0.00 | $0.00 |
| 2002 | +12.98% | +$1297.51 | $0.00 | $0.00 | $0.00 |
| 2001 | +107.52% | +$10751.94 | $0.00 | $0.00 | $0.00 |
| 2000 | +23.04% | +$2304.35 | $0.00 | $0.00 | $0.00 |
| 1999 | +54.36% | +$5436.23 | $0.00 | $0.00 | $0.00 |
| 1998 | +23.14% | +$2314.07 | $0.00 | $0.00 | $0.00 |
| 1997 | +55.13% | +$5512.82 | $0.00 | $0.00 | $0.00 |
| 1996 | -15.22% | $1521.75 | $0.00 | $0.00 | $0.00 |
| 1995 | -50.87% | $5087.38 | $0.00 | $0.00 | $0.00 |
| 1994 | +63.49% | +$6349.21 | $0.00 | $0.00 | $0.00 |
| 1993 | +350.00% | +$35000.10 | $0.00 | $0.00 | $0.00 |
| 1992 partial | +40.00% (+361434.45% ann.) | +$3999.91 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +137.71% | +20.78% | +$13770.52 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +99.31% | +30.73% | +$9930.80 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +95.77% | +14.39% | +$9576.74 | $372.20 | $74.44 | $0.60 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -24.08% | -17.72% | $2408.11 | $235.10 | $47.02 | $0.38 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +65.43% | +16.08% | +$6542.98 | $748.68 | $149.74 | $1.20 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +640.38% | +30.28% | +$64037.55 | $2224.90 | $444.98 | $3.56 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -15.47% | -85.32% | $1547.18 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +40.07% | +71.98% | +$4006.96 | $41.77 | $8.35 | $0.07 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +23.28% | +21.97% | +$2328.46 | $90.23 | $18.05 | $0.14 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -4.17% | -4.43% | $417.43 | $24.36 | $4.87 | $0.04 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +85.40% | +39.52% | +$8540.20 | $138.14 | $27.63 | $0.22 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -2.72% | -1.74% | $271.92 | $59.96 | $11.99 | $0.10 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2006-06-08 | $0.0263 | 0.86% |
| 2006-12-11 | $0.0263 | 0.72% |
| 2007-06-07 | $0.0263 | 0.68% |
| 2007-12-11 | $0.0316 | 0.84% |
| 2008-06-10 | $0.0316 | 0.74% |
| 2008-12-10 | $0.0316 | 0.81% |
| 2009-06-09 | $0.0356 | 0.84% |
| 2009-12-10 | $0.0356 | 0.96% |
| 2010-06-08 | $0.0356 | 0.79% |
| 2010-11-29 | $0.0356 | 0.70% |
| 2011-06-08 | $0.0356 | 0.55% |
| 2011-11-29 | $0.0356 | 0.58% |
| 2012-06-07 | $0.0356 | 0.62% |
| 2012-11-29 | $0.0711 | 1.12% |
| 2013-06-11 | $0.0296 | 0.32% |
| 2013-11-27 | $0.0444 | 0.33% |
| 2014-06-10 | $0.0578 | 0.39% |
| 2014-11-28 | $0.0600 | 0.43% |
| 2015-06-10 | $0.0733 | 0.46% |
| 2015-11-30 | $0.0733 | 0.44% |
| 2016-06-08 | $0.0733 | 0.40% |
| 2016-11-30 | $0.0867 | 0.39% |
| 2017-06-07 | $0.0867 | 0.36% |
| 2017-11-29 | $0.0867 | 0.36% |
| 2018-06-07 | $0.1067 | 0.49% |
| 2018-11-28 | $0.1067 | 0.43% |
| 2019-05-31 | $0.1067 | 0.34% |
| 2019-11-26 | $0.1067 | 0.32% |
| 2020-06-02 | $0.1267 | 0.35% |
| 2020-11-25 | $0.1267 | 0.28% |
| 2021-06-02 | $0.1267 | 0.29% |
| 2021-11-24 | $0.1267 | 0.24% |
| 2022-06-02 | $0.1267 | 0.35% |
| 2022-11-25 | $0.1600 | 0.31% |
| 2023-03-10 | $0.0800 | 0.13% |
| 2023-06-08 | $0.0800 | 0.13% |
| 2023-09-07 | $0.0800 | 0.12% |
| 2023-11-28 | $0.0800 | 0.13% |
| 2024-03-15 | $0.0800 | 0.10% |
| 2024-06-07 | $0.0800 | 0.11% |
| 2024-09-06 | $0.0800 | 0.09% |
| 2024-11-29 | $0.0800 | 0.06% |
| 2025-03-18 | $0.1000 | 0.12% |
| 2025-06-06 | $0.1000 | 0.11% |
| 2025-09-05 | $0.1000 | 0.12% |
| 2025-11-26 | $0.1000 | 0.11% |
| 2026-03-18 | $0.1000 | 0.13% |
| Total | 47 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-02 | $27.60 | $5.52 | $0.04 | 0.5189 |
| 2021-11-24 | $27.67 | $5.53 | $0.04 | 0.4208 |
| 2022-06-02 | $27.72 | $5.54 | $0.04 | 0.5990 |
| 2022-11-25 | $35.11 | $7.02 | $0.06 | 0.5352 |
| 2023-03-10 | $17.60 | $3.52 | $0.03 | 0.2329 |
| 2023-06-08 | $17.62 | $3.52 | $0.03 | 0.2218 |
| 2023-09-07 | $17.63 | $3.53 | $0.03 | 0.2143 |
| 2023-11-28 | $17.65 | $3.53 | $0.03 | 0.2276 |
| 2024-03-15 | $17.67 | $3.53 | $0.03 | 0.1711 |
| 2024-06-07 | $17.68 | $3.54 | $0.03 | 0.1961 |
| 2024-09-06 | $17.70 | $3.54 | $0.03 | 0.1617 |
| 2024-11-29 | $17.71 | $3.54 | $0.03 | 0.1037 |
| 2025-03-18 | $22.15 | $4.43 | $0.04 | 0.2216 |
| 2025-06-06 | $22.17 | $4.43 | $0.04 | 0.1831 |
| 2025-09-05 | $22.19 | $4.44 | $0.04 | 0.2183 |
| 2025-11-26 | $22.21 | $4.44 | $0.04 | 0.1903 |
| 2026-03-18 | $22.23 | $4.45 | $0.04 | 0.2260 |
| Total | $370.31 | $74.06 | $0.59 | 4.6425 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.