The AES Corporation (AES) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$5,918
Total Return
-40.82%
CAGR
-9.96%
Dividends
$1,244.19
Yield on Cost
12.44%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.18% |
| Median | -1.01% |
| Best | +37.34% |
| Worst | -27.65% |
| % of Windows Positive | 46.8% |
1-Year (252 Trading Days)
| Average | -8.22% |
| Median | -12.38% |
| Best | +71.46% |
| Worst | -52.72% |
| % of Windows Positive | 37.9% |
3-Year (756 Trading Days)
| Average | -35.22% |
| Median | -38.35% |
| Best | -5.31% |
| Worst | -57.42% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -64.18% |
| Average Drawdown | -31.50% |
| Drawdown Duration | 839 Trading Days (Unrecovered) |
| Sortino Ratio | -0.13 |
| Calmar Ratio | -0.16 |
| CVaR (5%) | -5.43% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +1.66% (+5.58% ann.) | +$166.32 | $122.73 | $24.55 | $0.20 |
| 2025 | +16.83% | +$1682.61 | $557.65 | $111.53 | $0.89 |
| 2024 | -30.90% | $3090.24 | $363.82 | $72.76 | $0.58 |
| 2023 | -31.35% | $3134.67 | $232.72 | $46.54 | $0.37 |
| 2022 | +21.00% | +$2100.12 | $262.35 | $52.47 | $0.42 |
| 2021 | +5.39% | +$539.04 | $258.86 | $51.77 | $0.41 |
| 2020 | +21.39% | +$2138.53 | $290.45 | $58.09 | $0.46 |
| 2019 | +41.23% | +$4123.32 | $382.72 | $76.54 | $0.61 |
| 2018 | +37.87% | +$3787.44 | $486.37 | $97.27 | $0.78 |
| 2017 | -3.53% | $353.18 | $418.40 | $83.68 | $0.67 |
| 2016 | +25.33% | +$2533.47 | $465.63 | $93.13 | $0.74 |
| 2015 | -28.67% | $2866.94 | $293.25 | $58.65 | $0.47 |
| 2014 | -4.04% | $403.50 | $138.42 | $27.68 | $0.22 |
| 2013 | +36.98% | +$3698.17 | $150.14 | $30.02 | $0.24 |
| 2012 | -9.35% | $935.22 | $33.78 | $6.76 | $0.05 |
| 2011 | -2.79% | $279.15 | $0.00 | $0.00 | $0.00 |
| 2010 | -8.49% | $848.99 | $0.00 | $0.00 | $0.00 |
| 2009 | +61.53% | +$6152.92 | $0.00 | $0.00 | $0.00 |
| 2008 | -61.48% | $6147.73 | $0.00 | $0.00 | $0.00 |
| 2007 | -2.95% | $294.92 | $0.00 | $0.00 | $0.00 |
| 2006 | +39.23% | +$3922.93 | $0.00 | $0.00 | $0.00 |
| 2005 | +15.80% | +$1580.10 | $0.00 | $0.00 | $0.00 |
| 2004 | +44.81% | +$4480.93 | $0.00 | $0.00 | $0.00 |
| 2003 | +212.58% | +$21258.27 | $0.00 | $0.00 | $0.00 |
| 2002 | -81.53% | $8152.91 | $0.00 | $0.00 | $0.00 |
| 2001 | -70.47% | $7047.40 | $0.00 | $0.00 | $0.00 |
| 2000 | +48.16% | +$4816.05 | $0.00 | $0.00 | $0.00 |
| 1999 | +57.78% | +$5778.36 | $0.00 | $0.00 | $0.00 |
| 1998 | +1.61% | +$160.86 | $0.00 | $0.00 | $0.00 |
| 1997 | +100.54% | +$10053.76 | $0.00 | $0.00 | $0.00 |
| 1996 | +94.76% | +$9476.44 | $0.00 | $0.00 | $0.00 |
| 1995 | +22.44% | +$2243.59 | $0.00 | $0.00 | $0.00 |
| 1994 | -13.34% | $1333.68 | $74.16 | $14.83 | $0.12 |
| 1993 | +28.29% | +$2829.13 | $235.61 | $47.12 | $0.38 |
| 1992 | -18.68% | $1868.07 | $29.20 | $5.84 | $0.05 |
| 1991 partial | +69.14% (+177.60% ann.) | +$6913.58 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +658.44% | +55.55% | +$65844.16 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -96.99% | -74.35% | $9698.63 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +1731.03% | +78.94% | +$173103.23 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -76.99% | -64.66% | $7699.16 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +122.03% | +26.65% | +$12203.39 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +109.17% | +10.24% | +$10916.69 | $2689.09 | $537.82 | $4.29 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.93% | -99.83% | $4293.27 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +64.78% | +123.37% | +$6478.23 | $341.66 | $68.33 | $0.55 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +14.80% | +13.99% | +$1480.06 | $290.09 | $58.02 | $0.46 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +14.79% | +15.77% | +$1478.67 | $272.67 | $54.53 | $0.44 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -28.40% | -16.49% | $2839.82 | $427.34 | $85.47 | $0.68 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | -19.89% | -13.03% | $1989.04 | $562.67 | $112.54 | $0.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1992-09-02 | $0.0162 | 0.50% |
| 1993-02-23 | $0.0243 | 0.55% |
| 1993-07-19 | $0.0405 | 0.80% |
| 1993-11-04 | $0.0405 | 0.76% |
| 1994-11-04 | $0.0420 | 0.85% |
| 2012-10-26 | $0.0400 | 0.38% |
| 2013-01-30 | $0.0400 | 0.37% |
| 2013-04-29 | $0.0400 | 0.30% |
| 2013-07-30 | $0.0400 | 0.32% |
| 2013-10-30 | $0.0400 | 0.28% |
| 2014-01-30 | $0.0500 | 0.36% |
| 2014-04-29 | $0.0500 | 0.35% |
| 2014-07-30 | $0.0500 | 0.33% |
| 2014-10-30 | $0.0500 | 0.37% |
| 2015-01-30 | $0.1000 | 0.80% |
| 2015-05-01 | $0.1000 | 0.75% |
| 2015-07-30 | $0.1000 | 0.78% |
| 2015-10-29 | $0.1000 | 0.90% |
| 2016-01-29 | $0.1100 | 1.20% |
| 2016-04-28 | $0.1100 | 0.97% |
| 2016-07-28 | $0.1100 | 0.89% |
| 2016-10-28 | $0.1100 | 0.93% |
| 2017-01-30 | $0.1200 | 1.05% |
| 2017-04-27 | $0.1200 | 1.05% |
| 2017-08-01 | $0.1200 | 1.07% |
| 2017-10-31 | $0.1200 | 1.12% |
| 2018-01-31 | $0.1300 | 1.12% |
| 2018-04-30 | $0.1300 | 1.06% |
| 2018-08-02 | $0.1300 | 0.97% |
| 2018-10-31 | $0.1300 | 0.88% |
| 2019-01-31 | $0.1370 | 0.84% |
| 2019-04-30 | $0.1370 | 0.80% |
| 2019-07-31 | $0.1370 | 0.80% |
| 2019-10-31 | $0.1370 | 0.80% |
| 2020-01-30 | $0.1430 | 0.70% |
| 2020-04-30 | $0.1430 | 1.00% |
| 2020-07-31 | $0.1430 | 0.93% |
| 2020-10-29 | $0.1430 | 0.73% |
| 2021-01-28 | $0.1510 | 0.66% |
| 2021-04-29 | $0.1510 | 0.54% |
| 2021-07-30 | $0.1510 | 0.62% |
| 2021-11-01 | $0.1510 | 0.60% |
| 2022-01-31 | $0.1580 | 0.71% |
| 2022-04-28 | $0.1580 | 0.75% |
| 2022-07-29 | $0.1580 | 0.71% |
| 2022-10-31 | $0.1580 | 0.60% |
| 2023-01-31 | $0.1660 | 0.63% |
| 2023-04-28 | $0.1660 | 0.70% |
| 2023-07-31 | $0.1660 | 0.76% |
| 2023-10-31 | $0.1660 | 1.11% |
| 2024-01-31 | $0.1730 | 1.02% |
| 2024-04-30 | $0.1730 | 0.97% |
| 2024-08-01 | $0.1730 | 0.97% |
| 2024-11-01 | $0.1730 | 1.05% |
| 2025-01-31 | $0.1760 | 1.56% |
| 2025-05-01 | $0.1760 | 1.76% |
| 2025-08-01 | $0.1760 | 1.34% |
| 2025-10-31 | $0.1760 | 1.26% |
| 2026-01-30 | $0.1760 | 1.17% |
| Total | 59 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-29 | $53.19 | $10.64 | $0.08 | 1.5220 |
| 2021-07-30 | $53.42 | $10.68 | $0.09 | 1.7995 |
| 2021-11-01 | $53.69 | $10.74 | $0.09 | 1.6896 |
| 2022-01-31 | $56.45 | $11.29 | $0.09 | 2.0318 |
| 2022-04-28 | $56.77 | $11.35 | $0.09 | 2.1541 |
| 2022-07-29 | $57.11 | $11.42 | $0.09 | 2.0519 |
| 2022-10-31 | $57.43 | $11.49 | $0.09 | 1.7528 |
| 2023-01-31 | $60.63 | $12.13 | $0.10 | 1.7660 |
| 2023-04-28 | $60.92 | $12.18 | $0.10 | 2.0558 |
| 2023-07-31 | $61.26 | $12.25 | $0.10 | 2.2614 |
| 2023-10-31 | $61.64 | $12.33 | $0.10 | 3.3029 |
| 2024-01-31 | $64.81 | $12.96 | $0.10 | 3.1022 |
| 2024-04-30 | $65.35 | $13.07 | $0.10 | 2.9147 |
| 2024-08-01 | $65.85 | $13.17 | $0.10 | 2.9355 |
| 2024-11-01 | $66.36 | $13.27 | $0.11 | 3.6017 |
| 2025-01-31 | $68.14 | $13.63 | $0.11 | 4.9460 |
| 2025-05-01 | $69.01 | $13.80 | $0.11 | 5.5378 |
| 2025-08-01 | $69.99 | $14.00 | $0.11 | 4.2236 |
| 2025-10-31 | $70.73 | $14.15 | $0.11 | 4.0715 |
| 2026-01-30 | $71.45 | $14.29 | $0.11 | 3.8938 |
| Total | $1244.19 | $248.84 | $1.99 | 57.6147 |
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.