Applied Industrial Technologies, Inc. (AIT) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
Loading chart…

Investment Performance

Final Value
$32,447
Total Return
224.47%
CAGR
26.55%
Dividends
$828.84
Yield on Cost
8.29%

Rolling Returns

1-Month (21 Trading Days)
Average+2.06%
Median+1.49%
Best+31.08%
Worst-16.48%
% of Windows Positive59.3%
1-Year (252 Trading Days)
Average+29.99%
Median+30.14%
Best+76.91%
Worst-10.79%
% of Windows Positive97.3%
3-Year (756 Trading Days)
Average+133.85%
Median+132.13%
Best+203.84%
Worst+83.51%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -26.44%
Average Drawdown -7.04%
Drawdown Duration 283 Trading Days
Sortino Ratio 1.43
Calmar Ratio 1.00
CVaR (5%) -3.97%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +13.89% (+57.90% ann.) +$1388.98 $19.86 $3.97 $0.03
2025 +7.86% +$785.63 $77.00 $15.40 $0.12
2024 +39.46% +$3945.96 $85.90 $17.18 $0.14
2023 +38.07% +$3806.79 $111.42 $22.28 $0.18
2022 +23.94% +$2394.19 $132.96 $26.59 $0.21
2021 +33.18% +$3317.89 $170.02 $34.00 $0.27
2020 +18.86% +$1886.15 $193.14 $38.63 $0.31
2019 +25.81% +$2581.32 $231.42 $46.28 $0.37
2018 -19.71% $1970.76 $177.10 $35.42 $0.28
2017 +16.43% +$1642.70 $196.40 $39.28 $0.31
2016 +49.60% +$4959.65 $278.83 $55.77 $0.45
2015 -9.31% $930.65 $238.74 $47.75 $0.38
2014 -5.58% $558.13 $204.98 $41.00 $0.33
2013 +18.70% +$1870.27 $220.32 $44.06 $0.35
2012 +21.49% +$2149.02 $240.35 $48.07 $0.38
2011 +10.31% +$1030.94 $229.38 $45.88 $0.37
2010 +49.97% +$4996.70 $292.22 $58.45 $0.47
2009 +19.50% +$1949.92 $320.18 $64.04 $0.51
2008 -33.54% $3353.52 $208.04 $41.61 $0.33
2007 +11.99% +$1199.29 $206.49 $41.30 $0.33
2006 +18.81% +$1881.31 $205.88 $41.18 $0.33
2005 +24.58% +$2457.57 $187.08 $37.42 $0.30
2004 +74.81% +$7481.12 $219.30 $43.86 $0.35
2003 +28.68% +$2867.96 $255.99 $51.20 $0.41
2002 +3.54% +$354.50 $259.44 $51.89 $0.42
2001 -7.32% $732.00 $235.31 $47.06 $0.38
2000 +26.49% +$2648.90 $291.19 $58.24 $0.47
1999 +22.96% +$2295.98 $349.55 $69.91 $0.56
1998 -47.11% $4710.88 $180.48 $36.10 $0.29
1997 +46.10% +$4609.94 $238.27 $47.65 $0.38
1996 -3.11% $310.76 $199.53 $39.91 $0.32
1995 +33.89% +$3389.42 $226.38 $45.28 $0.36
1994 +19.55% +$1954.94 $234.05 $46.81 $0.38
1993 +28.12% +$2811.90 $285.30 $57.06 $0.45
1992 +19.02% +$1901.68 $331.26 $66.25 $0.53
1991 +11.90% +$1189.74 $361.68 $72.33 $0.58
1990 -34.19% $3418.53 $231.57 $46.31 $0.37
1989 +12.35% +$1235.36 $244.55 $48.91 $0.39
1988 +53.36% +$5336.49 $320.28 $64.06 $0.51
1987 +13.83% +$1382.54 $74.91 $14.98 $0.12
1986 -11.00% $1100.00 $0.00 $0.00 $0.00
1985 +11.94% +$1194.03 $0.00 $0.00 $0.00
1984 -11.84% $1184.21 $0.00 $0.00 $0.00
1983 +5.56% +$555.56 $0.00 $0.00 $0.00
1982 +2.13% +$212.77 $0.00 $0.00 $0.00
1981 +39.60% +$3960.40 $0.00 $0.00 $0.00
1980 partial +1.00% (+1.27% ann.) +$100.00 $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 +28.93% +5.70% +$2892.63 $1495.58 $299.12 $2.39
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +3.56% +1.37% +$356.13 $726.21 $145.24 $1.16
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +356.27% +35.50% +$35627.37 $2368.96 $473.79 $3.79
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -51.51% -40.09% $5151.28 $283.80 $56.76 $0.45
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +130.32% +28.04% +$13032.28 $1420.67 $284.14 $2.27
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +115.60% +10.69% +$11560.43 $2542.27 $508.46 $4.07
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -46.48% -99.92% $4647.55 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +70.63% +136.26% +$7063.26 $161.86 $32.37 $0.26
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +43.30% +40.68% +$4329.81 $236.87 $47.37 $0.38
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +32.99% +35.35% +$3298.65 $107.62 $21.52 $0.17
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +68.66% +32.58% +$6866.37 $223.53 $44.71 $0.36
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +37.05% +22.25% +$3705.24 $127.04 $25.41 $0.20

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1987-11-09 $0.0219 0.76%
1988-02-08 $0.0263 0.68%
1988-05-10 $0.0263 0.55%
1988-08-09 $0.0263 0.53%
1988-11-14 $0.0263 0.57%
1989-02-09 $0.0263 0.51%
1989-05-09 $0.0316 0.55%
1989-08-09 $0.0316 0.58%
1989-11-09 $0.0316 0.57%
1990-02-09 $0.0316 0.68%
1990-05-09 $0.0316 0.74%
1990-08-09 $0.0316 0.74%
1990-11-08 $0.0316 1.08%
1991-02-11 $0.0316 0.95%
1991-05-09 $0.0316 0.76%
1991-08-09 $0.0316 0.74%
1991-11-08 $0.0316 0.76%
1992-02-10 $0.0316 0.72%
1992-05-11 $0.0316 0.79%
1992-08-10 $0.0316 0.87%
1992-11-09 $0.0316 0.80%
1993-02-08 $0.0316 0.75%
1993-05-10 $0.0316 0.67%
1993-08-10 $0.0316 0.72%
1993-11-08 $0.0316 0.56%
1994-02-09 $0.0316 0.52%
1994-05-10 $0.0316 0.48%
1994-08-09 $0.0316 0.50%
1994-11-08 $0.0356 0.54%
1995-02-09 $0.0356 0.59%
1995-05-09 $0.0356 0.60%
1995-08-11 $0.0356 0.55%
1995-11-13 $0.0415 0.54%
1996-02-13 $0.0415 0.50%
1996-05-13 $0.0415 0.48%
1996-08-13 $0.0415 0.48%
1996-11-13 $0.0474 0.58%
1997-02-12 $0.0474 0.56%
1997-05-13 $0.0474 0.51%
1997-08-13 $0.0474 0.38%
1997-11-12 $0.0533 0.41%
1998-02-11 $0.0533 0.42%
1998-05-13 $0.0533 0.49%
1998-08-12 $0.0533 0.61%
1998-11-12 $0.0533 0.88%
1999-02-10 $0.0533 0.95%
1999-05-12 $0.0533 0.73%
1999-08-12 $0.0533 0.82%
1999-11-10 $0.0533 0.71%
2000-02-10 $0.0533 0.71%
2000-05-11 $0.0533 0.72%
2000-08-11 $0.0533 0.66%
2000-11-13 $0.0533 0.71%
2001-02-12 $0.0533 0.69%
2001-05-11 $0.0533 0.65%
2001-08-13 $0.0533 0.67%
2001-11-13 $0.0533 0.73%
2002-02-12 $0.0533 0.66%
2002-05-13 $0.0533 0.64%
2002-08-13 $0.0533 0.75%
2002-11-13 $0.0533 0.69%
2003-01-29 $0.0533 0.73%
2003-05-13 $0.0533 0.63%
2003-08-13 $0.0533 0.55%
2003-11-12 $0.0533 0.50%
2004-02-11 $0.0533 0.52%
2004-05-12 $0.0533 0.46%
2004-08-11 $0.0622 0.50%
2004-11-10 $0.0622 0.37%
2005-02-11 $0.0800 0.42%
2005-05-12 $0.0800 0.42%
2005-08-17 $0.0800 0.35%
2005-11-10 $0.1000 0.47%
2006-02-13 $0.1000 0.36%
2006-05-11 $0.1200 0.40%
2006-08-11 $0.1200 0.56%
2006-11-13 $0.1200 0.43%
2007-02-13 $0.1200 0.48%
2007-05-11 $0.1200 0.44%
2007-08-13 $0.1500 0.50%
2007-11-13 $0.1500 0.48%
2008-02-13 $0.1500 0.54%
2008-05-13 $0.1500 0.56%
2008-08-13 $0.1500 0.50%
2008-11-12 $0.1500 0.85%
2009-02-11 $0.1500 0.87%
2009-05-13 $0.1500 0.72%
2009-08-12 $0.1500 0.68%
2009-11-12 $0.1500 0.72%
2010-02-10 $0.1500 0.69%
2010-05-12 $0.1500 0.51%
2010-08-12 $0.1700 0.61%
2010-11-10 $0.1700 0.55%
2011-02-11 $0.1700 0.51%
2011-05-12 $0.1900 0.54%
2011-08-11 $0.1900 0.75%
2011-11-10 $0.1900 0.58%
2012-02-13 $0.2100 0.51%
2012-05-11 $0.2100 0.55%
2012-08-13 $0.2100 0.51%
2012-11-13 $0.2100 0.54%
2013-02-13 $0.2300 0.52%
2013-05-13 $0.2300 0.50%
2013-08-13 $0.2300 0.44%
2013-11-13 $0.2300 0.49%
2014-02-12 $0.2500 0.51%
2014-05-13 $0.2500 0.52%
2014-08-13 $0.2500 0.51%
2014-11-12 $0.2500 0.50%
2015-02-11 $0.2700 0.63%
2015-05-13 $0.2700 0.64%
2015-08-12 $0.2700 0.70%
2015-11-12 $0.2700 0.64%
2016-02-11 $0.2800 0.72%
2016-05-12 $0.2800 0.63%
2016-08-11 $0.2800 0.58%
2016-11-10 $0.2800 0.52%
2017-02-13 $0.2900 0.47%
2017-05-11 $0.2900 0.46%
2017-08-11 $0.2900 0.53%
2017-11-14 $0.2900 0.47%
2018-02-14 $0.3000 0.43%
2018-05-14 $0.3000 0.43%
2018-08-14 $0.3000 0.41%
2018-11-14 $0.3000 0.46%
2019-02-14 $0.3100 0.53%
2019-05-14 $0.3100 0.57%
2019-08-14 $0.3100 0.58%
2019-11-14 $0.3100 0.49%
2020-02-13 $0.3200 0.45%
2020-05-14 $0.3200 0.66%
2020-08-13 $0.3200 0.47%
2020-11-13 $0.3200 0.46%
2021-02-12 $0.3300 0.41%
2021-05-13 $0.3300 0.33%
2021-08-13 $0.3300 0.36%
2021-11-12 $0.3300 0.32%
2022-02-14 $0.3400 0.36%
2022-05-13 $0.3400 0.33%
2022-08-12 $0.3400 0.29%
2022-11-14 $0.3400 0.27%
2023-02-14 $0.3500 0.24%
2023-05-12 $0.3500 0.27%
2023-08-14 $0.3500 0.23%
2023-11-14 $0.3500 0.22%
2024-02-14 $0.3700 0.20%
2024-05-14 $0.3700 0.19%
2024-08-15 $0.3700 0.19%
2024-11-15 $0.3700 0.14%
2025-02-14 $0.4600 0.17%
2025-05-15 $0.4600 0.20%
2025-08-15 $0.4600 0.17%
2025-11-14 $0.4600 0.18%
2026-02-13 $0.5100 0.18%
Total 154 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
2021-05-13 $35.28 $7.06 $0.06 0.2757
2021-08-13 $35.37 $7.07 $0.06 0.3127
2021-11-12 $35.48 $7.10 $0.06 0.2684
2022-02-14 $36.64 $7.33 $0.06 0.3066
2022-05-13 $36.75 $7.35 $0.06 0.2766
2022-08-12 $36.84 $7.37 $0.06 0.2593
2022-11-14 $36.93 $7.39 $0.06 0.2335
2023-02-14 $38.10 $7.62 $0.06 0.2138
2023-05-12 $38.17 $7.63 $0.06 0.2359
2023-08-14 $38.26 $7.65 $0.06 0.1973
2023-11-14 $38.32 $7.66 $0.06 0.1831
2024-02-14 $40.58 $8.12 $0.06 0.1739
2024-05-14 $40.65 $8.13 $0.07 0.1658
2024-08-15 $40.71 $8.14 $0.07 0.1625
2024-11-15 $40.77 $8.15 $0.07 0.1220
2025-02-14 $50.74 $10.15 $0.08 0.1527
2025-05-15 $50.81 $10.16 $0.08 0.1748
2025-08-15 $50.89 $10.18 $0.08 0.1593
2025-11-14 $50.96 $10.19 $0.08 0.1634
2026-02-13 $56.59 $11.32 $0.09 0.1614
Total $828.84 $165.77 $1.33 4.1988

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.

MUSA

CAGR 22.58% Total 1213.96% Final $131,396
2013-08-19 — 2026-04-14
VERA

CAGR 31.59% Total 285.74% Final $38,574
2021-05-14 — 2026-04-14
DELL

CAGR 33.64% Total 1544.49% Final $164,449
2016-08-17 — 2026-04-14