Allison Transmission Holdings, Inc. (ALSN) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$30,007
Total Return
200.07%
CAGR
24.58%
Dividends
$1,179.67
Yield on Cost
11.80%

Rolling Returns

1-Month (21 Trading Days)
Average+2.29%
Median+1.69%
Best+28.19%
Worst-19.05%
% of Windows Positive58.2%
1-Year (252 Trading Days)
Average+33.06%
Median+28.33%
Best+132.73%
Worst-32.79%
% of Windows Positive84.7%
3-Year (756 Trading Days)
Average+160.15%
Median+156.47%
Best+258.64%
Worst+78.59%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -33.69%
Average Drawdown -9.65%
Drawdown Duration 272 Trading Days
Sortino Ratio 1.34
Calmar Ratio 0.73
CVaR (5%) -3.97%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +22.09% (+60.55% ann.) +$2209.19 $59.30 $11.86 $0.10
2025 -8.56% $856.18 $100.27 $20.05 $0.16
2024 +87.57% +$8756.68 $172.64 $34.53 $0.27
2023 +41.78% +$4177.69 $222.38 $44.48 $0.35
2022 +16.37% +$1636.57 $232.56 $46.52 $0.37
2021 -14.41% $1441.16 $177.20 $35.44 $0.29
2020 -9.42% $942.22 $141.52 $28.31 $0.23
2019 +11.20% +$1120.11 $137.18 $27.43 $0.21
2018 +3.06% +$305.96 $139.91 $27.98 $0.22
2017 +29.52% +$2952.47 $178.99 $35.80 $0.29
2016 +32.47% +$3247.29 $233.42 $46.69 $0.38
2015 -22.39% $2239.11 $178.01 $35.60 $0.29
2014 +24.42% +$2441.65 $185.66 $37.14 $0.29
2013 +37.14% +$3714.18 $206.79 $41.36 $0.32
2012 partial -12.10% (-14.94% ann.) $1209.84 $77.12 $15.42 $0.12

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial March 15, 2012 – July 25, 2012 -27.38% -58.74% $2738.02 $25.64 $5.13 $0.04
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +176.76% +14.40% +$17675.56 $2397.53 $479.51 $3.81
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.84% -99.63% $3884.22 $38.56 $7.71 $0.06
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +31.47% +55.32% +$3147.34 $117.36 $23.47 $0.19
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -6.12% -5.82% $612.49 $239.36 $47.87 $0.39
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +23.75% +25.39% +$2375.03 $182.90 $36.58 $0.29
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +114.25% +50.85% +$11424.55 $449.55 $89.91 $0.71
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +36.44% +19.98% +$3643.66 $217.04 $43.41 $0.35

Dividend History

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

Date Per Share Yield %
2012-05-16 $0.0600 0.31%
2012-08-13 $0.0600 0.32%
2012-11-14 $0.0600 0.28%
2013-02-21 $0.0600 0.25%
2013-05-15 $0.1200 0.51%
2013-08-15 $0.1200 0.53%
2013-11-14 $0.1200 0.47%
2014-02-27 $0.1200 0.40%
2014-05-15 $0.1200 0.40%
2014-08-14 $0.1200 0.40%
2014-11-06 $0.1500 0.46%
2015-02-26 $0.1500 0.47%
2015-05-14 $0.1500 0.48%
2015-08-13 $0.1500 0.51%
2015-11-12 $0.1500 0.54%
2016-02-25 $0.1500 0.65%
2016-05-19 $0.1500 0.54%
2016-08-18 $0.1500 0.55%
2016-11-09 $0.1500 0.51%
2017-03-02 $0.1500 0.40%
2017-05-18 $0.1500 0.41%
2017-08-17 $0.1500 0.42%
2017-11-17 $0.1500 0.36%
2018-02-16 $0.1500 0.37%
2018-05-18 $0.1500 0.35%
2018-08-17 $0.1500 0.32%
2018-11-16 $0.1500 0.32%
2019-03-01 $0.1500 0.30%
2019-05-17 $0.1500 0.33%
2019-08-22 $0.1500 0.34%
2019-11-14 $0.1500 0.34%
2020-03-06 $0.1700 0.43%
2020-05-15 $0.1700 0.50%
2020-08-21 $0.1700 0.47%
2020-11-13 $0.1700 0.43%
2021-02-19 $0.1900 0.49%
2021-05-14 $0.1900 0.42%
2021-08-13 $0.1900 0.48%
2021-11-19 $0.1900 0.52%
2022-03-04 $0.2100 0.52%
2022-05-13 $0.2100 0.55%
2022-08-19 $0.2100 0.53%
2022-11-18 $0.2100 0.48%
2023-03-03 $0.2300 0.47%
2023-05-12 $0.2300 0.48%
2023-08-11 $0.2300 0.39%
2023-11-10 $0.2300 0.44%
2024-03-01 $0.2500 0.33%
2024-05-17 $0.2500 0.33%
2024-08-19 $0.2500 0.29%
2024-11-18 $0.2500 0.22%
2025-03-03 $0.2700 0.27%
2025-05-19 $0.2700 0.25%
2025-08-20 $0.2700 0.31%
2025-11-21 $0.2700 0.33%
2026-03-09 $0.2900 0.25%
2026-05-18 $0.2900 0.25%
Total 57 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-08-13 $45.03 $9.01 $0.07 0.9334
2021-11-19 $45.21 $9.04 $0.07 0.9972
2022-03-04 $50.18 $10.03 $0.08 0.9796
2022-05-13 $50.38 $10.08 $0.08 1.0592
2022-08-19 $50.61 $10.12 $0.08 1.0443
2022-11-18 $50.83 $10.17 $0.08 0.9316
2023-03-03 $55.88 $11.18 $0.09 0.9171
2023-05-12 $56.10 $11.22 $0.09 0.9367
2023-08-11 $56.31 $11.26 $0.09 0.7616
2023-11-10 $56.48 $11.30 $0.09 0.8493
2024-03-01 $61.61 $12.32 $0.10 0.6524
2024-05-17 $61.77 $12.35 $0.10 0.6564
2024-08-19 $61.94 $12.39 $0.10 0.5727
2024-11-18 $62.08 $12.41 $0.10 0.4221
2025-03-03 $67.16 $13.43 $0.11 0.5441
2025-05-19 $67.31 $13.46 $0.11 0.5062
2025-08-20 $67.44 $13.49 $0.11 0.6169
2025-11-21 $67.61 $13.52 $0.11 0.6402
2026-03-09 $72.80 $14.56 $0.12 0.4974
2026-05-18 $72.95 $14.59 $0.12 0.5106
Total $1179.67 $235.94 $1.88 15.0288

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.

CTRN

CAGR 5.50% Total 208.43% Final $30,843
2005-05-18 — 2026-06-03
MGX

CAGR -58.74% Total -87.10% Final $1,290
2024-02-09 — 2026-06-03
TWST

CAGR 24.16% Total 416.64% Final $51,664
2018-10-31 — 2026-06-03