A. O. Smith Corporation (AOS) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$10,680
Total Return
6.80%
CAGR
1.32%
Dividends
$953.79
Yield on Cost
9.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.33% |
| Median | +0.26% |
| Best | +28.51% |
| Worst | -19.45% |
| % of Windows Positive | 50.9% |
1-Year (252 Trading Days)
| Average | +2.63% |
| Median | -1.00% |
| Best | +49.41% |
| Worst | -32.65% |
| % of Windows Positive | 48.3% |
3-Year (756 Trading Days)
| Average | +17.38% |
| Median | +20.27% |
| Best | +55.71% |
| Worst | -18.17% |
| % of Windows Positive | 83.4% |
Risk Metrics
| Maximum Drawdown | -42.82% |
| Average Drawdown | -17.38% |
| Drawdown Duration | 543 Trading Days |
| Sortino Ratio | 0.27 |
| Calmar Ratio | 0.03 |
| CVaR (5%) | -3.58% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.47% (+1.65% ann.) | +$46.62 | $53.83 | $10.77 | $0.09 |
| 2025 | -0.35% | $34.94 | $203.55 | $40.71 | $0.33 |
| 2024 | -16.19% | $1619.24 | $158.44 | $31.69 | $0.25 |
| 2023 | +46.13% | +$4612.63 | $214.35 | $42.87 | $0.34 |
| 2022 | -32.34% | $3233.57 | $133.47 | $26.69 | $0.21 |
| 2021 | +58.62% | +$5861.63 | $194.34 | $38.87 | $0.31 |
| 2020 | +16.99% | +$1699.37 | $207.07 | $41.41 | $0.33 |
| 2019 | +13.20% | +$1319.60 | $211.92 | $42.38 | $0.34 |
| 2018 | -29.57% | $2956.71 | $124.46 | $24.89 | $0.20 |
| 2017 | +30.51% | +$3050.63 | $118.66 | $23.73 | $0.19 |
| 2016 | +24.78% | +$2478.15 | $125.79 | $25.16 | $0.20 |
| 2015 | +37.03% | +$3702.73 | $135.21 | $27.04 | $0.22 |
| 2014 | +5.63% | +$562.57 | $111.66 | $22.33 | $0.18 |
| 2013 | +72.60% | +$7260.48 | $146.41 | $29.28 | $0.23 |
| 2012 | +59.01% | +$5901.44 | $180.31 | $36.06 | $0.29 |
| 2011 | +6.57% | +$657.00 | $158.22 | $31.64 | $0.25 |
| 2010 | +33.31% | +$3330.67 | $187.62 | $37.52 | $0.30 |
| 2009 | +49.66% | +$4965.74 | $262.78 | $52.56 | $0.42 |
| 2008 | -14.26% | $1425.88 | $212.52 | $42.50 | $0.34 |
| 2007 | -5.37% | $536.62 | $187.35 | $37.47 | $0.30 |
| 2006 | +8.37% | +$837.45 | $188.88 | $37.77 | $0.30 |
| 2005 | +19.36% | +$1935.76 | $215.25 | $43.05 | $0.34 |
| 2004 | -13.12% | $1312.23 | $177.97 | $35.59 | $0.28 |
| 2003 | +31.82% | +$3182.17 | $216.07 | $43.21 | $0.35 |
| 2002 | +40.80% | +$4080.46 | $278.67 | $55.73 | $0.45 |
| 2001 | +17.06% | +$1706.16 | $307.49 | $61.50 | $0.49 |
| 2000 | -20.13% | $2013.08 | $230.36 | $46.07 | $0.37 |
| 1999 | -9.58% | $957.57 | $196.57 | $39.31 | $0.31 |
| 1998 | -11.51% | $1151.41 | $166.49 | $33.30 | $0.27 |
| 1997 | +43.58% | +$4357.80 | $228.99 | $45.80 | $0.37 |
| 1996 | +47.18% | +$4718.48 | $320.75 | $64.15 | $0.51 |
| 1995 | -13.63% | $1363.14 | $238.45 | $47.69 | $0.38 |
| 1994 | -30.48% | $3047.95 | $140.55 | $28.11 | $0.23 |
| 1993 | +91.78% | +$9177.90 | $354.11 | $70.82 | $0.56 |
| 1992 | +117.50% | +$11749.94 | $448.80 | $89.76 | $0.72 |
| 1991 | +21.38% | +$2138.01 | $527.65 | $105.52 | $0.85 |
| 1990 | +23.33% | +$2332.58 | $625.86 | $125.17 | $0.99 |
| 1989 | -12.15% | $1214.65 | $527.67 | $105.54 | $0.85 |
| 1988 | +32.47% | +$3246.53 | $671.55 | $134.30 | $1.08 |
| 1987 | -38.85% | $3884.77 | $394.39 | $78.88 | $0.63 |
| 1986 | -10.99% | $1099.44 | $341.71 | $68.34 | $0.55 |
| 1985 | +107.69% | +$10769.25 | $0.00 | $0.00 | $0.00 |
| 1984 | -35.00% | $3500.00 | $0.00 | $0.00 | $0.00 |
| 1983 partial | -10.26% (-35.23% ann.) | $1025.64 | $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 | -6.07% | -1.36% | $607.18 | $1170.07 | $234.01 | $1.87 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +72.93% | +23.72% | +$7293.30 | $841.69 | $168.34 | $1.35 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +89.81% | +13.68% | +$8981.25 | $1265.74 | $253.14 | $2.02 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -52.17% | -40.67% | $5216.67 | $245.40 | $49.08 | $0.39 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +249.30% | +44.85% | +$24930.29 | $1290.85 | $258.17 | $2.07 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +284.84% | +19.49% | +$28483.66 | $3330.53 | $666.11 | $5.33 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -20.04% | -92.21% | $2003.59 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.35% | +94.81% | +$5135.08 | $203.67 | $40.73 | $0.33 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +54.15% | +50.76% | +$5414.89 | $200.53 | $40.11 | $0.32 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -29.33% | -30.83% | $2932.66 | $144.95 | $28.99 | $0.23 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +42.46% | +21.04% | +$4245.72 | $371.80 | $74.36 | $0.59 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -17.32% | -11.42% | $1731.77 | $253.42 | $50.68 | $0.41 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-01-27 | $0.0111 | 0.77% |
| 1986-04-24 | $0.0111 | 0.71% |
| 1986-07-25 | $0.0111 | 0.83% |
| 1986-10-27 | $0.0111 | 0.89% |
| 1987-01-26 | $0.0111 | 0.86% |
| 1987-04-24 | $0.0111 | 0.86% |
| 1987-07-27 | $0.0111 | 0.90% |
| 1987-10-26 | $0.0111 | 1.39% |
| 1988-01-25 | $0.0111 | 1.57% |
| 1988-04-25 | $0.0111 | 1.38% |
| 1988-07-25 | $0.0111 | 1.23% |
| 1988-10-25 | $0.0111 | 1.25% |
| 1989-01-25 | $0.0111 | 1.19% |
| 1989-04-24 | $0.0111 | 1.10% |
| 1989-07-25 | $0.0111 | 1.18% |
| 1989-10-25 | $0.0111 | 1.32% |
| 1990-01-25 | $0.0111 | 1.63% |
| 1990-04-24 | $0.0111 | 1.23% |
| 1990-07-25 | $0.0111 | 1.05% |
| 1990-10-25 | $0.0111 | 1.28% |
| 1991-01-25 | $0.0111 | 1.23% |
| 1991-04-24 | $0.0111 | 1.08% |
| 1991-07-25 | $0.0111 | 1.08% |
| 1991-10-25 | $0.0111 | 1.11% |
| 1992-01-27 | $0.0111 | 0.99% |
| 1992-04-24 | $0.0111 | 0.63% |
| 1992-07-27 | $0.0111 | 0.62% |
| 1992-10-26 | $0.0111 | 0.66% |
| 1993-01-25 | $0.0111 | 0.55% |
| 1993-03-02 | $0.0278 | 1.28% |
| 1993-04-26 | $0.0111 | 0.50% |
| 1993-07-26 | $0.0122 | 0.43% |
| 1993-10-25 | $0.0122 | 0.39% |
| 1994-01-25 | $0.0122 | 0.33% |
| 1994-04-25 | $0.0144 | 0.46% |
| 1994-07-25 | $0.0144 | 0.46% |
| 1994-10-25 | $0.0144 | 0.52% |
| 1995-01-25 | $0.0144 | 0.56% |
| 1995-04-24 | $0.0167 | 0.62% |
| 1995-07-27 | $0.0167 | 0.55% |
| 1995-10-27 | $0.0167 | 0.71% |
| 1996-01-29 | $0.0167 | 0.61% |
| 1996-04-26 | $0.0189 | 0.73% |
| 1996-07-29 | $0.0189 | 0.76% |
| 1996-10-29 | $0.0189 | 0.64% |
| 1997-01-29 | $0.0189 | 0.53% |
| 1997-04-28 | $0.0189 | 0.49% |
| 1997-07-29 | $0.0189 | 0.48% |
| 1997-10-29 | $0.0189 | 0.41% |
| 1998-01-28 | $0.0189 | 0.40% |
| 1998-04-28 | $0.0189 | 0.38% |
| 1998-07-29 | $0.0200 | 0.44% |
| 1998-10-28 | $0.0200 | 0.61% |
| 1999-01-27 | $0.0200 | 0.50% |
| 1999-04-28 | $0.0200 | 0.51% |
| 1999-07-28 | $0.0200 | 0.40% |
| 1999-10-27 | $0.0200 | 0.50% |
| 2000-01-27 | $0.0200 | 0.57% |
| 2000-04-26 | $0.0200 | 0.63% |
| 2000-07-27 | $0.0217 | 0.79% |
| 2000-10-27 | $0.0217 | 0.96% |
| 2001-01-29 | $0.0217 | 0.80% |
| 2001-04-26 | $0.0217 | 0.68% |
| 2001-07-27 | $0.0217 | 0.71% |
| 2001-10-29 | $0.0217 | 0.80% |
| 2002-01-29 | $0.0217 | 0.55% |
| 2002-04-26 | $0.0217 | 0.44% |
| 2002-07-29 | $0.0233 | 0.48% |
| 2002-10-29 | $0.0233 | 0.55% |
| 2003-01-29 | $0.0233 | 0.56% |
| 2003-04-28 | $0.0233 | 0.47% |
| 2003-07-29 | $0.0250 | 0.47% |
| 2003-10-29 | $0.0250 | 0.48% |
| 2004-01-28 | $0.0250 | 0.48% |
| 2004-04-28 | $0.0250 | 0.48% |
| 2004-07-28 | $0.0267 | 0.55% |
| 2004-10-27 | $0.0267 | 0.59% |
| 2005-01-27 | $0.0267 | 0.59% |
| 2005-04-27 | $0.0267 | 0.56% |
| 2005-07-27 | $0.0267 | 0.58% |
| 2005-10-27 | $0.0267 | 0.51% |
| 2006-01-27 | $0.0267 | 0.38% |
| 2006-04-26 | $0.0267 | 0.33% |
| 2006-07-27 | $0.0283 | 0.40% |
| 2006-10-27 | $0.0283 | 0.48% |
| 2007-01-29 | $0.0283 | 0.44% |
| 2007-04-26 | $0.0283 | 0.44% |
| 2007-07-27 | $0.0300 | 0.37% |
| 2007-10-29 | $0.0300 | 0.48% |
| 2008-01-29 | $0.0300 | 0.53% |
| 2008-04-28 | $0.0300 | 0.58% |
| 2008-07-29 | $0.0317 | 0.51% |
| 2008-10-29 | $0.0317 | 0.66% |
| 2009-01-28 | $0.0317 | 0.64% |
| 2009-04-28 | $0.0317 | 0.63% |
| 2009-07-29 | $0.0325 | 0.50% |
| 2009-10-28 | $0.0325 | 0.47% |
| 2010-01-27 | $0.0325 | 0.46% |
| 2010-04-28 | $0.0325 | 0.37% |
| 2010-07-28 | $0.0350 | 0.38% |
| 2010-10-27 | $0.0350 | 0.37% |
| 2011-01-27 | $0.0350 | 0.32% |
| 2011-04-27 | $0.0350 | 0.32% |
| 2011-07-27 | $0.0400 | 0.37% |
| 2011-10-27 | $0.0400 | 0.43% |
| 2012-01-27 | $0.0400 | 0.38% |
| 2012-04-26 | $0.0400 | 0.34% |
| 2012-07-27 | $0.0500 | 0.40% |
| 2012-10-31 | $0.0500 | 0.33% |
| 2013-01-29 | $0.0500 | 0.28% |
| 2013-04-25 | $0.0600 | 0.32% |
| 2013-07-29 | $0.0600 | 0.29% |
| 2013-10-29 | $0.0600 | 0.24% |
| 2014-02-05 | $0.0750 | 0.33% |
| 2014-04-28 | $0.0750 | 0.32% |
| 2014-07-29 | $0.0750 | 0.31% |
| 2014-10-29 | $0.0750 | 0.29% |
| 2015-02-04 | $0.0950 | 0.31% |
| 2015-04-28 | $0.0950 | 0.29% |
| 2015-07-29 | $0.0950 | 0.27% |
| 2015-10-28 | $0.0950 | 0.26% |
| 2016-02-03 | $0.1200 | 0.35% |
| 2016-04-27 | $0.1200 | 0.30% |
| 2016-07-27 | $0.1200 | 0.26% |
| 2016-10-27 | $0.1200 | 0.26% |
| 2017-01-27 | $0.1400 | 0.29% |
| 2017-04-26 | $0.1400 | 0.27% |
| 2017-07-27 | $0.1400 | 0.26% |
| 2017-10-30 | $0.1400 | 0.23% |
| 2018-01-30 | $0.1800 | 0.27% |
| 2018-04-27 | $0.1800 | 0.29% |
| 2018-07-30 | $0.1800 | 0.30% |
| 2018-10-30 | $0.2200 | 0.52% |
| 2019-01-30 | $0.2200 | 0.46% |
| 2019-04-29 | $0.2200 | 0.39% |
| 2019-07-30 | $0.2200 | 0.50% |
| 2019-10-30 | $0.2400 | 0.49% |
| 2020-01-30 | $0.2400 | 0.54% |
| 2020-04-29 | $0.2400 | 0.55% |
| 2020-07-30 | $0.2400 | 0.45% |
| 2020-10-29 | $0.2600 | 0.51% |
| 2021-01-28 | $0.2600 | 0.49% |
| 2021-04-29 | $0.2600 | 0.39% |
| 2021-07-29 | $0.2600 | 0.37% |
| 2021-10-28 | $0.2800 | 0.44% |
| 2022-01-28 | $0.2800 | 0.37% |
| 2022-04-28 | $0.2800 | 0.45% |
| 2022-07-28 | $0.2800 | 0.46% |
| 2022-10-28 | $0.3000 | 0.58% |
| 2023-01-30 | $0.3000 | 0.50% |
| 2023-04-27 | $0.3000 | 0.44% |
| 2023-07-28 | $0.3000 | 0.41% |
| 2023-10-30 | $0.3200 | 0.47% |
| 2024-01-30 | $0.3200 | 0.39% |
| 2024-04-29 | $0.3200 | 0.38% |
| 2024-07-31 | $0.3200 | 0.37% |
| 2024-10-31 | $0.3400 | 0.45% |
| 2025-01-31 | $0.3400 | 0.51% |
| 2025-04-30 | $0.3400 | 0.51% |
| 2025-07-31 | $0.3400 | 0.48% |
| 2025-10-31 | $0.3600 | 0.54% |
| 2026-01-30 | $0.3600 | 0.49% |
| Total | 162 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 |
|---|---|---|---|---|
| 2021-04-29 | $38.63 | $7.73 | $0.06 | 0.4509 |
| 2021-07-29 | $38.75 | $7.75 | $0.06 | 0.4393 |
| 2021-10-28 | $41.85 | $8.37 | $0.07 | 0.4727 |
| 2022-01-28 | $41.99 | $8.40 | $0.07 | 0.4440 |
| 2022-04-28 | $42.11 | $8.42 | $0.07 | 0.5616 |
| 2022-07-28 | $42.27 | $8.45 | $0.07 | 0.5533 |
| 2022-10-28 | $45.45 | $9.09 | $0.07 | 0.6673 |
| 2023-01-30 | $45.65 | $9.13 | $0.07 | 0.6120 |
| 2023-04-27 | $45.84 | $9.17 | $0.07 | 0.5338 |
| 2023-07-28 | $46.00 | $9.20 | $0.07 | 0.5087 |
| 2023-10-30 | $49.23 | $9.85 | $0.08 | 0.5656 |
| 2024-01-30 | $49.41 | $9.88 | $0.08 | 0.4948 |
| 2024-04-29 | $49.57 | $9.91 | $0.08 | 0.4694 |
| 2024-07-31 | $49.72 | $9.94 | $0.08 | 0.4668 |
| 2024-10-31 | $52.98 | $10.60 | $0.08 | 0.5633 |
| 2025-01-31 | $53.17 | $10.63 | $0.09 | 0.6308 |
| 2025-04-30 | $53.39 | $10.68 | $0.09 | 0.6281 |
| 2025-07-31 | $53.60 | $10.72 | $0.09 | 0.6045 |
| 2025-10-31 | $56.97 | $11.39 | $0.09 | 0.6893 |
| 2026-01-30 | $57.22 | $11.44 | $0.09 | 0.6216 |
| Total | $953.79 | $190.76 | $1.53 | 10.9778 |
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.