Atmus Filtration Technologies Inc. (ATMU) Stock Total Returns

Growth of $10,000 chart

2023-05-26 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$22,056
Total Return
120.56%
CAGR
29.91%
Dividends
$194.76
Yield on Cost
1.95%

Rolling Returns

1-Month (21 Trading Days)
Average+3.12%
Median+3.28%
Best+43.26%
Worst-26.55%
% of Windows Positive60.2%
1-Year (252 Trading Days)
Average+46.69%
Median+38.92%
Best+128.50%
Worst-4.02%
% of Windows Positive99.6%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -30.24%
Average Drawdown -8.50%
Drawdown Duration 65 Trading Days (Unrecovered)
Sortino Ratio 1.38
Calmar Ratio 0.99
CVaR (5%) -4.70%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -8.60% (-19.22% ann.) $860.40 $21.20 $4.24 $0.03
2025 +33.03% +$3303.37 $53.68 $10.73 $0.09
2024 +67.19% +$6718.77 $42.60 $8.53 $0.07
2023 partial +8.50% (+14.72% ann.) +$849.88 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial May 26, 2023 – September 17, 2024 +65.90% +46.99% +$6590.19 $23.09 $4.62 $0.04
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +33.91% +18.67% +$3391.40 $104.23 $20.84 $0.17

Dividend History

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

Date Per Share Yield %
2024-08-01 $0.0500 0.16%
2024-10-31 $0.0500 0.13%
2025-03-04 $0.0500 0.13%
2025-06-03 $0.0500 0.14%
2025-08-26 $0.0550 0.12%
2025-11-25 $0.0550 0.11%
2026-02-20 $0.0550 0.08%
2026-05-26 $0.0550 0.11%
Total 8 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-05-26 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2024-08-01 $23.09 $4.62 $0.04 0.6150
2024-10-31 $23.13 $4.63 $0.04 0.4741
2025-03-04 $23.15 $4.63 $0.04 0.5032
2025-06-03 $23.17 $4.63 $0.04 0.5055
2025-08-26 $25.52 $5.10 $0.04 0.4626
2025-11-25 $25.54 $5.11 $0.04 0.4246
2026-02-20 $25.57 $5.11 $0.04 0.3155
2026-05-26 $25.59 $5.12 $0.04 0.4074
Total $194.76 $38.95 $0.32 3.7081

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.

IQV

CAGR 11.85% Total 332.32% Final $43,232
2013-05-09 — 2026-06-03
SER

CAGR -41.22% Total -98.15% Final $184.94
2018-11-29 — 2026-06-03
BOH

CAGR 10.83% Total 11474.18% Final $1,157,418
1980-03-17 — 2026-06-03