American Express Company (AXP) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$19,178
Total Return
91.78%
CAGR
13.91%
Dividends
$799.24
Yield on Cost
7.99%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.49% |
| Median | +1.61% |
| Best | +22.59% |
| Worst | -19.38% |
| % of Windows Positive | 56.4% |
1-Year (252 Trading Days)
| Average | +21.76% |
| Median | +19.85% |
| Best | +94.77% |
| Worst | -23.52% |
| % of Windows Positive | 76.1% |
3-Year (756 Trading Days)
| Average | +92.85% |
| Median | +90.35% |
| Best | +172.25% |
| Worst | +27.43% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -31.64% |
| Average Drawdown | -10.53% |
| Drawdown Duration | 487 Trading Days |
| Sortino Ratio | 0.86 |
| Calmar Ratio | 0.44 |
| CVaR (5%) | -4.18% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -18.41% (-38.27% ann.) | $1840.55 | $47.89 | $9.58 | $0.08 |
| 2025 | +25.74% | +$2573.98 | $106.84 | $21.37 | $0.17 |
| 2024 | +59.93% | +$5993.39 | $144.69 | $28.94 | $0.23 |
| 2023 | +28.31% | +$2830.68 | $157.72 | $31.54 | $0.25 |
| 2022 | -8.76% | $876.45 | $122.07 | $24.41 | $0.20 |
| 2021 | +36.57% | +$3656.66 | $142.80 | $28.56 | $0.23 |
| 2020 | -1.50% | $149.97 | $138.88 | $27.78 | $0.22 |
| 2019 | +32.13% | +$3213.49 | $168.63 | $33.73 | $0.27 |
| 2018 | -2.91% | $291.27 | $145.64 | $29.13 | $0.23 |
| 2017 | +35.77% | +$3576.99 | $177.72 | $35.55 | $0.28 |
| 2016 | +8.15% | +$815.38 | $172.09 | $34.42 | $0.28 |
| 2015 | -24.43% | $2442.64 | $118.70 | $23.74 | $0.19 |
| 2014 | +3.44% | +$344.06 | $108.36 | $21.67 | $0.17 |
| 2013 | +59.44% | +$5943.88 | $150.22 | $30.04 | $0.24 |
| 2012 | +23.23% | +$2322.56 | $166.09 | $33.22 | $0.27 |
| 2011 | +11.27% | +$1127.45 | $168.54 | $33.71 | $0.27 |
| 2010 | +7.45% | +$744.62 | $178.62 | $35.72 | $0.29 |
| 2009 | +124.52% | +$12451.68 | $392.79 | $78.56 | $0.63 |
| 2008 | -63.85% | $6384.77 | $139.05 | $27.81 | $0.22 |
| 2007 | -13.57% | $1356.56 | $99.20 | $19.84 | $0.16 |
| 2006 | +18.85% | +$1884.98 | $105.26 | $21.05 | $0.17 |
| 2005 | +5.06% | +$506.14 | $88.43 | $17.69 | $0.14 |
| 2004 | +17.45% | +$1745.02 | $66.46 | $13.29 | $0.11 |
| 2003 | +37.41% | +$3741.11 | $107.81 | $21.56 | $0.17 |
| 2002 | -0.06% | $5.95 | $112.47 | $22.49 | $0.18 |
| 2001 | -34.60% | $3460.29 | $58.37 | $11.67 | $0.09 |
| 2000 | -0.38% | $38.45 | $56.95 | $11.39 | $0.09 |
| 1999 | +63.14% | +$6314.20 | $88.11 | $17.62 | $0.14 |
| 1998 | +15.51% | +$1551.00 | $75.76 | $15.15 | $0.12 |
| 1997 | +59.50% | +$5949.73 | $159.94 | $31.99 | $0.26 |
| 1996 | +39.16% | +$3915.74 | $274.08 | $54.82 | $0.44 |
| 1995 | +42.28% | +$4227.88 | $230.00 | $46.00 | $0.37 |
| 1994 | +11.89% | +$1189.38 | $415.38 | $83.07 | $0.67 |
| 1993 | +27.55% | +$2754.84 | $406.55 | $81.31 | $0.65 |
| 1992 | +24.58% | +$2458.31 | $369.04 | $73.81 | $0.59 |
| 1991 | +2.61% | +$260.82 | $470.71 | $94.14 | $0.75 |
| 1990 | -39.05% | $3905.08 | $266.54 | $53.31 | $0.43 |
| 1989 | +33.66% | +$3366.08 | $325.54 | $65.11 | $0.52 |
| 1988 | +19.94% | +$1993.63 | $429.37 | $85.87 | $0.69 |
| 1987 | -17.02% | $1702.13 | $392.25 | $78.45 | $0.63 |
| 1986 | +8.80% | +$880.20 | $262.08 | $52.41 | $0.42 |
| 1985 | +44.16% | +$4415.91 | $354.05 | $70.81 | $0.57 |
| 1984 | +18.98% | +$1898.38 | $397.24 | $79.45 | $0.63 |
| 1983 | +5.03% | +$502.86 | $492.20 | $98.44 | $0.79 |
| 1982 | +50.09% | +$5009.10 | $377.85 | $75.57 | $0.61 |
| 1981 | +12.53% | +$1252.98 | $375.88 | $75.18 | $0.60 |
| 1980 | +41.13% | +$4112.73 | $682.31 | $136.47 | $1.10 |
| 1979 | +7.27% | +$727.19 | $628.43 | $125.68 | $1.01 |
| 1978 | -15.68% | $1567.94 | $438.08 | $87.62 | $0.72 |
| 1977 | -8.94% | $893.56 | $324.30 | $64.87 | $0.51 |
| 1976 | +10.20% | +$1020.40 | $0.00 | $0.00 | $0.00 |
| 1975 | +41.35% | +$4134.62 | $0.00 | $0.00 | $0.00 |
| 1974 | -42.06% | $4206.13 | $0.00 | $0.00 | $0.00 |
| 1973 | -30.70% | $3069.50 | $0.00 | $0.00 | $0.00 |
| 1972 partial | +12.85% (+23.28% ann.) | +$1285.41 | $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 | +244.36% | +30.95% | +$24435.66 | $1080.67 | $216.14 | $1.73 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -34.08% | -14.95% | $3407.96 | $210.08 | $42.02 | $0.34 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +153.02% | +20.42% | +$15302.20 | $897.81 | $179.56 | $1.44 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -82.45% | -70.82% | $8244.54 | $146.36 | $29.27 | $0.23 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +386.78% | +59.81% | +$38678.20 | $2170.78 | $434.16 | $3.47 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +158.42% | +13.37% | +$15841.83 | $1651.37 | $330.27 | $2.64 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -49.51% | -99.96% | $4950.94 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +16.35% | +27.59% | +$1635.11 | $154.13 | $30.83 | $0.25 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +35.75% | +33.64% | +$3574.96 | $147.11 | $29.42 | $0.24 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -3.25% | -3.45% | $324.89 | $131.12 | $26.23 | $0.21 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +74.85% | +35.18% | +$7484.77 | $281.72 | $56.34 | $0.45 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +16.38% | +9.30% | +$1637.55 | $216.19 | $43.24 | $0.35 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1977-04-01 | $0.0193 | 0.83% |
| 1977-07-01 | $0.0193 | 0.74% |
| 1977-10-03 | $0.0225 | 0.92% |
| 1977-12-30 | $0.0225 | 0.96% |
| 1978-04-03 | $0.0225 | 1.09% |
| 1978-06-30 | $0.0257 | 1.13% |
| 1978-10-02 | $0.0257 | 1.15% |
| 1978-12-29 | $0.0257 | 1.34% |
| 1979-04-02 | $0.0290 | 1.42% |
| 1979-06-29 | $0.0290 | 1.29% |
| 1979-10-01 | $0.0290 | 1.33% |
| 1979-12-28 | $0.0290 | 1.48% |
| 1980-03-28 | $0.0322 | 1.79% |
| 1980-06-27 | $0.0322 | 1.38% |
| 1980-09-29 | $0.0322 | 1.33% |
| 1980-12-26 | $0.0322 | 1.25% |
| 1981-03-30 | $0.0322 | 1.09% |
| 1981-06-29 | $0.0322 | 1.03% |
| 1981-10-05 | $0.0322 | 1.19% |
| 1982-01-04 | $0.0354 | 1.25% |
| 1982-07-02 | $0.0354 | 1.39% |
| 1982-10-04 | $0.0354 | 1.12% |
| 1983-01-03 | $0.0386 | 0.93% |
| 1983-04-04 | $0.0386 | 0.73% |
| 1983-07-01 | $0.0412 | 0.67% |
| 1983-10-03 | $0.0412 | 0.87% |
| 1983-12-30 | $0.0412 | 0.97% |
| 1984-04-02 | $0.0412 | 1.01% |
| 1984-06-29 | $0.0412 | 1.13% |
| 1984-10-01 | $0.0412 | 0.93% |
| 1984-12-28 | $0.0412 | 0.85% |
| 1985-03-29 | $0.0412 | 0.77% |
| 1985-06-28 | $0.0412 | 0.66% |
| 1985-09-30 | $0.0438 | 0.81% |
| 1985-12-27 | $0.0438 | 0.66% |
| 1986-03-27 | $0.0438 | 0.50% |
| 1986-06-27 | $0.0438 | 0.55% |
| 1986-09-29 | $0.0438 | 0.61% |
| 1986-12-26 | $0.0463 | 0.61% |
| 1987-03-30 | $0.0489 | 0.50% |
| 1987-06-26 | $0.0489 | 0.52% |
| 1987-09-29 | $0.0875 | 0.98% |
| 1987-10-05 | $0.0489 | 0.51% |
| 1987-12-31 | $0.0489 | 0.83% |
| 1988-01-04 | $0.0489 | 0.83% |
| 1988-04-04 | $0.0489 | 0.78% |
| 1988-07-01 | $0.0489 | 0.69% |
| 1988-10-03 | $0.0489 | 0.68% |
| 1988-12-30 | $0.0541 | 0.77% |
| 1989-04-03 | $0.0541 | 0.66% |
| 1989-06-30 | $0.0541 | 0.62% |
| 1989-10-02 | $0.0541 | 0.58% |
| 1989-12-29 | $0.0592 | 0.68% |
| 1990-04-02 | $0.0592 | 0.89% |
| 1990-06-29 | $0.0592 | 0.75% |
| 1990-10-01 | $0.0592 | 1.09% |
| 1990-12-28 | $0.0592 | 1.12% |
| 1991-04-01 | $0.0592 | 0.80% |
| 1991-06-28 | $0.0592 | 1.00% |
| 1991-09-30 | $0.0644 | 0.96% |
| 1991-12-27 | $0.0644 | 1.20% |
| 1992-03-30 | $0.0644 | 1.08% |
| 1992-06-26 | $0.0644 | 1.07% |
| 1992-09-28 | $0.0644 | 1.14% |
| 1993-01-04 | $0.0644 | 1.01% |
| 1993-03-29 | $0.0644 | 0.90% |
| 1993-07-02 | $0.0644 | 0.80% |
| 1993-10-04 | $0.0644 | 0.71% |
| 1994-01-03 | $0.0644 | 0.81% |
| 1994-04-04 | $0.0644 | 0.90% |
| 1994-07-01 | $0.0656 | 0.87% |
| 1994-10-03 | $0.0656 | 0.74% |
| 1994-12-30 | $0.0656 | 0.77% |
| 1995-04-03 | $0.0656 | 0.65% |
| 1995-07-05 | $0.0656 | 0.64% |
| 1995-10-11 | $0.0656 | 0.52% |
| 1996-01-03 | $0.0656 | 0.54% |
| 1996-04-02 | $0.0656 | 0.45% |
| 1996-07-02 | $0.0656 | 0.50% |
| 1996-10-09 | $0.0656 | 0.47% |
| 1996-12-31 | $0.0656 | 0.39% |
| 1997-04-02 | $0.0656 | 0.37% |
| 1997-07-01 | $0.0656 | 0.30% |
| 1997-10-01 | $0.0656 | 0.27% |
| 1997-12-30 | $0.0656 | 0.26% |
| 1998-04-07 | $0.0656 | 0.21% |
| 1998-06-30 | $0.0656 | 0.20% |
| 1998-10-07 | $0.0656 | 0.32% |
| 1999-01-06 | $0.0656 | 0.23% |
| 1999-03-30 | $0.0656 | 0.18% |
| 1999-06-30 | $0.0659 | 0.18% |
| 1999-10-06 | $0.0656 | 0.16% |
| 2000-01-05 | $0.0656 | 0.15% |
| 2000-04-20 | $0.0700 | 0.17% |
| 2000-07-05 | $0.0700 | 0.15% |
| 2000-10-04 | $0.0700 | 0.13% |
| 2001-01-03 | $0.0700 | 0.15% |
| 2001-04-04 | $0.0700 | 0.21% |
| 2001-07-03 | $0.0700 | 0.20% |
| 2001-10-03 | $0.0700 | 0.28% |
| 2002-01-02 | $0.0700 | 0.22% |
| 2002-04-03 | $0.0700 | 0.20% |
| 2002-07-02 | $0.0700 | 0.22% |
| 2002-10-02 | $0.0700 | 0.24% |
| 2002-12-31 | $0.0700 | 0.22% |
| 2003-04-02 | $0.0700 | 0.24% |
| 2003-07-01 | $0.0875 | 0.24% |
| 2003-10-01 | $0.0875 | 0.22% |
| 2003-12-30 | $0.0875 | 0.21% |
| 2004-03-31 | $0.0875 | 0.19% |
| 2004-06-30 | $0.0875 | 0.20% |
| 2004-10-06 | $0.1050 | 0.23% |
| 2005-01-05 | $0.1050 | 0.22% |
| 2005-03-30 | $0.1050 | 0.24% |
| 2005-06-29 | $0.1050 | 0.22% |
| 2005-10-05 | $0.1200 | 0.24% |
| 2006-01-04 | $0.1200 | 0.23% |
| 2006-04-05 | $0.1200 | 0.23% |
| 2006-07-05 | $0.1500 | 0.28% |
| 2006-10-04 | $0.1500 | 0.27% |
| 2007-01-03 | $0.1500 | 0.25% |
| 2007-04-03 | $0.1500 | 0.27% |
| 2007-07-03 | $0.1500 | 0.24% |
| 2007-10-03 | $0.1500 | 0.25% |
| 2008-01-02 | $0.1800 | 0.35% |
| 2008-04-09 | $0.1800 | 0.39% |
| 2008-07-09 | $0.1800 | 0.43% |
| 2008-10-01 | $0.1800 | 0.51% |
| 2009-01-07 | $0.1800 | 0.85% |
| 2009-04-01 | $0.1800 | 1.32% |
| 2009-06-30 | $0.1800 | 0.75% |
| 2009-09-30 | $0.1800 | 0.53% |
| 2010-01-07 | $0.1800 | 0.43% |
| 2010-03-30 | $0.1800 | 0.43% |
| 2010-06-30 | $0.1800 | 0.45% |
| 2010-10-06 | $0.1800 | 0.47% |
| 2011-01-05 | $0.1800 | 0.41% |
| 2011-04-06 | $0.1800 | 0.40% |
| 2011-06-29 | $0.1800 | 0.36% |
| 2011-10-05 | $0.1800 | 0.41% |
| 2012-01-04 | $0.1800 | 0.37% |
| 2012-04-03 | $0.2000 | 0.34% |
| 2012-07-03 | $0.2000 | 0.34% |
| 2012-10-03 | $0.2000 | 0.35% |
| 2013-01-02 | $0.2000 | 0.35% |
| 2013-04-03 | $0.2000 | 0.30% |
| 2013-07-02 | $0.2300 | 0.30% |
| 2013-10-02 | $0.2300 | 0.30% |
| 2014-01-08 | $0.2300 | 0.26% |
| 2014-04-02 | $0.2300 | 0.25% |
| 2014-07-09 | $0.2600 | 0.27% |
| 2014-10-01 | $0.2600 | 0.30% |
| 2015-01-07 | $0.2600 | 0.29% |
| 2015-03-31 | $0.2600 | 0.33% |
| 2015-06-30 | $0.2900 | 0.37% |
| 2015-10-07 | $0.2900 | 0.38% |
| 2016-01-06 | $0.2900 | 0.44% |
| 2016-04-06 | $0.2900 | 0.48% |
| 2016-06-29 | $0.2900 | 0.50% |
| 2016-10-05 | $0.3200 | 0.50% |
| 2017-01-04 | $0.3200 | 0.42% |
| 2017-04-05 | $0.3200 | 0.41% |
| 2017-07-05 | $0.3200 | 0.38% |
| 2017-10-05 | $0.3500 | 0.38% |
| 2018-01-04 | $0.3500 | 0.35% |
| 2018-04-05 | $0.3500 | 0.37% |
| 2018-07-05 | $0.3500 | 0.36% |
| 2018-10-04 | $0.3900 | 0.36% |
| 2019-01-03 | $0.3900 | 0.41% |
| 2019-04-04 | $0.3900 | 0.35% |
| 2019-07-03 | $0.3900 | 0.31% |
| 2019-10-03 | $0.4300 | 0.38% |
| 2020-01-02 | $0.4300 | 0.35% |
| 2020-04-02 | $0.4300 | 0.55% |
| 2020-07-01 | $0.4300 | 0.45% |
| 2020-10-08 | $0.4300 | 0.42% |
| 2021-01-07 | $0.4300 | 0.35% |
| 2021-03-31 | $0.4300 | 0.30% |
| 2021-07-01 | $0.4300 | 0.26% |
| 2021-10-07 | $0.4300 | 0.25% |
| 2022-01-06 | $0.4300 | 0.25% |
| 2022-04-07 | $0.5200 | 0.28% |
| 2022-06-30 | $0.5200 | 0.37% |
| 2022-10-13 | $0.5200 | 0.38% |
| 2023-01-05 | $0.5200 | 0.35% |
| 2023-04-05 | $0.6000 | 0.37% |
| 2023-07-06 | $0.6000 | 0.34% |
| 2023-10-05 | $0.6000 | 0.41% |
| 2024-01-04 | $0.6000 | 0.32% |
| 2024-04-04 | $0.7000 | 0.31% |
| 2024-07-05 | $0.7000 | 0.30% |
| 2024-10-04 | $0.7000 | 0.26% |
| 2025-01-03 | $0.7000 | 0.23% |
| 2025-04-04 | $0.8200 | 0.33% |
| 2025-07-03 | $0.8200 | 0.25% |
| 2025-10-10 | $0.8200 | 0.25% |
| 2026-01-02 | $0.8200 | 0.22% |
| 2026-04-02 | $0.9500 | 0.32% |
| Total | 198 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 |
|---|---|---|---|---|
| 2021-07-01 | $26.14 | $5.23 | $0.04 | 0.1250 |
| 2021-10-07 | $26.19 | $5.24 | $0.04 | 0.1200 |
| 2022-01-06 | $26.24 | $5.25 | $0.04 | 0.1212 |
| 2022-04-07 | $31.80 | $6.36 | $0.05 | 0.1392 |
| 2022-06-30 | $31.87 | $6.37 | $0.05 | 0.1836 |
| 2022-10-13 | $31.97 | $6.39 | $0.05 | 0.1803 |
| 2023-01-05 | $32.06 | $6.41 | $0.05 | 0.1748 |
| 2023-04-05 | $37.10 | $7.42 | $0.06 | 0.1839 |
| 2023-07-06 | $37.21 | $7.44 | $0.06 | 0.1738 |
| 2023-10-05 | $37.31 | $7.46 | $0.06 | 0.2025 |
| 2024-01-04 | $37.43 | $7.49 | $0.06 | 0.1597 |
| 2024-04-04 | $43.78 | $8.76 | $0.07 | 0.1592 |
| 2024-07-05 | $43.89 | $8.78 | $0.07 | 0.1487 |
| 2024-10-04 | $44.00 | $8.80 | $0.07 | 0.1273 |
| 2025-01-03 | $44.09 | $8.82 | $0.07 | 0.1161 |
| 2025-04-04 | $51.74 | $10.35 | $0.08 | 0.1768 |
| 2025-07-03 | $51.89 | $10.38 | $0.08 | 0.1262 |
| 2025-10-10 | $51.99 | $10.40 | $0.08 | 0.1312 |
| 2026-01-02 | $52.10 | $10.42 | $0.08 | 0.1116 |
| 2026-04-02 | $60.46 | $12.09 | $0.10 | 0.1608 |
| Total | $799.24 | $159.85 | $1.28 | 3.0219 |
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.