The Bank of New York Mellon Corporation (BK) Stock Total Returns
Growth of $10,000 chart
2021-06-02 to 2026-06-02 to
$
%
%
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Investment Performance
Final Value
$30,269
Total Return
202.69%
CAGR
24.80%
Dividends
$1,740.06
Yield on Cost
17.40%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.13% |
| Median | +2.33% |
| Best | +21.69% |
| Worst | -21.46% |
| % of Windows Positive | 65.7% |
1-Year (252 Trading Days)
| Average | +27.59% |
| Median | +37.76% |
| Best | +90.32% |
| Worst | -33.75% |
| % of Windows Positive | 75.2% |
3-Year (756 Trading Days)
| Average | +114.37% |
| Median | +118.92% |
| Best | +275.47% |
| Worst | +21.63% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -40.64% |
| Average Drawdown | -12.42% |
| Drawdown Duration | 584 Trading Days |
| Sortino Ratio | 1.49 |
| Calmar Ratio | 0.61 |
| CVaR (5%) | -3.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +22.52% (+62.40% ann.) | +$2252.09 | $91.47 | $18.29 | $0.15 |
| 2025 | +53.77% | +$5377.11 | $262.18 | $52.44 | $0.42 |
| 2024 | +51.01% | +$5100.75 | $345.18 | $69.04 | $0.55 |
| 2023 | +17.63% | +$1762.98 | $350.69 | $70.14 | $0.56 |
| 2022 | -19.64% | $1963.76 | $246.62 | $49.32 | $0.39 |
| 2021 | +39.79% | +$3979.02 | $309.02 | $61.80 | $0.49 |
| 2020 | -13.47% | $1347.32 | $248.62 | $49.73 | $0.40 |
| 2019 | +9.01% | +$900.86 | $252.45 | $50.49 | $0.40 |
| 2018 | -11.21% | $1120.79 | $194.17 | $38.83 | $0.31 |
| 2017 | +15.27% | +$1527.19 | $182.50 | $36.50 | $0.29 |
| 2016 | +16.62% | +$1661.51 | $175.66 | $35.13 | $0.28 |
| 2015 | +2.96% | +$295.64 | $168.49 | $33.70 | $0.27 |
| 2014 | +17.85% | +$1784.61 | $190.00 | $38.00 | $0.30 |
| 2013 | +38.10% | +$3809.99 | $227.08 | $45.42 | $0.36 |
| 2012 | +31.51% | +$3151.39 | $263.09 | $52.62 | $0.42 |
| 2011 | -33.10% | $3310.27 | $159.72 | $31.94 | $0.26 |
| 2010 | +9.11% | +$910.60 | $129.19 | $25.84 | $0.21 |
| 2009 | +0.34% | +$34.48 | $181.07 | $36.21 | $0.29 |
| 2008 | -40.65% | $4064.99 | $198.26 | $39.65 | $0.32 |
| 2007 | +18.84% | +$1884.37 | $228.26 | $45.65 | $0.36 |
| 2006 | +26.19% | +$2619.16 | $272.16 | $54.43 | $0.44 |
| 2005 | -2.46% | $246.25 | $262.69 | $52.54 | $0.42 |
| 2004 | +2.99% | +$298.99 | $240.33 | $48.07 | $0.38 |
| 2003 | +41.30% | +$4130.41 | $320.00 | $64.00 | $0.51 |
| 2002 | -40.18% | $4018.01 | $187.37 | $37.47 | $0.30 |
| 2001 | -25.10% | $2509.96 | $131.03 | $26.21 | $0.21 |
| 2000 | +39.53% | +$3952.82 | $157.73 | $31.55 | $0.25 |
| 1999 | +0.63% | +$63.17 | $144.79 | $28.96 | $0.23 |
| 1998 | +41.22% | +$4122.00 | $187.83 | $37.57 | $0.30 |
| 1997 | +74.57% | +$7456.97 | $292.65 | $58.53 | $0.47 |
| 1996 | +42.20% | +$4219.57 | $348.28 | $69.66 | $0.56 |
| 1995 | +68.72% | +$6872.09 | $462.66 | $92.53 | $0.74 |
| 1994 | +7.59% | +$759.42 | $388.63 | $77.73 | $0.62 |
| 1993 | +7.61% | +$761.19 | $228.12 | $45.62 | $0.37 |
| 1992 | +79.80% | +$7980.46 | $498.19 | $99.63 | $0.80 |
| 1991 | +83.82% | +$8381.75 | $964.03 | $192.81 | $1.54 |
| 1990 | -53.07% | $5307.20 | $536.61 | $107.32 | $0.86 |
| 1989 | +12.67% | +$1266.53 | $539.90 | $107.98 | $0.87 |
| 1988 | +50.29% | +$5028.56 | $723.58 | $144.72 | $1.16 |
| 1987 | -33.01% | $3301.25 | $115.76 | $23.15 | $0.19 |
| 1986 | +13.50% | +$1350.36 | $0.00 | $0.00 | $0.00 |
| 1985 | +44.72% | +$4471.83 | $0.00 | $0.00 | $0.00 |
| 1984 | +8.40% | +$839.69 | $0.00 | $0.00 | $0.00 |
| 1983 | +31.99% | +$3199.00 | $0.00 | $0.00 | $0.00 |
| 1982 | +15.74% | +$1574.34 | $0.00 | $0.00 | $0.00 |
| 1981 | +23.38% | +$2338.12 | $0.00 | $0.00 | $0.00 |
| 1980 | -2.11% | $211.27 | $0.00 | $0.00 | $0.00 |
| 1979 | +7.17% | +$716.98 | $0.00 | $0.00 | $0.00 |
| 1978 | +8.16% | +$816.33 | $0.00 | $0.00 | $0.00 |
| 1977 | -15.81% | $1580.75 | $0.00 | $0.00 | $0.00 |
| 1976 | +25.43% | +$2543.11 | $0.00 | $0.00 | $0.00 |
| 1975 | +20.21% | +$2020.72 | $0.00 | $0.00 | $0.00 |
| 1974 | -20.58% | $2057.61 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -10.00% (-14.70% ann.) | $1000.00 | $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 | +261.97% | +32.38% | +$26197.06 | $2520.61 | $504.12 | $4.03 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -32.90% | -14.36% | $3289.81 | $538.03 | $107.61 | $0.86 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +104.74% | +15.42% | +$10474.18 | $1894.45 | $378.89 | $3.03 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -58.53% | -46.37% | $5852.75 | $324.19 | $64.84 | $0.52 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +4.55% | +1.33% | +$454.76 | $678.82 | $135.76 | $1.09 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +146.47% | +12.66% | +$14646.57 | $3194.07 | $638.82 | $5.11 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.02% | -99.71% | $4001.75 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +15.46% | +26.03% | +$1546.31 | $302.03 | $60.41 | $0.48 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +48.71% | +45.71% | +$4870.78 | $334.91 | $66.98 | $0.54 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -21.21% | -22.36% | $2121.24 | $261.43 | $52.29 | $0.42 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +68.27% | +32.41% | +$6826.60 | $669.94 | $133.99 | $1.07 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 2, 2026 | +104.76% | +52.33% | +$10476.47 | $503.98 | $100.80 | $0.81 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-10-19 | $0.0596 | 1.19% |
| 1988-01-22 | $0.0596 | 1.57% |
| 1988-04-18 | $0.0596 | 1.45% |
| 1988-07-18 | $0.0596 | 1.28% |
| 1988-10-17 | $0.0636 | 1.33% |
| 1989-01-13 | $0.0636 | 1.26% |
| 1989-04-17 | $0.0636 | 1.06% |
| 1989-07-17 | $0.0636 | 0.93% |
| 1989-10-16 | $0.0702 | 1.14% |
| 1990-01-12 | $0.0702 | 1.33% |
| 1990-04-16 | $0.0702 | 1.69% |
| 1990-07-16 | $0.0702 | 1.77% |
| 1990-10-15 | $0.0702 | 2.90% |
| 1991-01-14 | $0.0702 | 2.92% |
| 1991-04-15 | $0.0503 | 1.42% |
| 1991-07-15 | $0.0503 | 1.29% |
| 1991-10-11 | $0.0503 | 1.24% |
| 1992-01-17 | $0.0503 | 1.01% |
| 1992-04-20 | $0.0503 | 0.93% |
| 1992-07-20 | $0.0503 | 0.93% |
| 1992-10-19 | $0.0503 | 0.84% |
| 1993-01-15 | $0.0503 | 0.69% |
| 1993-04-19 | $0.0503 | 0.63% |
| 1993-07-19 | $0.0596 | 0.79% |
| 1993-10-18 | $0.0016 | 0.02% |
| 1994-01-14 | $0.0596 | 0.77% |
| 1994-04-18 | $0.0729 | 0.99% |
| 1994-07-18 | $0.0729 | 0.91% |
| 1994-10-17 | $0.0848 | 1.03% |
| 1995-01-13 | $0.0848 | 1.09% |
| 1995-04-17 | $0.0848 | 0.98% |
| 1995-07-19 | $0.0954 | 0.90% |
| 1995-10-18 | $0.0954 | 0.76% |
| 1996-01-17 | $0.1060 | 0.85% |
| 1996-04-17 | $0.1060 | 0.85% |
| 1996-07-17 | $0.1166 | 0.89% |
| 1996-10-16 | $0.1166 | 0.74% |
| 1997-01-22 | $0.1272 | 0.66% |
| 1997-04-16 | $0.1272 | 0.68% |
| 1997-07-16 | $0.1272 | 0.53% |
| 1997-10-22 | $0.1378 | 0.51% |
| 1998-01-21 | $0.1378 | 0.45% |
| 1998-04-22 | $0.1378 | 0.41% |
| 1998-07-22 | $0.1484 | 0.43% |
| 1998-10-21 | $0.1484 | 0.44% |
| 1999-01-20 | $0.1484 | 0.40% |
| 1999-04-21 | $0.1484 | 0.37% |
| 1999-07-21 | $0.1484 | 0.38% |
| 1999-10-20 | $0.1696 | 0.45% |
| 2000-01-19 | $0.1696 | 0.43% |
| 2000-04-18 | $0.1357 | 0.32% |
| 2000-07-19 | $0.1696 | 0.33% |
| 2000-10-18 | $0.1908 | 0.35% |
| 2001-01-17 | $0.1908 | 0.35% |
| 2001-04-18 | $0.1908 | 0.36% |
| 2001-07-18 | $0.1908 | 0.42% |
| 2001-10-17 | $0.1908 | 0.51% |
| 2002-01-16 | $0.2014 | 0.43% |
| 2002-04-17 | $0.2014 | 0.49% |
| 2002-07-17 | $0.2014 | 0.62% |
| 2002-10-16 | $0.2014 | 0.76% |
| 2003-01-22 | $0.2014 | 0.72% |
| 2003-04-15 | $0.2014 | 0.82% |
| 2003-07-16 | $0.2014 | 0.60% |
| 2003-10-22 | $0.2014 | 0.62% |
| 2004-01-21 | $0.2014 | 0.55% |
| 2004-04-22 | $0.2120 | 0.67% |
| 2004-07-21 | $0.2120 | 0.69% |
| 2004-10-21 | $0.2120 | 0.64% |
| 2005-01-20 | $0.2120 | 0.63% |
| 2005-03-09 | $0.0530 | 0.16% |
| 2005-04-22 | $0.2120 | 0.72% |
| 2005-07-22 | $0.2226 | 0.67% |
| 2005-10-24 | $0.2226 | 0.70% |
| 2006-01-23 | $0.2226 | 0.67% |
| 2006-04-24 | $0.2226 | 0.61% |
| 2006-07-24 | $0.2332 | 0.66% |
| 2006-10-23 | $0.2332 | 0.66% |
| 2007-01-22 | $0.2332 | 0.54% |
| 2007-04-23 | $0.2332 | 0.53% |
| 2007-07-23 | $0.2400 | 0.54% |
| 2007-10-22 | $0.2400 | 0.53% |
| 2008-01-18 | $0.2400 | 0.54% |
| 2008-04-21 | $0.2400 | 0.57% |
| 2008-07-21 | $0.2400 | 0.67% |
| 2008-10-22 | $0.2400 | 0.76% |
| 2009-01-21 | $0.2400 | 1.26% |
| 2009-04-29 | $0.0900 | 0.36% |
| 2009-07-30 | $0.0900 | 0.33% |
| 2009-10-28 | $0.0900 | 0.32% |
| 2010-01-28 | $0.0900 | 0.30% |
| 2010-04-28 | $0.0900 | 0.29% |
| 2010-07-28 | $0.0900 | 0.34% |
| 2010-10-27 | $0.0900 | 0.36% |
| 2011-01-27 | $0.0900 | 0.28% |
| 2011-04-27 | $0.1300 | 0.45% |
| 2011-07-27 | $0.1300 | 0.51% |
| 2011-10-27 | $0.1300 | 0.62% |
| 2012-01-26 | $0.1300 | 0.63% |
| 2012-04-26 | $0.1300 | 0.55% |
| 2012-07-26 | $0.1300 | 0.63% |
| 2012-10-25 | $0.1300 | 0.53% |
| 2013-01-24 | $0.1300 | 0.48% |
| 2013-04-25 | $0.1500 | 0.54% |
| 2013-07-25 | $0.1500 | 0.47% |
| 2013-10-24 | $0.1500 | 0.47% |
| 2014-01-29 | $0.1500 | 0.47% |
| 2014-04-23 | $0.1700 | 0.50% |
| 2014-07-25 | $0.1700 | 0.43% |
| 2014-10-24 | $0.1700 | 0.47% |
| 2015-01-30 | $0.1700 | 0.47% |
| 2015-04-30 | $0.1700 | 0.40% |
| 2015-07-30 | $0.1700 | 0.39% |
| 2015-10-29 | $0.1700 | 0.39% |
| 2016-01-29 | $0.1700 | 0.48% |
| 2016-04-29 | $0.1700 | 0.42% |
| 2016-07-29 | $0.1900 | 0.48% |
| 2016-10-28 | $0.1900 | 0.43% |
| 2017-01-27 | $0.1900 | 0.42% |
| 2017-04-28 | $0.1900 | 0.40% |
| 2017-07-28 | $0.2400 | 0.45% |
| 2017-10-30 | $0.2400 | 0.46% |
| 2018-01-29 | $0.2400 | 0.42% |
| 2018-04-30 | $0.2400 | 0.43% |
| 2018-07-30 | $0.2800 | 0.52% |
| 2018-10-29 | $0.2800 | 0.62% |
| 2019-01-25 | $0.2800 | 0.52% |
| 2019-04-26 | $0.2800 | 0.58% |
| 2019-07-26 | $0.3100 | 0.66% |
| 2019-10-25 | $0.3100 | 0.67% |
| 2020-01-24 | $0.3100 | 0.66% |
| 2020-04-27 | $0.3100 | 0.87% |
| 2020-07-24 | $0.3100 | 0.85% |
| 2020-10-27 | $0.3100 | 0.84% |
| 2021-01-29 | $0.3100 | 0.76% |
| 2021-04-27 | $0.3100 | 0.64% |
| 2021-07-26 | $0.3400 | 0.68% |
| 2021-10-29 | $0.3400 | 0.57% |
| 2022-01-28 | $0.3400 | 0.58% |
| 2022-04-27 | $0.3400 | 0.79% |
| 2022-07-22 | $0.3700 | 0.85% |
| 2022-10-26 | $0.3700 | 0.89% |
| 2023-01-20 | $0.3700 | 0.76% |
| 2023-04-27 | $0.3700 | 0.89% |
| 2023-07-27 | $0.4200 | 0.92% |
| 2023-10-26 | $0.4200 | 1.00% |
| 2024-01-19 | $0.4200 | 0.77% |
| 2024-04-25 | $0.4200 | 0.72% |
| 2024-07-22 | $0.4700 | 0.75% |
| 2024-10-21 | $0.4700 | 0.61% |
| 2025-01-27 | $0.4700 | 0.55% |
| 2025-04-21 | $0.4700 | 0.62% |
| 2025-07-25 | $0.5300 | 0.53% |
| 2025-10-27 | $0.5300 | 0.49% |
| 2026-01-23 | $0.5300 | 0.44% |
| 2026-04-27 | $0.5300 | 0.40% |
| Total | 156 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-02 to 2026-06-02. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-26 | $65.23 | $13.05 | $0.10 | 1.0365 |
| 2021-10-29 | $65.59 | $13.12 | $0.10 | 0.8845 |
| 2022-01-28 | $65.89 | $13.18 | $0.11 | 0.8995 |
| 2022-04-27 | $66.19 | $13.24 | $0.11 | 1.2479 |
| 2022-07-22 | $72.50 | $14.50 | $0.12 | 1.3549 |
| 2022-10-26 | $73.00 | $14.60 | $0.12 | 1.4125 |
| 2023-01-20 | $73.52 | $14.70 | $0.12 | 1.1921 |
| 2023-04-27 | $73.96 | $14.79 | $0.12 | 1.4056 |
| 2023-07-27 | $84.55 | $16.91 | $0.14 | 1.4954 |
| 2023-10-26 | $85.17 | $17.03 | $0.14 | 1.6145 |
| 2024-01-19 | $85.85 | $17.17 | $0.14 | 1.2453 |
| 2024-04-25 | $86.37 | $17.27 | $0.14 | 1.2060 |
| 2024-07-22 | $97.22 | $19.44 | $0.16 | 1.2271 |
| 2024-10-21 | $97.80 | $19.56 | $0.16 | 1.0290 |
| 2025-01-27 | $98.28 | $19.66 | $0.16 | 0.9135 |
| 2025-04-21 | $98.71 | $19.74 | $0.16 | 1.0645 |
| 2025-07-25 | $111.88 | $22.38 | $0.18 | 0.8851 |
| 2025-10-27 | $112.35 | $22.47 | $0.18 | 0.8338 |
| 2026-01-23 | $112.79 | $22.56 | $0.18 | 0.7657 |
| 2026-04-27 | $113.20 | $22.64 | $0.18 | 0.6721 |
| Total | $1740.06 | $348.01 | $2.78 | 22.3855 |
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.