Bristol-Myers Squibb Company (BMY) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$10,691
Total Return
6.91%
CAGR
1.35%
Dividends
$1,947.95
Yield on Cost
19.48%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.32% |
| Median | +0.08% |
| Best | +23.21% |
| Worst | -19.80% |
| % of Windows Positive | 50.8% |
1-Year (252 Trading Days)
| Average | -0.89% |
| Median | -0.77% |
| Best | +53.42% |
| Worst | -36.70% |
| % of Windows Positive | 48.9% |
3-Year (756 Trading Days)
| Average | -17.58% |
| Median | -22.34% |
| Best | +20.24% |
| Worst | -36.29% |
| % of Windows Positive | 13.2% |
Risk Metrics
| Maximum Drawdown | -48.28% |
| Average Drawdown | -20.87% |
| Drawdown Duration | 841 Trading Days (Unrecovered) |
| Sortino Ratio | 0.26 |
| Calmar Ratio | 0.03 |
| CVaR (5%) | -3.35% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.61% (+38.00% ann.) | +$960.56 | $234.69 | $46.94 | $0.38 |
| 2025 | -0.84% | $84.43 | $444.51 | $88.90 | $0.71 |
| 2024 | +14.65% | +$1464.85 | $474.61 | $94.92 | $0.76 |
| 2023 | -26.67% | $2666.88 | $319.99 | $64.00 | $0.51 |
| 2022 | +18.27% | +$1826.82 | $349.77 | $69.95 | $0.56 |
| 2021 | +2.41% | +$240.59 | $238.43 | $47.69 | $0.38 |
| 2020 | -0.37% | $37.48 | $361.16 | $72.23 | $0.58 |
| 2019 | +26.97% | +$2697.21 | $318.90 | $63.78 | $0.51 |
| 2018 | -13.37% | $1337.00 | $263.16 | $52.63 | $0.42 |
| 2017 | +7.14% | +$713.64 | $269.15 | $53.83 | $0.43 |
| 2016 | -13.81% | $1381.01 | $166.48 | $33.30 | $0.27 |
| 2015 | +18.69% | +$1868.91 | $254.18 | $50.84 | $0.41 |
| 2014 | +13.55% | +$1354.99 | $275.18 | $55.04 | $0.44 |
| 2013 | +68.55% | +$6855.00 | $548.05 | $109.61 | $0.88 |
| 2012 | -4.55% | $454.52 | $390.53 | $78.11 | $0.62 |
| 2011 | +38.13% | +$3813.09 | $505.95 | $101.19 | $0.81 |
| 2010 | +7.96% | +$795.55 | $383.93 | $76.79 | $0.61 |
| 2009 | +13.51% | +$1351.16 | $547.09 | $109.42 | $0.88 |
| 2008 | -7.34% | $734.22 | $597.25 | $119.45 | $0.96 |
| 2007 | +3.93% | +$393.48 | $430.74 | $86.15 | $0.69 |
| 2006 | +18.82% | +$1882.33 | $494.33 | $98.87 | $0.79 |
| 2005 | -7.01% | $700.52 | $443.03 | $88.61 | $0.71 |
| 2004 | -7.91% | $791.34 | $296.41 | $59.28 | $0.47 |
| 2003 | +27.90% | +$2790.45 | $490.56 | $98.11 | $0.78 |
| 2002 | -52.82% | $5281.92 | $278.01 | $55.60 | $0.44 |
| 2001 | -26.43% | $2642.55 | $151.49 | $30.30 | $0.24 |
| 2000 | +16.72% | +$1671.77 | $153.42 | $30.68 | $0.25 |
| 1999 | -3.07% | $306.80 | $129.19 | $25.84 | $0.21 |
| 1998 | +42.64% | +$4263.89 | $124.00 | $24.80 | $0.20 |
| 1997 | +76.36% | +$7636.35 | $282.59 | $56.52 | $0.45 |
| 1996 | +31.10% | +$3110.39 | $443.93 | $88.79 | $0.71 |
| 1995 | +52.27% | +$5227.46 | $387.14 | $77.43 | $0.62 |
| 1994 | +4.70% | +$470.08 | $641.85 | $128.37 | $1.03 |
| 1993 | -10.34% | $1034.04 | $432.63 | $86.53 | $0.69 |
| 1992 | -21.64% | $2163.94 | $236.33 | $47.27 | $0.38 |
| 1991 | +35.00% | +$3499.64 | $375.20 | $75.04 | $0.60 |
| 1990 | +23.12% | +$2312.17 | $395.54 | $79.11 | $0.63 |
| 1989 | +27.83% | +$2782.75 | $454.37 | $90.87 | $0.73 |
| 1988 | +13.19% | +$1319.37 | $532.42 | $106.48 | $0.85 |
| 1987 | +2.42% | +$242.46 | $255.57 | $51.11 | $0.41 |
| 1986 | +26.93% | +$2693.07 | $273.29 | $54.66 | $0.44 |
| 1985 | +29.72% | +$2972.19 | $362.44 | $72.49 | $0.58 |
| 1984 | +27.35% | +$2734.60 | $382.66 | $76.53 | $0.61 |
| 1983 | +29.49% | +$2948.92 | $440.58 | $88.12 | $0.70 |
| 1982 | +30.26% | +$3026.04 | $387.36 | $77.47 | $0.62 |
| 1981 | +8.42% | +$841.98 | $356.97 | $71.39 | $0.57 |
| 1980 | +39.58% | +$3957.65 | $327.37 | $65.47 | $0.53 |
| 1979 | +6.97% | +$697.00 | $407.98 | $81.61 | $0.66 |
| 1978 | +9.43% | +$942.70 | $366.93 | $73.40 | $0.59 |
| 1977 | +0.65% | +$64.56 | $323.92 | $64.78 | $0.52 |
| 1976 | +1.60% | +$159.80 | $263.21 | $52.64 | $0.42 |
| 1975 | +40.25% | +$4024.60 | $331.81 | $66.37 | $0.53 |
| 1974 | +11.09% | +$1109.36 | $331.01 | $66.21 | $0.53 |
| 1973 | -31.32% | $3131.74 | $236.64 | $47.33 | $0.40 |
| 1972 partial | +10.76% (+19.36% ann.) | +$1076.35 | $95.80 | $19.16 | $0.16 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +228.26% | +29.59% | +$22825.95 | $2175.75 | $435.15 | $3.48 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -52.91% | -25.37% | $5290.93 | $605.71 | $121.14 | $0.97 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +69.06% | +11.08% | +$6906.26 | $2901.83 | $580.37 | $4.64 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -32.19% | -24.04% | $3219.17 | $534.56 | $106.91 | $0.86 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +97.54% | +22.34% | +$9754.44 | $2409.74 | $481.95 | $3.86 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +117.98% | +10.85% | +$11798.04 | $3487.43 | $697.49 | $5.58 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -28.80% | -97.93% | $2880.16 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +31.99% | +56.30% | +$3199.29 | $275.92 | $55.18 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -12.58% | -11.98% | $1258.04 | $308.72 | $61.74 | $0.49 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +52.46% | +56.49% | +$5246.14 | $406.65 | $81.33 | $0.65 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -33.91% | -20.02% | $3390.83 | $525.38 | $105.08 | $0.84 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +24.68% | +15.10% | +$2467.87 | $897.54 | $179.51 | $1.44 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1972-07-26 | $0.0089 | 0.47% |
| 1972-10-31 | $0.0089 | 0.44% |
| 1973-01-29 | $0.0089 | 0.44% |
| 1973-04-30 | $0.0098 | 0.51% |
| 1973-07-30 | $0.0098 | 0.49% |
| 1973-10-01 | $0.0098 | 0.56% |
| 1973-12-28 | $0.0098 | 0.72% |
| 1974-03-28 | $0.0113 | 0.77% |
| 1974-06-28 | $0.0113 | 0.73% |
| 1974-09-30 | $0.0113 | 1.10% |
| 1974-12-27 | $0.0113 | 0.77% |
| 1975-03-31 | $0.0119 | 0.67% |
| 1975-06-27 | $0.0119 | 0.59% |
| 1975-09-29 | $0.0119 | 0.65% |
| 1975-12-26 | $0.0134 | 0.64% |
| 1976-03-29 | $0.0134 | 0.60% |
| 1976-06-28 | $0.0134 | 0.57% |
| 1976-09-28 | $0.0134 | 0.60% |
| 1976-12-29 | $0.0134 | 0.66% |
| 1977-03-30 | $0.0164 | 0.87% |
| 1977-06-27 | $0.0164 | 0.85% |
| 1977-10-03 | $0.0164 | 0.79% |
| 1977-12-30 | $0.0164 | 0.82% |
| 1978-03-31 | $0.0181 | 1.02% |
| 1978-06-30 | $0.0181 | 0.85% |
| 1978-10-02 | $0.0181 | 0.89% |
| 1978-12-29 | $0.0181 | 0.86% |
| 1979-04-02 | $0.0214 | 1.04% |
| 1979-06-29 | $0.0214 | 1.09% |
| 1979-10-05 | $0.0214 | 1.01% |
| 1979-12-28 | $0.0214 | 0.97% |
| 1980-03-28 | $0.0238 | 1.30% |
| 1980-06-30 | $0.0238 | 1.00% |
| 1980-10-06 | $0.0238 | 0.86% |
| 1981-04-06 | $0.0274 | 0.83% |
| 1981-05-01 | $0.0238 | 0.74% |
| 1981-07-06 | $0.0274 | 0.93% |
| 1981-10-05 | $0.0274 | 0.90% |
| 1982-01-04 | $0.0274 | 0.87% |
| 1982-04-02 | $0.0312 | 0.92% |
| 1982-07-02 | $0.0312 | 0.95% |
| 1982-10-04 | $0.0312 | 0.83% |
| 1983-01-03 | $0.0312 | 0.78% |
| 1983-04-04 | $0.0357 | 0.84% |
| 1983-07-01 | $0.0357 | 0.73% |
| 1983-10-03 | $0.0357 | 0.73% |
| 1983-12-30 | $0.0357 | 0.71% |
| 1984-04-02 | $0.0476 | 0.84% |
| 1984-06-29 | $0.0476 | 0.84% |
| 1984-10-01 | $0.0476 | 0.87% |
| 1984-12-28 | $0.0476 | 0.77% |
| 1985-03-29 | $0.0559 | 0.82% |
| 1985-06-28 | $0.0559 | 0.76% |
| 1985-09-30 | $0.0559 | 0.85% |
| 1985-12-27 | $0.0559 | 0.72% |
| 1986-06-27 | $0.0654 | 0.63% |
| 1986-09-29 | $0.0654 | 0.77% |
| 1986-12-26 | $0.0833 | 0.84% |
| 1987-03-30 | $0.0833 | 0.68% |
| 1987-06-26 | $0.0833 | 0.67% |
| 1987-09-28 | $0.0833 | 0.68% |
| 1988-01-04 | $0.0999 | 1.01% |
| 1988-03-25 | $0.0999 | 0.99% |
| 1988-06-27 | $0.0999 | 1.05% |
| 1988-10-03 | $0.0999 | 0.95% |
| 1988-12-30 | $0.1190 | 1.09% |
| 1989-04-03 | $0.1190 | 1.06% |
| 1989-06-30 | $0.1190 | 1.03% |
| 1989-09-19 | $0.1190 | 1.01% |
| 1989-12-29 | $0.1261 | 0.93% |
| 1990-04-02 | $0.1261 | 1.00% |
| 1990-06-29 | $0.1261 | 0.82% |
| 1990-10-01 | $0.1261 | 0.92% |
| 1990-12-28 | $0.1428 | 0.89% |
| 1991-04-01 | $0.1428 | 0.77% |
| 1991-06-28 | $0.1428 | 0.76% |
| 1991-09-30 | $0.1428 | 0.73% |
| 1991-12-27 | $0.1642 | 0.80% |
| 1992-03-30 | $0.1642 | 0.87% |
| 1992-06-26 | $0.1642 | 1.04% |
| 1992-09-28 | $0.1642 | 1.08% |
| 1993-01-04 | $0.1713 | 1.07% |
| 1993-03-29 | $0.1713 | 1.25% |
| 1993-06-28 | $0.1713 | 1.22% |
| 1993-09-27 | $0.1713 | 1.23% |
| 1994-01-03 | $0.1737 | 1.25% |
| 1994-03-25 | $0.1737 | 1.41% |
| 1994-06-27 | $0.1737 | 1.35% |
| 1994-10-03 | $0.1737 | 1.27% |
| 1994-12-30 | $0.1761 | 1.25% |
| 1995-04-03 | $0.1761 | 1.18% |
| 1995-07-05 | $0.1761 | 1.08% |
| 1995-10-04 | $0.1761 | 0.99% |
| 1996-01-03 | $0.1785 | 0.88% |
| 1996-04-02 | $0.1785 | 0.86% |
| 1996-07-02 | $0.1785 | 0.83% |
| 1996-10-02 | $0.1785 | 0.77% |
| 1996-12-31 | $0.1808 | 0.69% |
| 1997-04-02 | $0.1808 | 0.61% |
| 1997-07-01 | $0.1808 | 0.47% |
| 1997-10-01 | $0.1808 | 0.46% |
| 1997-12-30 | $0.1856 | 0.42% |
| 1998-04-01 | $0.1856 | 0.37% |
| 1998-06-30 | $0.1856 | 0.33% |
| 1998-09-30 | $0.1856 | 0.38% |
| 1999-01-06 | $0.2046 | 0.33% |
| 1999-03-30 | $0.2046 | 0.35% |
| 1999-06-30 | $0.2056 | 0.31% |
| 1999-09-29 | $0.2046 | 0.32% |
| 2000-01-05 | $0.2332 | 0.41% |
| 2000-04-05 | $0.2332 | 0.37% |
| 2000-07-05 | $0.2332 | 0.42% |
| 2000-10-04 | $0.2332 | 0.43% |
| 2001-01-03 | $0.2617 | 0.38% |
| 2001-04-04 | $0.2617 | 0.50% |
| 2001-07-03 | $0.2617 | 0.51% |
| 2001-10-03 | $0.2750 | 0.47% |
| 2002-01-02 | $0.2800 | 0.55% |
| 2002-04-03 | $0.2800 | 0.73% |
| 2002-07-02 | $0.2800 | 1.09% |
| 2002-10-02 | $0.2800 | 1.15% |
| 2002-12-31 | $0.2800 | 1.20% |
| 2003-04-02 | $0.2800 | 1.28% |
| 2003-07-01 | $0.2800 | 1.03% |
| 2003-10-01 | $0.2800 | 1.09% |
| 2003-12-30 | $0.2800 | 1.00% |
| 2004-03-31 | $0.2800 | 1.16% |
| 2004-06-30 | $0.2800 | 1.14% |
| 2004-09-29 | $0.2800 | 1.17% |
| 2005-01-05 | $0.2800 | 1.11% |
| 2005-03-30 | $0.2800 | 1.12% |
| 2005-06-29 | $0.2800 | 1.11% |
| 2005-10-05 | $0.2800 | 1.17% |
| 2006-01-04 | $0.2800 | 1.20% |
| 2006-04-05 | $0.2800 | 1.13% |
| 2006-07-05 | $0.2800 | 1.09% |
| 2006-10-04 | $0.2800 | 1.13% |
| 2007-01-03 | $0.2800 | 1.06% |
| 2007-04-03 | $0.2800 | 1.00% |
| 2007-07-03 | $0.2800 | 0.88% |
| 2007-10-03 | $0.2800 | 0.96% |
| 2008-01-02 | $0.3100 | 1.17% |
| 2008-04-02 | $0.3100 | 1.40% |
| 2008-07-02 | $0.3100 | 1.49% |
| 2008-10-01 | $0.3100 | 1.49% |
| 2008-12-30 | $0.3100 | 1.35% |
| 2009-04-01 | $0.3100 | 1.41% |
| 2009-07-01 | $0.3100 | 1.53% |
| 2009-09-30 | $0.3100 | 1.35% |
| 2009-12-30 | $0.3200 | 1.24% |
| 2010-03-30 | $0.3200 | 1.19% |
| 2010-06-30 | $0.3200 | 1.27% |
| 2010-09-29 | $0.3200 | 1.15% |
| 2011-01-05 | $0.3300 | 1.25% |
| 2011-03-30 | $0.3300 | 1.23% |
| 2011-06-29 | $0.3300 | 1.15% |
| 2011-10-06 | $0.3300 | 1.01% |
| 2012-01-04 | $0.3400 | 0.97% |
| 2012-04-03 | $0.3400 | 1.00% |
| 2012-07-03 | $0.3400 | 0.94% |
| 2012-10-03 | $0.3400 | 1.00% |
| 2013-01-02 | $0.3500 | 1.07% |
| 2013-04-03 | $0.3500 | 0.84% |
| 2013-07-02 | $0.3500 | 0.78% |
| 2013-10-02 | $0.3500 | 0.74% |
| 2013-12-31 | $0.3600 | 0.67% |
| 2014-04-02 | $0.3600 | 0.69% |
| 2014-07-01 | $0.3600 | 0.74% |
| 2014-10-01 | $0.3600 | 0.70% |
| 2014-12-30 | $0.3700 | 0.62% |
| 2015-04-01 | $0.3700 | 0.57% |
| 2015-07-01 | $0.3700 | 0.56% |
| 2015-09-30 | $0.3700 | 0.63% |
| 2015-12-30 | $0.3800 | 0.54% |
| 2016-03-30 | $0.3800 | 0.59% |
| 2016-06-29 | $0.3800 | 0.53% |
| 2016-10-05 | $0.3800 | 0.69% |
| 2017-01-04 | $0.3900 | 0.66% |
| 2017-04-05 | $0.3900 | 0.72% |
| 2017-07-05 | $0.3900 | 0.69% |
| 2017-10-05 | $0.3900 | 0.60% |
| 2018-01-04 | $0.4000 | 0.65% |
| 2018-04-05 | $0.4000 | 0.64% |
| 2018-07-05 | $0.4000 | 0.72% |
| 2018-10-04 | $0.4000 | 0.64% |
| 2019-01-03 | $0.4100 | 0.78% |
| 2019-04-04 | $0.4100 | 0.87% |
| 2019-07-03 | $0.4100 | 0.88% |
| 2019-10-03 | $0.4100 | 0.83% |
| 2020-01-02 | $0.4500 | 0.70% |
| 2020-04-02 | $0.4500 | 0.82% |
| 2020-07-02 | $0.4500 | 0.76% |
| 2020-10-01 | $0.4500 | 0.75% |
| 2020-12-31 | $0.4900 | 0.79% |
| 2021-03-31 | $0.4900 | 0.77% |
| 2021-07-01 | $0.4900 | 0.73% |
| 2021-09-30 | $0.4900 | 0.81% |
| 2022-01-06 | $0.5400 | 0.87% |
| 2022-03-31 | $0.5400 | 0.73% |
| 2022-06-30 | $0.5400 | 0.69% |
| 2022-10-06 | $0.5400 | 0.76% |
| 2023-01-05 | $0.5700 | 0.78% |
| 2023-04-06 | $0.5700 | 0.82% |
| 2023-07-06 | $0.5700 | 0.88% |
| 2023-10-05 | $0.5700 | 1.00% |
| 2024-01-04 | $0.6000 | 1.15% |
| 2024-04-04 | $0.6000 | 1.15% |
| 2024-07-05 | $0.6000 | 1.50% |
| 2024-10-04 | $0.6000 | 1.11% |
| 2025-01-03 | $0.6200 | 1.09% |
| 2025-04-04 | $0.6200 | 1.07% |
| 2025-07-03 | $0.6200 | 1.30% |
| 2025-10-03 | $0.6200 | 1.36% |
| 2026-01-02 | $0.6300 | 1.17% |
| 2026-04-02 | $0.6300 | 1.02% |
| Total | 215 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 |
|---|---|---|---|---|
| 2021-07-01 | $76.79 | $15.36 | $0.12 | 0.9211 |
| 2021-09-30 | $77.24 | $15.45 | $0.12 | 1.0422 |
| 2022-01-06 | $85.69 | $17.14 | $0.14 | 1.1128 |
| 2022-03-31 | $86.29 | $17.26 | $0.14 | 0.9433 |
| 2022-06-30 | $86.80 | $17.36 | $0.14 | 0.9000 |
| 2022-10-06 | $87.28 | $17.46 | $0.14 | 0.9921 |
| 2023-01-05 | $92.70 | $18.54 | $0.15 | 1.0291 |
| 2023-04-06 | $93.28 | $18.66 | $0.15 | 1.0528 |
| 2023-07-06 | $93.88 | $18.78 | $0.15 | 1.1815 |
| 2023-10-05 | $94.56 | $18.91 | $0.15 | 1.3381 |
| 2024-01-04 | $100.34 | $20.07 | $0.16 | 1.5394 |
| 2024-04-04 | $101.26 | $20.25 | $0.16 | 1.5729 |
| 2024-07-05 | $102.20 | $20.44 | $0.16 | 2.0575 |
| 2024-10-04 | $103.44 | $20.69 | $0.17 | 1.5305 |
| 2025-01-03 | $107.84 | $21.57 | $0.17 | 1.5219 |
| 2025-04-04 | $108.78 | $21.76 | $0.17 | 1.5705 |
| 2025-07-03 | $109.75 | $21.95 | $0.18 | 1.8676 |
| 2025-10-03 | $110.91 | $22.18 | $0.18 | 1.9483 |
| 2026-01-02 | $113.93 | $22.79 | $0.18 | 1.7015 |
| 2026-04-02 | $115.00 | $23.00 | $0.18 | 1.5405 |
| Total | $1947.95 | $389.59 | $3.12 | 27.3636 |
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.