Carrier Global Corporation (CARR) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$15,622
Total Return
56.22%
CAGR
9.33%
Dividends
$837.61
Yield on Cost
8.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.06% |
| Median | +0.00% |
| Best | +29.36% |
| Worst | -19.31% |
| % of Windows Positive | 50.0% |
1-Year (252 Trading Days)
| Average | +10.31% |
| Median | +12.68% |
| Best | +67.88% |
| Worst | -36.28% |
| % of Windows Positive | 63.2% |
3-Year (756 Trading Days)
| Average | +51.80% |
| Median | +45.15% |
| Best | +131.60% |
| Worst | +14.54% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -40.98% |
| Average Drawdown | -16.69% |
| Drawdown Duration | 481 Trading Days |
| Sortino Ratio | 0.64 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -4.41% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +28.71% (+81.97% ann.) | +$2871.26 | $91.00 | $18.20 | $0.15 |
| 2025 | -21.98% | $2198.22 | $99.13 | $19.83 | $0.16 |
| 2024 | +19.96% | +$1995.90 | $138.90 | $27.78 | $0.22 |
| 2023 | +41.03% | +$4103.19 | $181.52 | $36.30 | $0.29 |
| 2022 | -22.94% | $2294.39 | $117.67 | $23.53 | $0.19 |
| 2021 | +45.00% | +$4499.61 | $135.65 | $27.13 | $0.21 |
| 2020 partial | +216.65% (+333.58% ann.) | +$21665.31 | $234.01 | $46.80 | $0.38 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Pandemic shock / liquidity crash partial | March 19, 2020 – March 23, 2020 | -3.83% | -97.18% | $383.33 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +234.52% | +597.93% | +$23452.00 | $136.95 | $27.38 | $0.23 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +45.52% | +42.74% | +$4551.68 | $124.15 | $24.83 | $0.20 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -24.57% | -25.87% | $2456.92 | $111.32 | $22.26 | $0.18 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +83.10% | +38.59% | +$8309.70 | $304.29 | $60.86 | $0.48 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -11.92% | -7.17% | $1192.34 | $202.35 | $40.47 | $0.33 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2020-06-25 | $0.0800 | 0.37% |
| 2020-10-29 | $0.0800 | 0.24% |
| 2020-12-22 | $0.1200 | 0.31% |
| 2021-04-30 | $0.1200 | 0.27% |
| 2021-06-23 | $0.1200 | 0.26% |
| 2021-10-28 | $0.1200 | 0.23% |
| 2021-12-22 | $0.1500 | 0.29% |
| 2022-04-28 | $0.1500 | 0.37% |
| 2022-06-22 | $0.1500 | 0.43% |
| 2022-10-27 | $0.1500 | 0.40% |
| 2022-12-21 | $0.1850 | 0.45% |
| 2023-05-04 | $0.1850 | 0.45% |
| 2023-06-22 | $0.1850 | 0.38% |
| 2023-10-26 | $0.1850 | 0.39% |
| 2023-12-20 | $0.1900 | 0.33% |
| 2024-05-02 | $0.1900 | 0.31% |
| 2024-06-21 | $0.1900 | 0.30% |
| 2024-10-25 | $0.1900 | 0.26% |
| 2024-12-20 | $0.2250 | 0.34% |
| 2025-05-02 | $0.2250 | 0.32% |
| 2025-07-21 | $0.2250 | 0.29% |
| 2025-10-29 | $0.2250 | 0.38% |
| 2026-01-20 | $0.2400 | 0.43% |
| 2026-05-04 | $0.2400 | 0.35% |
| Total | 24 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 |
|---|---|---|---|---|
| 2021-06-23 | $26.24 | $5.25 | $0.04 | 0.4545 |
| 2021-10-28 | $26.30 | $5.26 | $0.04 | 0.3858 |
| 2021-12-22 | $32.93 | $6.59 | $0.05 | 0.5006 |
| 2022-04-28 | $33.00 | $6.60 | $0.05 | 0.6686 |
| 2022-06-22 | $33.10 | $6.62 | $0.05 | 0.7599 |
| 2022-10-27 | $33.22 | $6.64 | $0.05 | 0.7001 |
| 2022-12-21 | $41.10 | $8.22 | $0.06 | 0.7796 |
| 2023-05-04 | $41.24 | $8.25 | $0.06 | 0.8011 |
| 2023-06-22 | $41.39 | $8.28 | $0.06 | 0.6905 |
| 2023-10-26 | $41.52 | $8.30 | $0.07 | 0.7144 |
| 2023-12-20 | $42.77 | $8.55 | $0.07 | 0.6098 |
| 2024-05-02 | $42.89 | $8.58 | $0.07 | 0.5619 |
| 2024-06-21 | $43.00 | $8.60 | $0.07 | 0.5459 |
| 2024-10-25 | $43.10 | $8.62 | $0.07 | 0.4668 |
| 2024-12-20 | $51.15 | $10.23 | $0.08 | 0.5962 |
| 2025-05-02 | $51.28 | $10.26 | $0.08 | 0.5724 |
| 2025-07-21 | $51.41 | $10.28 | $0.08 | 0.5403 |
| 2025-10-29 | $51.53 | $10.31 | $0.08 | 0.6772 |
| 2026-01-20 | $55.13 | $11.03 | $0.09 | 0.7972 |
| 2026-05-04 | $55.32 | $11.06 | $0.09 | 0.6703 |
| Total | $837.61 | $167.52 | $1.33 | 12.4930 |
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.