The Carlyle Group Inc. (CG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$11,156
Total Return
11.56%
CAGR
2.21%
Dividends
$1,638.05
Yield on Cost
16.38%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.96% |
| Median | +0.57% |
| Best | +35.08% |
| Worst | -24.25% |
| % of Windows Positive | 51.5% |
1-Year (252 Trading Days)
| Average | +12.09% |
| Median | +12.83% |
| Best | +92.91% |
| Worst | -55.70% |
| % of Windows Positive | 66.4% |
3-Year (756 Trading Days)
| Average | +49.59% |
| Median | +36.06% |
| Best | +162.98% |
| Worst | -20.77% |
| % of Windows Positive | 79.8% |
Risk Metrics
| Maximum Drawdown | -56.91% |
| Average Drawdown | -25.60% |
| Drawdown Duration | 796 Trading Days |
| Sortino Ratio | 0.35 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -5.97% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -27.74% (-53.73% ann.) | $2774.28 | $118.73 | $23.74 | $0.19 |
| 2025 | +19.57% | +$1957.02 | $279.57 | $55.91 | $0.45 |
| 2024 | +27.24% | +$2724.12 | $347.42 | $69.48 | $0.56 |
| 2023 | +41.30% | +$4129.79 | $467.00 | $93.40 | $0.75 |
| 2022 | -44.11% | $4410.91 | $225.20 | $45.04 | $0.36 |
| 2021 | +77.69% | +$7769.13 | $320.40 | $64.08 | $0.52 |
| 2020 | +0.87% | +$86.65 | $315.02 | $63.00 | $0.50 |
| 2019 | +114.10% | +$11410.32 | $881.08 | $176.22 | $1.40 |
| 2018 | -28.04% | $2804.11 | $550.18 | $110.04 | $0.89 |
| 2017 | +57.75% | +$5774.51 | $827.75 | $165.56 | $1.32 |
| 2016 | +6.35% | +$635.03 | $1109.15 | $221.84 | $1.78 |
| 2015 | -36.61% | $3660.60 | $1274.90 | $254.98 | $2.03 |
| 2014 | -19.38% | $1938.05 | $532.55 | $106.51 | $0.85 |
| 2013 | +41.62% | +$4162.49 | $515.75 | $103.15 | $0.82 |
| 2012 partial | +19.06% (+30.12% ann.) | +$1905.68 | $122.71 | $24.54 | $0.20 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | May 3, 2012 – July 25, 2012 | +7.53% | +37.63% | +$752.83 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +103.79% | +9.86% | +$10378.89 | $6401.59 | $1280.35 | $10.23 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.93% | -99.80% | $4193.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +38.51% | +68.91% | +$3851.16 | $250.63 | $50.12 | $0.40 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +108.96% | +101.21% | +$10896.45 | $453.92 | $90.78 | $0.73 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -51.48% | -53.60% | $5147.95 | $165.51 | $33.10 | $0.26 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +52.40% | +25.52% | +$5240.32 | $965.31 | $193.06 | $1.55 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +3.64% | +2.12% | +$364.38 | $588.38 | $117.67 | $0.94 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2012-08-16 | $0.1100 | 0.44% |
| 2012-11-15 | $0.1600 | 0.62% |
| 2013-02-28 | $0.8500 | 2.58% |
| 2013-05-16 | $0.1600 | 0.53% |
| 2013-08-15 | $0.1600 | 0.60% |
| 2013-11-14 | $0.1600 | 0.52% |
| 2014-02-27 | $1.4000 | 3.71% |
| 2014-05-12 | $0.1600 | 0.51% |
| 2014-08-07 | $0.1600 | 0.52% |
| 2014-11-06 | $0.1600 | 0.56% |
| 2015-02-19 | $1.6100 | 5.66% |
| 2015-05-13 | $0.3300 | 1.11% |
| 2015-08-17 | $0.8900 | 3.59% |
| 2015-11-12 | $0.5600 | 3.04% |
| 2016-02-19 | $0.2900 | 1.91% |
| 2016-05-12 | $0.2600 | 1.67% |
| 2016-08-11 | $0.6300 | 3.84% |
| 2016-11-04 | $0.5000 | 3.34% |
| 2017-02-16 | $0.1600 | 0.98% |
| 2017-05-11 | $0.1000 | 0.56% |
| 2017-08-10 | $0.4200 | 2.03% |
| 2017-11-09 | $0.5600 | 2.60% |
| 2018-02-16 | $0.3300 | 1.38% |
| 2018-05-10 | $0.2700 | 1.24% |
| 2018-08-10 | $0.2200 | 0.92% |
| 2018-11-09 | $0.4200 | 1.99% |
| 2019-02-15 | $0.4300 | 2.30% |
| 2019-05-10 | $0.1900 | 0.92% |
| 2019-08-09 | $0.4300 | 1.82% |
| 2019-11-08 | $0.3100 | 1.13% |
| 2020-02-14 | $0.2500 | 0.76% |
| 2020-05-11 | $0.2500 | 1.02% |
| 2020-08-10 | $0.2500 | 0.91% |
| 2020-11-09 | $0.2500 | 0.92% |
| 2021-02-12 | $0.2500 | 0.67% |
| 2021-05-10 | $0.2500 | 0.56% |
| 2021-08-09 | $0.2500 | 0.52% |
| 2021-11-08 | $0.2500 | 0.42% |
| 2022-02-14 | $0.2500 | 0.53% |
| 2022-05-09 | $0.3250 | 0.86% |
| 2022-08-08 | $0.3250 | 0.86% |
| 2022-11-17 | $0.3250 | 1.11% |
| 2023-02-21 | $0.3250 | 0.93% |
| 2023-05-15 | $0.3500 | 1.29% |
| 2023-08-14 | $0.3500 | 1.09% |
| 2023-11-20 | $0.3500 | 1.10% |
| 2024-02-22 | $0.3500 | 0.78% |
| 2024-05-13 | $0.3500 | 0.82% |
| 2024-08-16 | $0.3500 | 0.83% |
| 2024-11-18 | $0.3500 | 0.69% |
| 2025-02-21 | $0.3500 | 0.67% |
| 2025-05-19 | $0.3500 | 0.74% |
| 2025-08-18 | $0.3500 | 0.55% |
| 2025-11-10 | $0.3500 | 0.67% |
| 2026-02-13 | $0.3500 | 0.64% |
| 2026-05-18 | $0.3500 | 0.73% |
| Total | 56 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 |
|---|---|---|---|---|
| 2021-08-09 | $58.07 | $11.61 | $0.09 | 0.9821 |
| 2021-11-08 | $58.32 | $11.66 | $0.09 | 0.7932 |
| 2022-02-14 | $58.52 | $11.70 | $0.09 | 0.9989 |
| 2022-05-09 | $76.39 | $15.28 | $0.12 | 1.7172 |
| 2022-08-08 | $76.95 | $15.39 | $0.12 | 1.7410 |
| 2022-11-17 | $77.52 | $15.50 | $0.13 | 2.1640 |
| 2023-02-21 | $78.22 | $15.64 | $0.13 | 1.8341 |
| 2023-05-15 | $84.88 | $16.98 | $0.14 | 2.5306 |
| 2023-08-14 | $85.77 | $17.15 | $0.14 | 2.1829 |
| 2023-11-20 | $86.53 | $17.30 | $0.14 | 2.1671 |
| 2024-02-22 | $87.29 | $17.46 | $0.14 | 1.5491 |
| 2024-05-13 | $87.83 | $17.57 | $0.14 | 1.6808 |
| 2024-08-16 | $88.42 | $17.68 | $0.14 | 1.7172 |
| 2024-11-18 | $89.02 | $17.80 | $0.14 | 1.3975 |
| 2025-02-21 | $89.51 | $17.90 | $0.14 | 1.4333 |
| 2025-05-19 | $90.01 | $18.00 | $0.14 | 1.5003 |
| 2025-08-18 | $90.54 | $18.11 | $0.14 | 1.1392 |
| 2025-11-10 | $90.94 | $18.19 | $0.14 | 1.3829 |
| 2026-02-13 | $91.42 | $18.28 | $0.14 | 1.3395 |
| 2026-05-18 | $91.89 | $18.38 | $0.15 | 1.5743 |
| Total | $1638.05 | $327.60 | $2.62 | 31.8253 |
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.