Cummins Inc. (CMI) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$25,901
Total Return
159.01%
CAGR
20.97%
Dividends
$1,347.05
Yield on Cost
13.47%

Rolling Returns

1-Month (21 Trading Days)
Average+1.73%
Median+1.42%
Best+20.91%
Worst-20.08%
% of Windows Positive57.9%
1-Year (252 Trading Days)
Average+21.52%
Median+18.35%
Best+134.05%
Worst-24.88%
% of Windows Positive80.6%
3-Year (756 Trading Days)
Average+77.79%
Median+74.98%
Best+196.31%
Worst+10.64%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -30.54%
Average Drawdown -9.90%
Drawdown Duration 117 Trading Days
Sortino Ratio 1.25
Calmar Ratio 0.69
CVaR (5%) -3.68%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +20.92% (+94.84% ann.) +$2091.62 $39.18 $7.84 $0.06
2025 +48.77% +$4876.91 $220.58 $44.12 $0.35
2024 +48.21% +$4821.02 $294.41 $58.88 $0.47
2023 +1.14% +$113.99 $270.52 $54.11 $0.43
2022 +13.48% +$1348.05 $279.23 $55.85 $0.45
2021 -2.13% $213.07 $248.29 $49.66 $0.40
2020 +29.78% +$2978.40 $297.97 $59.59 $0.48
2019 +37.23% +$3723.32 $370.31 $74.06 $0.59
2018 -22.55% $2254.51 $253.51 $50.70 $0.41
2017 +32.04% +$3204.13 $310.59 $62.12 $0.50
2016 +59.61% +$5961.03 $459.66 $91.93 $0.74
2015 -37.54% $3754.22 $245.33 $49.07 $0.39
2014 +3.86% +$385.84 $200.49 $40.10 $0.32
2013 +32.04% +$3203.59 $208.85 $41.77 $0.33
2012 +24.80% +$2479.71 $205.50 $41.10 $0.33
2011 -19.10% $1910.27 $121.00 $24.20 $0.19
2010 +142.13% +$14213.02 $191.78 $38.36 $0.31
2009 +74.43% +$7442.96 $263.88 $52.78 $0.42
2008 -57.50% $5750.06 $94.49 $18.90 $0.15
2007 +117.09% +$11709.10 $145.98 $29.20 $0.23
2006 +32.92% +$3291.92 $147.64 $29.53 $0.24
2005 +8.45% +$844.86 $143.94 $28.79 $0.23
2004 +73.92% +$7392.05 $246.81 $49.36 $0.40
2003 +77.59% +$7759.02 $349.64 $69.93 $0.56
2002 -24.95% $2494.76 $314.31 $62.86 $0.50
2001 +4.14% +$414.43 $319.22 $63.84 $0.51
2000 -19.24% $1923.77 $251.04 $50.21 $0.40
1999 +38.72% +$3872.00 $319.21 $63.84 $0.51
1998 -38.73% $3873.34 $187.42 $37.48 $0.30
1997 +30.15% +$3014.77 $234.97 $46.99 $0.37
1996 +26.69% +$2669.18 $272.20 $54.44 $0.43
1995 -16.67% $1666.79 $222.50 $44.50 $0.36
1994 -14.85% $1484.88 $116.74 $23.35 $0.19
1993 +38.31% +$3830.58 $51.34 $10.27 $0.08
1992 +44.12% +$4411.90 $36.91 $7.38 $0.05
1991 +47.68% +$4768.40 $188.41 $37.67 $0.29
1990 -23.44% $2343.54 $439.79 $87.96 $0.71
1989 -18.67% $1867.16 $345.91 $69.18 $0.56
1988 +40.84% +$4083.87 $471.56 $94.31 $0.75
1987 -27.84% $2783.79 $330.33 $66.06 $0.53
1986 -4.28% $428.01 $308.39 $61.68 $0.50
1985 -4.91% $490.54 $285.97 $57.20 $0.46
1984 -3.57% $357.14 $0.00 $0.00 $0.00
1983 +65.13% +$6512.83 $0.00 $0.00 $0.00
1982 +37.32% +$3732.39 $0.00 $0.00 $0.00
1981 +17.36% +$1735.53 $0.00 $0.00 $0.00
1980 -2.42% $241.93 $0.00 $0.00 $0.00
1979 -6.77% $676.69 $0.00 $0.00 $0.00
1978 -12.79% $1278.69 $0.00 $0.00 $0.00
1977 -21.39% $2139.18 $0.00 $0.00 $0.00
1976 +148.72% +$14871.80 $0.00 $0.00 $0.00
1975 +20.00% +$1999.99 $0.00 $0.00 $0.00
1974 -48.21% $4820.71 $0.00 $0.00 $0.00
1973 partial -24.74% (-28.23% ann.) $2474.04 $52.54 $10.51 $0.08

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -12.64% -2.90% $1264.46 $1329.29 $265.86 $2.12
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -33.12% -14.47% $3311.55 $983.20 $196.64 $1.57
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +1305.21% +69.71% +$130521.29 $3038.98 $607.80 $4.87
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -71.21% -58.58% $7121.05 $130.22 $26.04 $0.21
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +322.59% +53.26% +$32259.25 $1684.15 $336.83 $2.70
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +120.59% +11.02% +$12059.07 $3304.18 $660.84 $5.29
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -38.51% -99.61% $3851.12 $77.96 $15.59 $0.12
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +86.14% +171.76% +$8614.06 $211.32 $42.26 $0.34
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -2.87% -2.72% $287.02 $306.36 $61.27 $0.49
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +15.20% +16.21% +$1519.77 $214.30 $42.86 $0.34
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +29.92% +15.17% +$2991.90 $557.97 $111.59 $0.89
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +109.39% +60.17% +$10938.89 $385.14 $77.03 $0.62

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1973-03-02 $0.0275 0.56%
1985-02-25 $0.0688 0.68%
1985-05-24 $0.0688 0.79%
1985-08-26 $0.0688 0.86%
1985-11-22 $0.0688 0.78%
1986-02-24 $0.0688 0.72%
1986-05-23 $0.0688 0.76%
1986-08-25 $0.0688 0.96%
1986-11-24 $0.0688 0.86%
1987-02-24 $0.0688 0.68%
1987-05-26 $0.0688 0.62%
1987-08-26 $0.0688 0.63%
1987-11-24 $0.0688 1.16%
1988-02-24 $0.0688 1.02%
1988-05-25 $0.0688 1.05%
1988-08-26 $0.0688 1.17%
1988-11-25 $0.0688 1.13%
1989-02-23 $0.0688 0.86%
1989-05-25 $0.0688 0.80%
1989-08-28 $0.0688 0.91%
1989-11-27 $0.0688 1.09%
1990-02-23 $0.0688 1.19%
1990-05-25 $0.0688 1.10%
1990-08-27 $0.0688 1.33%
1990-11-26 $0.0688 1.58%
1991-02-25 $0.0688 1.33%
1991-05-24 $0.0063 0.14%
1991-08-26 $0.0063 0.13%
1991-11-25 $0.0063 0.11%
1992-02-25 $0.0063 0.08%
1992-05-26 $0.0063 0.07%
1992-08-26 $0.0063 0.08%
1992-11-24 $0.0063 0.07%
1993-02-23 $0.0063 0.06%
1993-05-25 $0.0063 0.06%
1993-08-26 $0.0063 0.06%
1993-11-24 $0.0313 0.26%
1994-02-23 $0.0313 0.24%
1994-05-25 $0.0313 0.30%
1994-08-26 $0.0313 0.31%
1994-11-25 $0.0625 0.59%
1995-02-23 $0.0625 0.55%
1995-05-25 $0.0625 0.54%
1995-08-30 $0.0625 0.63%
1995-11-29 $0.0625 0.65%
1996-02-28 $0.0625 0.58%
1996-05-29 $0.0625 0.57%
1996-08-29 $0.0625 0.65%
1996-11-27 $0.0625 0.55%
1997-02-26 $0.0625 0.47%
1997-05-29 $0.0688 0.44%
1997-08-28 $0.0688 0.35%
1997-11-26 $0.0688 0.43%
1998-02-26 $0.0688 0.49%
1998-05-28 $0.0688 0.52%
1998-08-28 $0.0688 0.64%
1998-11-27 $0.0688 0.72%
1999-02-25 $0.0688 0.66%
1999-05-27 $0.0688 0.53%
1999-08-30 $0.0688 0.45%
1999-11-29 $0.0750 0.71%
2000-02-28 $0.0750 0.87%
2000-05-30 $0.0750 0.92%
2000-08-30 $0.0750 0.83%
2000-11-29 $0.0750 0.90%
2001-02-27 $0.0750 0.78%
2001-05-30 $0.0750 0.70%
2001-08-29 $0.0750 0.76%
2001-11-28 $0.0750 0.82%
2002-02-27 $0.0750 0.70%
2002-05-29 $0.0750 0.76%
2002-08-28 $0.0750 0.96%
2002-11-26 $0.0750 1.00%
2003-02-12 $0.0187 0.31%
2003-05-13 $0.0750 0.98%
2003-08-13 $0.0750 0.62%
2003-11-12 $0.0750 0.67%
2004-02-13 $0.0750 0.58%
2004-05-12 $0.0750 0.54%
2004-08-16 $0.0750 0.46%
2004-11-12 $0.0750 0.39%
2005-02-17 $0.0750 0.40%
2005-05-13 $0.0750 0.46%
2005-08-16 $0.0750 0.35%
2005-11-14 $0.0750 0.34%
2006-02-17 $0.0750 0.29%
2006-05-16 $0.0750 0.27%
2006-08-16 $0.0900 0.30%
2006-11-14 $0.0900 0.30%
2007-02-14 $0.0900 0.26%
2007-05-16 $0.0900 0.20%
2007-08-15 $0.1250 0.22%
2007-11-14 $0.1250 0.21%
2008-02-20 $0.1250 0.24%
2008-05-21 $0.1250 0.18%
2008-08-20 $0.1750 0.26%
2008-11-19 $0.1750 0.83%
2009-02-18 $0.1750 0.79%
2009-05-20 $0.1750 0.53%
2009-08-19 $0.1750 0.39%
2009-11-18 $0.1750 0.36%
2010-02-17 $0.1750 0.31%
2010-05-19 $0.1750 0.25%
2010-08-19 $0.2630 0.32%
2010-11-18 $0.2630 0.29%
2011-02-16 $0.2630 0.23%
2011-05-18 $0.2630 0.25%
2011-08-18 $0.4000 0.44%
2011-11-17 $0.4000 0.41%
2012-02-22 $0.4000 0.32%
2012-05-16 $0.4000 0.39%
2012-08-20 $0.5000 0.48%
2012-11-20 $0.5000 0.51%
2013-02-20 $0.5000 0.42%
2013-05-22 $0.5000 0.42%
2013-08-20 $0.6250 0.50%
2013-11-19 $0.6250 0.47%
2014-02-19 $0.6250 0.44%
2014-05-21 $0.6250 0.42%
2014-08-20 $0.7800 0.54%
2014-11-18 $0.7800 0.54%
2015-02-13 $0.7800 0.57%
2015-05-19 $0.7800 0.54%
2015-08-19 $0.9750 0.76%
2015-11-18 $0.9750 1.00%
2016-02-17 $0.9750 0.98%
2016-05-18 $0.9750 0.85%
2016-08-18 $1.0250 0.81%
2016-11-17 $1.0250 0.75%
2017-02-22 $1.0250 0.66%
2017-05-17 $1.0250 0.65%
2017-08-16 $1.0800 0.69%
2017-11-16 $1.0800 0.65%
2018-02-22 $1.0800 0.65%
2018-05-17 $1.0800 0.73%
2018-08-21 $1.1400 0.78%
2018-11-14 $1.1400 0.79%
2019-02-21 $1.1400 0.73%
2019-05-23 $1.1400 0.70%
2019-08-20 $1.3110 0.88%
2019-11-13 $1.3110 0.71%
2020-02-20 $1.3110 0.78%
2020-05-21 $1.3110 0.81%
2020-08-20 $1.3110 0.62%
2020-11-19 $1.3500 0.58%
2021-02-18 $1.3500 0.56%
2021-05-20 $1.3500 0.52%
2021-08-19 $1.4500 0.62%
2021-11-18 $1.4500 0.63%
2022-02-17 $1.4500 0.65%
2022-05-19 $1.4500 0.71%
2022-08-18 $1.5700 0.68%
2022-11-17 $1.5700 0.63%
2023-02-23 $1.5700 0.63%
2023-05-18 $1.5700 0.73%
2023-08-24 $1.6800 0.72%
2023-11-22 $1.6800 0.75%
2024-02-22 $1.6800 0.64%
2024-05-23 $1.6800 0.59%
2024-08-23 $1.8200 0.60%
2024-11-22 $1.8200 0.49%
2025-02-21 $1.8200 0.47%
2025-05-23 $1.8200 0.57%
2025-08-22 $2.0000 0.51%
2025-11-21 $2.0000 0.43%
2026-02-20 $2.0000 0.34%
Total 166 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
2021-05-20 $51.64 $10.33 $0.08 0.1616
2021-08-19 $55.70 $11.14 $0.09 0.1921
2021-11-18 $55.98 $11.20 $0.09 0.1959
2022-02-17 $56.26 $11.25 $0.09 0.2054
2022-05-19 $56.56 $11.31 $0.09 0.2237
2022-08-18 $61.59 $12.32 $0.10 0.2136
2022-11-17 $61.93 $12.39 $0.10 0.1991
2023-02-23 $62.24 $12.45 $0.10 0.2007
2023-05-18 $62.56 $12.51 $0.10 0.2327
2023-08-24 $67.33 $13.47 $0.11 0.2330
2023-11-22 $67.72 $13.54 $0.11 0.2408
2024-02-22 $68.13 $13.63 $0.11 0.2069
2024-05-23 $68.47 $13.69 $0.11 0.1926
2024-08-23 $74.53 $14.91 $0.12 0.1924
2024-11-22 $74.88 $14.98 $0.12 0.1604
2025-02-21 $75.17 $15.03 $0.12 0.1636
2025-05-23 $75.47 $15.09 $0.12 0.1899
2025-08-22 $83.31 $16.66 $0.13 0.1653
2025-11-21 $83.64 $16.73 $0.13 0.1413
2026-02-20 $83.93 $16.79 $0.13 0.1129
Total $1347.05 $269.41 $2.16 3.8240

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.

FDP

CAGR 4.39% Total 239.68% Final $33,968
1997-10-24 — 2026-04-14
OSPN

CAGR 1.49% Total 50.94% Final $15,094
1998-05-21 — 2026-04-14
ACGL

CAGR 13.04% Total 4142.07% Final $424,207
1995-09-14 — 2026-04-14