CSX Corporation (CSX) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$13,681
Total Return
36.81%
CAGR
6.47%
Dividends
$707.31
Yield on Cost
7.07%

Rolling Returns

1-Month (21 Trading Days)
Average+0.64%
Median+0.62%
Best+21.89%
Worst-19.28%
% of Windows Positive52.9%
1-Year (252 Trading Days)
Average+2.81%
Median+1.80%
Best+60.17%
Worst-25.62%
% of Windows Positive56.0%
3-Year (756 Trading Days)
Average+9.97%
Median+7.69%
Best+50.41%
Worst-25.62%
% of Windows Positive76.0%

Risk Metrics

Maximum Drawdown -29.66%
Average Drawdown -11.14%
Drawdown Duration 476 Trading Days
Sortino Ratio 0.56
Calmar Ratio 0.22
CVaR (5%) -3.28%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +17.58% (+76.59% ann.) +$1757.60 $38.62 $7.72 $0.06
2025 +13.76% +$1376.19 $161.93 $32.39 $0.26
2024 -5.91% $591.32 $139.01 $27.80 $0.22
2023 +13.18% +$1318.26 $142.64 $28.53 $0.23
2022 -16.79% $1679.42 $106.77 $21.35 $0.17
2021 +25.42% +$2541.89 $123.63 $24.73 $0.20
2020 +26.77% +$2676.86 $144.34 $28.87 $0.23
2019 +17.72% +$1772.11 $155.13 $31.03 $0.25
2018 +14.16% +$1416.32 $160.67 $32.13 $0.26
2017 +54.96% +$5495.87 $218.09 $43.62 $0.35
2016 +41.34% +$4134.45 $279.82 $55.96 $0.45
2015 -27.08% $2708.11 $194.42 $38.88 $0.31
2014 +27.99% +$2799.04 $220.43 $44.09 $0.35
2013 +48.62% +$4861.82 $301.29 $60.26 $0.48
2012 -4.41% $440.79 $258.32 $51.66 $0.41
2011 -0.68% $67.53 $208.54 $41.71 $0.33
2010 +35.26% +$3525.90 $203.32 $40.66 $0.32
2009 +52.45% +$5245.44 $273.53 $54.71 $0.44
2008 -25.29% $2528.92 $175.76 $35.15 $0.28
2007 +29.07% +$2907.42 $157.47 $31.49 $0.25
2006 +36.76% +$3676.00 $130.42 $26.08 $0.21
2005 +27.66% +$2766.05 $107.62 $21.52 $0.17
2004 +12.63% +$1262.53 $111.74 $22.35 $0.18
2003 +28.28% +$2828.26 $141.89 $28.38 $0.23
2002 -18.45% $1844.75 $114.52 $22.90 $0.18
2001 +37.59% +$3758.95 $310.44 $62.09 $0.50
2000 -13.91% $1390.61 $388.68 $77.74 $0.62
1999 -22.71% $2270.83 $291.54 $58.31 $0.47
1998 -21.58% $2157.64 $223.77 $44.75 $0.36
1997 +29.92% +$2991.99 $257.26 $51.45 $0.41
1996 -5.82% $582.08 $229.37 $45.87 $0.37
1995 +33.49% +$3348.82 $266.16 $53.23 $0.43
1994 -13.37% $1336.80 $216.35 $43.27 $0.35
1993 +21.08% +$2108.10 $231.31 $46.26 $0.37
1992 +21.11% +$2110.74 $264.62 $52.92 $0.42
1991 +87.10% +$8710.15 $455.22 $91.04 $0.73
1990 -8.32% $832.11 $395.27 $79.05 $0.63
1989 +16.49% +$1649.10 $407.83 $81.56 $0.65
1988 +13.12% +$1312.19 $449.28 $89.86 $0.71
1987 +2.98% +$297.64 $409.38 $81.88 $0.66
1986 -0.80% $80.50 $387.55 $77.51 $0.62
1985 +30.37% +$3036.54 $477.00 $95.40 $0.76
1984 +0.56% +$55.88 $426.07 $85.22 $0.68
1983 +50.54% +$5054.30 $591.43 $118.29 $0.94
1982 -7.48% $747.70 $498.60 $99.72 $0.80
1981 +26.74% +$2673.62 $574.96 $115.00 $0.92
1980 partial +13.02% (+116.12% ann.) +$1301.78 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 -40.18% -10.60% $4017.99 $1350.36 $270.07 $2.16
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +23.40% +8.51% +$2339.97 $938.92 $187.78 $1.50
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +247.52% +28.31% +$24752.23 $1081.94 $216.39 $1.73
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -50.23% -38.98% $5023.01 $267.64 $53.53 $0.43
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +210.38% +39.87% +$21037.66 $1736.50 $347.30 $2.78
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +305.38% +20.32% +$30538.34 $2671.75 $534.35 $4.27
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.59% -99.74% $4058.81 $32.32 $6.46 $0.05
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +56.15% +104.84% +$5615.11 $93.83 $18.77 $0.15
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +22.53% +21.26% +$2252.74 $156.97 $31.39 $0.25
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -14.46% -15.29% $1446.47 $86.76 $17.35 $0.14
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +11.55% +6.07% +$1155.00 $291.14 $58.23 $0.47
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +27.10% +16.51% +$2709.67 $230.85 $46.17 $0.37

Dividend History

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

Date Per Share Yield %
1981-02-17 $0.0059 1.41%
1981-05-18 $0.0059 1.26%
1981-08-18 $0.0066 1.45%
1981-11-17 $0.0066 1.26%
1982-02-18 $0.0066 1.29%
1982-05-20 $0.0066 1.70%
1982-08-19 $0.0066 1.75%
1982-11-18 $0.0066 1.31%
1983-02-18 $0.0066 1.28%
1983-05-17 $0.0066 1.07%
1983-08-17 $0.0072 1.13%
1983-11-17 $0.0072 1.00%
1984-02-17 $0.0072 1.14%
1984-05-21 $0.0072 1.16%
1984-08-20 $0.0072 1.07%
1984-11-23 $0.0072 1.14%
1985-02-22 $0.0072 1.00%
1985-05-20 $0.0081 1.15%
1985-08-19 $0.0081 1.09%
1985-11-21 $0.0081 1.03%
1986-02-21 $0.0081 0.81%
1986-05-19 $0.0081 0.92%
1986-08-18 $0.0081 0.95%
1986-11-20 $0.0081 1.05%
1987-02-20 $0.0081 0.84%
1987-05-19 $0.0081 0.88%
1987-08-19 $0.0081 0.73%
1987-11-19 $0.0086 1.18%
1988-02-19 $0.0086 1.03%
1988-05-19 $0.0086 1.20%
1988-06-14 $0.0014 0.18%
1988-08-19 $0.0086 1.21%
1988-11-18 $0.0086 1.02%
1989-02-17 $0.0086 0.94%
1989-05-19 $0.0086 0.94%
1989-08-21 $0.0086 0.88%
1989-11-17 $0.0097 1.05%
1990-02-20 $0.0097 1.02%
1990-05-21 $0.0097 1.07%
1990-08-20 $0.0097 1.14%
1990-11-16 $0.0097 1.19%
1991-02-19 $0.0097 0.96%
1991-05-20 $0.0097 0.83%
1991-08-19 $0.0097 0.72%
1991-11-19 $0.0106 0.71%
1992-02-18 $0.0106 0.66%
1992-05-18 $0.0106 0.59%
1992-08-19 $0.0106 0.59%
1992-11-19 $0.0106 0.58%
1993-02-19 $0.0106 0.52%
1993-05-19 $0.0106 0.54%
1993-08-19 $0.0106 0.50%
1993-11-18 $0.0122 0.54%
1994-02-18 $0.0122 0.49%
1994-05-19 $0.0122 0.60%
1994-08-19 $0.0122 0.59%
1994-11-18 $0.0122 0.65%
1995-02-17 $0.0122 0.57%
1995-05-19 $0.0122 0.58%
1995-08-23 $0.0122 0.53%
1995-11-21 $0.0144 0.61%
1996-02-22 $0.0144 0.55%
1996-05-22 $0.0144 0.51%
1996-08-21 $0.0144 0.51%
1996-11-21 $0.0144 0.55%
1997-02-21 $0.0144 0.55%
1997-05-21 $0.0144 0.51%
1997-08-21 $0.0144 0.45%
1997-11-21 $0.0167 0.55%
1998-02-23 $0.0167 0.52%
1998-05-20 $0.0167 0.56%
1998-08-21 $0.0167 0.73%
1998-11-23 $0.0167 0.68%
1999-02-23 $0.0167 0.74%
1999-05-21 $0.0167 0.60%
1999-08-23 $0.0167 0.65%
1999-11-22 $0.0167 0.76%
2000-02-23 $0.0167 1.34%
2000-05-23 $0.0167 1.34%
2000-08-23 $0.0167 1.13%
2000-11-21 $0.0167 1.17%
2001-02-22 $0.0167 0.92%
2001-05-23 $0.0167 0.78%
2001-08-22 $0.0056 0.28%
2001-11-20 $0.0056 0.27%
2002-02-21 $0.0056 0.28%
2002-05-22 $0.0056 0.29%
2002-08-21 $0.0056 0.28%
2002-11-20 $0.0056 0.37%
2003-02-21 $0.0056 0.37%
2003-05-21 $0.0056 0.31%
2003-08-21 $0.0056 0.32%
2003-11-21 $0.0056 0.30%
2004-02-23 $0.0056 0.32%
2004-05-21 $0.0056 0.33%
2004-08-23 $0.0056 0.32%
2004-11-22 $0.0056 0.27%
2005-02-23 $0.0056 0.25%
2005-05-23 $0.0056 0.24%
2005-08-23 $0.0056 0.22%
2005-11-22 $0.0072 0.27%
2006-02-22 $0.0072 0.24%
2006-05-23 $0.0072 0.19%
2006-08-23 $0.0111 0.33%
2006-11-21 $0.0111 0.27%
2007-02-27 $0.0133 0.30%
2007-05-30 $0.0133 0.27%
2007-08-29 $0.0167 0.37%
2007-11-28 $0.0167 0.36%
2008-02-27 $0.0167 0.28%
2008-05-28 $0.0200 0.27%
2008-08-27 $0.0244 0.35%
2008-11-26 $0.0244 0.60%
2009-02-25 $0.0244 0.82%
2009-05-27 $0.0244 0.74%
2009-08-27 $0.0244 0.51%
2009-11-25 $0.0244 0.46%
2010-02-24 $0.0267 0.51%
2010-05-26 $0.0267 0.48%
2010-08-27 $0.0267 0.50%
2010-11-26 $0.0289 0.42%
2011-02-24 $0.0289 0.36%
2011-05-26 $0.0400 0.47%
2011-08-29 $0.0400 0.56%
2011-11-28 $0.0400 0.60%
2012-02-27 $0.0400 0.55%
2012-05-29 $0.0467 0.66%
2012-08-29 $0.0467 0.62%
2012-11-28 $0.0467 0.70%
2013-02-26 $0.0467 0.63%
2013-05-29 $0.0500 0.59%
2013-08-28 $0.0500 0.60%
2013-11-26 $0.0500 0.55%
2014-02-26 $0.0500 0.55%
2014-05-23 $0.0533 0.54%
2014-08-27 $0.0533 0.52%
2014-11-25 $0.0533 0.42%
2015-02-25 $0.0533 0.45%
2015-05-27 $0.0600 0.52%
2015-08-27 $0.0600 0.68%
2015-11-25 $0.0600 0.62%
2016-02-25 $0.0600 0.73%
2016-05-26 $0.0600 0.70%
2016-08-29 $0.0600 0.64%
2016-11-28 $0.0600 0.51%
2017-02-24 $0.0600 0.38%
2017-05-26 $0.0667 0.37%
2017-08-29 $0.0667 0.40%
2017-11-29 $0.0667 0.38%
2018-02-28 $0.0733 0.40%
2018-05-30 $0.0733 0.34%
2018-08-30 $0.0733 0.29%
2018-11-29 $0.0733 0.30%
2019-02-27 $0.0800 0.33%
2019-05-30 $0.0800 0.32%
2019-08-29 $0.0800 0.37%
2019-11-27 $0.0800 0.33%
2020-02-27 $0.0867 0.35%
2020-05-28 $0.0867 0.35%
2020-08-28 $0.0867 0.34%
2020-11-27 $0.0867 0.28%
2021-02-25 $0.0933 0.30%
2021-05-27 $0.0933 0.28%
2021-08-30 $0.0930 0.28%
2021-11-29 $0.0930 0.26%
2022-02-25 $0.1000 0.30%
2022-05-27 $0.1000 0.32%
2022-08-30 $0.1000 0.31%
2022-11-29 $0.1000 0.32%
2023-02-27 $0.1100 0.36%
2023-05-30 $0.1100 0.36%
2023-08-30 $0.1100 0.36%
2023-11-29 $0.1100 0.34%
2024-02-28 $0.1200 0.32%
2024-05-31 $0.1200 0.36%
2024-08-30 $0.1200 0.35%
2024-11-29 $0.1200 0.33%
2025-02-28 $0.1300 0.41%
2025-05-30 $0.1300 0.41%
2025-08-29 $0.1300 0.40%
2025-11-28 $0.1300 0.37%
2026-02-27 $0.1400 0.33%
Total 182 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
2021-05-27 $28.47 $5.69 $0.05 0.6827
2021-08-30 $28.43 $5.69 $0.05 0.6857
2021-11-29 $28.49 $5.70 $0.05 0.6386
2022-02-25 $30.70 $6.14 $0.05 0.7144
2022-05-27 $30.77 $6.15 $0.05 0.7666
2022-08-30 $30.85 $6.17 $0.05 0.7777
2022-11-29 $30.93 $6.19 $0.05 0.7675
2023-02-27 $34.10 $6.82 $0.05 0.8849
2023-05-30 $34.20 $6.84 $0.05 0.8817
2023-08-30 $34.30 $6.86 $0.05 0.8911
2023-11-29 $34.40 $6.88 $0.06 0.8655
2024-02-28 $37.63 $7.53 $0.06 0.7973
2024-05-31 $37.72 $7.54 $0.06 0.8924
2024-08-30 $37.83 $7.57 $0.06 0.8813
2024-11-29 $37.94 $7.59 $0.06 0.8287
2025-02-28 $41.20 $8.24 $0.07 1.0277
2025-05-30 $41.34 $8.27 $0.07 1.0448
2025-08-29 $41.47 $8.29 $0.07 1.0185
2025-11-28 $41.61 $8.32 $0.07 0.9394
2026-02-27 $44.94 $8.99 $0.07 0.8405
Total $707.31 $141.46 $1.13 16.8271

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.

HAL

CAGR 6.06% Total 2281.01% Final $238,101
1972-06-01 — 2026-04-14
RCKT

CAGR -15.56% Total -84.83% Final $1,517
2015-02-18 — 2026-04-14
ASPN

CAGR -9.47% Total -69.21% Final $3,079
2014-06-13 — 2026-04-14