Dana Incorporated (DAN) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$15,300
Total Return
53.00%
CAGR
8.88%
Dividends
$799.31
Yield on Cost
7.99%

Rolling Returns

1-Month (21 Trading Days)
Average+1.67%
Median-1.19%
Best+61.61%
Worst-32.67%
% of Windows Positive46.4%
1-Year (252 Trading Days)
Average+10.81%
Median-9.53%
Best+256.96%
Worst-50.10%
% of Windows Positive40.5%
3-Year (756 Trading Days)
Average+5.89%
Median-12.05%
Best+173.36%
Worst-64.77%
% of Windows Positive47.9%

Risk Metrics

Maximum Drawdown -70.69%
Average Drawdown -36.34%
Drawdown Duration 1152 Trading Days
Sortino Ratio 0.60
Calmar Ratio 0.13
CVaR (5%) -6.50%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +54.47% (+360.51% ann.) +$5447.14 $50.50 $10.10 $0.08
2025 +109.41% +$10940.89 $348.71 $69.75 $0.56
2024 -18.53% $1852.84 $276.44 $55.30 $0.44
2023 -1.27% $126.66 $266.45 $53.29 $0.42
2022 -32.41% $3240.63 $176.56 $35.32 $0.28
2021 +18.46% +$1845.54 $205.92 $41.18 $0.34
2020 +7.86% +$786.27 $54.95 $10.99 $0.09
2019 +36.21% +$3620.61 $295.57 $59.11 $0.47
2018 -56.75% $5675.08 $125.57 $25.11 $0.20
2017 +70.05% +$7005.01 $126.90 $25.38 $0.20
2016 +39.49% +$3948.52 $174.89 $34.98 $0.27
2015 -35.90% $3590.27 $106.15 $21.23 $0.17
2014 +11.61% +$1161.24 $102.21 $20.45 $0.17
2013 +26.76% +$2675.69 $128.54 $25.71 $0.21
2012 +29.95% +$2994.97 $165.29 $33.05 $0.28
2011 -29.40% $2940.15 $0.00 $0.00 $0.00
2010 +58.76% +$5876.38 $0.00 $0.00 $0.00
2009 +1364.87% +$136486.94 $0.00 $0.00 $0.00
2008 partial -94.71% (-94.77% ann.) $9471.43 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
GFC / deleveraging / dollar shortage partial January 2, 2008 – March 9, 2009 -98.57% -97.25% $9857.14 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +2745.77% +169.63% +$274577.37 $2503.24 $500.51 $4.20
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +46.51% +5.18% +$4650.94 $1615.15 $323.01 $2.57
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -65.08% -100.00% $6508.11 $56.28 $11.25 $0.09
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +96.90% +197.47% +$9689.61 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +44.99% +42.26% +$4499.35 $259.32 $51.87 $0.42
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -21.62% -22.79% $2161.78 $187.40 $37.48 $0.30
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -40.89% -24.70% $4088.80 $395.88 $79.18 $0.63
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +271.51% +130.84% +$27150.74 $620.37 $124.09 $1.01

Dividend History

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

Date Per Share Yield %
2012-03-07 $0.0500 0.33%
2012-05-09 $0.0500 0.36%
2012-08-08 $0.0500 0.37%
2012-11-07 $0.0500 0.35%
2013-03-13 $0.0500 0.28%
2013-05-08 $0.0500 0.29%
2013-08-07 $0.0500 0.23%
2013-11-06 $0.0500 0.25%
2014-03-12 $0.0500 0.23%
2014-05-14 $0.0500 0.23%
2014-08-20 $0.0500 0.21%
2014-11-12 $0.0500 0.25%
2015-03-11 $0.0500 0.24%
2015-05-13 $0.0600 0.28%
2015-08-19 $0.0600 0.32%
2015-11-10 $0.0600 0.37%
2016-03-09 $0.0600 0.47%
2016-05-11 $0.0600 0.48%
2016-08-17 $0.0600 0.43%
2016-11-08 $0.0600 0.38%
2017-03-01 $0.0600 0.32%
2017-05-10 $0.0600 0.28%
2017-08-09 $0.0600 0.24%
2017-11-09 $0.0600 0.19%
2018-03-01 $0.1000 0.38%
2018-05-10 $0.1000 0.42%
2018-08-09 $0.1000 0.48%
2018-11-08 $0.1000 0.65%
2019-02-28 $0.1000 0.49%
2019-05-16 $0.1000 0.60%
2019-08-15 $0.1000 0.77%
2019-11-07 $0.1000 0.58%
2020-02-27 $0.1000 0.67%
2021-03-04 $0.1000 0.41%
2021-05-06 $0.1000 0.40%
2021-08-12 $0.1000 0.41%
2021-11-04 $0.1000 0.42%
2022-03-03 $0.1000 0.55%
2022-05-05 $0.1000 0.63%
2022-08-11 $0.1000 0.61%
2022-11-09 $0.1000 0.59%
2023-03-02 $0.1000 0.63%
2023-05-11 $0.1000 0.73%
2023-08-10 $0.1000 0.57%
2023-11-09 $0.1000 0.83%
2024-02-29 $0.1000 0.82%
2024-05-09 $0.1000 0.73%
2024-08-09 $0.1000 0.94%
2024-11-08 $0.1000 1.13%
2025-02-28 $0.1000 0.67%
2025-05-09 $0.1000 0.66%
2025-08-08 $0.1000 0.57%
2025-11-07 $0.1000 0.47%
2026-02-27 $0.1200 0.34%
Total 54 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
2021-05-06 $37.75 $7.55 $0.06 1.1548
2021-08-12 $37.86 $7.57 $0.06 1.2462
2021-11-04 $37.99 $7.60 $0.06 1.3046
2022-03-03 $38.12 $7.62 $0.06 1.7492
2022-05-05 $38.30 $7.66 $0.06 1.9971
2022-08-11 $38.49 $7.70 $0.06 1.8154
2022-11-09 $38.68 $7.74 $0.06 1.8681
2023-03-02 $38.86 $7.77 $0.06 1.9490
2023-05-11 $39.06 $7.81 $0.06 2.2680
2023-08-10 $39.28 $7.86 $0.06 1.8130
2023-11-09 $39.46 $7.89 $0.06 2.7047
2024-02-29 $39.74 $7.95 $0.06 2.5381
2024-05-09 $39.99 $8.00 $0.06 2.3512
2024-08-09 $40.23 $8.05 $0.07 3.0941
2024-11-08 $40.54 $8.11 $0.07 3.8075
2025-02-28 $40.92 $8.19 $0.07 2.1969
2025-05-09 $41.14 $8.23 $0.07 2.1026
2025-08-08 $41.35 $8.27 $0.07 1.8820
2025-11-07 $41.53 $8.30 $0.07 1.5275
2026-02-27 $50.02 $10.01 $0.08 1.1665
Total $799.31 $159.88 $1.29 40.5362

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.

MBIN

CAGR 19.74% Total 359.23% Final $45,923
2017-10-27 — 2026-04-14
TRIP

CAGR -5.40% Total -54.94% Final $4,506
2011-12-07 — 2026-04-14
CPSS

CAGR 3.55% Total 221.90% Final $32,190
1992-10-22 — 2026-04-14