Donaldson Company, Inc. (DCI) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$15,918
Total Return
59.18%
CAGR
9.74%
Dividends
$879.97
Yield on Cost
8.80%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.85% |
| Median | +1.02% |
| Best | +19.88% |
| Worst | -22.68% |
| % of Windows Positive | 56.7% |
1-Year (252 Trading Days)
| Average | +10.82% |
| Median | +13.11% |
| Best | +59.63% |
| Worst | -26.48% |
| % of Windows Positive | 74.7% |
3-Year (756 Trading Days)
| Average | +38.99% |
| Median | +35.45% |
| Best | +82.17% |
| Worst | +6.78% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -32.37% |
| Average Drawdown | -9.80% |
| Drawdown Duration | 610 Trading Days |
| Sortino Ratio | 0.73 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -3.33% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.87% (+3.10% ann.) | +$87.35 | $33.84 | $6.77 | $0.05 |
| 2025 | +33.28% | +$3327.86 | $174.59 | $34.92 | $0.28 |
| 2024 | +4.29% | +$429.21 | $162.94 | $32.59 | $0.26 |
| 2023 | +12.42% | +$1242.46 | $167.26 | $33.45 | $0.27 |
| 2022 | +0.64% | +$63.99 | $154.34 | $30.87 | $0.25 |
| 2021 | +7.24% | +$723.89 | $156.34 | $31.27 | $0.25 |
| 2020 | -1.74% | $173.70 | $146.52 | $29.30 | $0.23 |
| 2019 | +34.54% | +$3454.24 | $189.94 | $37.99 | $0.30 |
| 2018 | -10.23% | $1023.50 | $153.95 | $30.79 | $0.25 |
| 2017 | +17.78% | +$1777.73 | $169.54 | $33.91 | $0.27 |
| 2016 | +49.15% | +$4914.90 | $244.09 | $48.82 | $0.39 |
| 2015 | -24.62% | $2462.08 | $175.71 | $35.14 | $0.28 |
| 2014 | -9.99% | $999.25 | $146.78 | $29.36 | $0.23 |
| 2013 | +33.73% | +$3373.10 | $152.87 | $30.57 | $0.24 |
| 2012 | -2.76% | $275.51 | $103.12 | $20.62 | $0.16 |
| 2011 | +17.78% | +$1778.18 | $99.84 | $19.97 | $0.16 |
| 2010 | +38.19% | +$3819.30 | $116.77 | $23.35 | $0.19 |
| 2009 | +27.74% | +$2774.31 | $137.29 | $27.46 | $0.22 |
| 2008 | -26.82% | $2682.42 | $96.23 | $19.25 | $0.15 |
| 2007 | +34.72% | +$3472.29 | $109.83 | $21.97 | $0.18 |
| 2006 | +10.01% | +$1000.59 | $107.24 | $21.45 | $0.17 |
| 2005 | -1.70% | $170.01 | $86.17 | $17.23 | $0.14 |
| 2004 | +10.85% | +$1084.96 | $76.26 | $15.25 | $0.12 |
| 2003 | +65.43% | +$6543.47 | $103.08 | $20.62 | $0.17 |
| 2002 | -6.65% | $665.11 | $85.19 | $17.04 | $0.14 |
| 2001 | +40.72% | +$4072.09 | $108.19 | $21.64 | $0.17 |
| 2000 | +16.75% | +$1674.78 | $118.90 | $23.78 | $0.19 |
| 1999 | +17.07% | +$1706.68 | $120.93 | $24.19 | $0.19 |
| 1998 | -7.15% | $715.43 | $93.47 | $18.69 | $0.15 |
| 1997 | +35.51% | +$3550.80 | $110.78 | $22.16 | $0.18 |
| 1996 | +34.60% | +$3459.58 | $131.83 | $26.37 | $0.21 |
| 1995 | +6.12% | +$611.75 | $117.60 | $23.52 | $0.19 |
| 1994 | +9.06% | +$906.01 | $127.02 | $25.40 | $0.20 |
| 1993 | +19.45% | +$1945.46 | $115.44 | $23.09 | $0.18 |
| 1992 | +49.03% | +$4903.02 | $155.88 | $31.17 | $0.25 |
| 1991 | +17.33% | +$1732.58 | $153.30 | $30.66 | $0.24 |
| 1990 | +49.05% | +$4904.66 | $191.96 | $38.39 | $0.30 |
| 1989 | +8.98% | +$898.31 | $184.28 | $36.85 | $0.29 |
| 1988 | +36.48% | +$3648.27 | $300.67 | $60.13 | $0.49 |
| 1987 | -6.98% | $698.08 | $195.97 | $39.20 | $0.31 |
| 1986 | +23.74% | +$2374.41 | $0.00 | $0.00 | $0.00 |
| 1985 | +56.43% | +$5642.89 | $0.00 | $0.00 | $0.00 |
| 1984 | -25.53% | $2553.19 | $0.00 | $0.00 | $0.00 |
| 1983 | +30.56% | +$3055.55 | $0.00 | $0.00 | $0.00 |
| 1982 | -22.58% | $2258.07 | $0.00 | $0.00 | $0.00 |
| 1981 | +12.05% | +$1204.81 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +12.16% (+15.61% ann.) | +$1216.22 | $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 | +90.75% | +15.12% | +$9075.40 | $754.12 | $150.83 | $1.21 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +40.40% | +14.09% | +$4039.78 | $333.85 | $66.77 | $0.53 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +164.70% | +21.51% | +$16470.01 | $830.16 | $166.03 | $1.33 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -46.18% | -35.51% | $4618.40 | $160.09 | $32.02 | $0.26 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +184.69% | +36.33% | +$18468.56 | $758.18 | $151.64 | $1.21 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +72.86% | +7.50% | +$7285.97 | $1638.53 | $327.71 | $2.62 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.65% | -99.45% | $3664.82 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +40.33% | +72.91% | +$4032.87 | $115.50 | $23.10 | $0.18 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +14.77% | +13.96% | +$1476.94 | $166.28 | $33.26 | $0.27 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +4.95% | +5.27% | +$495.37 | $160.27 | $32.05 | $0.26 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +22.01% | +11.33% | +$2200.95 | $336.09 | $67.22 | $0.54 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +26.70% | +16.28% | +$2669.67 | $244.69 | $48.94 | $0.39 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-25 | $0.0034 | 0.50% |
| 1987-05-19 | $0.0034 | 0.49% |
| 1987-08-19 | $0.0034 | 0.38% |
| 1987-11-25 | $0.0034 | 0.68% |
| 1988-02-24 | $0.0034 | 0.44% |
| 1988-04-08 | $0.0040 | 0.45% |
| 1988-05-24 | $0.0040 | 0.52% |
| 1988-08-17 | $0.0040 | 0.50% |
| 1988-11-25 | $0.0040 | 0.50% |
| 1989-02-22 | $0.0040 | 0.52% |
| 1989-05-24 | $0.0040 | 0.52% |
| 1989-08-17 | $0.0040 | 0.52% |
| 1989-11-28 | $0.0040 | 0.46% |
| 1990-02-22 | $0.0040 | 0.42% |
| 1990-05-29 | $0.0046 | 0.36% |
| 1990-08-17 | $0.0046 | 0.39% |
| 1990-11-23 | $0.0046 | 0.37% |
| 1991-02-20 | $0.0046 | 0.30% |
| 1991-05-28 | $0.0046 | 0.32% |
| 1991-08-21 | $0.0058 | 0.40% |
| 1991-11-21 | $0.0058 | 0.38% |
| 1992-02-21 | $0.0058 | 0.31% |
| 1992-05-27 | $0.0063 | 0.33% |
| 1992-08-18 | $0.0063 | 0.34% |
| 1992-11-27 | $0.0063 | 0.27% |
| 1993-02-22 | $0.0063 | 0.26% |
| 1993-05-28 | $0.0069 | 0.29% |
| 1993-08-19 | $0.0069 | 0.29% |
| 1993-11-29 | $0.0069 | 0.27% |
| 1994-02-22 | $0.0088 | 0.30% |
| 1994-05-27 | $0.0088 | 0.33% |
| 1994-08-22 | $0.0088 | 0.29% |
| 1994-11-29 | $0.0088 | 0.33% |
| 1995-02-22 | $0.0088 | 0.29% |
| 1995-05-30 | $0.0088 | 0.28% |
| 1995-08-24 | $0.0088 | 0.28% |
| 1995-12-01 | $0.0088 | 0.28% |
| 1996-02-26 | $0.0100 | 0.30% |
| 1996-06-04 | $0.0100 | 0.31% |
| 1996-08-27 | $0.0100 | 0.31% |
| 1996-12-03 | $0.0112 | 0.28% |
| 1997-02-26 | $0.0112 | 0.27% |
| 1997-06-04 | $0.0112 | 0.24% |
| 1997-08-27 | $0.0112 | 0.21% |
| 1997-12-03 | $0.0125 | 0.20% |
| 1998-02-25 | $0.0125 | 0.22% |
| 1998-06-03 | $0.0125 | 0.23% |
| 1998-08-26 | $0.0125 | 0.26% |
| 1998-12-02 | $0.0150 | 0.29% |
| 1999-02-24 | $0.0150 | 0.33% |
| 1999-06-02 | $0.0150 | 0.25% |
| 1999-08-25 | $0.0150 | 0.29% |
| 1999-12-01 | $0.0175 | 0.31% |
| 2000-02-23 | $0.0175 | 0.34% |
| 2000-05-25 | $0.0175 | 0.29% |
| 2000-08-22 | $0.0175 | 0.31% |
| 2000-11-28 | $0.0187 | 0.31% |
| 2001-02-21 | $0.0187 | 0.26% |
| 2001-05-22 | $0.0187 | 0.24% |
| 2001-08-22 | $0.0187 | 0.25% |
| 2001-11-28 | $0.0187 | 0.20% |
| 2002-02-20 | $0.0200 | 0.23% |
| 2002-05-22 | $0.0200 | 0.19% |
| 2002-08-21 | $0.0213 | 0.24% |
| 2002-11-27 | $0.0213 | 0.24% |
| 2003-02-26 | $0.0225 | 0.27% |
| 2003-05-21 | $0.0225 | 0.22% |
| 2003-08-20 | $0.0238 | 0.19% |
| 2003-12-04 | $0.0238 | 0.16% |
| 2004-02-18 | $0.0275 | 0.22% |
| 2004-06-03 | $0.0275 | 0.20% |
| 2004-08-18 | $0.0275 | 0.21% |
| 2004-11-24 | $0.0300 | 0.19% |
| 2005-02-16 | $0.0300 | 0.19% |
| 2005-06-02 | $0.0300 | 0.19% |
| 2005-08-17 | $0.0400 | 0.26% |
| 2005-11-23 | $0.0400 | 0.26% |
| 2006-02-15 | $0.0400 | 0.23% |
| 2006-06-01 | $0.0400 | 0.24% |
| 2006-08-16 | $0.0450 | 0.28% |
| 2006-11-22 | $0.0450 | 0.24% |
| 2007-02-14 | $0.0450 | 0.26% |
| 2007-05-30 | $0.0450 | 0.24% |
| 2007-08-15 | $0.0500 | 0.27% |
| 2007-11-21 | $0.0500 | 0.25% |
| 2008-02-20 | $0.0550 | 0.27% |
| 2008-05-28 | $0.0550 | 0.23% |
| 2008-08-20 | $0.0550 | 0.24% |
| 2008-12-03 | $0.0575 | 0.36% |
| 2009-02-18 | $0.0575 | 0.39% |
| 2009-05-27 | $0.0575 | 0.35% |
| 2009-08-26 | $0.0575 | 0.30% |
| 2009-12-02 | $0.0575 | 0.27% |
| 2010-03-03 | $0.0600 | 0.28% |
| 2010-06-08 | $0.0600 | 0.29% |
| 2010-08-18 | $0.0625 | 0.28% |
| 2010-12-02 | $0.0650 | 0.23% |
| 2011-02-23 | $0.0650 | 0.23% |
| 2011-06-08 | $0.0750 | 0.27% |
| 2011-08-22 | $0.0750 | 0.31% |
| 2011-12-01 | $0.0750 | 0.22% |
| 2012-02-15 | $0.0800 | 0.21% |
| 2012-06-06 | $0.0900 | 0.26% |
| 2012-08-15 | $0.0900 | 0.27% |
| 2012-12-04 | $0.0900 | 0.27% |
| 2013-02-13 | $0.1000 | 0.27% |
| 2013-06-05 | $0.1300 | 0.35% |
| 2013-08-14 | $0.1300 | 0.35% |
| 2013-12-05 | $0.1400 | 0.34% |
| 2014-02-14 | $0.1400 | 0.33% |
| 2014-06-04 | $0.1650 | 0.40% |
| 2014-08-13 | $0.1650 | 0.42% |
| 2014-12-04 | $0.1650 | 0.42% |
| 2015-02-12 | $0.1650 | 0.44% |
| 2015-06-12 | $0.1700 | 0.47% |
| 2015-08-17 | $0.1700 | 0.50% |
| 2015-12-04 | $0.1700 | 0.57% |
| 2016-02-11 | $0.1700 | 0.58% |
| 2016-06-08 | $0.1750 | 0.48% |
| 2016-08-11 | $0.1750 | 0.48% |
| 2016-12-02 | $0.1750 | 0.39% |
| 2017-02-10 | $0.1750 | 0.42% |
| 2017-06-08 | $0.1750 | 0.39% |
| 2017-08-11 | $0.1800 | 0.39% |
| 2017-12-05 | $0.1800 | 0.37% |
| 2018-02-13 | $0.1800 | 0.38% |
| 2018-06-08 | $0.1900 | 0.40% |
| 2018-08-13 | $0.1900 | 0.40% |
| 2018-12-10 | $0.1900 | 0.39% |
| 2019-02-08 | $0.1900 | 0.40% |
| 2019-06-12 | $0.2100 | 0.42% |
| 2019-08-12 | $0.2100 | 0.43% |
| 2019-12-09 | $0.2100 | 0.38% |
| 2020-02-13 | $0.2100 | 0.39% |
| 2020-06-12 | $0.2100 | 0.45% |
| 2020-08-14 | $0.2100 | 0.40% |
| 2020-12-04 | $0.2100 | 0.39% |
| 2021-02-10 | $0.2100 | 0.34% |
| 2021-06-09 | $0.2200 | 0.35% |
| 2021-08-13 | $0.2200 | 0.32% |
| 2021-12-06 | $0.2200 | 0.39% |
| 2022-02-10 | $0.2200 | 0.40% |
| 2022-06-08 | $0.2300 | 0.43% |
| 2022-08-15 | $0.2300 | 0.40% |
| 2022-12-02 | $0.2300 | 0.38% |
| 2023-02-09 | $0.2300 | 0.36% |
| 2023-06-06 | $0.2500 | 0.43% |
| 2023-08-14 | $0.2500 | 0.40% |
| 2023-12-04 | $0.2500 | 0.41% |
| 2024-02-09 | $0.2500 | 0.37% |
| 2024-06-17 | $0.2700 | 0.38% |
| 2024-08-13 | $0.2700 | 0.38% |
| 2024-12-09 | $0.2700 | 0.37% |
| 2025-02-13 | $0.2700 | 0.39% |
| 2025-06-16 | $0.3000 | 0.44% |
| 2025-08-12 | $0.3000 | 0.41% |
| 2025-12-05 | $0.3000 | 0.32% |
| 2026-02-12 | $0.3000 | 0.27% |
| Total | 158 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 |
|---|---|---|---|---|
| 2021-06-09 | $36.94 | $7.39 | $0.06 | 0.4744 |
| 2021-08-13 | $37.04 | $7.41 | $0.06 | 0.4329 |
| 2021-12-06 | $37.14 | $7.43 | $0.06 | 0.5141 |
| 2022-02-10 | $37.25 | $7.45 | $0.06 | 0.5530 |
| 2022-06-08 | $39.07 | $7.81 | $0.06 | 0.5914 |
| 2022-08-15 | $39.21 | $7.84 | $0.06 | 0.5515 |
| 2022-12-02 | $39.33 | $7.87 | $0.06 | 0.5164 |
| 2023-02-09 | $39.45 | $7.89 | $0.06 | 0.5031 |
| 2023-06-06 | $43.01 | $8.60 | $0.07 | 0.5787 |
| 2023-08-14 | $43.15 | $8.63 | $0.07 | 0.5495 |
| 2023-12-04 | $43.29 | $8.66 | $0.07 | 0.5587 |
| 2024-02-09 | $43.43 | $8.69 | $0.07 | 0.5147 |
| 2024-06-17 | $47.04 | $9.41 | $0.08 | 0.5179 |
| 2024-08-13 | $47.18 | $9.44 | $0.08 | 0.5229 |
| 2024-12-09 | $47.32 | $9.46 | $0.08 | 0.5207 |
| 2025-02-13 | $47.47 | $9.49 | $0.08 | 0.5407 |
| 2025-06-16 | $52.90 | $10.58 | $0.08 | 0.6118 |
| 2025-08-12 | $53.09 | $10.62 | $0.08 | 0.5749 |
| 2025-12-05 | $53.26 | $10.65 | $0.09 | 0.4600 |
| 2026-02-12 | $53.40 | $10.68 | $0.09 | 0.3878 |
| Total | $879.97 | $175.99 | $1.41 | 10.4750 |
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.