Dell Technologies Inc. (DELL) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$88,106
Total Return
781.06%
CAGR
54.53%
Dividends
$1,485.21
Yield on Cost
14.85%

Rolling Returns

1-Month (21 Trading Days)
Average+4.01%
Median+3.22%
Best+129.76%
Worst-39.52%
% of Windows Positive60.8%
1-Year (252 Trading Days)
Average+46.57%
Median+22.08%
Best+315.14%
Worst-44.65%
% of Windows Positive65.6%
3-Year (756 Trading Days)
Average+206.98%
Median+182.08%
Best+959.33%
Worst+39.73%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -59.67%
Average Drawdown -19.96%
Drawdown Duration 455 Trading Days
Sortino Ratio 1.84
Calmar Ratio 0.91
CVaR (5%) -6.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +236.57% (+1678.62% ann.) +$23656.67 $91.94 $18.39 $0.15
2025 +10.80% +$1079.74 $176.32 $35.26 $0.28
2024 +52.53% +$5253.08 $224.04 $44.81 $0.36
2023 +94.70% +$9469.70 $361.61 $72.32 $0.58
2022 -27.02% $2701.99 $177.25 $35.45 $0.28
2021 +51.21% +$5121.22 $0.00 $0.00 $0.00
2020 +42.62% +$4261.53 $0.00 $0.00 $0.00
2019 +5.16% +$515.65 $0.00 $0.00 $0.00
2018 +8.59% +$858.66 $0.00 $0.00 $0.00
2017 +47.86% +$4786.25 $0.00 $0.00 $0.00
2016 partial +27.84% (+94.34% ann.) +$2783.72 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial August 17, 2016 – February 19, 2020 +124.03% +25.86% +$12402.80 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -35.90% -99.38% $3590.18 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +66.25% +126.59% +$6625.48 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +76.81% +71.72% +$7681.45 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -29.01% -30.50% $2901.40 $176.31 $35.26 $0.28
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +189.37% +77.40% +$18936.68 $658.89 $131.78 $1.06
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +271.59% +115.88% +$27158.93 $315.57 $63.11 $0.50

Dividend History

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

Date Per Share Yield %
2022-04-19 $0.3300 0.70%
2022-07-19 $0.3300 0.77%
2022-10-18 $0.3300 0.96%
2023-01-24 $0.3300 0.80%
2023-04-24 $0.3700 0.86%
2023-07-24 $0.3700 0.69%
2023-10-23 $0.3700 0.56%
2024-01-22 $0.3700 0.44%
2024-04-22 $0.4450 0.39%
2024-07-23 $0.4450 0.35%
2024-10-22 $0.4450 0.35%
2025-01-22 $0.4450 0.40%
2025-04-22 $0.5250 0.64%
2025-07-22 $0.5250 0.41%
2025-10-21 $0.5250 0.36%
2026-01-20 $0.5250 0.44%
2026-04-21 $0.6300 0.31%
Total 17 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
2022-04-19 $64.05 $12.81 $0.10 1.0655
2022-07-19 $64.40 $12.88 $0.10 1.1675
2022-10-18 $64.78 $12.96 $0.10 1.4966
2023-01-24 $65.28 $13.05 $0.11 1.2840
2023-04-24 $73.66 $14.73 $0.12 1.3780
2023-07-24 $74.17 $14.83 $0.12 1.1022
2023-10-23 $74.58 $14.92 $0.12 0.9085
2024-01-22 $74.92 $14.98 $0.12 0.7372
2024-04-22 $90.43 $18.09 $0.15 0.6249
2024-07-23 $90.71 $18.14 $0.15 0.5755
2024-10-22 $90.97 $18.19 $0.15 0.6032
2025-01-22 $91.24 $18.25 $0.15 0.6327
2025-04-22 $107.97 $21.59 $0.17 1.0252
2025-07-22 $108.51 $21.70 $0.17 0.6968
2025-10-21 $108.87 $21.77 $0.17 0.5817
2026-01-20 $109.18 $21.84 $0.18 0.7848
2026-04-21 $131.51 $26.30 $0.21 0.4944
Total $1485.21 $297.04 $2.38 15.1588

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.

PKG

CAGR 14.27% Total 3263.01% Final $336,301
2000-01-28 — 2026-06-03
ALHC

CAGR -3.68% Total -17.68% Final $8,232
2021-03-26 — 2026-06-03
FUSB

CAGR 1.06% Total 33.60% Final $13,360
1999-01-11 — 2026-06-03