The Estée Lauder Companies Inc. (EL) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$2,661
Total Return
-73.39%
CAGR
-23.26%
Dividends
$363.29
Yield on Cost
3.63%

Rolling Returns

1-Month (21 Trading Days)
Average-1.56%
Median-2.39%
Best+33.48%
Worst-39.77%
% of Windows Positive43.2%
1-Year (252 Trading Days)
Average-22.83%
Median-31.47%
Best+64.77%
Worst-64.72%
% of Windows Positive14.7%
3-Year (756 Trading Days)
Average-66.12%
Median-67.15%
Best-47.79%
Worst-81.28%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -85.97%
Average Drawdown -49.39%
Drawdown Duration 1071 Trading Days (Unrecovered)
Sortino Ratio -0.52
Calmar Ratio -0.27
CVaR (5%) -6.52%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -26.84% (-66.63% ann.) $2683.82 $33.42 $6.68 $0.05
2025 +41.64% +$4164.48 $187.80 $37.56 $0.30
2024 -47.83% $4783.01 $160.16 $32.03 $0.26
2023 -40.32% $4032.37 $106.81 $21.36 $0.17
2022 -32.45% $3245.44 $66.63 $13.33 $0.11
2021 +39.84% +$3983.95 $82.45 $16.49 $0.13
2020 +29.60% +$2959.62 $72.29 $14.46 $0.12
2019 +60.01% +$6001.28 $136.48 $27.30 $0.22
2018 +3.15% +$314.82 $123.79 $24.76 $0.20
2017 +68.21% +$6821.18 $183.88 $36.78 $0.29
2016 -12.15% $1215.30 $141.38 $28.28 $0.23
2015 +16.69% +$1668.90 $134.35 $26.87 $0.22
2014 +2.10% +$209.71 $111.91 $22.38 $0.18
2013 +26.93% +$2692.61 $124.04 $24.81 $0.20
2012 +7.64% +$764.38 $128.21 $25.64 $0.20
2011 +40.27% +$4026.65 $130.11 $26.02 $0.21
2010 +68.19% +$6818.98 $155.09 $31.02 $0.25
2009 +57.62% +$5762.40 $177.65 $35.53 $0.28
2008 -27.88% $2787.88 $126.12 $25.22 $0.20
2007 +7.91% +$791.28 $134.74 $26.95 $0.22
2006 +23.10% +$2309.72 $149.34 $29.87 $0.24
2005 -26.15% $2615.22 $87.39 $17.48 $0.14
2004 +17.42% +$1741.73 $101.89 $20.38 $0.16
2003 +49.65% +$4964.82 $113.64 $22.73 $0.18
2002 -16.98% $1698.43 $93.74 $18.75 $0.15
2001 -26.55% $2654.60 $40.00 $8.00 $0.07
2000 -12.81% $1281.48 $39.71 $7.94 $0.07
1999 +18.39% +$1839.27 $45.09 $9.02 $0.08
1998 +66.95% +$6694.70 $66.21 $13.24 $0.11
1997 +1.65% +$164.75 $66.97 $13.39 $0.11
1996 +46.83% +$4683.05 $97.75 $19.56 $0.16
1995 partial +1.09% (+9.86% ann.) +$108.70 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial November 17, 1995 – March 10, 2000 +136.49% +22.09% +$13649.29 $411.66 $82.35 $0.67
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -34.07% -14.94% $3406.55 $118.50 $23.70 $0.20
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +68.18% +10.96% +$6817.66 $681.92 $136.38 $1.09
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -52.46% -40.92% $5245.81 $256.75 $51.35 $0.41
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +410.45% +62.07% +$41044.68 $1129.75 $225.95 $1.81
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +328.41% +21.20% +$32840.64 $1810.80 $362.16 $2.90
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -31.53% -98.68% $3153.34 $22.71 $4.54 $0.04
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +51.46% +95.03% +$5146.06 $30.41 $6.08 $0.05
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +39.11% +36.78% +$3911.33 $110.82 $22.16 $0.18
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -37.99% -39.80% $3799.21 $54.30 $10.86 $0.09
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -58.59% -37.86% $5859.49 $243.67 $48.73 $0.39
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -11.36% -7.40% $1136.05 $240.90 $48.18 $0.38

Dividend History

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

Date Per Share Yield %
1996-03-13 $0.0213 0.25%
1996-06-12 $0.0213 0.21%
1996-09-11 $0.0213 0.18%
1996-12-12 $0.0213 0.18%
1997-03-12 $0.0213 0.17%
1997-06-10 $0.0213 0.17%
1997-09-10 $0.0213 0.17%
1997-12-12 $0.0213 0.16%
1998-03-12 $0.0213 0.13%
1998-06-11 $0.0213 0.13%
1998-09-11 $0.0213 0.16%
1998-12-14 $0.0213 0.12%
1999-03-12 $0.0213 0.09%
1999-06-14 $0.0250 0.11%
1999-09-14 $0.0250 0.12%
1999-12-14 $0.0250 0.12%
2000-03-14 $0.0250 0.12%
2000-06-14 $0.0250 0.11%
2000-09-13 $0.0250 0.12%
2000-12-13 $0.0250 0.11%
2001-03-14 $0.0250 0.13%
2001-06-13 $0.0250 0.12%
2001-09-17 $0.0125 0.07%
2001-12-12 $0.0250 0.15%
2002-03-13 $0.0250 0.16%
2002-06-12 $0.0250 0.14%
2002-12-10 $0.1000 0.73%
2003-12-12 $0.1500 0.79%
2004-12-08 $0.2000 0.89%
2005-12-07 $0.2000 1.17%
2006-12-06 $0.2500 1.19%
2007-12-05 $0.2750 1.26%
2008-11-26 $0.2750 2.04%
2009-11-25 $0.2750 1.14%
2010-11-24 $0.3750 0.99%
2011-11-23 $0.5250 0.95%
2012-11-28 $0.7200 1.23%
2013-02-26 $0.1800 0.29%
2013-05-29 $0.1800 0.25%
2013-08-28 $0.1800 0.27%
2013-11-26 $0.2000 0.27%
2014-02-26 $0.2000 0.30%
2014-05-28 $0.2000 0.26%
2014-08-27 $0.2000 0.26%
2014-11-25 $0.2400 0.33%
2015-02-25 $0.2400 0.29%
2015-05-27 $0.2400 0.27%
2015-08-27 $0.2400 0.31%
2015-11-25 $0.3000 0.35%
2016-02-25 $0.3000 0.33%
2016-05-26 $0.3000 0.33%
2016-08-29 $0.3000 0.33%
2016-11-28 $0.3400 0.43%
2017-02-24 $0.3400 0.40%
2017-05-26 $0.3400 0.36%
2017-08-29 $0.3400 0.32%
2017-11-29 $0.3800 0.30%
2018-02-27 $0.3800 0.27%
2018-05-30 $0.3800 0.25%
2018-08-30 $0.3800 0.27%
2018-11-29 $0.4300 0.31%
2019-02-27 $0.4300 0.27%
2019-05-30 $0.4300 0.26%
2019-08-29 $0.4300 0.21%
2019-11-27 $0.4800 0.25%
2020-02-27 $0.4800 0.25%
2020-08-28 $0.4800 0.22%
2020-11-27 $0.5300 0.21%
2021-02-25 $0.5300 0.18%
2021-05-27 $0.5300 0.17%
2021-08-30 $0.5300 0.16%
2021-11-29 $0.6000 0.18%
2022-02-25 $0.6000 0.20%
2022-05-27 $0.6000 0.25%
2022-08-30 $0.6000 0.23%
2022-11-29 $0.6600 0.30%
2023-02-27 $0.6600 0.27%
2023-05-30 $0.6600 0.34%
2023-08-30 $0.6600 0.41%
2023-11-29 $0.6600 0.52%
2024-02-28 $0.6600 0.44%
2024-05-31 $0.6600 0.54%
2024-08-30 $0.6600 0.73%
2024-11-29 $0.3500 0.47%
2025-02-28 $0.3500 0.48%
2025-05-30 $0.3500 0.51%
2025-09-02 $0.3500 0.38%
2025-11-28 $0.3500 0.37%
2026-02-27 $0.3500 0.31%
Total 89 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 $17.41 $3.48 $0.03 0.0458
2021-08-30 $17.44 $3.49 $0.03 0.0405
2021-11-29 $19.76 $3.95 $0.03 0.0464
2022-02-25 $19.79 $3.96 $0.03 0.0526
2022-05-27 $19.82 $3.96 $0.03 0.0628
2022-08-30 $19.86 $3.97 $0.03 0.0617
2022-11-29 $21.89 $4.38 $0.03 0.0813
2023-02-27 $21.94 $4.39 $0.04 0.0723
2023-05-30 $21.99 $4.40 $0.04 0.0915
2023-08-30 $22.05 $4.41 $0.04 0.1076
2023-11-29 $22.12 $4.42 $0.04 0.1406
2024-02-28 $22.21 $4.44 $0.04 0.1203
2024-05-31 $22.29 $4.46 $0.04 0.1443
2024-08-30 $22.39 $4.48 $0.04 0.1950
2024-11-29 $11.94 $2.39 $0.02 0.1322
2025-02-28 $11.99 $2.40 $0.02 0.1331
2025-05-30 $12.03 $2.41 $0.02 0.1435
2025-09-02 $12.08 $2.42 $0.02 0.1063
2025-11-28 $12.12 $2.42 $0.02 0.1029
2026-02-27 $12.16 $2.43 $0.02 0.0887
Total $363.29 $72.66 $0.58 1.9694

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.

SGI

CAGR 14.99% Total 2159.67% Final $225,967
2003-12-18 — 2026-04-14
BOOT

CAGR 21.29% Total 812.26% Final $91,226
2014-10-30 — 2026-04-14
IOVA

CAGR 10.50% Total 264.00% Final $36,400
2013-05-07 — 2026-04-14