Ferguson Enterprises Inc. (FERG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$17,660
Total Return
76.60%
CAGR
12.05%
Dividends
$1,245.85
Yield on Cost
12.46%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.35% |
| Median | +1.74% |
| Best | +27.29% |
| Worst | -21.75% |
| % of Windows Positive | 58.1% |
1-Year (252 Trading Days)
| Average | +18.13% |
| Median | +23.31% |
| Best | +82.09% |
| Worst | -32.94% |
| % of Windows Positive | 67.9% |
3-Year (756 Trading Days)
| Average | +68.53% |
| Median | +62.71% |
| Best | +160.13% |
| Worst | +0.05% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -43.37% |
| Average Drawdown | -13.18% |
| Drawdown Duration | 485 Trading Days |
| Sortino Ratio | 0.79 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -4.05% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.51% (+6.06% ann.) | +$251.37 | $120.31 | $24.06 | $0.19 |
| 2025 | +29.56% | +$2956.47 | $144.00 | $28.80 | $0.23 |
| 2024 | -8.92% | $892.21 | $166.52 | $33.30 | $0.27 |
| 2023 | +54.45% | +$5444.91 | $240.98 | $48.20 | $0.39 |
| 2022 | -27.56% | $2756.11 | $196.38 | $39.28 | $0.31 |
| 2021 | +55.30% | +$5530.48 | $356.31 | $71.26 | $0.57 |
| 2020 | +31.37% | +$3137.17 | $227.27 | $45.45 | $0.36 |
| 2019 | +48.72% | +$4871.61 | $332.61 | $66.52 | $0.53 |
| 2018 | -15.34% | $1533.82 | $254.46 | $50.89 | $0.41 |
| 2017 | +21.34% | +$2133.63 | $238.26 | $47.65 | $0.38 |
| 2016 | +11.17% | +$1116.73 | $235.44 | $47.09 | $0.38 |
| 2015 | -1.65% | $164.83 | $268.55 | $53.71 | $0.43 |
| 2014 | +7.72% | +$772.32 | $274.11 | $54.82 | $0.44 |
| 2013 | +20.23% | +$2023.30 | $442.14 | $88.43 | $0.71 |
| 2012 | +57.14% | +$5714.29 | $0.00 | $0.00 | $0.00 |
| 2011 | -4.03% | $403.22 | $0.00 | $0.00 | $0.00 |
| 2010 partial | +47.62% (+48.46% ann.) | +$4761.90 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | January 5, 2010 – July 25, 2012 | +63.33% | +21.20% | +$6333.33 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +215.43% | +16.39% | +$21542.75 | $3649.93 | $729.98 | $5.83 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -54.59% | -99.99% | $5459.38 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +147.81% | +330.66% | +$14780.55 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +47.22% | +44.33% | +$4722.26 | $583.35 | $116.67 | $0.93 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -25.64% | -26.99% | $2564.19 | $180.99 | $36.20 | $0.29 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +72.30% | +34.12% | +$7230.09 | $440.76 | $88.15 | $0.71 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +12.94% | +7.40% | +$1294.22 | $333.94 | $66.79 | $0.53 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2013-12-02 | $2.1827 | 3.93% |
| 2014-04-02 | $0.5364 | 0.89% |
| 2014-10-16 | $1.0338 | 2.00% |
| 2015-04-02 | $0.5259 | 0.84% |
| 2015-10-22 | $1.0940 | 1.77% |
| 2016-03-31 | $0.5058 | 0.87% |
| 2016-10-27 | $0.8627 | 1.54% |
| 2017-04-06 | $0.4836 | 0.73% |
| 2017-10-26 | $1.0275 | 1.38% |
| 2018-04-05 | $0.6061 | 0.78% |
| 2018-10-25 | $1.3190 | 2.00% |
| 2019-04-04 | $0.6310 | 0.93% |
| 2019-10-24 | $1.4510 | 1.74% |
| 2020-11-12 | $2.0820 | 1.95% |
| 2021-03-25 | $2.5290 | 2.14% |
| 2021-10-28 | $1.6650 | 1.10% |
| 2022-03-24 | $0.8400 | 0.57% |
| 2022-10-27 | $1.9100 | 1.70% |
| 2022-12-15 | $0.7500 | 0.57% |
| 2023-03-16 | $0.7500 | 0.58% |
| 2023-06-15 | $0.7500 | 0.50% |
| 2023-10-05 | $0.7500 | 0.46% |
| 2023-12-14 | $0.7900 | 0.43% |
| 2024-03-14 | $0.7900 | 0.38% |
| 2024-06-14 | $0.7900 | 0.38% |
| 2024-09-27 | $0.7900 | 0.39% |
| 2024-12-20 | $0.8300 | 0.47% |
| 2025-03-21 | $0.8300 | 0.51% |
| 2025-06-20 | $0.8300 | 0.39% |
| 2025-09-26 | $0.8300 | 0.37% |
| 2026-01-02 | $0.8900 | 0.40% |
| 2026-03-06 | $0.8900 | 0.37% |
| 2026-05-15 | $0.8900 | 0.38% |
| Total | 33 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 |
|---|---|---|---|---|
| 2021-10-28 | $120.05 | $24.01 | $0.19 | 0.6318 |
| 2022-03-24 | $61.10 | $12.22 | $0.10 | 0.3379 |
| 2022-10-27 | $139.57 | $27.91 | $0.22 | 1.0178 |
| 2022-12-15 | $55.57 | $11.11 | $0.09 | 0.3503 |
| 2023-03-16 | $55.83 | $11.17 | $0.09 | 0.3447 |
| 2023-06-15 | $56.09 | $11.22 | $0.09 | 0.2948 |
| 2023-10-05 | $56.31 | $11.26 | $0.09 | 0.2789 |
| 2023-12-14 | $59.53 | $11.91 | $0.10 | 0.2514 |
| 2024-03-14 | $59.73 | $11.95 | $0.10 | 0.2317 |
| 2024-06-14 | $59.92 | $11.98 | $0.10 | 0.2374 |
| 2024-09-27 | $60.10 | $12.02 | $0.10 | 0.2377 |
| 2024-12-20 | $63.34 | $12.67 | $0.10 | 0.2839 |
| 2025-03-21 | $63.58 | $12.72 | $0.10 | 0.3127 |
| 2025-06-20 | $63.84 | $12.77 | $0.10 | 0.2370 |
| 2025-09-26 | $64.04 | $12.81 | $0.10 | 0.2263 |
| 2026-01-02 | $68.87 | $13.77 | $0.11 | 0.2443 |
| 2026-03-06 | $69.08 | $13.82 | $0.11 | 0.2396 |
| 2026-05-15 | $69.30 | $13.86 | $0.11 | 0.2472 |
| Total | $1245.85 | $249.17 | $1.99 | 6.0055 |
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.