Fox Corporation (FOX) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,618
Total Return
66.18%
CAGR
10.69%
Dividends
$739.40
Yield on Cost
7.39%

Rolling Returns

1-Month (21 Trading Days)
Average+0.98%
Median+1.08%
Best+19.09%
Worst-24.06%
% of Windows Positive55.5%
1-Year (252 Trading Days)
Average+16.07%
Median+2.34%
Best+102.15%
Worst-31.16%
% of Windows Positive54.4%
3-Year (756 Trading Days)
Average+50.39%
Median+43.24%
Best+149.18%
Worst-20.95%
% of Windows Positive87.8%

Risk Metrics

Maximum Drawdown -33.47%
Average Drawdown -14.25%
Drawdown Duration 735 Trading Days
Sortino Ratio 0.76
Calmar Ratio 0.32
CVaR (5%) -3.61%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -12.12% (-36.48% ann.) $1212.30 $43.12 $8.63 $0.07
2025 +43.12% +$4311.74 $120.50 $24.10 $0.19
2024 +67.67% +$6767.03 $192.46 $38.49 $0.31
2023 -1.55% $154.54 $179.83 $35.96 $0.29
2022 -16.03% $1603.38 $143.35 $28.67 $0.23
2021 +19.89% +$1989.31 $163.13 $32.62 $0.27
2020 -19.65% $1965.18 $126.75 $25.35 $0.20
2019 partial -6.15% (-7.61% ann.) $615.15 $117.64 $23.52 $0.18

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial March 13, 2019 – February 19, 2020 -3.24% -3.44% $323.80 $117.64 $23.52 $0.18
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -45.46% -99.90% $4546.12 $62.94 $12.59 $0.10
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +19.06% +32.40% +$1905.79 $106.23 $21.25 $0.18
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +33.06% +31.12% +$3305.60 $179.89 $35.97 $0.29
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -19.75% -20.83% $1974.77 $146.21 $29.24 $0.24
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +38.78% +19.34% +$3878.25 $379.32 $75.86 $0.61
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +53.16% +31.22% +$5315.75 $221.90 $44.38 $0.35

Dividend History

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

Date Per Share Yield %
2019-05-17 $0.2300 0.63%
2019-09-03 $0.2300 0.70%
2020-03-03 $0.2300 0.72%
2020-09-01 $0.2300 0.83%
2021-03-09 $0.2300 0.57%
2021-08-31 $0.2400 0.70%
2022-03-01 $0.2400 0.63%
2022-08-30 $0.2500 0.79%
2023-02-28 $0.2500 0.76%
2023-08-29 $0.2600 0.85%
2024-03-05 $0.2600 0.98%
2024-09-04 $0.2700 0.71%
2025-03-05 $0.2700 0.51%
2025-09-03 $0.2800 0.50%
2026-03-04 $0.2800 0.53%
Total 15 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
2021-08-31 $66.38 $13.27 $0.11 1.5306
2022-03-01 $66.75 $13.35 $0.11 1.4160
2022-08-30 $69.90 $13.98 $0.12 1.7637
2023-02-28 $70.34 $14.07 $0.12 1.7412
2023-08-29 $73.60 $14.72 $0.12 1.9254
2024-03-05 $74.10 $14.82 $0.12 2.2469
2024-09-04 $77.56 $15.51 $0.13 1.6214
2025-03-05 $77.99 $15.59 $0.13 1.1845
2025-09-03 $81.22 $16.25 $0.13 1.1817
2026-03-04 $81.55 $16.31 $0.13 1.2229
Total $739.40 $147.88 $1.18 15.8344

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.

HCKT

CAGR 0.17% Total 4.81% Final $10,481
1998-05-28 — 2026-04-14
REGN

CAGR 10.77% Total 3495.35% Final $359,535
1991-04-02 — 2026-04-14
ATMU

CAGR 45.93% Total 197.63% Final $29,763
2023-05-26 — 2026-04-14