Fox Corporation (FOXA) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$17,928
Total Return
79.28%
CAGR
12.39%
Dividends
$716.38
Yield on Cost
7.16%

Rolling Returns

1-Month (21 Trading Days)
Average+1.11%
Median+1.21%
Best+19.97%
Worst-25.58%
% of Windows Positive56.8%
1-Year (252 Trading Days)
Average+16.81%
Median+3.10%
Best+97.22%
Worst-32.16%
% of Windows Positive56.5%
3-Year (756 Trading Days)
Average+52.29%
Median+40.12%
Best+159.46%
Worst-16.76%
% of Windows Positive88.4%

Risk Metrics

Maximum Drawdown -35.30%
Average Drawdown -14.69%
Drawdown Duration 674 Trading Days
Sortino Ratio 0.83
Calmar Ratio 0.35
CVaR (5%) -3.72%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -12.89% (-38.40% ann.) $1288.81 $38.32 $7.67 $0.06
2025 +51.55% +$5154.91 $113.43 $22.69 $0.18
2024 +65.78% +$6577.70 $179.28 $35.85 $0.29
2023 -1.13% $112.84 $168.42 $33.69 $0.26
2022 -16.83% $1683.16 $133.10 $26.62 $0.21
2021 +27.95% +$2794.55 $161.78 $32.36 $0.26
2020 -20.45% $2045.16 $124.45 $24.89 $0.20
2019 partial -1.42% (-1.76% ann.) $141.80 $121.35 $24.27 $0.20

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial March 12, 2019 – February 19, 2020 +1.13% +1.21% +$113.49 $121.35 $24.27 $0.20
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -45.13% -99.89% $4512.64 $62.11 $12.42 $0.10
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +17.20% +29.09% +$1719.89 $103.19 $20.64 $0.17
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +42.01% +39.48% +$4201.13 $179.47 $35.90 $0.28
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -19.52% -20.59% $1952.16 $137.54 $27.51 $0.22
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +41.07% +20.40% +$4106.60 $356.60 $71.32 $0.57
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +57.97% +33.84% +$5796.54 $205.22 $41.05 $0.33

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 0.69%
2020-03-03 $0.2300 0.72%
2020-09-01 $0.2300 0.83%
2021-03-09 $0.2300 0.54%
2021-08-31 $0.2400 0.65%
2022-03-01 $0.2400 0.57%
2022-08-30 $0.2500 0.73%
2023-02-28 $0.2500 0.70%
2023-08-29 $0.2600 0.79%
2024-03-05 $0.2600 0.90%
2024-09-04 $0.2700 0.66%
2025-03-05 $0.2700 0.48%
2025-09-03 $0.2800 0.46%
2026-03-04 $0.2800 0.49%
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 $64.47 $12.90 $0.10 1.3747
2022-03-01 $64.80 $12.96 $0.10 1.2538
2022-08-30 $67.80 $13.56 $0.11 1.5830
2023-02-28 $68.20 $13.64 $0.11 1.5549
2023-08-29 $71.34 $14.27 $0.11 1.7306
2024-03-05 $71.79 $14.36 $0.12 1.9887
2024-09-04 $75.08 $15.01 $0.12 1.4557
2025-03-05 $75.48 $15.09 $0.12 1.0696
2025-09-03 $78.57 $15.72 $0.13 1.0441
2026-03-04 $78.86 $15.78 $0.13 1.0778
Total $716.38 $143.28 $1.14 14.1329

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.

ATEN

CAGR 4.13% Total 62.97% Final $16,297
2014-03-21 — 2026-04-14
HBB

CAGR -2.98% Total -22.81% Final $7,719
2017-09-26 — 2026-04-14
RDN

CAGR 6.80% Total 803.61% Final $90,361
1992-10-30 — 2026-04-14