GCM Grosvenor Inc. (GCMG) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$10,268
Total Return
2.68%
CAGR
0.53%
Dividends
$1,942.40
Yield on Cost
19.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.67% |
| Median | +0.79% |
| Best | +26.16% |
| Worst | -21.72% |
| % of Windows Positive | 54.9% |
1-Year (252 Trading Days)
| Average | +10.02% |
| Median | +5.25% |
| Best | +74.64% |
| Worst | -34.58% |
| % of Windows Positive | 59.2% |
3-Year (756 Trading Days)
| Average | +47.08% |
| Median | +50.02% |
| Best | +99.87% |
| Worst | -3.81% |
| % of Windows Positive | 99.2% |
Risk Metrics
| Maximum Drawdown | -45.37% |
| Average Drawdown | -18.38% |
| Drawdown Duration | 676 Trading Days |
| Sortino Ratio | 0.22 |
| Calmar Ratio | 0.01 |
| CVaR (5%) | -3.76% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -11.12% (-24.38% ann.) | $1111.55 | $106.01 | $21.20 | $0.17 |
| 2025 | -5.03% | $503.14 | $370.52 | $74.11 | $0.59 |
| 2024 | +41.74% | +$4173.76 | $498.12 | $99.62 | $0.79 |
| 2023 | +23.22% | +$2322.27 | $588.22 | $117.64 | $0.94 |
| 2022 | -24.74% | $2473.59 | $395.87 | $79.17 | $0.64 |
| 2021 | -19.37% | $1937.30 | $249.79 | $49.96 | $0.40 |
| 2020 | +29.95% | +$2995.12 | $0.00 | $0.00 | $0.00 |
| 2019 partial | +5.13% (+5.73% ann.) | +$512.82 | $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 | February 6, 2019 – February 19, 2020 | +5.95% | +5.74% | +$594.87 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -1.74% | -18.18% | $174.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -3.02% | -4.82% | $302.44 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +17.76% | +16.78% | +$1776.19 | $232.42 | $46.48 | $0.37 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -25.09% | -26.41% | $2508.53 | $350.68 | $70.14 | $0.57 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +41.03% | +20.38% | +$4102.56 | $1036.72 | $207.34 | $1.65 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -7.28% | -4.33% | $727.85 | $615.36 | $123.07 | $0.99 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-02-26 | $0.0600 | 0.48% |
| 2021-05-28 | $0.0800 | 0.66% |
| 2021-08-31 | $0.0900 | 0.81% |
| 2021-11-30 | $0.1000 | 0.87% |
| 2022-02-28 | $0.1000 | 0.98% |
| 2022-05-31 | $0.1000 | 1.19% |
| 2022-08-31 | $0.1000 | 1.27% |
| 2022-11-30 | $0.1100 | 1.24% |
| 2023-02-28 | $0.1100 | 1.36% |
| 2023-05-31 | $0.1100 | 1.56% |
| 2023-08-31 | $0.1100 | 1.41% |
| 2023-11-30 | $0.1100 | 1.33% |
| 2024-02-29 | $0.1100 | 1.32% |
| 2024-06-03 | $0.1100 | 1.09% |
| 2024-09-03 | $0.1100 | 1.01% |
| 2024-12-02 | $0.1100 | 0.89% |
| 2025-03-03 | $0.1100 | 0.78% |
| 2025-06-06 | $0.1100 | 0.88% |
| 2025-09-02 | $0.1100 | 0.85% |
| 2025-12-01 | $0.1200 | 1.09% |
| 2026-03-02 | $0.1200 | 1.04% |
| Total | 21 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 |
|---|---|---|---|---|
| 2021-08-31 | $78.26 | $15.65 | $0.13 | 5.6190 |
| 2021-11-30 | $87.52 | $17.51 | $0.14 | 6.0973 |
| 2022-02-28 | $88.13 | $17.63 | $0.14 | 7.0432 |
| 2022-05-31 | $88.83 | $17.77 | $0.14 | 8.6598 |
| 2022-08-31 | $89.70 | $17.94 | $0.14 | 9.1230 |
| 2022-11-30 | $99.67 | $19.94 | $0.16 | 9.0739 |
| 2023-02-28 | $100.67 | $20.14 | $0.16 | 9.7661 |
| 2023-05-31 | $101.74 | $20.35 | $0.16 | 11.7728 |
| 2023-08-31 | $103.04 | $20.61 | $0.17 | 10.7679 |
| 2023-11-30 | $104.22 | $20.84 | $0.17 | 10.3113 |
| 2024-02-29 | $105.36 | $21.07 | $0.17 | 9.9313 |
| 2024-06-03 | $106.45 | $21.29 | $0.17 | 8.5935 |
| 2024-09-03 | $107.40 | $21.48 | $0.17 | 8.0060 |
| 2024-12-02 | $108.28 | $21.66 | $0.18 | 7.0112 |
| 2025-03-03 | $109.05 | $21.81 | $0.18 | 6.2907 |
| 2025-06-06 | $109.74 | $21.95 | $0.18 | 7.0093 |
| 2025-09-02 | $110.51 | $22.10 | $0.18 | 6.8663 |
| 2025-12-01 | $121.38 | $24.28 | $0.19 | 8.9649 |
| 2026-03-02 | $122.46 | $24.49 | $0.19 | 8.3564 |
| Total | $1942.40 | $388.48 | $3.11 | 159.2638 |
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.