GE Aerospace (GE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$47,527
Total Return
375.27%
CAGR
36.59%
Dividends
$539.44
Yield on Cost
5.39%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.03% |
| Median | +2.55% |
| Best | +31.91% |
| Worst | -21.18% |
| % of Windows Positive | 62.3% |
1-Year (252 Trading Days)
| Average | +54.66% |
| Median | +67.58% |
| Best | +133.77% |
| Worst | -41.79% |
| % of Windows Positive | 80.9% |
3-Year (756 Trading Days)
| Average | +322.86% |
| Median | +258.09% |
| Best | +691.85% |
| Worst | +122.75% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -46.59% |
| Average Drawdown | -9.74% |
| Drawdown Duration | 448 Trading Days |
| Sortino Ratio | 1.72 |
| Calmar Ratio | 0.79 |
| CVaR (5%) | -4.32% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.36% (+12.30% ann.) | +$335.70 | $15.26 | $3.05 | $0.02 |
| 2025 | +85.52% | +$8552.37 | $86.50 | $17.30 | $0.14 |
| 2024 | +64.62% | +$6462.32 | $110.18 | $22.04 | $0.18 |
| 2023 | +95.59% | +$9558.86 | $48.97 | $9.79 | $0.08 |
| 2022 | -11.00% | $1099.59 | $33.92 | $6.78 | $0.05 |
| 2021 | +9.62% | +$961.60 | $37.07 | $7.41 | $0.06 |
| 2020 | -2.83% | $282.58 | $35.90 | $7.18 | $0.06 |
| 2019 | +53.81% | +$5380.80 | $55.02 | $11.00 | $0.09 |
| 2018 | -55.64% | $5563.90 | $213.57 | $42.71 | $0.34 |
| 2017 | -43.30% | $4330.01 | $268.10 | $53.62 | $0.43 |
| 2016 | +3.95% | +$394.98 | $301.36 | $60.27 | $0.48 |
| 2015 | +26.67% | +$2666.93 | $367.97 | $73.59 | $0.59 |
| 2014 | -7.34% | $733.98 | $320.80 | $64.16 | $0.51 |
| 2013 | +37.00% | +$3700.19 | $380.18 | $76.03 | $0.61 |
| 2012 | +20.69% | +$2068.62 | $426.56 | $85.31 | $0.68 |
| 2011 | +0.58% | +$58.23 | $336.75 | $67.35 | $0.54 |
| 2010 | +23.58% | +$2358.25 | $306.64 | $61.33 | $0.49 |
| 2009 | -2.71% | $270.58 | $382.25 | $76.45 | $0.61 |
| 2008 | -54.45% | $5445.49 | $338.69 | $67.74 | $0.54 |
| 2007 | +2.06% | +$206.41 | $311.91 | $62.38 | $0.50 |
| 2006 | +8.70% | +$870.33 | $296.58 | $59.32 | $0.47 |
| 2005 | -1.95% | $194.81 | $251.27 | $50.25 | $0.40 |
| 2004 | +20.10% | +$2010.03 | $266.66 | $53.33 | $0.43 |
| 2003 | +30.03% | +$3003.29 | $319.02 | $63.80 | $0.51 |
| 2002 | -38.02% | $3801.96 | $183.35 | $36.67 | $0.29 |
| 2001 | -15.33% | $1533.45 | $138.30 | $27.66 | $0.22 |
| 2000 | -6.22% | $621.79 | $111.02 | $22.20 | $0.18 |
| 1999 | +53.19% | +$5318.77 | $143.72 | $28.74 | $0.23 |
| 1998 | +40.59% | +$4059.16 | $171.13 | $34.23 | $0.27 |
| 1997 | +50.44% | +$5043.55 | $219.67 | $43.93 | $0.35 |
| 1996 | +39.68% | +$3968.13 | $265.70 | $53.14 | $0.43 |
| 1995 | +44.33% | +$4432.64 | $334.36 | $66.87 | $0.54 |
| 1994 | -0.39% | $39.26 | $286.68 | $57.34 | $0.46 |
| 1993 | +25.35% | +$2535.46 | $307.91 | $61.58 | $0.49 |
| 1992 | +14.42% | +$1441.84 | $305.99 | $61.20 | $0.49 |
| 1991 | +36.55% | +$3655.03 | $365.71 | $73.14 | $0.58 |
| 1990 | -8.73% | $872.74 | $300.42 | $60.08 | $0.48 |
| 1989 | +47.78% | +$4778.13 | $383.79 | $76.76 | $0.61 |
| 1988 | +4.05% | +$404.54 | $320.33 | $64.07 | $0.51 |
| 1987 | +4.75% | +$474.95 | $310.40 | $62.08 | $0.50 |
| 1986 | +21.09% | +$2109.04 | $328.78 | $65.76 | $0.53 |
| 1985 | +32.23% | +$3223.39 | $398.11 | $79.62 | $0.64 |
| 1984 | -0.45% | $45.32 | $353.75 | $70.75 | $0.56 |
| 1983 | +27.01% | +$2700.97 | $399.38 | $79.88 | $0.64 |
| 1982 | +71.71% | +$7170.94 | $593.21 | $118.64 | $0.95 |
| 1981 | -2.39% | $238.86 | $522.01 | $104.41 | $0.83 |
| 1980 | +26.47% | +$2647.02 | $593.00 | $118.60 | $0.95 |
| 1979 | +12.43% | +$1243.40 | $593.68 | $118.74 | $0.94 |
| 1978 | -1.74% | $173.79 | $508.63 | $101.72 | $0.81 |
| 1977 | -7.41% | $741.12 | $382.07 | $76.41 | $0.61 |
| 1976 | +23.70% | +$2370.40 | $372.12 | $74.42 | $0.59 |
| 1975 | +42.14% | +$4213.71 | $484.56 | $96.90 | $0.78 |
| 1974 | -45.38% | $4538.37 | $256.47 | $51.29 | $0.41 |
| 1973 | -11.88% | $1188.42 | $207.29 | $41.46 | $0.34 |
| 1972 | +18.38% | +$1837.83 | $225.03 | $45.00 | $0.36 |
| 1971 | +35.92% | +$3591.59 | $295.04 | $59.01 | $0.47 |
| 1970 partial | +25.88% (+26.06% ann.) | +$2588.26 | $342.99 | $68.60 | $0.56 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +378.98% | +40.72% | +$37898.18 | $1981.00 | $396.20 | $3.17 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -47.29% | -22.03% | $4729.12 | $383.62 | $76.72 | $0.61 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +107.36% | +15.71% | +$10735.74 | $2133.36 | $426.67 | $3.41 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -80.95% | -69.07% | $8094.64 | $454.27 | $90.85 | $0.73 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +144.65% | +30.35% | +$14464.62 | $2071.64 | $414.33 | $3.31 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -24.41% | -3.63% | $2441.15 | $2705.07 | $541.01 | $4.33 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -51.20% | -99.97% | $5119.56 | $7.98 | $1.60 | $0.01 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +15.70% | +26.45% | +$1569.97 | $28.55 | $5.71 | $0.05 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +41.41% | +38.92% | +$4141.48 | $45.92 | $9.18 | $0.07 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -12.17% | -12.87% | $1216.58 | $33.73 | $6.75 | $0.05 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +241.05% | +93.85% | +$24104.60 | $163.15 | $32.63 | $0.26 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +74.68% | +42.70% | +$7468.32 | $135.12 | $27.02 | $0.22 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-03-03 | $0.0324 | 0.91% |
| 1970-06-11 | $0.0324 | 0.98% |
| 1970-09-21 | $0.0324 | 0.80% |
| 1970-12-07 | $0.0324 | 0.74% |
| 1971-03-03 | $0.0324 | 0.60% |
| 1971-06-17 | $0.0349 | 0.58% |
| 1971-09-21 | $0.0349 | 0.56% |
| 1971-12-02 | $0.0349 | 0.57% |
| 1972-03-01 | $0.0349 | 0.58% |
| 1972-06-08 | $0.0349 | 0.52% |
| 1972-09-19 | $0.0349 | 0.54% |
| 1972-11-30 | $0.0349 | 0.52% |
| 1973-02-28 | $0.0349 | 0.53% |
| 1973-06-07 | $0.0349 | 0.59% |
| 1973-08-16 | $0.0399 | 0.66% |
| 1973-11-30 | $0.0399 | 0.63% |
| 1974-02-28 | $0.0399 | 0.69% |
| 1974-06-06 | $0.0399 | 0.83% |
| 1974-09-17 | $0.0399 | 1.24% |
| 1974-12-03 | $0.0399 | 1.10% |
| 1975-02-28 | $0.0399 | 0.93% |
| 1975-06-05 | $0.0399 | 0.85% |
| 1975-09-16 | $0.0399 | 0.94% |
| 1975-12-02 | $0.0399 | 0.82% |
| 1976-03-03 | $0.0399 | 0.77% |
| 1976-06-10 | $0.0399 | 0.76% |
| 1976-09-14 | $0.0449 | 0.82% |
| 1976-12-15 | $0.0449 | 0.84% |
| 1977-03-03 | $0.0449 | 0.89% |
| 1977-06-02 | $0.0549 | 1.01% |
| 1977-09-20 | $0.0549 | 1.03% |
| 1977-11-30 | $0.0549 | 1.09% |
| 1978-01-03 | $0.0549 | 1.10% |
| 1978-06-01 | $0.0649 | 1.23% |
| 1978-09-12 | $0.0649 | 1.18% |
| 1978-11-30 | $0.0649 | 1.35% |
| 1979-02-28 | $0.0649 | 1.41% |
| 1979-05-31 | $0.0699 | 1.41% |
| 1979-09-18 | $0.0699 | 1.36% |
| 1979-11-30 | $0.0699 | 1.48% |
| 1980-02-29 | $0.0699 | 1.41% |
| 1980-05-30 | $0.0749 | 1.52% |
| 1980-09-16 | $0.0749 | 1.40% |
| 1980-12-02 | $0.0749 | 1.24% |
| 1981-03-02 | $0.0749 | 1.12% |
| 1981-06-04 | $0.0799 | 1.21% |
| 1981-09-15 | $0.0799 | 1.46% |
| 1981-12-01 | $0.0799 | 1.33% |
| 1982-03-03 | $0.0799 | 1.28% |
| 1982-06-03 | $0.0849 | 1.37% |
| 1982-09-28 | $0.0849 | 1.10% |
| 1982-11-30 | $0.0849 | 0.96% |
| 1983-03-02 | $0.0849 | 0.77% |
| 1983-06-09 | $0.0949 | 0.85% |
| 1983-09-27 | $0.0949 | 0.90% |
| 1983-11-30 | $0.0998 | 0.86% |
| 1984-03-01 | $0.0998 | 0.96% |
| 1984-06-01 | $0.0998 | 0.94% |
| 1984-09-25 | $0.0998 | 0.89% |
| 1984-11-30 | $0.1098 | 0.98% |
| 1985-02-28 | $0.1098 | 0.86% |
| 1985-05-31 | $0.1098 | 0.91% |
| 1985-09-24 | $0.1098 | 0.93% |
| 1985-12-02 | $0.1158 | 0.88% |
| 1986-02-28 | $0.1158 | 0.74% |
| 1986-06-02 | $0.1158 | 0.73% |
| 1986-09-23 | $0.1158 | 0.79% |
| 1986-12-02 | $0.1258 | 0.75% |
| 1987-03-02 | $0.1258 | 0.61% |
| 1987-06-08 | $0.1318 | 0.62% |
| 1987-09-23 | $0.1318 | 0.53% |
| 1987-12-01 | $0.1398 | 0.83% |
| 1988-03-02 | $0.1398 | 0.78% |
| 1988-06-07 | $0.1398 | 0.82% |
| 1988-09-21 | $0.1398 | 0.81% |
| 1988-12-02 | $0.1398 | 0.79% |
| 1989-03-01 | $0.1637 | 0.90% |
| 1989-06-06 | $0.1637 | 0.74% |
| 1989-09-21 | $0.1637 | 0.73% |
| 1989-12-04 | $0.1877 | 0.74% |
| 1990-02-28 | $0.1877 | 0.76% |
| 1990-05-31 | $0.1877 | 0.68% |
| 1990-09-20 | $0.1877 | 0.84% |
| 1990-12-03 | $0.2037 | 0.93% |
| 1991-02-28 | $0.2037 | 0.74% |
| 1991-05-31 | $0.2037 | 0.67% |
| 1991-09-20 | $0.2037 | 0.73% |
| 1991-12-03 | $0.2197 | 0.84% |
| 1992-03-03 | $0.2197 | 0.69% |
| 1992-06-02 | $0.2197 | 0.72% |
| 1992-09-21 | $0.2356 | 0.74% |
| 1992-12-01 | $0.2516 | 0.76% |
| 1993-03-03 | $0.2516 | 0.74% |
| 1993-06-02 | $0.2516 | 0.67% |
| 1993-09-20 | $0.2516 | 0.64% |
| 1993-12-27 | $0.2875 | 0.68% |
| 1994-03-02 | $0.2875 | 0.68% |
| 1994-06-28 | $0.2875 | 0.76% |
| 1994-09-26 | $0.2875 | 0.74% |
| 1994-12-23 | $0.3275 | 0.81% |
| 1995-03-01 | $0.3275 | 0.75% |
| 1995-06-30 | $0.3275 | 0.73% |
| 1995-09-27 | $0.3275 | 0.64% |
| 1995-12-27 | $0.3674 | 0.64% |
| 1996-03-04 | $0.3674 | 0.60% |
| 1996-07-01 | $0.3674 | 0.53% |
| 1996-09-26 | $0.3674 | 0.50% |
| 1996-12-27 | $0.4153 | 0.50% |
| 1997-03-04 | $0.4153 | 0.50% |
| 1997-07-02 | $0.4153 | 0.39% |
| 1997-09-26 | $0.4153 | 0.39% |
| 1997-12-29 | $0.4792 | 0.42% |
| 1998-03-05 | $0.4792 | 0.39% |
| 1998-07-06 | $0.4792 | 0.33% |
| 1998-09-28 | $0.4792 | 0.36% |
| 1998-12-29 | $0.5591 | 0.34% |
| 1999-03-04 | $0.5591 | 0.35% |
| 1999-07-06 | $0.5591 | 0.31% |
| 1999-09-28 | $0.5591 | 0.29% |
| 1999-12-22 | $0.6550 | 0.26% |
| 2000-03-06 | $0.6550 | 0.29% |
| 2000-07-05 | $0.6566 | 0.26% |
| 2000-09-29 | $0.6566 | 0.23% |
| 2000-12-27 | $0.7668 | 0.32% |
| 2001-03-05 | $0.7668 | 0.36% |
| 2001-07-05 | $0.7668 | 0.32% |
| 2001-09-26 | $0.7668 | 0.45% |
| 2001-12-27 | $0.8626 | 0.44% |
| 2002-02-27 | $0.8626 | 0.46% |
| 2002-06-26 | $0.8626 | 0.62% |
| 2002-09-25 | $0.8626 | 0.69% |
| 2002-12-27 | $0.9106 | 0.75% |
| 2003-02-26 | $0.9106 | 0.79% |
| 2003-06-26 | $0.9106 | 0.65% |
| 2003-09-25 | $0.9106 | 0.62% |
| 2003-12-29 | $0.9585 | 0.65% |
| 2004-02-26 | $0.9585 | 0.61% |
| 2004-06-24 | $0.9585 | 0.60% |
| 2004-09-23 | $0.9585 | 0.59% |
| 2004-12-22 | $1.0543 | 0.59% |
| 2005-02-24 | $1.0543 | 0.62% |
| 2005-06-23 | $1.0543 | 0.62% |
| 2005-09-22 | $1.0543 | 0.66% |
| 2005-12-22 | $1.1981 | 0.71% |
| 2006-02-23 | $1.1981 | 0.74% |
| 2006-06-22 | $1.1981 | 0.74% |
| 2006-09-21 | $1.1981 | 0.71% |
| 2006-12-21 | $1.3419 | 0.73% |
| 2007-02-22 | $1.3419 | 0.78% |
| 2007-06-21 | $1.3419 | 0.72% |
| 2007-09-20 | $1.3419 | 0.67% |
| 2007-12-20 | $1.4857 | 0.85% |
| 2008-02-21 | $1.4857 | 0.90% |
| 2008-06-19 | $1.4857 | 1.10% |
| 2008-09-18 | $1.4857 | 1.33% |
| 2008-12-24 | $1.4857 | 1.89% |
| 2009-02-19 | $1.4857 | 2.85% |
| 2009-06-18 | $0.4792 | 0.82% |
| 2009-09-17 | $0.4792 | 0.59% |
| 2009-12-23 | $0.4792 | 0.65% |
| 2010-02-25 | $0.4792 | 0.62% |
| 2010-06-17 | $0.4792 | 0.63% |
| 2010-09-16 | $0.5751 | 0.73% |
| 2010-12-22 | $0.6709 | 0.78% |
| 2011-02-24 | $0.6709 | 0.69% |
| 2011-06-16 | $0.7189 | 0.82% |
| 2011-09-15 | $0.7189 | 0.95% |
| 2011-12-22 | $0.8147 | 0.96% |
| 2012-02-23 | $0.8147 | 0.88% |
| 2012-06-15 | $0.2636 | 0.28% |
| 2012-06-21 | $0.8147 | 0.85% |
| 2012-09-20 | $0.8147 | 0.76% |
| 2012-12-20 | $0.9106 | 0.90% |
| 2013-02-21 | $0.9106 | 0.81% |
| 2013-06-20 | $0.9106 | 0.79% |
| 2013-09-19 | $0.9106 | 0.76% |
| 2013-12-19 | $1.0543 | 0.80% |
| 2014-02-20 | $1.0543 | 0.87% |
| 2014-06-19 | $1.0543 | 0.82% |
| 2014-09-18 | $1.0543 | 0.84% |
| 2014-12-18 | $1.1023 | 0.93% |
| 2015-02-19 | $1.1023 | 0.91% |
| 2015-06-18 | $1.1023 | 0.84% |
| 2015-09-17 | $1.1023 | 0.89% |
| 2015-12-17 | $1.1023 | 0.74% |
| 2016-02-25 | $1.1023 | 0.79% |
| 2016-06-16 | $1.1023 | 0.75% |
| 2016-09-15 | $1.1023 | 0.77% |
| 2016-12-22 | $1.1502 | 0.75% |
| 2017-02-23 | $1.1502 | 0.79% |
| 2017-06-15 | $1.1502 | 0.84% |
| 2017-09-15 | $1.1502 | 0.99% |
| 2017-12-26 | $0.5751 | 0.69% |
| 2018-02-23 | $0.5751 | 0.82% |
| 2018-06-15 | $0.5751 | 0.88% |
| 2018-09-14 | $0.5751 | 0.94% |
| 2018-12-19 | $0.0479 | 0.14% |
| 2019-03-08 | $0.0498 | 0.11% |
| 2019-06-28 | $0.0498 | 0.10% |
| 2019-09-13 | $0.0498 | 0.11% |
| 2019-12-20 | $0.0498 | 0.09% |
| 2020-03-06 | $0.0498 | 0.10% |
| 2020-06-26 | $0.0498 | 0.15% |
| 2020-09-25 | $0.0498 | 0.17% |
| 2020-12-18 | $0.0498 | 0.09% |
| 2021-03-05 | $0.0498 | 0.07% |
| 2021-06-25 | $0.0498 | 0.08% |
| 2021-09-24 | $0.0498 | 0.08% |
| 2021-12-20 | $0.0498 | 0.09% |
| 2022-03-07 | $0.0498 | 0.09% |
| 2022-06-27 | $0.0498 | 0.12% |
| 2022-09-26 | $0.0498 | 0.12% |
| 2022-12-14 | $0.0498 | 0.10% |
| 2023-03-06 | $0.0638 | 0.09% |
| 2023-07-10 | $0.0638 | 0.07% |
| 2023-09-25 | $0.0638 | 0.07% |
| 2023-12-27 | $0.0638 | 0.06% |
| 2024-04-12 | $0.2800 | 0.18% |
| 2024-07-11 | $0.2800 | 0.17% |
| 2024-09-26 | $0.2800 | 0.15% |
| 2024-12-27 | $0.2800 | 0.16% |
| 2025-03-10 | $0.3600 | 0.19% |
| 2025-07-07 | $0.3600 | 0.15% |
| 2025-09-29 | $0.3600 | 0.12% |
| 2025-12-29 | $0.3600 | 0.11% |
| 2026-03-09 | $0.4700 | 0.15% |
| Total | 226 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 |
|---|---|---|---|---|
| 2021-06-25 | $7.31 | $1.46 | $0.01 | 0.0890 |
| 2021-09-24 | $7.31 | $1.46 | $0.01 | 0.0903 |
| 2021-12-20 | $7.32 | $1.46 | $0.01 | 0.1042 |
| 2022-03-07 | $7.32 | $1.46 | $0.01 | 0.1099 |
| 2022-06-27 | $7.33 | $1.47 | $0.01 | 0.1408 |
| 2022-09-26 | $7.34 | $1.47 | $0.01 | 0.1461 |
| 2022-12-14 | $7.34 | $1.47 | $0.01 | 0.1155 |
| 2023-03-06 | $9.41 | $1.88 | $0.02 | 0.1082 |
| 2023-07-10 | $9.42 | $1.88 | $0.02 | 0.0853 |
| 2023-09-25 | $9.43 | $1.89 | $0.02 | 0.0844 |
| 2023-12-27 | $9.43 | $1.89 | $0.02 | 0.0736 |
| 2024-04-12 | $41.39 | $8.28 | $0.07 | 0.2137 |
| 2024-07-11 | $41.45 | $8.29 | $0.07 | 0.2044 |
| 2024-09-26 | $41.50 | $8.30 | $0.07 | 0.1795 |
| 2024-12-27 | $41.55 | $8.31 | $0.07 | 0.1951 |
| 2025-03-10 | $53.50 | $10.70 | $0.09 | 0.2223 |
| 2025-07-07 | $53.58 | $10.72 | $0.09 | 0.1720 |
| 2025-09-29 | $53.64 | $10.73 | $0.09 | 0.1458 |
| 2025-12-29 | $53.69 | $10.74 | $0.09 | 0.1376 |
| 2026-03-09 | $70.16 | $14.03 | $0.11 | 0.1740 |
| Total | $539.44 | $107.89 | $0.86 | 2.7918 |
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.