Gen Digital Inc. (GEN) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$9,717
Total Return
-2.83%
CAGR
-0.57%
Dividends
$1,231.47
Yield on Cost
12.31%

Rolling Returns

1-Month (21 Trading Days)
Average+0.35%
Median-0.07%
Best+36.55%
Worst-25.39%
% of Windows Positive49.5%
1-Year (252 Trading Days)
Average+4.96%
Median-0.54%
Best+77.79%
Worst-45.36%
% of Windows Positive49.5%
3-Year (756 Trading Days)
Average+16.43%
Median+15.58%
Best+44.55%
Worst-10.77%
% of Windows Positive83.6%

Risk Metrics

Maximum Drawdown -48.68%
Average Drawdown -19.46%
Drawdown Duration 690 Trading Days
Sortino Ratio 0.20
Calmar Ratio -0.01
CVaR (5%) -4.27%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -30.16% (-71.65% ann.) $3015.98 $45.97 $9.19 $0.07
2025 +0.71% +$71.40 $183.58 $36.72 $0.29
2024 +21.91% +$2191.10 $220.53 $44.11 $0.35
2023 +8.69% +$869.30 $235.15 $47.03 $0.38
2022 -16.17% $1616.53 $193.57 $38.71 $0.31
2021 +27.07% +$2707.15 $242.16 $48.43 $0.39
2020 +29.40% +$2940.49 $5009.75 $1001.95 $8.02
2019 +36.70% +$3670.34 $186.06 $37.21 $0.30
2018 -31.92% $3192.09 $107.32 $21.46 $0.17
2017 +18.44% +$1844.02 $125.97 $25.19 $0.20
2016 +37.62% +$3761.69 $2116.62 $423.32 $3.39
2015 -16.36% $1635.90 $235.61 $47.12 $0.38
2014 +11.14% +$1113.92 $256.60 $51.32 $0.41
2013 +27.18% +$2718.04 $240.33 $48.07 $0.38
2012 +20.26% +$2025.56 $0.00 $0.00 $0.00
2011 -6.51% $651.13 $0.00 $0.00 $0.00
2010 -6.43% $642.82 $0.00 $0.00 $0.00
2009 +32.32% +$3232.25 $0.00 $0.00 $0.00
2008 -16.23% $1623.30 $0.00 $0.00 $0.00
2007 -22.59% $2258.99 $0.00 $0.00 $0.00
2006 +19.14% +$1914.29 $0.00 $0.00 $0.00
2005 -32.07% $3206.52 $0.00 $0.00 $0.00
2004 +49.33% +$4933.33 $0.00 $0.00 $0.00
2003 +70.33% +$7032.83 $0.00 $0.00 $0.00
2002 +22.15% +$2214.68 $0.00 $0.00 $0.00
2001 +98.74% +$9874.16 $0.00 $0.00 $0.00
2000 -43.07% $4307.04 $0.00 $0.00 $0.00
1999 +169.54% +$16954.02 $0.00 $0.00 $0.00
1998 -0.85% $85.47 $0.00 $0.00 $0.00
1997 +51.29% +$5129.31 $0.00 $0.00 $0.00
1996 -37.63% $3763.44 $0.00 $0.00 $0.00
1995 +32.86% +$3285.71 $0.00 $0.00 $0.00
1994 -4.11% $410.96 $0.00 $0.00 $0.00
1993 +33.94% +$3394.50 $0.00 $0.00 $0.00
1992 -69.38% $6938.20 $0.00 $0.00 $0.00
1991 +232.71% +$23271.03 $0.00 $0.00 $0.00
1990 +72.58% +$7258.07 $0.00 $0.00 $0.00
1989 partial +34.78% (+78.04% ann.) +$3478.26 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +171.07% +24.29% +$17106.92 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -16.54% -6.78% $1653.88 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +154.25% +20.53% +$15425.05 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -39.90% -30.26% $3990.48 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +11.39% +3.25% +$1139.24 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +177.80% +14.46% +$17780.28 $15304.37 $3060.87 $24.49
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -19.86% -92.01% $1986.13 $60.12 $12.02 $0.10
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +18.60% +31.58% +$1859.81 $144.43 $28.89 $0.23
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +32.91% +30.99% +$3291.37 $324.23 $64.85 $0.52
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -6.67% -7.07% $667.09 $151.47 $30.29 $0.24
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +21.39% +11.02% +$2138.72 $449.54 $89.91 $0.72
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -27.30% -18.39% $2729.71 $284.63 $56.93 $0.46

Dividend History

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

Date Per Share Yield %
2013-06-17 $0.1500 0.67%
2013-08-22 $0.1500 0.58%
2013-11-21 $0.1500 0.64%
2014-02-20 $0.1500 0.73%
2014-06-06 $0.1500 0.70%
2014-08-25 $0.1500 0.62%
2014-11-20 $0.1500 0.59%
2015-02-24 $0.1500 0.59%
2015-06-08 $0.1500 0.62%
2015-08-24 $0.1500 0.72%
2015-11-19 $0.1500 0.75%
2016-02-18 $0.1500 0.75%
2016-03-04 $4.0000 19.49%
2016-06-06 $0.0750 0.43%
2016-08-18 $0.0750 0.33%
2016-11-17 $0.0750 0.31%
2017-02-15 $0.0750 0.26%
2017-06-05 $0.0750 0.25%
2017-08-17 $0.0750 0.27%
2017-11-17 $0.0750 0.27%
2018-02-21 $0.0750 0.28%
2018-06-07 $0.0750 0.35%
2018-08-17 $0.0750 0.39%
2018-11-16 $0.0750 0.32%
2019-02-15 $0.0750 0.33%
2019-06-07 $0.0750 0.40%
2019-08-23 $0.0750 0.32%
2019-11-22 $0.1250 0.51%
2020-02-03 $12.0000 42.22%
2020-02-21 $0.1250 0.60%
2020-06-09 $0.1250 0.57%
2020-08-21 $0.1250 0.55%
2020-11-20 $0.1250 0.67%
2021-02-19 $0.1250 0.60%
2021-06-08 $0.1250 0.44%
2021-08-20 $0.1250 0.48%
2021-11-19 $0.1250 0.50%
2022-02-18 $0.1250 0.44%
2022-06-07 $0.1250 0.51%
2022-08-19 $0.1250 0.53%
2022-11-18 $0.1250 0.56%
2023-02-16 $0.1250 0.58%
2023-05-19 $0.1250 0.78%
2023-08-18 $0.1250 0.62%
2023-11-17 $0.1250 0.61%
2024-02-15 $0.1250 0.59%
2024-05-17 $0.1250 0.49%
2024-08-19 $0.1250 0.49%
2024-11-18 $0.1250 0.42%
2025-02-14 $0.1250 0.45%
2025-05-19 $0.1250 0.43%
2025-08-18 $0.1250 0.40%
2025-11-17 $0.1250 0.47%
2026-02-13 $0.1250 0.53%
Total 54 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
2021-06-08 $59.16 $11.83 $0.09 1.6713
2021-08-20 $59.37 $11.87 $0.10 1.8407
2021-11-19 $59.60 $11.92 $0.10 1.9033
2022-02-18 $59.83 $11.97 $0.10 1.7080
2022-06-07 $60.05 $12.01 $0.10 1.9339
2022-08-19 $60.29 $12.06 $0.10 2.0448
2022-11-18 $60.55 $12.11 $0.10 2.1370
2023-02-16 $60.81 $12.16 $0.10 2.2741
2023-05-19 $61.10 $12.22 $0.10 3.0111
2023-08-18 $61.47 $12.29 $0.10 2.4094
2023-11-17 $61.77 $12.35 $0.10 2.3873
2024-02-15 $62.07 $12.41 $0.10 2.3169
2024-05-17 $62.36 $12.47 $0.10 1.9892
2024-08-19 $62.61 $12.52 $0.10 1.9619
2024-11-18 $62.86 $12.57 $0.10 1.7139
2025-02-14 $63.07 $12.61 $0.10 1.8166
2025-05-19 $63.30 $12.66 $0.10 1.7738
2025-08-18 $63.52 $12.70 $0.10 1.6166
2025-11-17 $63.72 $12.74 $0.10 1.9463
2026-02-13 $63.96 $12.79 $0.10 2.1530
Total $1231.47 $246.29 $1.97 40.6092

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.

OC

CAGR 8.70% Total 406.70% Final $50,670
2006-11-01 — 2026-04-14
XPEL

CAGR 37.32% Total 760.60% Final $86,060
2019-07-01 — 2026-04-14
ESRT

CAGR -5.40% Total -50.15% Final $4,985
2013-10-02 — 2026-04-14